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 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 association financial advisory 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 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 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

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 association financial advisory firms worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	42,985 contacts →
	Partial 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	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	n/a	38,382 contacts →
	Strong 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	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	5,001-10,000	24,283 contacts →
	Partial 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
4	Wells Fargo Advisors	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	13,910 contacts →
	Strong 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
5	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	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 19, 2026
6	Profuturo	Indirect evidence	MexicoHQ checked Sep 19, 2026	1,001-5,000	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 19, 2026
7	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	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 19, 2026
8	Equitable Advisors	Strong evidence	United StatesHQ checked Sep 19, 2026	5,001-10,000	4,468 contacts →
	Strong evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 19, 2026
9	BNY Pershing	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,420 contacts →
	Strong 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
10	Western & Southern Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,725 contacts →
	Partial 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
11	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 19, 2026	1,001-5,000	2,400 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
12	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 19, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 19, 2026
13	AFP Cuprum	Indirect evidence	Santiago, ChileHQ checked Sep 19, 2026	1,001-5,000	2,274 contacts →
	Indirect evidence “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Source: RevenueBase Database · checked Sep 19, 2026
14	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
15	MLP	Partial evidence	Wiesloch, GermanyHQ checked Sep 19, 2026	1,001-5,000	2,058 contacts →
	Partial evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 19, 2026
16	Cetera Financial Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,877 contacts →
	Indirect evidence “We’re enablers.” Source: RevenueBase Database · checked Sep 19, 2026
17	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
18	Partners Financial Services, A.S	Partial evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 19, 2026	1,001-5,000	1,775 contacts →
	Partial evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 19, 2026
19	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
20	Commonwealth Financial Network	Strong evidence	Waltham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,614 contacts →
	Strong 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
21	Pitcher Partners	Partial evidence	Docklands, AustraliaHQ checked Sep 19, 2026	1,001-5,000	1,531 contacts →
	Partial evidence “Accounting and business advisory experts sharing insights about issues impacting family-controlled and privately owned businesses, high net-worth individuals, the public sector…” Source: RevenueBase Database · checked Sep 19, 2026
22	Wealth Enhancement	Strong evidence	Plymouth, MN, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,516 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
23	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
24	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Partial 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	Allianz Bank Financial Advisors	Indirect evidence	Milano, ItalyHQ checked Sep 19, 2026	501-1,000	1,413 contacts →
	Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” 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: association financial advisory 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 association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory 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 association financial advisory firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “association financial advisory 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 association financial advisory 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 association financial advisory 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, 181,616 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.

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 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 association financial advisory 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 association financial advisory firms are there worldwide?

RevenueBase identified 30,718 association financial advisory 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 181,616 verified decision-maker contacts tracked across these 30,718 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.