Company lists · Data refreshed November 2026

Top 25 Fiduciary services firms worldwide

Name: Fiduciary services firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 19,476 companies tracked

RevenueBase identified 19,476 company matches for fiduciary services firms worldwide as of November 2026 and tracks 300,706 professional contacts across them, including 115,091 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for fiduciary services firms 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 services firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

19,476Companies

300,706Contacts tracked

115,091Verified emails

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The 25 largest fiduciary services firms worldwide

Ranked by team size

Top 25 of 19,476 company matches for fiduciary services firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Nov 6, 2026	n/a	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
2	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,537 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Maples Group	Exact match	George Town, NY, Cayman IslandsHQ recorded Nov 6, 2026	1,001-5,000	2,969 contacts →
	Exact match “The Maples Group is a leading service provider offering clients a comprehensive range of legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,882 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	AFP Cuprum	Exact match	Santiago, ChileHQ recorded Nov 6, 2026	1,001-5,000	2,443 contacts →
	Exact match “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Corient	Exact match	Miami, United StatesHQ recorded Nov 6, 2026	1,001-5,000	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
12	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,038 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	1,982 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	501-1,000	1,659 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Alianza Fiduciaria	Exact match	Bogotá, ColombiaHQ recorded Nov 6, 2026	1,001-5,000	1,553 contacts →
	Exact match “Alianza Fiduciaria y Alianza Valores, empresas caracterizadas por su innovación en la estructuración de negocios fiduciarios, por su amplia oferta de negocios de inversión a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Nov 6, 2026	501-1,000	1,537 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	5,001-10,000	1,521 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	ILS World	Exact match	Victoria Road, United KingdomHQ recorded Nov 6, 2026	n/a	1,500 contacts →
	Exact match “ILS World is a global provider of independent fiduciary services to professional advisers, international corporate groups and private clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Perpetual Limited	Exact match	Sydney, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,367 contacts →
	Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,232 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Nov 6, 2026	501-1,000	1,208 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” 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 services firms”. 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 19,476 fiduciary services firms worldwide

See the full list, filter by size, metro and specialty, and access 115,091 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services firms worldwide at a glance

As of Nov 6, 2026

38.3%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

13,660

11-50

4,421

51-200

879

201-500

214

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for fiduciary services firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “fiduciary services firms” 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 115,091 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 services firms by location

138 lists · largest first

Every Fiduciary services firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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 services firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services firms are there worldwide?

RevenueBase identified 19,476 company matches for fiduciary services firms 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?

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

Which country has the most fiduciary services firms?

The United States leads with 10,605 companies, followed by Switzerland (1,161) and the United Kingdom (927). Every fiduciary services firms list by country and city is linked on this page.

Which city has the most fiduciary services firms?

London leads with 248 company records, followed by New York (232) and Geneva (153).

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 115,091 professional contacts with verified work emails tracked across these 19,476 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.