Company lists · Data refreshed September 2026
Top 25 Fiduciary advisors worldwide
RevenueBase identified 46,435 company matches for fiduciary advisors worldwide as of September 2026 and tracks 707,122 professional contacts across them, including 274,428 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for fiduciary 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 September 20, 2026. Country and city lists for fiduciary 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 fiduciary advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 24,672 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 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 20, 2026 · View company records in RevenueBase | |||||
| 8 | 8,191 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5,197 contacts → | ||||
Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5,152 contacts → | ||||
Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4,111 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3,114 contacts → | ||||
Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3,000 contacts → | ||||
Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2,808 contacts → | ||||
Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2,766 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2,611 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 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 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2,390 contacts → | ||||
Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2,096 contacts → | ||||
Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1,951 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1,927 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1,885 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 · Sep 20, 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 “fiduciary 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 46,435 fiduciary advisors worldwide
See the full list, filter by size, metro and specialty, and access 274,428 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fiduciary advisors worldwide at a glance
As of Sep 20, 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 fiduciary advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “fiduciary 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 274,428 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 20, 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.
Fiduciary advisors by location
283 lists · largest firstEvery Fiduciary advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisors based in the United States23,767
- Fiduciary advisors based in the United Kingdom3,227
- Fiduciary advisors based in India2,240
- Fiduciary advisors based in Australia2,149
- Fiduciary advisors based in Canada1,764
- Fiduciary advisors based in France1,309
- Fiduciary advisors based in Switzerland1,015
- Fiduciary advisors based in Brazil912
- Fiduciary advisors based in Germany765
- Fiduciary advisors based in South Africa683
- Fiduciary advisors based in the Netherlands458
- Fiduciary advisors based in Mexico277
- Fiduciary advisors based in Ireland209
- Fiduciary advisors based in Italy207
- Fiduciary advisors based in Spain190
- Fiduciary advisors based in the United Arab Emirates177
- Fiduciary advisors based in Singapore171
- Fiduciary advisors based in Belgium167
- Fiduciary advisors based in Czechia123
- Fiduciary advisors based in New Zealand122
- Fiduciary advisors based in Argentina118
- Fiduciary advisors based in Malaysia117
- Fiduciary advisors based in Israel84
- Fiduciary advisors based in Colombia67
- Fiduciary advisors based in Chile65
- Fiduciary advisors based in Hong Kong60
- Fiduciary advisors based in Austria56
- Fiduciary advisors based in Luxembourg51
- Fiduciary advisors based in Sweden49
- Fiduciary advisors based in Nigeria40
Cities
- Fiduciary advisors based in London, United Kingdom562
- Fiduciary advisors based in New York, United States479
- Fiduciary advisors based in Mumbai, India332
- Fiduciary advisors based in Sao Paulo, Brazil332
- Fiduciary advisors based in Atlanta, United States308
- Fiduciary advisors based in Houston, United States281
- Fiduciary advisors based in Paris, France281
- Fiduciary advisors based in Sydney, Australia276
- Fiduciary advisors based in Dallas, United States270
- Fiduciary advisors based in San Diego, United States248
- Fiduciary advisors based in Chicago, United States228
- Fiduciary advisors based in Austin, United States215
- Fiduciary advisors based in Scottsdale, United States205
- Fiduciary advisors based in Toronto, Canada198
- Fiduciary advisors based in Charlotte, United States184
- Fiduciary advisors based in Melbourne, Australia181
- Fiduciary advisors based in Denver, United States177
- Fiduciary advisors based in Bangalore, India172
- Fiduciary advisors based in Pune, India164
- Fiduciary advisors based in San Francisco, United States164
- Fiduciary advisors based in Boston, United States158
- Fiduciary advisors based in Los Angeles, United States153
- Fiduciary advisors based in Miami, United States148
- Fiduciary advisors based in Tampa, United States147
- Fiduciary advisors based in Geneva, Switzerland143
- Fiduciary advisors based in Cincinnati, United States141
- Fiduciary advisors based in Portland, United States141
- Fiduciary advisors based in New Delhi, India127
- Fiduciary advisors based in Phoenix, United States124
- Fiduciary advisors based in Zurich, Switzerland124
- Fiduciary advisors based in Johannesburg, South Africa122
- Fiduciary advisors based in Overland Park, United States122
- Fiduciary advisors based in Irvine, United States121
- Fiduciary advisors based in Raleigh, United States118
- Fiduciary advisors based in Newport Beach, United States117
- Fiduciary advisors based in Minneapolis, United States116
- Fiduciary advisors based in Calgary, Canada115
- Fiduciary advisors based in Indianapolis, United States114
- Fiduciary advisors based in Columbus, United States112
- Fiduciary advisors based in Pittsburgh, United States107
- Fiduciary advisors based in Seattle, United States107
- Fiduciary advisors based in San Antonio, United States102
- Fiduciary advisors based in Vancouver, Canada102
- Fiduciary advisors based in Boca Raton, United States98
- Fiduciary advisors based in Cape Town, South Africa97
- Fiduciary advisors based in Omaha, United States97
- Fiduciary advisors based in Birmingham, United States96
- Fiduciary advisors based in Bellevue, United States92
- Fiduciary advisors based in Rochester, United States92
- Fiduciary advisors based in Columbia, United States91
- Fiduciary advisors based in Grand Rapids, United States85
- Fiduciary advisors based in Kolkata, India85
- Fiduciary advisors based in Greenville, United States84
- Fiduciary advisors based in Jacksonville, United States84
- Fiduciary advisors based in Las Vegas, United States84
- Fiduciary advisors based in Richmond, United States84
- Fiduciary advisors based in Louisville, United States83
- Fiduciary advisors based in Ahmedabad, India82
- Fiduciary advisors based in Sarasota, United States79
- Fiduciary advisors based in Wilmington, United States79
- Fiduciary advisors based in Greenwood Village, United States77
- Fiduciary advisors based in Brisbane, Australia76
- Fiduciary advisors based in Colorado Springs, United States76
- Fiduciary advisors based in Rio De Janeiro, Brazil76
- Fiduciary advisors based in Lexington, United States75
- Fiduciary advisors based in Madison, United States74
- Fiduciary advisors based in Montreal, Canada74
- Fiduciary advisors based in Troy, United States72
- Fiduciary advisors based in Chennai, India70
- Fiduciary advisors based in Fort Worth, United States70
- Fiduciary advisors based in Plano, United States70
- Fiduciary advisors based in Washington, United States70
- Fiduciary advisors based in Nashville, United States67
- Fiduciary advisors based in Springfield, United States66
- Fiduciary advisors based in Fort Lauderdale, United States65
- Fiduciary advisors based in Salt Lake City, United States65
- Fiduciary advisors based in Tulsa, United States65
- Fiduciary advisors based in Lyon, France64
- Fiduciary advisors based in Naples, United States64
- Fiduciary advisors based in Orlando, United States64
- Fiduciary advisors based in Tucson, United States63
- Fiduciary advisors based in Hyderabad, India61
- Fiduciary advisors based in Manchester, United Kingdom60
- Fiduciary advisors based in Walnut Creek, United States60
- Fiduciary advisors based in Cleveland, United States59
- Fiduciary advisors based in Memphis, United States58
- Fiduciary advisors based in Pasadena, United States58
- Fiduciary advisors based in Winnipeg, Canada57
- Fiduciary advisors based in Alpharetta, United States56
- Fiduciary advisors based in Edmonton, Canada56
- Fiduciary advisors based in San Jose, United States56
- Fiduciary advisors based in Bethesda, United States54
- Fiduciary advisors based in Bristol, United Kingdom54
- Fiduciary advisors based in Edinburgh, United Kingdom54
- Fiduciary advisors based in Knoxville, United States54
- Fiduciary advisors based in Ottawa, Canada54
- Fiduciary advisors based in Lake Oswego, United States52
- Fiduciary advisors based in Coral Gables, United States51
- Fiduciary advisors based in Franklin, United States51
- Fiduciary advisors based in Philadelphia, United States51
- Fiduciary advisors based in Brentwood, United States50
- Fiduciary advisors based in Glasgow, United Kingdom50
- Fiduciary advisors based in Greensboro, United States50
- Fiduciary advisors based in Lincoln, United States50
- Fiduciary advisors based in Melville, United States50
- Fiduciary advisors based in Kansas City, United States49
- Fiduciary advisors based in Lafayette, United States49
- Fiduciary advisors based in Leeds, United Kingdom49
- Fiduciary advisors based in Mississauga, Canada49
- Fiduciary advisors based in Oklahoma City, United States49
- Fiduciary advisors based in Pretoria, South Africa49
- Fiduciary advisors based in St. Louis, United States49
- Fiduciary advisors based in Westlake Village, United States49
- Fiduciary advisors based in Hamburg, Germany48
- Fiduciary advisors based in Jackson, United States48
- Fiduciary advisors based in Plymouth, United States48
- Fiduciary advisors based in Baton Rouge, United States47
- Fiduciary advisors based in Lugano, Switzerland47
- Fiduciary advisors based in The Woodlands, United States47
- Fiduciary advisors based in Virginia Beach, United States47
- Fiduciary advisors based in Fort Collins, United States46
- Fiduciary advisors based in Bloomington, United States45
- Fiduciary advisors based in Charleston, United States45
- Fiduciary advisors based in Porto Alegre, Brazil45
- Fiduciary advisors based in West Des Moines, United States45
- Fiduciary advisors based in Reno, United States44
- Fiduciary advisors based in Adelaide, Australia43
- Fiduciary advisors based in Carmel, United States43
- Fiduciary advisors based in Frisco, United States43
- Fiduciary advisors based in Mclean, United States43
- Fiduciary advisors based in Perth, Australia43
- Fiduciary advisors based in Reston, United States43
- Fiduciary advisors based in Buffalo, United States42
- Fiduciary advisors based in Honolulu, United States42
- Fiduciary advisors based in Red Bank, United States42
- Fiduciary advisors based in Rockville, United States42
- Fiduciary advisors based in Little Rock, United States41
- Fiduciary advisors based in Roseville, United States41
- Fiduciary advisors based in West Chester, United States41
- Fiduciary advisors based in Albuquerque, United States40
- Fiduciary advisors based in Bordeaux, France40
- Fiduciary advisors based in Carlsbad, United States40
- Fiduciary advisors based in Chattanooga, United States40
- Fiduciary advisors based in Fort Wayne, United States40
- Fiduciary advisors based in Marietta, United States40
- Fiduciary advisors based in Minnetonka, United States40
- Fiduciary advisors based in Ann Arbor, United States39
- Fiduciary advisors based in Baltimore, United States39
- Fiduciary advisors based in Lancaster, United States39
- Fiduciary advisors based in London, Canada39
- Fiduciary advisors based in Sacramento, United States39
- Fiduciary advisors based in Santa Barbara, United States39
- Fiduciary advisors based in Toulouse, France39
- Fiduciary advisors based in Boise, United States38
- Fiduciary advisors based in Wichita, United States38
- Fiduciary advisors based in Annapolis, United States37
- Fiduciary advisors based in Arlington, United States37
- Fiduciary advisors based in Belo Horizonte, Brazil37
- Fiduciary advisors based in Chesterfield, United States37
- Fiduciary advisors based in Englewood, United States37
- Fiduciary advisors based in Littleton, United States37
- Fiduciary advisors based in Pittsford, United States37
- Fiduciary advisors based in Bloomfield Hills, United States36
- Fiduciary advisors based in Princeton, United States36
- Fiduciary advisors based in Westport, United States36
- Fiduciary advisors based in Alexandria, United States35
- Fiduciary advisors based in Basel, Switzerland35
- Fiduciary advisors based in Concord, United States35
- Fiduciary advisors based in Edina, United States35
- Fiduciary advisors based in Milwaukee, United States35
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 “fiduciary advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary advisors are there worldwide?
RevenueBase identified 46,435 company matches for fiduciary advisors 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 fiduciary advisors?
The United States leads with 23,767 companies, followed by the United Kingdom (3,227) and India (2,240). Every fiduciary advisors list by country and city is linked on this page.
Which city has the most fiduciary advisors?
London leads with 602 company records, followed by New York (479) and Mumbai (332).
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 274,428 professional contacts with verified work emails tracked across these 46,435 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 46,435 fiduciary 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 fiduciary 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 46,435 matching company records for fiduciary advisors worldwide, with 707,122 tracked contacts and 274,428 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: September 20, 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 fiduciary 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 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 42,985 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,382 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Profuturoprofuturo.mx HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 8,710 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Gurugram, IndiaReported employees: 5,001-10,000 | Gurugram, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,468 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,111 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,114 contacts → |
“Invesco is dedicated to helping investors around the world rethink possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | OVB Allfinanz Españaovb.es HQ: Madrid, SpainReported employees: 501-1,000 | Madrid, Spain | 501-1,000 | Exact match | 2,808 contacts → |
“El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,058 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 1,951 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,885 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 46,435 company matches
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Fiduciary advisors: dataset insights
September 20, 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
46,300 records in the displayed employee bands.
135 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 46,435 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: September 20, 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 ↗
Fiduciary advisors by location
283 lists · largest firstEvery Fiduciary advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisors based in the United States23,767
- Fiduciary advisors based in the United Kingdom3,227
- Fiduciary advisors based in India2,240
- Fiduciary advisors based in Australia2,149
- Fiduciary advisors based in Canada1,764
- Fiduciary advisors based in France1,309
- Fiduciary advisors based in Switzerland1,015
- Fiduciary advisors based in Brazil912
- Fiduciary advisors based in Germany765
- Fiduciary advisors based in South Africa683
- Fiduciary advisors based in the Netherlands458
- Fiduciary advisors based in Mexico277
- Fiduciary advisors based in Ireland209
- Fiduciary advisors based in Italy207
- Fiduciary advisors based in Spain190
- Fiduciary advisors based in the United Arab Emirates177
- Fiduciary advisors based in Singapore171
- Fiduciary advisors based in Belgium167
- Fiduciary advisors based in Czechia123
- Fiduciary advisors based in New Zealand122
- Fiduciary advisors based in Argentina118
- Fiduciary advisors based in Malaysia117
- Fiduciary advisors based in Israel84
- Fiduciary advisors based in Colombia67
- Fiduciary advisors based in Chile65
- Fiduciary advisors based in Hong Kong60
- Fiduciary advisors based in Austria56
- Fiduciary advisors based in Luxembourg51
- Fiduciary advisors based in Sweden49
- Fiduciary advisors based in Nigeria40
Cities
- Fiduciary advisors based in London, United Kingdom562
- Fiduciary advisors based in New York, United States479
- Fiduciary advisors based in Mumbai, India332
- Fiduciary advisors based in Sao Paulo, Brazil332
- Fiduciary advisors based in Atlanta, United States308
- Fiduciary advisors based in Houston, United States281
- Fiduciary advisors based in Paris, France281
- Fiduciary advisors based in Sydney, Australia276
- Fiduciary advisors based in Dallas, United States270
- Fiduciary advisors based in San Diego, United States248
- Fiduciary advisors based in Chicago, United States228
- Fiduciary advisors based in Austin, United States215
- Fiduciary advisors based in Scottsdale, United States205
- Fiduciary advisors based in Toronto, Canada198
- Fiduciary advisors based in Charlotte, United States184
- Fiduciary advisors based in Melbourne, Australia181
- Fiduciary advisors based in Denver, United States177
- Fiduciary advisors based in Bangalore, India172
- Fiduciary advisors based in Pune, India164
- Fiduciary advisors based in San Francisco, United States164
- Fiduciary advisors based in Boston, United States158
- Fiduciary advisors based in Los Angeles, United States153
- Fiduciary advisors based in Miami, United States148
- Fiduciary advisors based in Tampa, United States147
- Fiduciary advisors based in Geneva, Switzerland143
- Fiduciary advisors based in Cincinnati, United States141
- Fiduciary advisors based in Portland, United States141
- Fiduciary advisors based in New Delhi, India127
- Fiduciary advisors based in Phoenix, United States124
- Fiduciary advisors based in Zurich, Switzerland124
- Fiduciary advisors based in Johannesburg, South Africa122
- Fiduciary advisors based in Overland Park, United States122
- Fiduciary advisors based in Irvine, United States121
- Fiduciary advisors based in Raleigh, United States118
- Fiduciary advisors based in Newport Beach, United States117
- Fiduciary advisors based in Minneapolis, United States116
- Fiduciary advisors based in Calgary, Canada115
- Fiduciary advisors based in Indianapolis, United States114
- Fiduciary advisors based in Columbus, United States112
- Fiduciary advisors based in Pittsburgh, United States107
- Fiduciary advisors based in Seattle, United States107
- Fiduciary advisors based in San Antonio, United States102
- Fiduciary advisors based in Vancouver, Canada102
- Fiduciary advisors based in Boca Raton, United States98
- Fiduciary advisors based in Cape Town, South Africa97
- Fiduciary advisors based in Omaha, United States97
- Fiduciary advisors based in Birmingham, United States96
- Fiduciary advisors based in Bellevue, United States92
- Fiduciary advisors based in Rochester, United States92
- Fiduciary advisors based in Columbia, United States91
- Fiduciary advisors based in Grand Rapids, United States85
- Fiduciary advisors based in Kolkata, India85
- Fiduciary advisors based in Greenville, United States84
- Fiduciary advisors based in Jacksonville, United States84
- Fiduciary advisors based in Las Vegas, United States84
- Fiduciary advisors based in Richmond, United States84
- Fiduciary advisors based in Louisville, United States83
- Fiduciary advisors based in Ahmedabad, India82
- Fiduciary advisors based in Sarasota, United States79
- Fiduciary advisors based in Wilmington, United States79
- Fiduciary advisors based in Greenwood Village, United States77
- Fiduciary advisors based in Brisbane, Australia76
- Fiduciary advisors based in Colorado Springs, United States76
- Fiduciary advisors based in Rio De Janeiro, Brazil76
- Fiduciary advisors based in Lexington, United States75
- Fiduciary advisors based in Madison, United States74
- Fiduciary advisors based in Montreal, Canada74
- Fiduciary advisors based in Troy, United States72
- Fiduciary advisors based in Chennai, India70
- Fiduciary advisors based in Fort Worth, United States70
- Fiduciary advisors based in Plano, United States70
- Fiduciary advisors based in Washington, United States70
- Fiduciary advisors based in Nashville, United States67
- Fiduciary advisors based in Springfield, United States66
- Fiduciary advisors based in Fort Lauderdale, United States65
- Fiduciary advisors based in Salt Lake City, United States65
- Fiduciary advisors based in Tulsa, United States65
- Fiduciary advisors based in Lyon, France64
- Fiduciary advisors based in Naples, United States64
- Fiduciary advisors based in Orlando, United States64
- Fiduciary advisors based in Tucson, United States63
- Fiduciary advisors based in Hyderabad, India61
- Fiduciary advisors based in Manchester, United Kingdom60
- Fiduciary advisors based in Walnut Creek, United States60
- Fiduciary advisors based in Cleveland, United States59
- Fiduciary advisors based in Memphis, United States58
- Fiduciary advisors based in Pasadena, United States58
- Fiduciary advisors based in Winnipeg, Canada57
- Fiduciary advisors based in Alpharetta, United States56
- Fiduciary advisors based in Edmonton, Canada56
- Fiduciary advisors based in San Jose, United States56
- Fiduciary advisors based in Bethesda, United States54
- Fiduciary advisors based in Bristol, United Kingdom54
- Fiduciary advisors based in Edinburgh, United Kingdom54
- Fiduciary advisors based in Knoxville, United States54
- Fiduciary advisors based in Ottawa, Canada54
- Fiduciary advisors based in Lake Oswego, United States52
- Fiduciary advisors based in Coral Gables, United States51
- Fiduciary advisors based in Franklin, United States51
- Fiduciary advisors based in Philadelphia, United States51
- Fiduciary advisors based in Brentwood, United States50
- Fiduciary advisors based in Glasgow, United Kingdom50
- Fiduciary advisors based in Greensboro, United States50
- Fiduciary advisors based in Lincoln, United States50
- Fiduciary advisors based in Melville, United States50
- Fiduciary advisors based in Kansas City, United States49
- Fiduciary advisors based in Lafayette, United States49
- Fiduciary advisors based in Leeds, United Kingdom49
- Fiduciary advisors based in Mississauga, Canada49
- Fiduciary advisors based in Oklahoma City, United States49
- Fiduciary advisors based in Pretoria, South Africa49
- Fiduciary advisors based in St. Louis, United States49
- Fiduciary advisors based in Westlake Village, United States49
- Fiduciary advisors based in Hamburg, Germany48
- Fiduciary advisors based in Jackson, United States48
- Fiduciary advisors based in Plymouth, United States48
- Fiduciary advisors based in Baton Rouge, United States47
- Fiduciary advisors based in Lugano, Switzerland47
- Fiduciary advisors based in The Woodlands, United States47
- Fiduciary advisors based in Virginia Beach, United States47
- Fiduciary advisors based in Fort Collins, United States46
- Fiduciary advisors based in Bloomington, United States45
- Fiduciary advisors based in Charleston, United States45
- Fiduciary advisors based in Porto Alegre, Brazil45
- Fiduciary advisors based in West Des Moines, United States45
- Fiduciary advisors based in Reno, United States44
- Fiduciary advisors based in Adelaide, Australia43
- Fiduciary advisors based in Carmel, United States43
- Fiduciary advisors based in Frisco, United States43
- Fiduciary advisors based in Mclean, United States43
- Fiduciary advisors based in Perth, Australia43
- Fiduciary advisors based in Reston, United States43
- Fiduciary advisors based in Buffalo, United States42
- Fiduciary advisors based in Honolulu, United States42
- Fiduciary advisors based in Red Bank, United States42
- Fiduciary advisors based in Rockville, United States42
- Fiduciary advisors based in Little Rock, United States41
- Fiduciary advisors based in Roseville, United States41
- Fiduciary advisors based in West Chester, United States41
- Fiduciary advisors based in Albuquerque, United States40
- Fiduciary advisors based in Bordeaux, France40
- Fiduciary advisors based in Carlsbad, United States40
- Fiduciary advisors based in Chattanooga, United States40
- Fiduciary advisors based in Fort Wayne, United States40
- Fiduciary advisors based in Marietta, United States40
- Fiduciary advisors based in Minnetonka, United States40
- Fiduciary advisors based in Ann Arbor, United States39
- Fiduciary advisors based in Baltimore, United States39
- Fiduciary advisors based in Lancaster, United States39
- Fiduciary advisors based in London, Canada39
- Fiduciary advisors based in Sacramento, United States39
- Fiduciary advisors based in Santa Barbara, United States39
- Fiduciary advisors based in Toulouse, France39
- Fiduciary advisors based in Boise, United States38
- Fiduciary advisors based in Wichita, United States38
- Fiduciary advisors based in Annapolis, United States37
- Fiduciary advisors based in Arlington, United States37
- Fiduciary advisors based in Belo Horizonte, Brazil37
- Fiduciary advisors based in Chesterfield, United States37
- Fiduciary advisors based in Englewood, United States37
- Fiduciary advisors based in Littleton, United States37
- Fiduciary advisors based in Pittsford, United States37
- Fiduciary advisors based in Bloomfield Hills, United States36
- Fiduciary advisors based in Princeton, United States36
- Fiduciary advisors based in Westport, United States36
- Fiduciary advisors based in Alexandria, United States35
- Fiduciary advisors based in Basel, Switzerland35
- Fiduciary advisors based in Concord, United States35
- Fiduciary advisors based in Edina, United States35
- Fiduciary advisors based in Milwaukee, United States35
Questions about this company list
What does Exact match mean for fiduciary 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 fiduciary advisors did RevenueBase find worldwide?
The saved snapshot records 46,435 matching company records, 707,122 tracked contacts and 274,428 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: September 20, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary advisors worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/fiduciary-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 fiduciary advisors worldwide
RevenueBase records 46,435 matching company records for fiduciary advisors worldwide, with 707,122 tracked contacts and 274,428 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: September 20, 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 fiduciary 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 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 42,985 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,382 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Profuturoprofuturo.mx HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 8,710 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Gurugram, IndiaReported employees: 5,001-10,000 | Gurugram, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,468 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,111 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,114 contacts → |
“Invesco is dedicated to helping investors around the world rethink possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | OVB Allfinanz Españaovb.es HQ: Madrid, SpainReported employees: 501-1,000 | Madrid, Spain | 501-1,000 | Exact match | 2,808 contacts → |
“El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,390 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,058 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 1,951 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,885 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 46,435 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Fiduciary advisors: dataset insights
September 20, 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
46,300 records in the displayed employee bands.
135 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 46,435 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: September 20, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Fiduciary advisors by location
283 lists · largest firstEvery Fiduciary advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisors based in the United States23,767
- Fiduciary advisors based in the United Kingdom3,227
- Fiduciary advisors based in India2,240
- Fiduciary advisors based in Australia2,149
- Fiduciary advisors based in Canada1,764
- Fiduciary advisors based in France1,309
- Fiduciary advisors based in Switzerland1,015
- Fiduciary advisors based in Brazil912
- Fiduciary advisors based in Germany765
- Fiduciary advisors based in South Africa683
- Fiduciary advisors based in the Netherlands458
- Fiduciary advisors based in Mexico277
- Fiduciary advisors based in Ireland209
- Fiduciary advisors based in Italy207
- Fiduciary advisors based in Spain190
- Fiduciary advisors based in the United Arab Emirates177
- Fiduciary advisors based in Singapore171
- Fiduciary advisors based in Belgium167
- Fiduciary advisors based in Czechia123
- Fiduciary advisors based in New Zealand122
- Fiduciary advisors based in Argentina118
- Fiduciary advisors based in Malaysia117
- Fiduciary advisors based in Israel84
- Fiduciary advisors based in Colombia67
- Fiduciary advisors based in Chile65
- Fiduciary advisors based in Hong Kong60
- Fiduciary advisors based in Austria56
- Fiduciary advisors based in Luxembourg51
- Fiduciary advisors based in Sweden49
- Fiduciary advisors based in Nigeria40
Cities
- Fiduciary advisors based in London, United Kingdom562
- Fiduciary advisors based in New York, United States479
- Fiduciary advisors based in Mumbai, India332
- Fiduciary advisors based in Sao Paulo, Brazil332
- Fiduciary advisors based in Atlanta, United States308
- Fiduciary advisors based in Houston, United States281
- Fiduciary advisors based in Paris, France281
- Fiduciary advisors based in Sydney, Australia276
- Fiduciary advisors based in Dallas, United States270
- Fiduciary advisors based in San Diego, United States248
- Fiduciary advisors based in Chicago, United States228
- Fiduciary advisors based in Austin, United States215
- Fiduciary advisors based in Scottsdale, United States205
- Fiduciary advisors based in Toronto, Canada198
- Fiduciary advisors based in Charlotte, United States184
- Fiduciary advisors based in Melbourne, Australia181
- Fiduciary advisors based in Denver, United States177
- Fiduciary advisors based in Bangalore, India172
- Fiduciary advisors based in Pune, India164
- Fiduciary advisors based in San Francisco, United States164
- Fiduciary advisors based in Boston, United States158
- Fiduciary advisors based in Los Angeles, United States153
- Fiduciary advisors based in Miami, United States148
- Fiduciary advisors based in Tampa, United States147
- Fiduciary advisors based in Geneva, Switzerland143
- Fiduciary advisors based in Cincinnati, United States141
- Fiduciary advisors based in Portland, United States141
- Fiduciary advisors based in New Delhi, India127
- Fiduciary advisors based in Phoenix, United States124
- Fiduciary advisors based in Zurich, Switzerland124
- Fiduciary advisors based in Johannesburg, South Africa122
- Fiduciary advisors based in Overland Park, United States122
- Fiduciary advisors based in Irvine, United States121
- Fiduciary advisors based in Raleigh, United States118
- Fiduciary advisors based in Newport Beach, United States117
- Fiduciary advisors based in Minneapolis, United States116
- Fiduciary advisors based in Calgary, Canada115
- Fiduciary advisors based in Indianapolis, United States114
- Fiduciary advisors based in Columbus, United States112
- Fiduciary advisors based in Pittsburgh, United States107
- Fiduciary advisors based in Seattle, United States107
- Fiduciary advisors based in San Antonio, United States102
- Fiduciary advisors based in Vancouver, Canada102
- Fiduciary advisors based in Boca Raton, United States98
- Fiduciary advisors based in Cape Town, South Africa97
- Fiduciary advisors based in Omaha, United States97
- Fiduciary advisors based in Birmingham, United States96
- Fiduciary advisors based in Bellevue, United States92
- Fiduciary advisors based in Rochester, United States92
- Fiduciary advisors based in Columbia, United States91
- Fiduciary advisors based in Grand Rapids, United States85
- Fiduciary advisors based in Kolkata, India85
- Fiduciary advisors based in Greenville, United States84
- Fiduciary advisors based in Jacksonville, United States84
- Fiduciary advisors based in Las Vegas, United States84
- Fiduciary advisors based in Richmond, United States84
- Fiduciary advisors based in Louisville, United States83
- Fiduciary advisors based in Ahmedabad, India82
- Fiduciary advisors based in Sarasota, United States79
- Fiduciary advisors based in Wilmington, United States79
- Fiduciary advisors based in Greenwood Village, United States77
- Fiduciary advisors based in Brisbane, Australia76
- Fiduciary advisors based in Colorado Springs, United States76
- Fiduciary advisors based in Rio De Janeiro, Brazil76
- Fiduciary advisors based in Lexington, United States75
- Fiduciary advisors based in Madison, United States74
- Fiduciary advisors based in Montreal, Canada74
- Fiduciary advisors based in Troy, United States72
- Fiduciary advisors based in Chennai, India70
- Fiduciary advisors based in Fort Worth, United States70
- Fiduciary advisors based in Plano, United States70
- Fiduciary advisors based in Washington, United States70
- Fiduciary advisors based in Nashville, United States67
- Fiduciary advisors based in Springfield, United States66
- Fiduciary advisors based in Fort Lauderdale, United States65
- Fiduciary advisors based in Salt Lake City, United States65
- Fiduciary advisors based in Tulsa, United States65
- Fiduciary advisors based in Lyon, France64
- Fiduciary advisors based in Naples, United States64
- Fiduciary advisors based in Orlando, United States64
- Fiduciary advisors based in Tucson, United States63
- Fiduciary advisors based in Hyderabad, India61
- Fiduciary advisors based in Manchester, United Kingdom60
- Fiduciary advisors based in Walnut Creek, United States60
- Fiduciary advisors based in Cleveland, United States59
- Fiduciary advisors based in Memphis, United States58
- Fiduciary advisors based in Pasadena, United States58
- Fiduciary advisors based in Winnipeg, Canada57
- Fiduciary advisors based in Alpharetta, United States56
- Fiduciary advisors based in Edmonton, Canada56
- Fiduciary advisors based in San Jose, United States56
- Fiduciary advisors based in Bethesda, United States54
- Fiduciary advisors based in Bristol, United Kingdom54
- Fiduciary advisors based in Edinburgh, United Kingdom54
- Fiduciary advisors based in Knoxville, United States54
- Fiduciary advisors based in Ottawa, Canada54
- Fiduciary advisors based in Lake Oswego, United States52
- Fiduciary advisors based in Coral Gables, United States51
- Fiduciary advisors based in Franklin, United States51
- Fiduciary advisors based in Philadelphia, United States51
- Fiduciary advisors based in Brentwood, United States50
- Fiduciary advisors based in Glasgow, United Kingdom50
- Fiduciary advisors based in Greensboro, United States50
- Fiduciary advisors based in Lincoln, United States50
- Fiduciary advisors based in Melville, United States50
- Fiduciary advisors based in Kansas City, United States49
- Fiduciary advisors based in Lafayette, United States49
- Fiduciary advisors based in Leeds, United Kingdom49
- Fiduciary advisors based in Mississauga, Canada49
- Fiduciary advisors based in Oklahoma City, United States49
- Fiduciary advisors based in Pretoria, South Africa49
- Fiduciary advisors based in St. Louis, United States49
- Fiduciary advisors based in Westlake Village, United States49
- Fiduciary advisors based in Hamburg, Germany48
- Fiduciary advisors based in Jackson, United States48
- Fiduciary advisors based in Plymouth, United States48
- Fiduciary advisors based in Baton Rouge, United States47
- Fiduciary advisors based in Lugano, Switzerland47
- Fiduciary advisors based in The Woodlands, United States47
- Fiduciary advisors based in Virginia Beach, United States47
- Fiduciary advisors based in Fort Collins, United States46
- Fiduciary advisors based in Bloomington, United States45
- Fiduciary advisors based in Charleston, United States45
- Fiduciary advisors based in Porto Alegre, Brazil45
- Fiduciary advisors based in West Des Moines, United States45
- Fiduciary advisors based in Reno, United States44
- Fiduciary advisors based in Adelaide, Australia43
- Fiduciary advisors based in Carmel, United States43
- Fiduciary advisors based in Frisco, United States43
- Fiduciary advisors based in Mclean, United States43
- Fiduciary advisors based in Perth, Australia43
- Fiduciary advisors based in Reston, United States43
- Fiduciary advisors based in Buffalo, United States42
- Fiduciary advisors based in Honolulu, United States42
- Fiduciary advisors based in Red Bank, United States42
- Fiduciary advisors based in Rockville, United States42
- Fiduciary advisors based in Little Rock, United States41
- Fiduciary advisors based in Roseville, United States41
- Fiduciary advisors based in West Chester, United States41
- Fiduciary advisors based in Albuquerque, United States40
- Fiduciary advisors based in Bordeaux, France40
- Fiduciary advisors based in Carlsbad, United States40
- Fiduciary advisors based in Chattanooga, United States40
- Fiduciary advisors based in Fort Wayne, United States40
- Fiduciary advisors based in Marietta, United States40
- Fiduciary advisors based in Minnetonka, United States40
- Fiduciary advisors based in Ann Arbor, United States39
- Fiduciary advisors based in Baltimore, United States39
- Fiduciary advisors based in Lancaster, United States39
- Fiduciary advisors based in London, Canada39
- Fiduciary advisors based in Sacramento, United States39
- Fiduciary advisors based in Santa Barbara, United States39
- Fiduciary advisors based in Toulouse, France39
- Fiduciary advisors based in Boise, United States38
- Fiduciary advisors based in Wichita, United States38
- Fiduciary advisors based in Annapolis, United States37
- Fiduciary advisors based in Arlington, United States37
- Fiduciary advisors based in Belo Horizonte, Brazil37
- Fiduciary advisors based in Chesterfield, United States37
- Fiduciary advisors based in Englewood, United States37
- Fiduciary advisors based in Littleton, United States37
- Fiduciary advisors based in Pittsford, United States37
- Fiduciary advisors based in Bloomfield Hills, United States36
- Fiduciary advisors based in Princeton, United States36
- Fiduciary advisors based in Westport, United States36
- Fiduciary advisors based in Alexandria, United States35
- Fiduciary advisors based in Basel, Switzerland35
- Fiduciary advisors based in Concord, United States35
- Fiduciary advisors based in Edina, United States35
- Fiduciary advisors based in Milwaukee, United States35
Questions about this company list
What does Exact match mean for fiduciary 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 fiduciary advisors did RevenueBase find worldwide?
The saved snapshot records 46,435 matching company records, 707,122 tracked contacts and 274,428 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: September 20, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary advisors worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/fiduciary-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗