Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms based in the United States

Name: Automated 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 1,154 companies tracked

RevenueBase identified 1,154 automated financial advisory firms headquartered in the United States as of September 2026 and tracks 91,125 professional contacts across them, including 39,136 with verified work emails. New York is the largest hub.

This list covers automated 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

1,154Companies

91,125Contacts tracked

39,136Verified emails

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

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

Ranked by team size

Top 25 of 1,154 automated 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 automated 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	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 19, 2026	10001+	31,927 contacts →
	Indirect evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 19, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 19, 2026
3	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 19, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 19, 2026
4	TD Ameritrade	Partial evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,874 contacts →
	Partial evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 19, 2026
5	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 19, 2026
6	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 19, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 19, 2026
7	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,042 contacts →
	Indirect evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 19, 2026
8	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 19, 2026
9	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
10	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 19, 2026
11	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 19, 2026
12	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 19, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 19, 2026
13	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 19, 2026
14	Public	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	434 contacts →
	Indirect evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 19, 2026
15	Pontera	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	328 contacts →
	Strong evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 19, 2026
16	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 19, 2026
17	Albert	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	51-200	260 contacts →
	Indirect evidence “We believe in making money simple.” Source: RevenueBase Database · checked Sep 19, 2026
18	STASH	Indirect evidence	NY, United StatesHQ checked Sep 19, 2026	201-500	237 contacts →
	Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 19, 2026
19	Savvy Wealth	Strong evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	198 contacts →
	Strong evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 19, 2026
20	Certified Financial Services	Partial evidence	Paramus, NJ, United StatesHQ checked Sep 19, 2026	51-200	197 contacts →
	Partial evidence “Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity.” Source: RevenueBase Database · checked Sep 19, 2026
21	Financial Engines	Strong evidence	Sunnyvale, CA, United StatesHQ checked Sep 19, 2026	501-1,000	196 contacts →
	Strong evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 19, 2026
22	Nitrogen	Strong evidence	Auburn, CA, United StatesHQ checked Sep 19, 2026	201-500	189 contacts →
	Strong evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 19, 2026
23	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 19, 2026
24	Ycharts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	183 contacts →
	Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 19, 2026
25	Jump - Advisor AI	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 19, 2026	201-500	180 contacts →
	Strong evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” 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: automated 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 automated financial advisory firms.
Partial evidence: Its own public description names part of automated 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 automated 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 1,154 automated financial advisory firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 39,136 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 19, 2026

42.9%Verified-email coverage

79.0Average contacts per company

1-10Median size (employees)

7.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

778

11-50

271

51-200

201-500

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 1,154 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 automated 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 “automated 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 automated 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 automated 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, 39,136 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.

Automated 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 automated 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 automated financial advisory firms are there based in the United States?

RevenueBase identified 1,154 automated 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most automated financial advisory firms?

New York leads with 86 headquartered companies, followed by San Francisco (53) and Chicago (30).

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 39,136 verified decision-maker contacts tracked across these 1,154 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.

Ready to reach these companies? Verified emails and direct dials for all 1,154 automated financial advisory firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Automated financial advisory firms by geography

Browse the directory

Browse: Companies home · All United States lists · All Automated financial advisory firms lists · New lists

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.