Company lists · Data refreshed September 2026

Top 25 Account management firms worldwide

Name: Account management firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 7,510 companies tracked

RevenueBase identified 7,510 account management firms worldwide as of September 2026 and tracks 122,444 professional contacts across them, including 47,713 with verified work emails. The United States is the largest market and London the largest hub.

This list covers account management firms worldwide, 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 21, 2026. Country and city lists for account management firms follow the table.

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 21, 2026 86% judged on-target in blind review

7,510Companies

122,444Contacts tracked

47,713Verified emails

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The 25 largest account management firms worldwide

Ranked by team size

Top 25 of 7,510 account management firms worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to account management 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	Janney Montgomery Scott LLC	Partial evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,611 contacts →
	Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026
3	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 21, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 21, 2026
4	Pt. Mandala Multifinance TBK	Indirect evidence	Jakarta Pusat, IndonesiaHQ checked Sep 21, 2026	10001+	1,962 contacts →
	Indirect evidence “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Source: RevenueBase Database · checked Sep 21, 2026
5	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 21, 2026
6	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 21, 2026
7	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Partial 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 21, 2026
8	Rehmann	Strong evidence	Troy, MI, United StatesHQ checked Sep 21, 2026	501-1,000	1,323 contacts →
	Strong evidence “Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.” Source: RevenueBase Database · checked Sep 21, 2026
9	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026
10	William Buck	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1,001-5,000	1,088 contacts →
	Partial evidence “William Buck is a leading firm of Accountants and advisors with 150 partners and over 1,100 professional staff.” Source: RevenueBase Database · checked Sep 21, 2026
11	Frank, Rimerman Co. LLP	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 21, 2026	501-1,000	893 contacts →
	Indirect evidence “Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Source: RevenueBase Database · checked Sep 21, 2026
12	LBMC	Partial evidence	Brentwood, TN, IndiaHQ checked Sep 21, 2026	501-1,000	788 contacts →
	Partial evidence “Initially founded as a traditional accounting firm in 1984, LBMC has become the largest professional services solutions provider based in Tennessee.” Source: RevenueBase Database · checked Sep 21, 2026
13	HBK Cpas & Consultants	Indirect evidence	Canfield, OH, United StatesHQ checked Sep 21, 2026	501-1,000	641 contacts →
	Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 21, 2026
14	Craigs Investment Partners	Indirect evidence	Tauranga, New ZealandHQ checked Sep 21, 2026	501-1,000	607 contacts →
	Indirect evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 21, 2026
15	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 21, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 21, 2026
16	Buzzacott	Partial evidence	London, United KingdomHQ checked Sep 21, 2026	501-1,000	575 contacts →
	Partial evidence “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Source: RevenueBase Database · checked Sep 21, 2026
17	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 21, 2026
18	Rogers Capital	Indirect evidence	Rogers House, MauritiusHQ checked Sep 21, 2026	501-1,000	510 contacts →
	Indirect evidence “We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.” Source: RevenueBase Database · checked Sep 21, 2026
19	NKSFB	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	501-1,000	495 contacts →
	Partial evidence “NKSFB, LLC is the largest Business Management Firm in the World.” Source: RevenueBase Database · checked Sep 21, 2026
20	Sensiba LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 21, 2026	501-1,000	493 contacts →
	Partial evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 21, 2026
21	FED	Indirect evidence	Paris, FranceHQ checked Sep 21, 2026	n/a	474 contacts →
	Indirect evidence “La FED est une société d’expertise-comptable avec une mission précise : accompagner les entrepreneurs,favoriser leur réussite.Grâce à nos valeurs, nous bâtissons une relation de…” Source: RevenueBase Database · checked Sep 21, 2026
22	Financial Alliance PTE LTD	Indirect evidence	SingaporeHQ checked Sep 21, 2026	201-500	453 contacts →
	Indirect evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 21, 2026
23	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	1,001-5,000	448 contacts →
	Partial evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 21, 2026
24	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 21, 2026
25	Aldrich	Indirect evidence	Portland, OR, United StatesHQ checked Sep 21, 2026	201-500	410 contacts →
	Indirect evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 21, 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: account management 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 account management firms.
Partial evidence: Its own public description names part of account management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name account management 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 7,510 account management firms worldwide

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Account management firms worldwide at a glance

As of Sep 21, 2026

39.0%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

4,918

11-50

2,069

51-200

368

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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 account management 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.
Coverage: Every country. Country and city lists for account management firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “account management 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 account management 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 account management firms, and records with no verified work email.
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, 47,713 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 21, 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.

Account management firms by location

31 lists · largest first

Every Account management firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 account management 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 account management firms are there worldwide?

RevenueBase identified 7,510 account management firms worldwide 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which country has the most account management firms?

The United States leads with 2,909 companies, followed by Australia (491) and the United Kingdom (478). Every account management firms list by country and city is linked on this page.

Which city has the most account management firms?

London leads with 107 headquartered companies, followed by New York (85) and Sao Paulo (83).

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 47,713 verified decision-maker contacts tracked across these 7,510 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 21, 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.