Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms worldwide

Name: Association financial advisory firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 30,718 companies tracked

RevenueBase identified 30,718 company matches for association financial advisory firms worldwide as of September 2026 and tracks 494,574 professional contacts across them, including 181,616 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for association financial advisory firms worldwide, 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 19, 2026. Country and city lists for association financial advisory firms follow the table.

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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

30,718Companies

494,574Contacts tracked

181,616Verified emails

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The 25 largest association financial advisory firms worldwide

Ranked by team size

Top 25 of 30,718 company matches for association financial advisory firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 19, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 19, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Profuturo	Exact match	MexicoHQ recorded Sep 19, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Equitable Advisors	Exact match	United StatesHQ recorded Sep 19, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 19, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	1,001-5,000	2,400 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 19, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	AFP Cuprum	Exact match	Santiago, ChileHQ recorded Sep 19, 2026	1,001-5,000	2,274 contacts →
	Exact match “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,071 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 19, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Cetera Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,877 contacts →
	Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 19, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	1,614 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Pitcher Partners	Exact match	Docklands, AustraliaHQ recorded Sep 19, 2026	1,001-5,000	1,531 contacts →
	Exact match “Accounting and business advisory experts sharing insights about issues impacting family-controlled and privately owned businesses, high net-worth individuals, the public sector…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Allianz Bank Financial Advisors	Exact match	Milano, ItalyHQ recorded Sep 19, 2026	501-1,000	1,413 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 19, 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 “association financial advisory 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 30,718 association financial advisory firms worldwide

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Association financial advisory firms worldwide at a glance

As of Sep 19, 2026

36.7%Verified-email coverage

16.1Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

21,468

11-50

6,903

51-200

1,541

201-500

390

501-1,000

125

1,001-5,000

105

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for association financial advisory firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “association financial advisory 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. 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 181,616 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 19, 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.

Association financial advisory firms by location

166 lists · largest first

Every Association financial advisory 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 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 “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there worldwide?

RevenueBase identified 30,718 company matches for association financial advisory firms worldwide 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most association financial advisory firms?

The United States leads with 15,118 companies, followed by the United Kingdom (1,844) and Australia (1,444). Every association financial advisory firms list by country and city is linked on this page.

Which city has the most association financial advisory firms?

London leads with 329 company records, followed by New York (307) and Sao Paulo (241).

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 181,616 professional contacts with verified work emails tracked across these 30,718 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 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 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.