Company lists · Data refreshed September 2026
Top 25 Asset management companies for estates worldwide
RevenueBase identified 43,101 asset management companies for estates worldwide as of September 2026 and tracks 878,457 professional contacts across them, including 321,162 with verified work emails. The United States is the largest market and London the largest hub.
This list covers asset management companies for estates 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 30, 2026. Country and city lists for asset management companies for estates 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.
The 25 largest asset management companies for estates worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27,212 contacts → | ||||
Strong evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13,475 contacts → | ||||
Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9,050 contacts → | ||||
Indirect evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8,191 contacts → | ||||
Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6,589 contacts → | ||||
Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5,152 contacts → | ||||
Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4,862 contacts → | ||||
Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3,912 contacts → | ||||
Strong evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3,006 contacts → | ||||
Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3,000 contacts → | ||||
Indirect evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,898 contacts → | ||||
Indirect evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
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: asset management companies for estates. 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 asset management companies for estates.
- Partial evidence
- Its own public description names part of asset management companies for estates, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management companies for estates. 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 43,101 asset management companies for estates worldwide
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Asset management companies for estates worldwide at a glance
As of Sep 30, 2026Companies by employee count
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 asset management companies for estates, 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 asset management companies for estates are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “asset management companies for estates”. 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 asset management companies for estates), 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 asset management companies for estates, 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, 321,162 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 30, 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.
Asset management companies for estates by location
262 lists · largest firstEvery Asset management companies for estates list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset management companies for estates based in the United States19,196
- Asset management companies for estates based in the United Kingdom2,963
- Asset management companies for estates based in India2,446
- Asset management companies for estates based in France2,186
- Asset management companies for estates based in Canada1,554
- Asset management companies for estates based in Australia1,461
- Asset management companies for estates based in Brazil998
- Asset management companies for estates based in Germany865
- Asset management companies for estates based in Switzerland781
- Asset management companies for estates based in South Africa614
- Asset management companies for estates based in Spain431
- Asset management companies for estates based in the Netherlands333
- Asset management companies for estates based in the United Arab Emirates314
- Asset management companies for estates based in Italy249
- Asset management companies for estates based in Mexico238
- Asset management companies for estates based in Singapore218
- Asset management companies for estates based in Hong Kong161
- Asset management companies for estates based in Belgium156
- Asset management companies for estates based in Argentina153
- Asset management companies for estates based in Ireland147
- Asset management companies for estates based in Czechia130
- Asset management companies for estates based in Nigeria128
- Asset management companies for estates based in Israel123
- Asset management companies for estates based in Malaysia122
- Asset management companies for estates based in Chile115
- Asset management companies for estates based in New Zealand87
- Asset management companies for estates based in Austria79
- Asset management companies for estates based in Luxembourg72
- Asset management companies for estates based in Sweden70
- Asset management companies for estates based in Colombia69
- Asset management companies for estates based in Japan68
- Asset management companies for estates based in Türkiye61
- Asset management companies for estates based in Indonesia54
- Asset management companies for estates based in Mauritius54
- Asset management companies for estates based in Portugal46
- Asset management companies for estates based in Denmark44
- Asset management companies for estates based in Saudi Arabia39
- Asset management companies for estates based in Cyprus36
- Asset management companies for estates based in Norway36
- Asset management companies for estates based in Thailand36
- Asset management companies for estates based in Panama34
- Asset management companies for estates based in Uruguay34
Cities
- Asset management companies for estates based in London, United Kingdom817
- Asset management companies for estates based in New York, United States560
- Asset management companies for estates based in Paris, France531
- Asset management companies for estates based in Sao Paulo, Brazil392
- Asset management companies for estates based in Mumbai, India389
- Asset management companies for estates based in Sydney, Australia275
- Asset management companies for estates based in Toronto, Canada258
- Asset management companies for estates based in Atlanta, United States250
- Asset management companies for estates based in Houston, United States242
- Asset management companies for estates based in Dallas, United States225
- Asset management companies for estates based in Chicago, United States222
- Asset management companies for estates based in Dubai, United Arab Emirates202
- Asset management companies for estates based in San Diego, United States196
- Asset management companies for estates based in Singapore, Singapore195
- Asset management companies for estates based in Zurich, Switzerland189
- Asset management companies for estates based in Bangalore, India185
- Asset management companies for estates based in Geneva, Switzerland179
- Asset management companies for estates based in Austin, United States176
- Asset management companies for estates based in Miami, United States170
- Asset management companies for estates based in Boston, United States167
- Asset management companies for estates based in Pune, India163
- Asset management companies for estates based in Melbourne, Australia158
- Asset management companies for estates based in San Francisco, United States157
- Asset management companies for estates based in Scottsdale, United States155
- Asset management companies for estates based in Los Angeles, United States150
- Asset management companies for estates based in New Delhi, India150
- Asset management companies for estates based in Denver, United States149
- Asset management companies for estates based in Madrid, Spain143
- Asset management companies for estates based in Charlotte, United States141
- Asset management companies for estates based in Tampa, United States125
- Asset management companies for estates based in Calgary, Canada113
- Asset management companies for estates based in Newport Beach, United States111
- Asset management companies for estates based in Portland, United States108
- Asset management companies for estates based in Johannesburg, South Africa106
- Asset management companies for estates based in Cincinnati, United States104
- Asset management companies for estates based in Irvine, United States104
- Asset management companies for estates based in Ahmedabad, India101
- Asset management companies for estates based in Gurgaon, India101
- Asset management companies for estates based in Kolkata, India101
- Asset management companies for estates based in Vancouver, Canada100
- Asset management companies for estates based in Cape Town, South Africa98
- Asset management companies for estates based in Minneapolis, United States97
- Asset management companies for estates based in Overland Park, United States96
- Asset management companies for estates based in Lyon, France94
- Asset management companies for estates based in Phoenix, United States93
- Asset management companies for estates based in St. Louis, United States91
- Asset management companies for estates based in Columbus, United States90
- Asset management companies for estates based in Milan, Italy90
- Asset management companies for estates based in Hong Kong, Hong Kong89
- Asset management companies for estates based in Rio De Janeiro, Brazil89
- Asset management companies for estates based in Indianapolis, United States88
- Asset management companies for estates based in Raleigh, United States86
- Asset management companies for estates based in Seattle, United States86
- Asset management companies for estates based in Montreal, Canada84
- Asset management companies for estates based in Boca Raton, United States80
- Asset management companies for estates based in Barcelona, Spain79
- Asset management companies for estates based in Pittsburgh, United States79
- Asset management companies for estates based in San Antonio, United States78
- Asset management companies for estates based in Chennai, India76
- Asset management companies for estates based in Omaha, United States76
- Asset management companies for estates based in Bellevue, United States75
- Asset management companies for estates based in Las Vegas, United States75
- Asset management companies for estates based in Munich, Germany75
- Asset management companies for estates based in Birmingham, United States74
- Asset management companies for estates based in Columbia, United States72
- Asset management companies for estates based in Greenville, United States72
- Asset management companies for estates based in Grand Rapids, United States70
- Asset management companies for estates based in Noida, India70
- Asset management companies for estates based in Richmond, United States69
- Asset management companies for estates based in Rochester, United States68
- Asset management companies for estates based in Bordeaux, France67
- Asset management companies for estates based in Hamburg, Germany65
- Asset management companies for estates based in Nashville, United States65
- Asset management companies for estates based in Wilmington, United States64
- Asset management companies for estates based in Hyderabad, India63
- Asset management companies for estates based in Buenos Aires, Argentina62
- Asset management companies for estates based in Louisville, United States62
- Asset management companies for estates based in Orlando, United States62
- Asset management companies for estates based in Toulouse, France62
- Asset management companies for estates based in Brisbane, Australia61
- Asset management companies for estates based in Berlin, Germany60
- Asset management companies for estates based in Washington, United States60
- Asset management companies for estates based in Greenwood Village, United States59
- Asset management companies for estates based in Madison, United States59
- Asset management companies for estates based in Naples, United States59
- Asset management companies for estates based in Salt Lake City, United States59
- Asset management companies for estates based in Colorado Springs, United States58
- Asset management companies for estates based in Jacksonville, United States58
- Asset management companies for estates based in Lexington, United States58
- Asset management companies for estates based in Sarasota, United States58
- Asset management companies for estates based in Fort Worth, United States57
- Asset management companies for estates based in Manchester, United Kingdom57
- Asset management companies for estates based in Memphis, United States54
- Asset management companies for estates based in Pasadena, United States54
- Asset management companies for estates based in Plano, United States54
- Asset management companies for estates based in Edinburgh, United Kingdom53
- Asset management companies for estates based in Springfield, United States53
- Asset management companies for estates based in Lugano, Switzerland51
- Asset management companies for estates based in Cleveland, United States50
- Asset management companies for estates based in Fort Lauderdale, United States50
- Asset management companies for estates based in Walnut Creek, United States50
- Asset management companies for estates based in Pretoria, South Africa49
- Asset management companies for estates based in Tucson, United States48
- Asset management companies for estates based in Tulsa, United States48
- Asset management companies for estates based in Winnipeg, Canada48
- Asset management companies for estates based in Coral Gables, United States47
- Asset management companies for estates based in Lagos, Nigeria47
- Asset management companies for estates based in Troy, United States47
- Asset management companies for estates based in Luxembourg, Luxembourg46
- Asset management companies for estates based in Alpharetta, United States45
- Asset management companies for estates based in Edmonton, Canada44
- Asset management companies for estates based in Philadelphia, United States44
- Asset management companies for estates based in Porto Alegre, Brazil44
- Asset management companies for estates based in St. Petersburg, United States42
- Asset management companies for estates based in Bethesda, United States41
- Asset management companies for estates based in Bristol, United Kingdom41
- Asset management companies for estates based in Frankfurt, Germany41
- Asset management companies for estates based in Knoxville, United States41
- Asset management companies for estates based in Leeds, United Kingdom41
- Asset management companies for estates based in Westlake Village, United States41
- Asset management companies for estates based in Baton Rouge, United States40
- Asset management companies for estates based in Belo Horizonte, Brazil40
- Asset management companies for estates based in Franklin, United States40
- Asset management companies for estates based in Lake Oswego, United States40
- Asset management companies for estates based in Melville, United States40
- Asset management companies for estates based in Oklahoma City, United States40
- Asset management companies for estates based in Santiago, Chile40
- Asset management companies for estates based in Kansas City, United States39
- Asset management companies for estates based in Ottawa, Canada39
- Asset management companies for estates based in Lafayette, United States38
- Asset management companies for estates based in Mclean, United States38
- Asset management companies for estates based in Mississauga, Canada38
- Asset management companies for estates based in San Jose, United States38
- Asset management companies for estates based in Fort Collins, United States37
- Asset management companies for estates based in Glasgow, United Kingdom37
- Asset management companies for estates based in Red Bank, United States37
- Asset management companies for estates based in Virginia Beach, United States37
- Asset management companies for estates based in Chattanooga, United States36
- Asset management companies for estates based in Curitiba, Brazil36
- Asset management companies for estates based in Auckland, New Zealand35
- Asset management companies for estates based in Bloomington, United States35
- Asset management companies for estates based in Brentwood, United States35
- Asset management companies for estates based in Frisco, United States35
- Asset management companies for estates based in Jackson, United States35
- Asset management companies for estates based in Little Rock, United States35
- Asset management companies for estates based in Roseville, United States35
- Asset management companies for estates based in Santa Barbara, United States35
- Asset management companies for estates based in Stamford, United States35
- Asset management companies for estates based in Vienna, Austria35
- Asset management companies for estates based in Ann Arbor, United States34
- Asset management companies for estates based in Charleston, United States34
- Asset management companies for estates based in Greensboro, United States34
- Asset management companies for estates based in Lincoln, United States34
- Asset management companies for estates based in North Sydney, Australia34
- Asset management companies for estates based in Perth, Australia34
- Asset management companies for estates based in Pittsford, United States34
- Asset management companies for estates based in West Des Moines, United States34
- Asset management companies for estates based in Annapolis, United States33
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 asset management companies for estates, 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 asset management companies for estates are there worldwide?
RevenueBase identified 43,101 asset management companies for estates 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most asset management companies for estates?
The United States leads with 19,196 companies, followed by the United Kingdom (2,963) and India (2,446). Every asset management companies for estates list by country and city is linked on this page.
Which city has the most asset management companies for estates?
London leads with 849 headquartered companies, followed by New York (560) and Paris (531).
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 321,162 verified decision-maker contacts tracked across these 43,101 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 30, 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.