Company lists · Data refreshed November 2026
Top 25 Fiduciary advisory services worldwide
RevenueBase identified 38,781 company matches for fiduciary advisory services worldwide as of November 2026 and tracks 664,429 professional contacts across them, including 263,263 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for fiduciary advisory services 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 fiduciary advisory services 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 advisory services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 45,187 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 38,883 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 27,175 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 14,986 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14,339 contacts → | ||||
Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 5,645 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 3,353 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2,882 contacts → | ||||
Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 2,515 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 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 | |||||
| 20 | 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 | |||||
| 21 | 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 | |||||
| 22 | 2,051 contacts → | ||||
Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 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 | |||||
| 25 | 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 | |||||
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 advisory services”. 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 38,781 fiduciary advisory services worldwide
See the full list, filter by size, metro and specialty, and access 263,263 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fiduciary advisory services worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for fiduciary advisory services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “fiduciary advisory services” 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 263,263 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.
Fiduciary advisory services by location
258 lists · largest firstEvery Fiduciary advisory services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisory services based in the United States20,572
- Fiduciary advisory services based in the United Kingdom2,667
- Fiduciary advisory services based in India1,924
- Fiduciary advisory services based in Australia1,615
- Fiduciary advisory services based in Canada1,218
- Fiduciary advisory services based in Switzerland883
- Fiduciary advisory services based in France880
- Fiduciary advisory services based in Brazil698
- Fiduciary advisory services based in Germany607
- Fiduciary advisory services based in South Africa514
- Fiduciary advisory services based in the Netherlands411
- Fiduciary advisory services based in Mexico243
- Fiduciary advisory services based in Spain199
- Fiduciary advisory services based in Italy168
- Fiduciary advisory services based in Ireland166
- Fiduciary advisory services based in the United Arab Emirates153
- Fiduciary advisory services based in Singapore143
- Fiduciary advisory services based in Belgium135
- Fiduciary advisory services based in Czechia112
- Fiduciary advisory services based in Argentina109
- Fiduciary advisory services based in New Zealand98
- Fiduciary advisory services based in Malaysia89
- Fiduciary advisory services based in Chile63
- Fiduciary advisory services based in Colombia63
- Fiduciary advisory services based in Israel57
- Fiduciary advisory services based in Sweden48
- Fiduciary advisory services based in Austria47
- Fiduciary advisory services based in Hong Kong45
- Fiduciary advisory services based in Nigeria42
- Fiduciary advisory services based in Peru35
- Fiduciary advisory services based in Luxembourg34
- Fiduciary advisory services based in Denmark33
Cities
- Fiduciary advisory services based in London, United Kingdom455
- Fiduciary advisory services based in New York, United States425
- Fiduciary advisory services based in Mumbai, India292
- Fiduciary advisory services based in Houston, United States249
- Fiduciary advisory services based in Atlanta, United States239
- Fiduciary advisory services based in Sao Paulo, Brazil236
- Fiduciary advisory services based in Sydney, Australia217
- Fiduciary advisory services based in Dallas, United States211
- Fiduciary advisory services based in San Diego, United States210
- Fiduciary advisory services based in Chicago, United States192
- Fiduciary advisory services based in Paris, France187
- Fiduciary advisory services based in Austin, United States166
- Fiduciary advisory services based in Scottsdale, United States163
- Fiduciary advisory services based in Denver, United States151
- Fiduciary advisory services based in Toronto, Canada148
- Fiduciary advisory services based in Charlotte, United States143
- Fiduciary advisory services based in Melbourne, Australia140
- Fiduciary advisory services based in Los Angeles, United States139
- Fiduciary advisory services based in Tampa, United States139
- Fiduciary advisory services based in Bangalore, India138
- Fiduciary advisory services based in San Francisco, United States135
- Fiduciary advisory services based in Pune, India134
- Fiduciary advisory services based in Boston, United States129
- Fiduciary advisory services based in Miami, United States128
- Fiduciary advisory services based in Singapore, Singapore123
- Fiduciary advisory services based in Portland, United States111
- Fiduciary advisory services based in Columbus, United States109
- Fiduciary advisory services based in Cincinnati, United States108
- Fiduciary advisory services based in New Delhi, India105
- Fiduciary advisory services based in Phoenix, United States105
- Fiduciary advisory services based in Dubai, United Arab Emirates102
- Fiduciary advisory services based in Overland Park, United States101
- Fiduciary advisory services based in Geneva, Switzerland97
- Fiduciary advisory services based in Indianapolis, United States96
- Fiduciary advisory services based in Raleigh, United States94
- Fiduciary advisory services based in St. Louis, United States92
- Fiduciary advisory services based in Irvine, United States91
- Fiduciary advisory services based in Pittsburgh, United States91
- Fiduciary advisory services based in Newport Beach, United States88
- Fiduciary advisory services based in Zurich, Switzerland88
- Fiduciary advisory services based in Seattle, United States87
- Fiduciary advisory services based in Johannesburg, South Africa86
- Fiduciary advisory services based in San Antonio, United States85
- Fiduciary advisory services based in Minneapolis, United States81
- Fiduciary advisory services based in Columbia, United States80
- Fiduciary advisory services based in Kolkata, India80
- Fiduciary advisory services based in Birmingham, United States79
- Fiduciary advisory services based in Boca Raton, United States79
- Fiduciary advisory services based in Bellevue, United States77
- Fiduciary advisory services based in Grand Rapids, United States77
- Fiduciary advisory services based in Las Vegas, United States77
- Fiduciary advisory services based in Cape Town, South Africa76
- Fiduciary advisory services based in Ahmedabad, India75
- Fiduciary advisory services based in Richmond, United States74
- Fiduciary advisory services based in Rochester, United States72
- Fiduciary advisory services based in Calgary, Canada71
- Fiduciary advisory services based in Omaha, United States71
- Fiduciary advisory services based in Louisville, United States70
- Fiduciary advisory services based in Madison, United States69
- Fiduciary advisory services based in Vancouver, Canada69
- Fiduciary advisory services based in Jacksonville, United States68
- Fiduciary advisory services based in Sarasota, United States68
- Fiduciary advisory services based in Washington, United States68
- Fiduciary advisory services based in Greenville, United States67
- Fiduciary advisory services based in Madrid, Spain66
- Fiduciary advisory services based in Naples, United States66
- Fiduciary advisory services based in Colorado Springs, United States63
- Fiduciary advisory services based in Nashville, United States62
- Fiduciary advisory services based in Wilmington, United States62
- Fiduciary advisory services based in Greenwood Village, United States61
- Fiduciary advisory services based in Plano, United States60
- Fiduciary advisory services based in Springfield, United States60
- Fiduciary advisory services based in Rio De Janeiro, Brazil59
- Fiduciary advisory services based in Chennai, India58
- Fiduciary advisory services based in Gurgaon, India58
- Fiduciary advisory services based in Lexington, United States58
- Fiduciary advisory services based in Orlando, United States58
- Fiduciary advisory services based in Fort Lauderdale, United States57
- Fiduciary advisory services based in Memphis, United States57
- Fiduciary advisory services based in Tulsa, United States57
- Fiduciary advisory services based in Fort Worth, United States56
- Fiduciary advisory services based in Salt Lake City, United States55
- Fiduciary advisory services based in Walnut Creek, United States55
- Fiduciary advisory services based in Pasadena, United States54
- Fiduciary advisory services based in Troy, United States53
- Fiduciary advisory services based in Buenos Aires, Argentina52
- Fiduciary advisory services based in Milan, Italy52
- Fiduciary advisory services based in Bristol, United Kingdom50
- Fiduciary advisory services based in Edinburgh, United Kingdom50
- Fiduciary advisory services based in Tucson, United States50
- Fiduciary advisory services based in Brisbane, Australia49
- Fiduciary advisory services based in Hyderabad, India48
- Fiduciary advisory services based in Delhi, India47
- Fiduciary advisory services based in Lafayette, United States47
- Fiduciary advisory services based in Alpharetta, United States46
- Fiduciary advisory services based in Baton Rouge, United States46
- Fiduciary advisory services based in Charleston, United States46
- Fiduciary advisory services based in Coral Gables, United States46
- Fiduciary advisory services based in Franklin, United States46
- Fiduciary advisory services based in Lake Oswego, United States46
- Fiduciary advisory services based in Lincoln, United States46
- Fiduciary advisory services based in Virginia Beach, United States46
- Fiduciary advisory services based in Ann Arbor, United States45
- Fiduciary advisory services based in Bloomington, United States45
- Fiduciary advisory services based in Glasgow, United Kingdom45
- Fiduciary advisory services based in Greensboro, United States45
- Fiduciary advisory services based in Knoxville, United States45
- Fiduciary advisory services based in San Jose, United States45
- Fiduciary advisory services based in Bethesda, United States44
- Fiduciary advisory services based in Brentwood, United States44
- Fiduciary advisory services based in Mclean, United States44
- Fiduciary advisory services based in Perth, Australia44
- Fiduciary advisory services based in Arlington, United States43
- Fiduciary advisory services based in Cleveland, United States43
- Fiduciary advisory services based in Frisco, United States43
- Fiduciary advisory services based in Manchester, United Kingdom43
- Fiduciary advisory services based in Montreal, Canada43
- Fiduciary advisory services based in Oklahoma City, United States43
- Fiduciary advisory services based in Philadelphia, United States43
- Fiduciary advisory services based in Lugano, Switzerland42
- Fiduciary advisory services based in West Des Moines, United States42
- Fiduciary advisory services based in Winnipeg, Canada42
- Fiduciary advisory services based in Edmonton, Canada41
- Fiduciary advisory services based in Pretoria, South Africa41
- Fiduciary advisory services based in Westlake Village, United States41
- Fiduciary advisory services based in Boise, United States40
- Fiduciary advisory services based in Honolulu, United States40
- Fiduciary advisory services based in Little Rock, United States40
- Fiduciary advisory services based in Pittsford, United States40
- Fiduciary advisory services based in Reno, United States40
- Fiduciary advisory services based in Fort Collins, United States39
- Fiduciary advisory services based in Jackson, United States39
- Fiduciary advisory services based in The Woodlands, United States39
- Fiduciary advisory services based in Buffalo, United States38
- Fiduciary advisory services based in Carmel, United States38
- Fiduciary advisory services based in Marietta, United States38
- Fiduciary advisory services based in St. Petersburg, United States38
- Fiduciary advisory services based in West Chester, United States38
- Fiduciary advisory services based in Melville, United States37
- Fiduciary advisory services based in Minnetonka, United States37
- Fiduciary advisory services based in Rockville, United States37
- Fiduciary advisory services based in Albuquerque, United States36
- Fiduciary advisory services based in Hamburg, Germany36
- Fiduciary advisory services based in Kansas City, United States36
- Fiduciary advisory services based in Leeds, United Kingdom36
- Fiduciary advisory services based in Alexandria, United States35
- Fiduciary advisory services based in Munich, Germany35
- Fiduciary advisory services based in Plymouth, United States35
- Fiduciary advisory services based in Red Bank, United States35
- Fiduciary advisory services based in Reston, United States35
- Fiduciary advisory services based in Auckland, New Zealand34
- Fiduciary advisory services based in Lancaster, United States34
- Fiduciary advisory services based in Milwaukee, United States34
- Fiduciary advisory services based in Roseville, United States34
- Fiduciary advisory services based in Sacramento, United States34
- Fiduciary advisory services based in Adelaide, Australia33
- Fiduciary advisory services based in Baltimore, United States33
- Fiduciary advisory services based in Basel, Switzerland33
- Fiduciary advisory services based in Bloomfield Hills, United States33
- Fiduciary advisory services based in Carlsbad, United States33
- Fiduciary advisory services based in Portsmouth, United States33
- Fiduciary advisory services based in Boulder, United States32
- Fiduciary advisory services based in Charlottesville, United States32
- Fiduciary advisory services based in Concord, United States32
- Fiduciary advisory services based in Ottawa, Canada32
- Fiduciary advisory services based in Santa Barbara, United States32
- Fiduciary advisory services based in Southlake, United States32
- Fiduciary advisory services based in Belo Horizonte, Brazil31
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 advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary advisory services are there worldwide?
RevenueBase identified 38,781 company matches for fiduciary advisory services worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most fiduciary advisory services?
The United States leads with 20,572 companies, followed by the United Kingdom (2,667) and India (1,924). Every fiduciary advisory services list by country and city is linked on this page.
Which city has the most fiduciary advisory services?
London leads with 481 company records, followed by New York (425) and Mumbai (292).
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 263,263 professional contacts with verified work emails tracked across these 38,781 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38,781 fiduciary advisory services 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 advisory services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 38,781 matching company records for fiduciary advisory services worldwide, with 664,429 tracked contacts and 263,263 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary advisory services 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 | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,883 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 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 | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 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 | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 6, 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 | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Plano, United StatesReported employees: 5,001-10,000 | Plano, United States | 5,001-10,000 | Exact match | 5,645 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 · November 6, 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 | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 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 | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: London, CO, United KingdomReported employees: 1,001-5,000 | London, CO, United Kingdom | 1,001-5,000 | Exact match | 3,353 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Madrid, SpainReported employees: 501-1,000 | Madrid, Spain | 501-1,000 | Exact match | 2,882 contacts → |
“El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Overland Park, TX, United StatesReported employees: 1,001-5,000 | Overland Park, TX, United States | 1,001-5,000 | Exact match | 2,331 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 2,038 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · November 6, 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 | 2,032 contacts → |
“Meet the people behind your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,025 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38,781 company matches
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Fiduciary advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38,527 records in the displayed employee bands.
254 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 38,781 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fiduciary advisory services by location
258 lists · largest firstEvery Fiduciary advisory services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisory services based in the United States20,572
- Fiduciary advisory services based in the United Kingdom2,667
- Fiduciary advisory services based in India1,924
- Fiduciary advisory services based in Australia1,615
- Fiduciary advisory services based in Canada1,218
- Fiduciary advisory services based in Switzerland883
- Fiduciary advisory services based in France880
- Fiduciary advisory services based in Brazil698
- Fiduciary advisory services based in Germany607
- Fiduciary advisory services based in South Africa514
- Fiduciary advisory services based in the Netherlands411
- Fiduciary advisory services based in Mexico243
- Fiduciary advisory services based in Spain199
- Fiduciary advisory services based in Italy168
- Fiduciary advisory services based in Ireland166
- Fiduciary advisory services based in the United Arab Emirates153
- Fiduciary advisory services based in Singapore143
- Fiduciary advisory services based in Belgium135
- Fiduciary advisory services based in Czechia112
- Fiduciary advisory services based in Argentina109
- Fiduciary advisory services based in New Zealand98
- Fiduciary advisory services based in Malaysia89
- Fiduciary advisory services based in Chile63
- Fiduciary advisory services based in Colombia63
- Fiduciary advisory services based in Israel57
- Fiduciary advisory services based in Sweden48
- Fiduciary advisory services based in Austria47
- Fiduciary advisory services based in Hong Kong45
- Fiduciary advisory services based in Nigeria42
- Fiduciary advisory services based in Peru35
- Fiduciary advisory services based in Luxembourg34
- Fiduciary advisory services based in Denmark33
Cities
- Fiduciary advisory services based in London, United Kingdom455
- Fiduciary advisory services based in New York, United States425
- Fiduciary advisory services based in Mumbai, India292
- Fiduciary advisory services based in Houston, United States249
- Fiduciary advisory services based in Atlanta, United States239
- Fiduciary advisory services based in Sao Paulo, Brazil236
- Fiduciary advisory services based in Sydney, Australia217
- Fiduciary advisory services based in Dallas, United States211
- Fiduciary advisory services based in San Diego, United States210
- Fiduciary advisory services based in Chicago, United States192
- Fiduciary advisory services based in Paris, France187
- Fiduciary advisory services based in Austin, United States166
- Fiduciary advisory services based in Scottsdale, United States163
- Fiduciary advisory services based in Denver, United States151
- Fiduciary advisory services based in Toronto, Canada148
- Fiduciary advisory services based in Charlotte, United States143
- Fiduciary advisory services based in Melbourne, Australia140
- Fiduciary advisory services based in Los Angeles, United States139
- Fiduciary advisory services based in Tampa, United States139
- Fiduciary advisory services based in Bangalore, India138
- Fiduciary advisory services based in San Francisco, United States135
- Fiduciary advisory services based in Pune, India134
- Fiduciary advisory services based in Boston, United States129
- Fiduciary advisory services based in Miami, United States128
- Fiduciary advisory services based in Singapore, Singapore123
- Fiduciary advisory services based in Portland, United States111
- Fiduciary advisory services based in Columbus, United States109
- Fiduciary advisory services based in Cincinnati, United States108
- Fiduciary advisory services based in New Delhi, India105
- Fiduciary advisory services based in Phoenix, United States105
- Fiduciary advisory services based in Dubai, United Arab Emirates102
- Fiduciary advisory services based in Overland Park, United States101
- Fiduciary advisory services based in Geneva, Switzerland97
- Fiduciary advisory services based in Indianapolis, United States96
- Fiduciary advisory services based in Raleigh, United States94
- Fiduciary advisory services based in St. Louis, United States92
- Fiduciary advisory services based in Irvine, United States91
- Fiduciary advisory services based in Pittsburgh, United States91
- Fiduciary advisory services based in Newport Beach, United States88
- Fiduciary advisory services based in Zurich, Switzerland88
- Fiduciary advisory services based in Seattle, United States87
- Fiduciary advisory services based in Johannesburg, South Africa86
- Fiduciary advisory services based in San Antonio, United States85
- Fiduciary advisory services based in Minneapolis, United States81
- Fiduciary advisory services based in Columbia, United States80
- Fiduciary advisory services based in Kolkata, India80
- Fiduciary advisory services based in Birmingham, United States79
- Fiduciary advisory services based in Boca Raton, United States79
- Fiduciary advisory services based in Bellevue, United States77
- Fiduciary advisory services based in Grand Rapids, United States77
- Fiduciary advisory services based in Las Vegas, United States77
- Fiduciary advisory services based in Cape Town, South Africa76
- Fiduciary advisory services based in Ahmedabad, India75
- Fiduciary advisory services based in Richmond, United States74
- Fiduciary advisory services based in Rochester, United States72
- Fiduciary advisory services based in Calgary, Canada71
- Fiduciary advisory services based in Omaha, United States71
- Fiduciary advisory services based in Louisville, United States70
- Fiduciary advisory services based in Madison, United States69
- Fiduciary advisory services based in Vancouver, Canada69
- Fiduciary advisory services based in Jacksonville, United States68
- Fiduciary advisory services based in Sarasota, United States68
- Fiduciary advisory services based in Washington, United States68
- Fiduciary advisory services based in Greenville, United States67
- Fiduciary advisory services based in Madrid, Spain66
- Fiduciary advisory services based in Naples, United States66
- Fiduciary advisory services based in Colorado Springs, United States63
- Fiduciary advisory services based in Nashville, United States62
- Fiduciary advisory services based in Wilmington, United States62
- Fiduciary advisory services based in Greenwood Village, United States61
- Fiduciary advisory services based in Plano, United States60
- Fiduciary advisory services based in Springfield, United States60
- Fiduciary advisory services based in Rio De Janeiro, Brazil59
- Fiduciary advisory services based in Chennai, India58
- Fiduciary advisory services based in Gurgaon, India58
- Fiduciary advisory services based in Lexington, United States58
- Fiduciary advisory services based in Orlando, United States58
- Fiduciary advisory services based in Fort Lauderdale, United States57
- Fiduciary advisory services based in Memphis, United States57
- Fiduciary advisory services based in Tulsa, United States57
- Fiduciary advisory services based in Fort Worth, United States56
- Fiduciary advisory services based in Salt Lake City, United States55
- Fiduciary advisory services based in Walnut Creek, United States55
- Fiduciary advisory services based in Pasadena, United States54
- Fiduciary advisory services based in Troy, United States53
- Fiduciary advisory services based in Buenos Aires, Argentina52
- Fiduciary advisory services based in Milan, Italy52
- Fiduciary advisory services based in Bristol, United Kingdom50
- Fiduciary advisory services based in Edinburgh, United Kingdom50
- Fiduciary advisory services based in Tucson, United States50
- Fiduciary advisory services based in Brisbane, Australia49
- Fiduciary advisory services based in Hyderabad, India48
- Fiduciary advisory services based in Delhi, India47
- Fiduciary advisory services based in Lafayette, United States47
- Fiduciary advisory services based in Alpharetta, United States46
- Fiduciary advisory services based in Baton Rouge, United States46
- Fiduciary advisory services based in Charleston, United States46
- Fiduciary advisory services based in Coral Gables, United States46
- Fiduciary advisory services based in Franklin, United States46
- Fiduciary advisory services based in Lake Oswego, United States46
- Fiduciary advisory services based in Lincoln, United States46
- Fiduciary advisory services based in Virginia Beach, United States46
- Fiduciary advisory services based in Ann Arbor, United States45
- Fiduciary advisory services based in Bloomington, United States45
- Fiduciary advisory services based in Glasgow, United Kingdom45
- Fiduciary advisory services based in Greensboro, United States45
- Fiduciary advisory services based in Knoxville, United States45
- Fiduciary advisory services based in San Jose, United States45
- Fiduciary advisory services based in Bethesda, United States44
- Fiduciary advisory services based in Brentwood, United States44
- Fiduciary advisory services based in Mclean, United States44
- Fiduciary advisory services based in Perth, Australia44
- Fiduciary advisory services based in Arlington, United States43
- Fiduciary advisory services based in Cleveland, United States43
- Fiduciary advisory services based in Frisco, United States43
- Fiduciary advisory services based in Manchester, United Kingdom43
- Fiduciary advisory services based in Montreal, Canada43
- Fiduciary advisory services based in Oklahoma City, United States43
- Fiduciary advisory services based in Philadelphia, United States43
- Fiduciary advisory services based in Lugano, Switzerland42
- Fiduciary advisory services based in West Des Moines, United States42
- Fiduciary advisory services based in Winnipeg, Canada42
- Fiduciary advisory services based in Edmonton, Canada41
- Fiduciary advisory services based in Pretoria, South Africa41
- Fiduciary advisory services based in Westlake Village, United States41
- Fiduciary advisory services based in Boise, United States40
- Fiduciary advisory services based in Honolulu, United States40
- Fiduciary advisory services based in Little Rock, United States40
- Fiduciary advisory services based in Pittsford, United States40
- Fiduciary advisory services based in Reno, United States40
- Fiduciary advisory services based in Fort Collins, United States39
- Fiduciary advisory services based in Jackson, United States39
- Fiduciary advisory services based in The Woodlands, United States39
- Fiduciary advisory services based in Buffalo, United States38
- Fiduciary advisory services based in Carmel, United States38
- Fiduciary advisory services based in Marietta, United States38
- Fiduciary advisory services based in St. Petersburg, United States38
- Fiduciary advisory services based in West Chester, United States38
- Fiduciary advisory services based in Melville, United States37
- Fiduciary advisory services based in Minnetonka, United States37
- Fiduciary advisory services based in Rockville, United States37
- Fiduciary advisory services based in Albuquerque, United States36
- Fiduciary advisory services based in Hamburg, Germany36
- Fiduciary advisory services based in Kansas City, United States36
- Fiduciary advisory services based in Leeds, United Kingdom36
- Fiduciary advisory services based in Alexandria, United States35
- Fiduciary advisory services based in Munich, Germany35
- Fiduciary advisory services based in Plymouth, United States35
- Fiduciary advisory services based in Red Bank, United States35
- Fiduciary advisory services based in Reston, United States35
- Fiduciary advisory services based in Auckland, New Zealand34
- Fiduciary advisory services based in Lancaster, United States34
- Fiduciary advisory services based in Milwaukee, United States34
- Fiduciary advisory services based in Roseville, United States34
- Fiduciary advisory services based in Sacramento, United States34
- Fiduciary advisory services based in Adelaide, Australia33
- Fiduciary advisory services based in Baltimore, United States33
- Fiduciary advisory services based in Basel, Switzerland33
- Fiduciary advisory services based in Bloomfield Hills, United States33
- Fiduciary advisory services based in Carlsbad, United States33
- Fiduciary advisory services based in Portsmouth, United States33
- Fiduciary advisory services based in Boulder, United States32
- Fiduciary advisory services based in Charlottesville, United States32
- Fiduciary advisory services based in Concord, United States32
- Fiduciary advisory services based in Ottawa, Canada32
- Fiduciary advisory services based in Santa Barbara, United States32
- Fiduciary advisory services based in Southlake, United States32
- Fiduciary advisory services based in Belo Horizonte, Brazil31
Questions about this company list
What does Exact match mean for fiduciary advisory services?
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 advisory services did RevenueBase find worldwide?
The saved snapshot records 38,781 matching company records, 664,429 tracked contacts and 263,263 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary advisory services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/fiduciary-advisory-services.
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 advisory services worldwide
RevenueBase records 38,781 matching company records for fiduciary advisory services worldwide, with 664,429 tracked contacts and 263,263 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary advisory services 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 | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,883 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 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 | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 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 | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 6, 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 | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Plano, United StatesReported employees: 5,001-10,000 | Plano, United States | 5,001-10,000 | Exact match | 5,645 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 · November 6, 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 | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 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 | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: London, CO, United KingdomReported employees: 1,001-5,000 | London, CO, United Kingdom | 1,001-5,000 | Exact match | 3,353 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Madrid, SpainReported employees: 501-1,000 | Madrid, Spain | 501-1,000 | Exact match | 2,882 contacts → |
“El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Bois-colombes, FranceReported employees: 501-1,000 | Bois-colombes, France | 501-1,000 | Exact match | 2,474 contacts → |
“Particuliers, chefs d'entreprise, TPE/PME.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Overland Park, TX, United StatesReported employees: 1,001-5,000 | Overland Park, TX, United States | 1,001-5,000 | Exact match | 2,331 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 2,038 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · November 6, 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 | 2,032 contacts → |
“Meet the people behind your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,025 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38,781 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Fiduciary advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38,527 records in the displayed employee bands.
254 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 38,781 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
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 advisory services by location
258 lists · largest firstEvery Fiduciary advisory services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fiduciary advisory services based in the United States20,572
- Fiduciary advisory services based in the United Kingdom2,667
- Fiduciary advisory services based in India1,924
- Fiduciary advisory services based in Australia1,615
- Fiduciary advisory services based in Canada1,218
- Fiduciary advisory services based in Switzerland883
- Fiduciary advisory services based in France880
- Fiduciary advisory services based in Brazil698
- Fiduciary advisory services based in Germany607
- Fiduciary advisory services based in South Africa514
- Fiduciary advisory services based in the Netherlands411
- Fiduciary advisory services based in Mexico243
- Fiduciary advisory services based in Spain199
- Fiduciary advisory services based in Italy168
- Fiduciary advisory services based in Ireland166
- Fiduciary advisory services based in the United Arab Emirates153
- Fiduciary advisory services based in Singapore143
- Fiduciary advisory services based in Belgium135
- Fiduciary advisory services based in Czechia112
- Fiduciary advisory services based in Argentina109
- Fiduciary advisory services based in New Zealand98
- Fiduciary advisory services based in Malaysia89
- Fiduciary advisory services based in Chile63
- Fiduciary advisory services based in Colombia63
- Fiduciary advisory services based in Israel57
- Fiduciary advisory services based in Sweden48
- Fiduciary advisory services based in Austria47
- Fiduciary advisory services based in Hong Kong45
- Fiduciary advisory services based in Nigeria42
- Fiduciary advisory services based in Peru35
- Fiduciary advisory services based in Luxembourg34
- Fiduciary advisory services based in Denmark33
Cities
- Fiduciary advisory services based in London, United Kingdom455
- Fiduciary advisory services based in New York, United States425
- Fiduciary advisory services based in Mumbai, India292
- Fiduciary advisory services based in Houston, United States249
- Fiduciary advisory services based in Atlanta, United States239
- Fiduciary advisory services based in Sao Paulo, Brazil236
- Fiduciary advisory services based in Sydney, Australia217
- Fiduciary advisory services based in Dallas, United States211
- Fiduciary advisory services based in San Diego, United States210
- Fiduciary advisory services based in Chicago, United States192
- Fiduciary advisory services based in Paris, France187
- Fiduciary advisory services based in Austin, United States166
- Fiduciary advisory services based in Scottsdale, United States163
- Fiduciary advisory services based in Denver, United States151
- Fiduciary advisory services based in Toronto, Canada148
- Fiduciary advisory services based in Charlotte, United States143
- Fiduciary advisory services based in Melbourne, Australia140
- Fiduciary advisory services based in Los Angeles, United States139
- Fiduciary advisory services based in Tampa, United States139
- Fiduciary advisory services based in Bangalore, India138
- Fiduciary advisory services based in San Francisco, United States135
- Fiduciary advisory services based in Pune, India134
- Fiduciary advisory services based in Boston, United States129
- Fiduciary advisory services based in Miami, United States128
- Fiduciary advisory services based in Singapore, Singapore123
- Fiduciary advisory services based in Portland, United States111
- Fiduciary advisory services based in Columbus, United States109
- Fiduciary advisory services based in Cincinnati, United States108
- Fiduciary advisory services based in New Delhi, India105
- Fiduciary advisory services based in Phoenix, United States105
- Fiduciary advisory services based in Dubai, United Arab Emirates102
- Fiduciary advisory services based in Overland Park, United States101
- Fiduciary advisory services based in Geneva, Switzerland97
- Fiduciary advisory services based in Indianapolis, United States96
- Fiduciary advisory services based in Raleigh, United States94
- Fiduciary advisory services based in St. Louis, United States92
- Fiduciary advisory services based in Irvine, United States91
- Fiduciary advisory services based in Pittsburgh, United States91
- Fiduciary advisory services based in Newport Beach, United States88
- Fiduciary advisory services based in Zurich, Switzerland88
- Fiduciary advisory services based in Seattle, United States87
- Fiduciary advisory services based in Johannesburg, South Africa86
- Fiduciary advisory services based in San Antonio, United States85
- Fiduciary advisory services based in Minneapolis, United States81
- Fiduciary advisory services based in Columbia, United States80
- Fiduciary advisory services based in Kolkata, India80
- Fiduciary advisory services based in Birmingham, United States79
- Fiduciary advisory services based in Boca Raton, United States79
- Fiduciary advisory services based in Bellevue, United States77
- Fiduciary advisory services based in Grand Rapids, United States77
- Fiduciary advisory services based in Las Vegas, United States77
- Fiduciary advisory services based in Cape Town, South Africa76
- Fiduciary advisory services based in Ahmedabad, India75
- Fiduciary advisory services based in Richmond, United States74
- Fiduciary advisory services based in Rochester, United States72
- Fiduciary advisory services based in Calgary, Canada71
- Fiduciary advisory services based in Omaha, United States71
- Fiduciary advisory services based in Louisville, United States70
- Fiduciary advisory services based in Madison, United States69
- Fiduciary advisory services based in Vancouver, Canada69
- Fiduciary advisory services based in Jacksonville, United States68
- Fiduciary advisory services based in Sarasota, United States68
- Fiduciary advisory services based in Washington, United States68
- Fiduciary advisory services based in Greenville, United States67
- Fiduciary advisory services based in Madrid, Spain66
- Fiduciary advisory services based in Naples, United States66
- Fiduciary advisory services based in Colorado Springs, United States63
- Fiduciary advisory services based in Nashville, United States62
- Fiduciary advisory services based in Wilmington, United States62
- Fiduciary advisory services based in Greenwood Village, United States61
- Fiduciary advisory services based in Plano, United States60
- Fiduciary advisory services based in Springfield, United States60
- Fiduciary advisory services based in Rio De Janeiro, Brazil59
- Fiduciary advisory services based in Chennai, India58
- Fiduciary advisory services based in Gurgaon, India58
- Fiduciary advisory services based in Lexington, United States58
- Fiduciary advisory services based in Orlando, United States58
- Fiduciary advisory services based in Fort Lauderdale, United States57
- Fiduciary advisory services based in Memphis, United States57
- Fiduciary advisory services based in Tulsa, United States57
- Fiduciary advisory services based in Fort Worth, United States56
- Fiduciary advisory services based in Salt Lake City, United States55
- Fiduciary advisory services based in Walnut Creek, United States55
- Fiduciary advisory services based in Pasadena, United States54
- Fiduciary advisory services based in Troy, United States53
- Fiduciary advisory services based in Buenos Aires, Argentina52
- Fiduciary advisory services based in Milan, Italy52
- Fiduciary advisory services based in Bristol, United Kingdom50
- Fiduciary advisory services based in Edinburgh, United Kingdom50
- Fiduciary advisory services based in Tucson, United States50
- Fiduciary advisory services based in Brisbane, Australia49
- Fiduciary advisory services based in Hyderabad, India48
- Fiduciary advisory services based in Delhi, India47
- Fiduciary advisory services based in Lafayette, United States47
- Fiduciary advisory services based in Alpharetta, United States46
- Fiduciary advisory services based in Baton Rouge, United States46
- Fiduciary advisory services based in Charleston, United States46
- Fiduciary advisory services based in Coral Gables, United States46
- Fiduciary advisory services based in Franklin, United States46
- Fiduciary advisory services based in Lake Oswego, United States46
- Fiduciary advisory services based in Lincoln, United States46
- Fiduciary advisory services based in Virginia Beach, United States46
- Fiduciary advisory services based in Ann Arbor, United States45
- Fiduciary advisory services based in Bloomington, United States45
- Fiduciary advisory services based in Glasgow, United Kingdom45
- Fiduciary advisory services based in Greensboro, United States45
- Fiduciary advisory services based in Knoxville, United States45
- Fiduciary advisory services based in San Jose, United States45
- Fiduciary advisory services based in Bethesda, United States44
- Fiduciary advisory services based in Brentwood, United States44
- Fiduciary advisory services based in Mclean, United States44
- Fiduciary advisory services based in Perth, Australia44
- Fiduciary advisory services based in Arlington, United States43
- Fiduciary advisory services based in Cleveland, United States43
- Fiduciary advisory services based in Frisco, United States43
- Fiduciary advisory services based in Manchester, United Kingdom43
- Fiduciary advisory services based in Montreal, Canada43
- Fiduciary advisory services based in Oklahoma City, United States43
- Fiduciary advisory services based in Philadelphia, United States43
- Fiduciary advisory services based in Lugano, Switzerland42
- Fiduciary advisory services based in West Des Moines, United States42
- Fiduciary advisory services based in Winnipeg, Canada42
- Fiduciary advisory services based in Edmonton, Canada41
- Fiduciary advisory services based in Pretoria, South Africa41
- Fiduciary advisory services based in Westlake Village, United States41
- Fiduciary advisory services based in Boise, United States40
- Fiduciary advisory services based in Honolulu, United States40
- Fiduciary advisory services based in Little Rock, United States40
- Fiduciary advisory services based in Pittsford, United States40
- Fiduciary advisory services based in Reno, United States40
- Fiduciary advisory services based in Fort Collins, United States39
- Fiduciary advisory services based in Jackson, United States39
- Fiduciary advisory services based in The Woodlands, United States39
- Fiduciary advisory services based in Buffalo, United States38
- Fiduciary advisory services based in Carmel, United States38
- Fiduciary advisory services based in Marietta, United States38
- Fiduciary advisory services based in St. Petersburg, United States38
- Fiduciary advisory services based in West Chester, United States38
- Fiduciary advisory services based in Melville, United States37
- Fiduciary advisory services based in Minnetonka, United States37
- Fiduciary advisory services based in Rockville, United States37
- Fiduciary advisory services based in Albuquerque, United States36
- Fiduciary advisory services based in Hamburg, Germany36
- Fiduciary advisory services based in Kansas City, United States36
- Fiduciary advisory services based in Leeds, United Kingdom36
- Fiduciary advisory services based in Alexandria, United States35
- Fiduciary advisory services based in Munich, Germany35
- Fiduciary advisory services based in Plymouth, United States35
- Fiduciary advisory services based in Red Bank, United States35
- Fiduciary advisory services based in Reston, United States35
- Fiduciary advisory services based in Auckland, New Zealand34
- Fiduciary advisory services based in Lancaster, United States34
- Fiduciary advisory services based in Milwaukee, United States34
- Fiduciary advisory services based in Roseville, United States34
- Fiduciary advisory services based in Sacramento, United States34
- Fiduciary advisory services based in Adelaide, Australia33
- Fiduciary advisory services based in Baltimore, United States33
- Fiduciary advisory services based in Basel, Switzerland33
- Fiduciary advisory services based in Bloomfield Hills, United States33
- Fiduciary advisory services based in Carlsbad, United States33
- Fiduciary advisory services based in Portsmouth, United States33
- Fiduciary advisory services based in Boulder, United States32
- Fiduciary advisory services based in Charlottesville, United States32
- Fiduciary advisory services based in Concord, United States32
- Fiduciary advisory services based in Ottawa, Canada32
- Fiduciary advisory services based in Santa Barbara, United States32
- Fiduciary advisory services based in Southlake, United States32
- Fiduciary advisory services based in Belo Horizonte, Brazil31
Questions about this company list
What does Exact match mean for fiduciary advisory services?
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 advisory services did RevenueBase find worldwide?
The saved snapshot records 38,781 matching company records, 664,429 tracked contacts and 263,263 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 fiduciary advisory services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/fiduciary-advisory-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗