Company lists · Data refreshed November 2026
Top 25 Client relationship management companies for advisors worldwide
RevenueBase identified 4,197 company matches for client relationship management companies for advisors worldwide as of November 2026 and tracks 105,880 professional contacts across them, including 51,357 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for client relationship management companies for advisors 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 November 6, 2026. Country and city lists for client relationship management companies for advisors 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.
The 25 largest client relationship management companies for advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 45,187 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,921 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 2,051 contacts → | ||||
Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,745 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 1,589 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 1,075 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 984 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 634 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 600 contacts → | ||||
Exact match “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 560 contacts → | ||||
Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 497 contacts → | ||||
Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 483 contacts → | ||||
Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 452 contacts → | ||||
Exact match “Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 433 contacts → | ||||
Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 375 contacts → | ||||
Exact match “Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 373 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 331 contacts → | ||||
Exact match “Jsme zdravá síla ve světě financí a realit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 292 contacts → | ||||
Exact match “The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 290 contacts → | ||||
Exact match “Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 286 contacts → | ||||
Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 264 contacts → | ||||
Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 255 contacts → | ||||
Exact match “Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 231 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 226 contacts → | ||||
Exact match “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded in the RevenueBase company graph · Nov 6, 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 “client relationship management companies for advisors”. 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 4,197 client relationship management companies for advisors worldwide
See the full list, filter by size, metro and specialty, and access 51,357 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client relationship management companies for advisors worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 client relationship management companies for advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “client relationship management companies for advisors” 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 51,357 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 November 6, 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.
Client relationship management companies for advisors by location
23 lists · largest firstEvery Client relationship management companies for advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Client relationship management companies for advisors based in the United States2,564
- Client relationship management companies for advisors based in the United Kingdom191
- Client relationship management companies for advisors based in Canada124
- Client relationship management companies for advisors based in India119
- Client relationship management companies for advisors based in Australia103
- Client relationship management companies for advisors based in France99
- Client relationship management companies for advisors based in Brazil83
- Client relationship management companies for advisors based in Germany39
- Client relationship management companies for advisors based in the Netherlands37
- Client relationship management companies for advisors based in South Africa36
- Client relationship management companies for advisors based in Switzerland30
Cities
- Client relationship management companies for advisors based in New York, United States77
- Client relationship management companies for advisors based in London, United Kingdom50
- Client relationship management companies for advisors based in Atlanta, United States42
- Client relationship management companies for advisors based in San Diego, United States38
- Client relationship management companies for advisors based in Toronto, Canada34
- Client relationship management companies for advisors based in Chicago, United States32
- Client relationship management companies for advisors based in Sao Paulo, Brazil31
- Client relationship management companies for advisors based in Dallas, United States29
- Client relationship management companies for advisors based in Paris, France28
- Client relationship management companies for advisors based in Houston, United States27
- Client relationship management companies for advisors based in Austin, United States26
- Client relationship management companies for advisors based in Miami, United States26
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 “client relationship management companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for advisors are there worldwide?
RevenueBase identified 4,197 company matches for client relationship management companies for advisors worldwide as of November 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 client relationship management companies for advisors?
The United States leads with 2,564 companies, followed by the United Kingdom (191) and Canada (124). Every client relationship management companies for advisors list by country and city is linked on this page.
Which city has the most client relationship management companies for advisors?
New York leads with 77 company records, followed by London (52) and Atlanta (42).
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 51,357 professional contacts with verified work emails tracked across these 4,197 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,197 client relationship management companies for advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 client relationship management companies for advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,197 matching company records for client relationship management companies for advisors worldwide, with 105,880 tracked contacts and 51,357 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Edward Jonesedwardjones.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Corientcorient.comHQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Commonwealth Financial Networkcommonwealth.comHQ: Waltham, MA, United StatesReported employees: 501-1,000 | Waltham, MA, United States | 501-1,000 | Exact match | 1,589 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Altruistaltruist.comHQ: Culver City, CA, United StatesReported employees: 201-500 | Culver City, CA, United States | 201-500 | Exact match | 600 contacts → |
“Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Benjamin F. Edwardsbenjaminfedwards.comHQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 560 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Kestra Financialkestrafinancial.comHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 497 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Financial Alliance PTE LTDfa.com.sgHQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 483 contacts → |
“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Eurocrmeurocrm.comHQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 452 contacts → |
“Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sequoia Financial Groupsequoia-financial.comHQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Merit Financial Advisorsmeritfinancialadvisors.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  EDO Financeedogroup.czHQ: Praha 11, Czech RepublicReported employees: 201-500 | Praha 11, Czech Republic | 201-500 | Exact match | 331 contacts → |
“Jsme zdravá síla ve světě financí a realit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  CAS Software AGcas.deHQ: Karlsruhe, GermanyReported employees: 201-500 | Karlsruhe, Germany | 201-500 | Exact match | 292 contacts → |
“The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Affinity CRMaffinity.coHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 290 contacts → |
“Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Northrock Partnersnorthrockpartners.comHQ: Minneapolis, IL, United StatesReported employees: 201-500 | Minneapolis, IL, United States | 201-500 | Exact match | 286 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  National Financial Networknatfin.netHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 264 contacts → |
“National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Dynasty Financial Partnersdynastyfinancialpartners.comHQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 255 contacts → |
“Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  RFG Advisoryrfgadvisory.comHQ: Vestavia Hills, AL, United StatesReported employees: 51-200 | Vestavia Hills, AL, United States | 51-200 | Exact match | 226 contacts → |
“RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,197 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,183 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,197 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for advisors by location
23 lists · largest firstEvery Client relationship management companies for advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Client relationship management companies for advisors based in the United States2,564
- Client relationship management companies for advisors based in the United Kingdom191
- Client relationship management companies for advisors based in Canada124
- Client relationship management companies for advisors based in India119
- Client relationship management companies for advisors based in Australia103
- Client relationship management companies for advisors based in France99
- Client relationship management companies for advisors based in Brazil83
- Client relationship management companies for advisors based in Germany39
- Client relationship management companies for advisors based in the Netherlands37
- Client relationship management companies for advisors based in South Africa36
- Client relationship management companies for advisors based in Switzerland30
Cities
- Client relationship management companies for advisors based in New York, United States77
- Client relationship management companies for advisors based in London, United Kingdom50
- Client relationship management companies for advisors based in Atlanta, United States42
- Client relationship management companies for advisors based in San Diego, United States38
- Client relationship management companies for advisors based in Toronto, Canada34
- Client relationship management companies for advisors based in Chicago, United States32
- Client relationship management companies for advisors based in Sao Paulo, Brazil31
- Client relationship management companies for advisors based in Dallas, United States29
- Client relationship management companies for advisors based in Paris, France28
- Client relationship management companies for advisors based in Houston, United States27
- Client relationship management companies for advisors based in Austin, United States26
- Client relationship management companies for advisors based in Miami, United States26
Questions about this company list
What does Exact match mean for client relationship management companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for advisors did RevenueBase find worldwide?
The saved snapshot records 4,197 matching company records, 105,880 tracked contacts and 51,357 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/client-relationship-management-companies-for-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 client relationship management companies for advisors worldwide
RevenueBase records 4,197 matching company records for client relationship management companies for advisors worldwide, with 105,880 tracked contacts and 51,357 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Edward Jonesedwardjones.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Corientcorient.com HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Commonwealth Financial Networkcommonwealth.com HQ: Waltham, MA, United StatesReported employees: 501-1,000 | Waltham, MA, United States | 501-1,000 | Exact match | 1,589 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Altruistaltruist.com HQ: Culver City, CA, United StatesReported employees: 201-500 | Culver City, CA, United States | 201-500 | Exact match | 600 contacts → |
“Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Benjamin F. Edwardsbenjaminfedwards.com HQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 560 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Kestra Financialkestrafinancial.com HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 497 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Financial Alliance PTE LTDfa.com.sg HQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 483 contacts → |
“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eurocrmeurocrm.com HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 452 contacts → |
“Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sequoia Financial Groupsequoia-financial.com HQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Merit Financial Advisorsmeritfinancialadvisors.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | EDO Financeedogroup.cz HQ: Praha 11, Czech RepublicReported employees: 201-500 | Praha 11, Czech Republic | 201-500 | Exact match | 331 contacts → |
“Jsme zdravá síla ve světě financí a realit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | CAS Software AGcas.de HQ: Karlsruhe, GermanyReported employees: 201-500 | Karlsruhe, Germany | 201-500 | Exact match | 292 contacts → |
“The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Affinity CRMaffinity.co HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 290 contacts → |
“Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Northrock Partnersnorthrockpartners.com HQ: Minneapolis, IL, United StatesReported employees: 201-500 | Minneapolis, IL, United States | 201-500 | Exact match | 286 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | National Financial Networknatfin.net HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 264 contacts → |
“National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Dynasty Financial Partnersdynastyfinancialpartners.com HQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 255 contacts → |
“Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | RFG Advisoryrfgadvisory.com HQ: Vestavia Hills, AL, United StatesReported employees: 51-200 | Vestavia Hills, AL, United States | 51-200 | Exact match | 226 contacts → |
“RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,197 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,183 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,197 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for advisors by location
23 lists · largest firstEvery Client relationship management companies for advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Client relationship management companies for advisors based in the United States2,564
- Client relationship management companies for advisors based in the United Kingdom191
- Client relationship management companies for advisors based in Canada124
- Client relationship management companies for advisors based in India119
- Client relationship management companies for advisors based in Australia103
- Client relationship management companies for advisors based in France99
- Client relationship management companies for advisors based in Brazil83
- Client relationship management companies for advisors based in Germany39
- Client relationship management companies for advisors based in the Netherlands37
- Client relationship management companies for advisors based in South Africa36
- Client relationship management companies for advisors based in Switzerland30
Cities
- Client relationship management companies for advisors based in New York, United States77
- Client relationship management companies for advisors based in London, United Kingdom50
- Client relationship management companies for advisors based in Atlanta, United States42
- Client relationship management companies for advisors based in San Diego, United States38
- Client relationship management companies for advisors based in Toronto, Canada34
- Client relationship management companies for advisors based in Chicago, United States32
- Client relationship management companies for advisors based in Sao Paulo, Brazil31
- Client relationship management companies for advisors based in Dallas, United States29
- Client relationship management companies for advisors based in Paris, France28
- Client relationship management companies for advisors based in Houston, United States27
- Client relationship management companies for advisors based in Austin, United States26
- Client relationship management companies for advisors based in Miami, United States26
Questions about this company list
What does Exact match mean for client relationship management companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for advisors did RevenueBase find worldwide?
The saved snapshot records 4,197 matching company records, 105,880 tracked contacts and 51,357 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/client-relationship-management-companies-for-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗