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 association financial advisory firms headquartered in 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 association financial advisory firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

15,118Companies

307,637Contacts tracked

128,603Verified emails

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

Ranked by team size

Top 25 of 15,118 association financial advisory firms based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Edward Jones	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	42,985 contacts →
	Partial evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
2	Northwestern Mutual	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	n/a	38,382 contacts →
	Strong evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 19, 2026
3	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	5,001-10,000	24,283 contacts →
	Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 19, 2026
4	Wells Fargo Advisors	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	13,910 contacts →
	Strong evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 19, 2026
5	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
6	BNY Pershing	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,420 contacts →
	Strong evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 19, 2026
7	Equitable	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,090 contacts →
	Partial evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 19, 2026
8	Western & Southern Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,725 contacts →
	Partial evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
9	OSAIC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,071 contacts →
	Indirect evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
10	Cetera Financial Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,877 contacts →
	Indirect evidence “We’re enablers.” Source: RevenueBase Database · checked Sep 19, 2026
11	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 19, 2026
12	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
13	Commonwealth Financial Network	Strong evidence	Waltham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,614 contacts →
	Strong evidence “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Source: RevenueBase Database · checked Sep 19, 2026
14	Wealth Enhancement	Strong evidence	Plymouth, MN, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,516 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
16	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Partial evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 19, 2026
17	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
18	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 19, 2026
19	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	883 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
20	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	837 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
21	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 19, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 19, 2026
22	Advisors Excel	Strong evidence	Topeka, KS, United StatesHQ checked Sep 19, 2026	501-1,000	807 contacts →
	Strong evidence “Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Source: RevenueBase Database · checked Sep 19, 2026
23	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 19, 2026
24	Lincoln Investment	Partial evidence	Fort Washington, PA, United StatesHQ checked Sep 19, 2026	201-500	737 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
25	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 19, 2026	1,001-5,000	645 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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)

2.0%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 128,603 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Association financial advisory firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 15,118 association financial advisory firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 128,603 verified decision-maker contacts tracked across these 15,118 companies.

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.

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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 Smart Search, 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.