Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in the United States

Name: Association financial advisory firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 15,118 companies tracked

RevenueBase identified 15,118 company matches for association financial advisory firms associated with the United States as of September 2026 and tracks 307,637 professional contacts across them, including 128,603 with verified work emails. New York is the largest hub.

This list covers company matches for association financial advisory firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

15,118Companies

307,637Contacts tracked

128,603Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest association financial advisory firms based in the United States

Ranked by team size

Top 25 of 15,118 company matches for association financial advisory firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 19, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 19, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 19, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,071 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Cetera Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,877 contacts →
	Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	1,614 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Corient	Exact match	Miami, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Advisors Excel	Exact match	Topeka, KS, United StatesHQ recorded Sep 19, 2026	501-1,000	807 contacts →
	Exact match “Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 19, 2026	201-500	737 contacts →
	Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	U.S. Bancorp Investments, INC	Exact match	S St Paul, MN, United StatesHQ recorded Sep 19, 2026	1,001-5,000	645 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “association financial advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 15,118 association financial advisory firms based in the United States

See the full list, filter by size, metro and specialty, and access 128,603 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Association financial advisory firms based in the United States at a glance

As of Sep 19, 2026

41.8%Verified-email coverage

20.3Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

10,958

11-50

3,128

51-200

698

201-500

166

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 15,118 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “association financial advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 128,603 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Association financial advisory firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there based in the United States?

RevenueBase identified 15,118 company matches for association financial advisory firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most association financial advisory firms?

New York leads with 314 company records, followed by Atlanta (196) and Houston (169).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 128,603 professional contacts with verified work emails tracked across these 15,118 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 15,118 association financial advisory firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Association financial advisory firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.