Company lists · Data refreshed November 2026

Top 25 Executive financial planners worldwide

Name: Executive financial planners worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 44,633 companies tracked

RevenueBase identified 44,633 company matches for executive financial planners worldwide as of November 2026 and tracks 576,016 professional contacts across them, including 200,843 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for executive financial planners 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 executive financial planners 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 Nov 6, 2026 How this list was built

44,633Companies

576,016Contacts tracked

200,843Verified emails

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The 25 largest executive financial planners worldwide

Ranked by team size

Top 25 of 44,633 company matches for executive financial planners worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 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 · Nov 6, 2026 · View company records in RevenueBase
3	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	12,182 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 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 · Nov 6, 2026 · View company records in RevenueBase
6	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	10001+	8,874 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	J.P. Morgan Private Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	7,136 contacts →
	Exact match “Join us for a view into the elevated experience of J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 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 · Nov 6, 2026 · View company records in RevenueBase
9	Bajaj Capital LTD	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	5,001-10,000	5,566 contacts →
	Exact match “For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,525 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 · Nov 6, 2026 · View company records in RevenueBase
11	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Nov 6, 2026	10001+	4,152 contacts →
	Exact match “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,168 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	National City Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	2,934 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 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 · Nov 6, 2026 · View company records in RevenueBase
19	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Nov 6, 2026	5,001-10,000	2,042 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,038 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Evelyn Partners	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,032 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,025 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	MHA	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	1,923 contacts →
	Exact match “MHA provides a full range of financial and business strategy services to enterprises and individuals, helping them to achieve growth and success for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 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 · 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 “executive financial planners”. 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 44,633 executive financial planners worldwide

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Executive financial planners worldwide at a glance

As of Nov 6, 2026

34.9%Verified-email coverage

12.9Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

32,826

11-50

9,149

51-200

1,602

201-500

380

501-1,000

142

1,001-5,000

113

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 executive financial planners are linked below.
What qualifies: Company records worldwide whose business descriptions match “executive financial planners” 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 200,843 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.

Executive financial planners by location

263 lists · largest first

Every Executive financial planners 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 “executive financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive financial planners are there worldwide?

RevenueBase identified 44,633 company matches for executive financial planners 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?

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

Which country has the most executive financial planners?

The United States leads with 20,625 companies, followed by the United Kingdom (3,577) and India (2,574). Every executive financial planners list by country and city is linked on this page.

Which city has the most executive financial planners?

London leads with 607 company records, followed by New York (383) and Paris (380).

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 200,843 professional contacts with verified work emails tracked across these 44,633 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.

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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.