Company lists · Data refreshed November 2026
Top 25 Financial advisor associations worldwide
RevenueBase identified 3,018 company matches for financial advisor associations worldwide as of November 2026 and tracks 39,727 professional contacts across them, including 12,474 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for financial advisor associations 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 financial advisor associations 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 financial advisor associations worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,098 contacts → | ||||
Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,064 contacts → | ||||
Exact match “About Us From day one, you’ll notice there is something special about working at Davy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 814 contacts → | ||||
Exact match “Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 759 contacts → | ||||
Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 731 contacts → | ||||
Exact match “Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 375 contacts → | ||||
Exact match “Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 363 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 357 contacts → | ||||
Exact match “Our sector is fundamental to people’s lives, and we are proud to promote the work it is doing to support customers and businesses up and down the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 297 contacts → | ||||
Exact match “We believe financial planning, when done right, is essential to living well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 278 contacts → | ||||
Exact match “Çağdaş dünyanın vazgeçilmez unsurlarından biri olan mali müşavirlik mesleği 13 Haziran 1989 tarihinde yayınlanan 3568 sayılı Serbest Muhasebeci Mali Müşavirlik ve Yeminli Mali…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 276 contacts → | ||||
Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 265 contacts → | ||||
Exact match “Organización dedicada a la actualización y desarrollo profesional y humano de sus asociados, a través del intercambio de ideas, experiencias y de la investigación en el campo de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 251 contacts → | ||||
Exact match “AIA Financial Advisers (AIA FA) aims to provide customers with more choices and greater accessibility for quality and professional face-to-face financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 251 contacts → | ||||
Exact match “Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 250 contacts → | ||||
Exact match “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 231 contacts → | ||||
Exact match “B.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 224 contacts → | ||||
Exact match “Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 222 contacts → | ||||
Exact match “VKG biedt financieel adviseurs in heel Nederland toegang tot de gehele financiële markt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 207 contacts → | ||||
Exact match “XYPN makes it possible.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 192 contacts → | ||||
Exact match “Put Our Strengths To Work For You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 188 contacts → | ||||
Exact match “At PFPFA, our people are our greatest asset.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 181 contacts → | ||||
Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 177 contacts → | ||||
Exact match “Financial Services” 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 “financial advisor associations”. 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 3,018 financial advisor associations worldwide
See the full list, filter by size, metro and specialty, and access 12,474 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisor associations 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 financial advisor associations are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial advisor associations” 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 12,474 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.
Financial advisor associations by location
10 lists · largest firstEvery Financial advisor associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisor associations based in the United States1,997
- Financial advisor associations based in the United Kingdom95
- Financial advisor associations based in Canada83
- Financial advisor associations based in India63
- Financial advisor associations based in Australia55
- Financial advisor associations based in France47
- Financial advisor associations based in South Africa39
- Financial advisor associations based in the Netherlands32
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 “financial advisor associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisor associations are there worldwide?
RevenueBase identified 3,018 company matches for financial advisor associations 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?
Cetera Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial advisor associations?
The United States leads with 1,997 companies, followed by the United Kingdom (95) and Canada (83). Every financial advisor associations list by country and city is linked on this page.
Which city has the most financial advisor associations?
New York leads with 33 company records, followed by San Diego (26) and Dallas (23).
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 12,474 professional contacts with verified work emails tracked across these 3,018 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 3,018 financial advisor associations 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 financial advisor associations worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,018 matching company records for financial advisor associations worldwide, with 39,727 tracked contacts and 12,474 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 financial advisor associations 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 |  Cetera Financial Groupcetera.comHQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DAVYdavy.ieHQ: Dublin 2, IrelandReported employees: 501-1,000 | Dublin 2, Ireland | 501-1,000 | Exact match | 1,064 contacts → |
“About Us From day one, you’ll notice there is something special about working at Davy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Advisors Exceladvisorsexcel.comHQ: Topeka, KS, United StatesReported employees: 501-1,000 | Topeka, KS, United States | 501-1,000 | Exact match | 814 contacts → |
“Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lincoln Investmentlincolninvestment.comHQ: Fort Washington, PA, United StatesReported employees: 201-500 | Fort Washington, PA, United States | 201-500 | Exact match | 759 contacts → |
“As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lincoln Financial Networkosaic.comHQ: Philadelphia, NC, United StatesReported employees: 1,001-5,000 | Philadelphia, NC, United States | 1,001-5,000 | Exact match | 731 contacts → |
“Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Merit Financial Advisorsmeritfinancialadvisors.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  UK Financeukfinance.org.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 357 contacts → |
“Our sector is fundamental to people’s lives, and we are proud to promote the work it is doing to support customers and businesses up and down the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  FACETfacet.comHQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Türmobturmob.org.trHQ: Ankara, TürkiyeReported employees: 10001+ | Ankara, Türkiye | 10001+ | Exact match | 278 contacts → |
“Çağdaş dünyanın vazgeçilmez unsurlarından biri olan mali müşavirlik mesleği 13 Haziran 1989 tarihinde yayınlanan 3568 sayılı Serbest Muhasebeci Mali Müşavirlik ve Yeminli Mali…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Pacific Advisorspacificadvisors.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 276 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Imef Oficialimef.org.mxHQ: Alcaldía Benito Juárez, MexicoReported employees: 51-200 | Alcaldía Benito Juárez, Mexico | 51-200 | Exact match | 265 contacts → |
“Organización dedicada a la actualización y desarrollo profesional y humano de sus asociados, a través del intercambio de ideas, experiencias y de la investigación en el campo de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  AIA Financial Advisersaiafa.com.sgHQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 251 contacts → |
“AIA Financial Advisers (AIA FA) aims to provide customers with more choices and greater accessibility for quality and professional face-to-face financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  NOMOSsomosnomos.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 251 contacts → |
“Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Consultinvest Investimenti SIM SPAconsultinvest.itHQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 250 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  B. Riley Wealth Managementbrileywealth.comHQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 231 contacts → |
“B.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Forest Hills Financial Groupfhfg.comHQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 224 contacts → |
“Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  VKGvkg.nlHQ: Hoorn, NetherlandsReported employees: 201-500 | Hoorn, Netherlands | 201-500 | Exact match | 222 contacts → |
“VKG biedt financieel adviseurs in heel Nederland toegang tot de gehele financiële markt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  XYPNxyplanningnetwork.comHQ: Bozeman, MT, United StatesReported employees: 51-200 | Bozeman, MT, United States | 51-200 | Exact match | 207 contacts → |
“XYPN makes it possible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Royal Alliance Associatesroyalalliance.comHQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 192 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PFPFApfp-fa.comHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 188 contacts → |
“At PFPFA, our people are our greatest asset.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Trilogy Financialtrilogyfs.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 181 contacts → |
“Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cetera Investorsceterainvestors.com HQ: Glen Allen, VA, United StatesReported employees: Not recorded | Glen Allen, VA, United States | Not recorded | Exact match | 177 contacts → |
“Financial Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,018 company matches
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Financial advisor associations: 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
3,004 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,018 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 ↗
Financial advisor associations by location
10 lists · largest firstEvery Financial advisor associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisor associations based in the United States1,997
- Financial advisor associations based in the United Kingdom95
- Financial advisor associations based in Canada83
- Financial advisor associations based in India63
- Financial advisor associations based in Australia55
- Financial advisor associations based in France47
- Financial advisor associations based in South Africa39
- Financial advisor associations based in the Netherlands32
Cities
Questions about this company list
What does Exact match mean for financial advisor associations?
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 financial advisor associations did RevenueBase find worldwide?
The saved snapshot records 3,018 matching company records, 39,727 tracked contacts and 12,474 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 financial advisor associations worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-advisor-associations.
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 financial advisor associations worldwide
RevenueBase records 3,018 matching company records for financial advisor associations worldwide, with 39,727 tracked contacts and 12,474 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 financial advisor associations 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 | Cetera Financial Groupcetera.com HQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DAVYdavy.ie HQ: Dublin 2, IrelandReported employees: 501-1,000 | Dublin 2, Ireland | 501-1,000 | Exact match | 1,064 contacts → |
“About Us From day one, you’ll notice there is something special about working at Davy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advisors Exceladvisorsexcel.com HQ: Topeka, KS, United StatesReported employees: 501-1,000 | Topeka, KS, United States | 501-1,000 | Exact match | 814 contacts → |
“Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lincoln Investmentlincolninvestment.com HQ: Fort Washington, PA, United StatesReported employees: 201-500 | Fort Washington, PA, United States | 201-500 | Exact match | 759 contacts → |
“As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lincoln Financial Networkosaic.com HQ: Philadelphia, NC, United StatesReported employees: 1,001-5,000 | Philadelphia, NC, United States | 1,001-5,000 | Exact match | 731 contacts → |
“Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Merit Financial Advisorsmeritfinancialadvisors.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Prime Capital Financialprimefinancial.com HQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | UK Financeukfinance.org.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 357 contacts → |
“Our sector is fundamental to people’s lives, and we are proud to promote the work it is doing to support customers and businesses up and down the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | FACETfacet.com HQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Türmobturmob.org.tr HQ: Ankara, TürkiyeReported employees: 10001+ | Ankara, Türkiye | 10001+ | Exact match | 278 contacts → |
“Çağdaş dünyanın vazgeçilmez unsurlarından biri olan mali müşavirlik mesleği 13 Haziran 1989 tarihinde yayınlanan 3568 sayılı Serbest Muhasebeci Mali Müşavirlik ve Yeminli Mali…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pacific Advisorspacificadvisors.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 276 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Imef Oficialimef.org.mx HQ: Alcaldía Benito Juárez, MexicoReported employees: 51-200 | Alcaldía Benito Juárez, Mexico | 51-200 | Exact match | 265 contacts → |
“Organización dedicada a la actualización y desarrollo profesional y humano de sus asociados, a través del intercambio de ideas, experiencias y de la investigación en el campo de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | AIA Financial Advisersaiafa.com.sg HQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 251 contacts → |
“AIA Financial Advisers (AIA FA) aims to provide customers with more choices and greater accessibility for quality and professional face-to-face financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | NOMOSsomosnomos.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 251 contacts → |
“Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Consultinvest Investimenti SIM SPAconsultinvest.it HQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 250 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | B. Riley Wealth Managementbrileywealth.com HQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 231 contacts → |
“B.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Forest Hills Financial Groupfhfg.com HQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 224 contacts → |
“Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | VKGvkg.nl HQ: Hoorn, NetherlandsReported employees: 201-500 | Hoorn, Netherlands | 201-500 | Exact match | 222 contacts → |
“VKG biedt financieel adviseurs in heel Nederland toegang tot de gehele financiële markt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | XYPNxyplanningnetwork.com HQ: Bozeman, MT, United StatesReported employees: 51-200 | Bozeman, MT, United States | 51-200 | Exact match | 207 contacts → |
“XYPN makes it possible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Royal Alliance Associatesroyalalliance.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 192 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PFPFApfp-fa.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 188 contacts → |
“At PFPFA, our people are our greatest asset.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Trilogy Financialtrilogyfs.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 181 contacts → |
“Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cetera Investorsceterainvestors.com HQ: Glen Allen, VA, United StatesReported employees: Not recorded | Glen Allen, VA, United States | Not recorded | Exact match | 177 contacts → |
“Financial Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,018 company matches
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Financial advisor associations: 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
3,004 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,018 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 ↗
Financial advisor associations by location
10 lists · largest firstEvery Financial advisor associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisor associations based in the United States1,997
- Financial advisor associations based in the United Kingdom95
- Financial advisor associations based in Canada83
- Financial advisor associations based in India63
- Financial advisor associations based in Australia55
- Financial advisor associations based in France47
- Financial advisor associations based in South Africa39
- Financial advisor associations based in the Netherlands32
Cities
Questions about this company list
What does Exact match mean for financial advisor associations?
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 financial advisor associations did RevenueBase find worldwide?
The saved snapshot records 3,018 matching company records, 39,727 tracked contacts and 12,474 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 financial advisor associations worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-advisor-associations.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗