Company lists · Data refreshed September 2026
Top 25 Broker-dealer accounting firms based in the United States
RevenueBase identified 893 company matches for broker-dealer accounting firms associated with the United States as of September 2026 and tracks 21,590 professional contacts across them, including 8,059 with verified work emails. New York is the largest hub.
This list covers company matches for broker-dealer accounting 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 27, 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.
The 25 largest broker-dealer accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,913 contacts → | ||||
Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 1,009 contacts → | ||||
Exact match “Wedbush Securities is the largest subsidiary of Wedbush Financial Services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 572 contacts → | ||||
Exact match “Money Concepts is an independent broker-dealer founded on the principle of true ownership.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 430 contacts → | ||||
Exact match “Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 340 contacts → | ||||
Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 300 contacts → | ||||
Exact match “Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) Member FINRA/SIPC At Cetera® Investment Services, our Midwestern roots mean we can’t…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 205 contacts → | ||||
Exact match “Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 201 contacts → | ||||
Exact match “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 200 contacts → | ||||
Exact match “Woodbury Financial Services is an independent broker-dealer, employing 200 home office professionals who serve 1,200 independent representatives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 199 contacts → | ||||
Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 185 contacts → | ||||
Exact match “Put Our Strengths To Work For You.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 174 contacts → | ||||
Exact match “Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 173 contacts → | ||||
Exact match “Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 134 contacts → | ||||
Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 125 contacts → | ||||
Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 117 contacts → | ||||
Exact match “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 116 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 110 contacts → | ||||
Exact match “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 108 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 107 contacts → | ||||
Exact match “We are a FINRA broker-dealer specializing in retail and proprietary equity daytrading.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 104 contacts → | ||||
Exact match “Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 99 contacts → | ||||
Exact match “Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 97 contacts → | ||||
Exact match “Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 87 contacts → | ||||
Exact match “Vested in your success – 100 percent.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 85 contacts → | ||||
Exact match “We provide "full-service" financial accounting services, including compilations, reviews, and audits of financial statements for all sizes of closely held businesses, non-profit…” Recorded in the RevenueBase company graph · Sep 27, 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 “broker-dealer accounting 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 893 broker-dealer accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 8,059 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Broker-dealer accounting firms based in the United States at a glance
As of Sep 27, 2026Companies by employee count
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 893 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 “broker-dealer accounting 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 8,059 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 27, 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.
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 “broker-dealer accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many broker-dealer accounting firms are there based in the United States?
RevenueBase identified 893 company matches for broker-dealer accounting 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?
Stifel Financial Corp tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most broker-dealer accounting firms?
New York leads with 48 company records, followed by Atlanta (14) and Miami (14).
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 8,059 professional contacts with verified work emails tracked across these 893 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 893 broker-dealer accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Broker-dealer accounting firms by geography
- Broker-dealer accounting firms based in Brazil
- Broker-dealer accounting firms based in France
- Broker-dealer accounting firms based in Germany
- Broker-dealer accounting firms based in India
- Broker-dealer accounting firms based in Italy
- Broker-dealer accounting firms based in South Africa
- Broker-dealer accounting firms based in Sweden
- Broker-dealer accounting firms based in the United Arab Emirates
- Broker-dealer accounting firms based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Broker-dealer accounting firms based in Brazil
- Broker-dealer accounting firms based in France
- Broker-dealer accounting firms based in Germany
- Broker-dealer accounting firms based in India
- Broker-dealer accounting firms based in Italy
- Broker-dealer accounting firms based in South Africa
Company intelligence · public preview
Top 25 broker-dealer accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 893 matching company records for broker-dealer accounting firms based in the United States, with 21,590 tracked contacts and 8,059 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 broker-dealer accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Stifel Financial Corpstifel.comHQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 6,913 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wedbushwedbush.comHQ: Pasadena, CA, United StatesReported employees: 501-1,000 | Pasadena, CA, United States | 501-1,000 | Exact match | 1,009 contacts → |
“Wedbush Securities is the largest subsidiary of Wedbush Financial Services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Money Conceptsmoneyconcepts.comHQ: Palm Beach Gardens, FL, United StatesReported employees: 501-1,000 | Palm Beach Gardens, FL, United States | 501-1,000 | Exact match | 572 contacts → |
“Money Concepts is an independent broker-dealer founded on the principle of true ownership.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Maxim Group LLCmaximgrp.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 430 contacts → |
“Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  A.G.P. Alliance Global Partnersallianceg.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 340 contacts → |
“A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cetera Investment Services LLCcetera.com HQ: St. Cloud, MN, United StatesReported employees: 201-500 | St. Cloud, MN, United States | 201-500 | Exact match | 300 contacts → |
“Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) Member FINRA/SIPC At Cetera® Investment Services, our Midwestern roots mean we can’t…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cetera Advisors LLCceteraadvisors.com HQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 205 contacts → |
“Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | First Allied Securities, INCfirstallied.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 201 contacts → |
“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Woodbury Financial Servicesjoinwoodbury.com HQ: Oakdale, MN, United StatesReported employees: 51-200 | Oakdale, MN, United States | 51-200 | Exact match | 200 contacts → |
“Woodbury Financial Services is an independent broker-dealer, employing 200 home office professionals who serve 1,200 independent representatives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  American Portfoliosamericanportfolios.comHQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Royal Alliance Associatesroyalalliance.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 185 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Independent Financial Group, LLCifgsd.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 174 contacts → |
“Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Newbridge Securities Corporationnewbridgesecurities.comHQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 173 contacts → |
“Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lion Streetlionstreet.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 134 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Texas Capital Securitiestexascapitalbank.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 125 contacts → |
“Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vectorglobal WMGvectorglobalwmg.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Calton & Associates, INCcalton.com HQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 116 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  DFP Partnersdfppartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  J.P. Turner & Company, LLCjpturner.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 108 contacts → |
“J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Great Point Capital LLCgreatpointcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“We are a FINRA broker-dealer specializing in retail and proprietary equity daytrading.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Emerson Equity Llc, Member Finra Sipcemersonequity.comHQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 104 contacts → |
“Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Purshe Kaplan Sterling Investments PKSpksinvest.com HQ: Albany, NY, United StatesReported employees: 1,001-5,000 | Albany, NY, United States | 1,001-5,000 | Exact match | 99 contacts → |
“Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tigress Financial Partnerstigressfp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 97 contacts → |
“Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Transamerica Financial Advisors, INCtfaconnect.com HQ: St. Petersburg, FL, United StatesReported employees: 51-200 | St. Petersburg, FL, United States | 51-200 | Exact match | 87 contacts → |
“Vested in your success – 100 percent.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Alegria Advisorsalegriaadvisors.comHQ: Yakima, WA, United StatesReported employees: 11-50 | Yakima, WA, United States | 11-50 | Exact match | 85 contacts → |
“We provide "full-service" financial accounting services, including compilations, reviews, and audits of financial statements for all sizes of closely held businesses, non-profit…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 893 company matches
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Broker-dealer accounting firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
892 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 893 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for broker-dealer accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many broker-dealer accounting firms did RevenueBase find based in the United States?
The saved snapshot records 893 matching company records, 21,590 tracked contacts and 8,059 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Broker-dealer accounting firms by geography
- Broker-dealer accounting firms based in Brazil
- Broker-dealer accounting firms based in France
- Broker-dealer accounting firms based in Germany
- Broker-dealer accounting firms based in India
- Broker-dealer accounting firms based in Italy
- Broker-dealer accounting firms based in South Africa
- Broker-dealer accounting firms based in Sweden
- Broker-dealer accounting firms based in the United Arab Emirates
- Broker-dealer accounting firms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 broker-dealer accounting firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/broker-dealer-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Broker-dealer accounting firms based in Brazil
- Broker-dealer accounting firms based in France
- Broker-dealer accounting firms based in Germany
- Broker-dealer accounting firms based in India
- Broker-dealer accounting firms based in Italy
- Broker-dealer accounting firms based in South Africa
Company intelligence · public preview
Top 25 broker-dealer accounting firms based in the United States
RevenueBase records 893 matching company records for broker-dealer accounting firms based in the United States, with 21,590 tracked contacts and 8,059 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 broker-dealer accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Stifel Financial Corpstifel.com HQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 6,913 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wedbushwedbush.com HQ: Pasadena, CA, United StatesReported employees: 501-1,000 | Pasadena, CA, United States | 501-1,000 | Exact match | 1,009 contacts → |
“Wedbush Securities is the largest subsidiary of Wedbush Financial Services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Money Conceptsmoneyconcepts.com HQ: Palm Beach Gardens, FL, United StatesReported employees: 501-1,000 | Palm Beach Gardens, FL, United States | 501-1,000 | Exact match | 572 contacts → |
“Money Concepts is an independent broker-dealer founded on the principle of true ownership.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Maxim Group LLCmaximgrp.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 430 contacts → |
“Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | A.G.P. Alliance Global Partnersallianceg.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 340 contacts → |
“A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cetera Investment Services LLCcetera.com HQ: St. Cloud, MN, United StatesReported employees: 201-500 | St. Cloud, MN, United States | 201-500 | Exact match | 300 contacts → |
“Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) Member FINRA/SIPC At Cetera® Investment Services, our Midwestern roots mean we can’t…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cetera Advisors LLCceteraadvisors.com HQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 205 contacts → |
“Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | First Allied Securities, INCfirstallied.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 201 contacts → |
“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Woodbury Financial Servicesjoinwoodbury.com HQ: Oakdale, MN, United StatesReported employees: 51-200 | Oakdale, MN, United States | 51-200 | Exact match | 200 contacts → |
“Woodbury Financial Services is an independent broker-dealer, employing 200 home office professionals who serve 1,200 independent representatives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | American Portfoliosamericanportfolios.com HQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Royal Alliance Associatesroyalalliance.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 185 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Independent Financial Group, LLCifgsd.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 174 contacts → |
“Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Newbridge Securities Corporationnewbridgesecurities.com HQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 173 contacts → |
“Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lion Streetlionstreet.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 134 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Texas Capital Securitiestexascapitalbank.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 125 contacts → |
“Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vectorglobal WMGvectorglobalwmg.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Calton & Associates, INCcalton.com HQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 116 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | DFP Partnersdfppartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | J.P. Turner & Company, LLCjpturner.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 108 contacts → |
“J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Great Point Capital LLCgreatpointcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“We are a FINRA broker-dealer specializing in retail and proprietary equity daytrading.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Emerson Equity Llc, Member Finra Sipcemersonequity.com HQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 104 contacts → |
“Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Purshe Kaplan Sterling Investments PKSpksinvest.com HQ: Albany, NY, United StatesReported employees: 1,001-5,000 | Albany, NY, United States | 1,001-5,000 | Exact match | 99 contacts → |
“Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tigress Financial Partnerstigressfp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 97 contacts → |
“Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Transamerica Financial Advisors, INCtfaconnect.com HQ: St. Petersburg, FL, United StatesReported employees: 51-200 | St. Petersburg, FL, United States | 51-200 | Exact match | 87 contacts → |
“Vested in your success – 100 percent.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Alegria Advisorsalegriaadvisors.com HQ: Yakima, WA, United StatesReported employees: 11-50 | Yakima, WA, United States | 11-50 | Exact match | 85 contacts → |
“We provide "full-service" financial accounting services, including compilations, reviews, and audits of financial statements for all sizes of closely held businesses, non-profit…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Broker-dealer accounting firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
892 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 893 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for broker-dealer accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many broker-dealer accounting firms did RevenueBase find based in the United States?
The saved snapshot records 893 matching company records, 21,590 tracked contacts and 8,059 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 broker-dealer accounting firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/broker-dealer-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Broker-dealer accounting firms based in Brazil
- Broker-dealer accounting firms based in France
- Broker-dealer accounting firms based in Germany
- Broker-dealer accounting firms based in India
- Broker-dealer accounting firms based in Italy
- Broker-dealer accounting firms based in South Africa