Company lists · Data refreshed September 2026

Top 25 Brokerage firms based in the United States

Name: Brokerage 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 6,919 companies tracked

RevenueBase identified 6,919 brokerage firms headquartered in the United States as of September 2026 and tracks 383,101 professional contacts across them, including 153,382 with verified work emails. New York is the largest hub.

This list covers brokerage 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

6,919Companies

383,101Contacts tracked

153,382Verified emails

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The 25 largest brokerage firms based in the United States

Ranked by team size

Top 25 of 6,919 brokerage 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 brokerage 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	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	42,985 contacts →
	Indirect 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	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	n/a	38,382 contacts →
	Indirect 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026
4	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
5	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
6	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	5,001-10,000	24,283 contacts →
	Indirect 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
7	Wells Fargo Advisors	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	13,910 contacts →
	Indirect 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
8	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	13,475 contacts →
	Indirect 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
9	E Trade From Morgan Stanley	Strong evidence	Arlington, VA, United StatesHQ checked Sep 19, 2026	1,001-5,000	11,044 contacts →
	Strong evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 19, 2026
10	Stifel Financial Corp	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	5,001-10,000	6,913 contacts →
	Strong evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 19, 2026
11	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
12	TD Ameritrade	Strong evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,874 contacts →
	Strong evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 19, 2026
13	BNY Pershing	Indirect evidence	Jersey City, NJ, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,420 contacts →
	Indirect 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
14	Nylife Securities LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	3,292 contacts →
	Strong evidence “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Source: RevenueBase Database · checked Sep 19, 2026
15	Western & Southern Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,725 contacts →
	Indirect 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
16	BGC Group	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,491 contacts →
	Strong evidence “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Source: RevenueBase Database · checked Sep 19, 2026
17	Cantor Fitzgerald	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	2,293 contacts →
	Indirect evidence “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Source: RevenueBase Database · checked Sep 19, 2026
18	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
19	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 19, 2026
20	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
21	Guggenheim Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,748 contacts →
	Indirect evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
22	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 19, 2026
23	Commonwealth Financial Network	Indirect evidence	Waltham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,614 contacts →
	Indirect 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
24	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Indirect 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
25	HJ Sims	Indirect evidence	Fairfield, CT, United StatesHQ checked Sep 19, 2026	n/a	1,325 contacts →
	Indirect evidence “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” 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: brokerage 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 brokerage firms.
Partial evidence: Its own public description names part of brokerage firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name brokerage 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 6,919 brokerage firms based in the United States

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Brokerage firms based in the United States at a glance

As of Sep 19, 2026

40.0%Verified-email coverage

55.4Average contacts per company

1-10Median size (employees)

4.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

4,741

11-50

1,478

51-200

430

201-500

113

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 6,919 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 brokerage 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 “brokerage 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 brokerage 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 brokerage 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, 153,382 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.

Brokerage 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 brokerage 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 brokerage firms are there based in the United States?

RevenueBase identified 6,919 brokerage 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 brokerage firms?

New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).

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 153,382 verified decision-maker contacts tracked across these 6,919 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.