Company lists · Data refreshed November 2026

Top 25 Financial advisor software companies worldwide

Name: Financial advisor software companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 6,337 companies tracked

RevenueBase identified 6,337 company matches for financial advisor software companies worldwide as of November 2026 and tracks 254,588 professional contacts across them, including 102,684 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 software companies 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 5, 2026. Country and city lists for financial advisor software companies 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 5, 2026 How this list was built

6,337Companies

254,588Contacts tracked

102,684Verified emails

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The 25 largest financial advisor software companies worldwide

Ranked by team size

Top 25 of 6,337 company matches for financial advisor software companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Nov 5, 2026	10001+	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 5, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 5, 2026	5,001-10,000	25,536 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Nov 5, 2026	10001+	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 5, 2026 · View company records in RevenueBase
4	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 5, 2026	5,001-10,000	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 5, 2026 · View company records in RevenueBase
5	Factset	Exact match	Norwalk, United StatesHQ recorded Nov 5, 2026	10001+	14,122 contacts →
	Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 5, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
8	Equitable Advisors	Exact match	United StatesHQ recorded Nov 5, 2026	5,001-10,000	4,525 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	TD Ameritrade	Exact match	Omaha, NJ, United StatesHQ recorded Nov 5, 2026	5,001-10,000	3,986 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
11	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Nov 5, 2026	10001+	3,195 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,921 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,174 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Scottish Widows	Exact match	Edinburgh, United KingdomHQ recorded Nov 5, 2026	5,001-10,000	1,810 contacts →
	Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Nov 5, 2026	501-1,000	1,589 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,586 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Ss&c Advent	Exact match	San Francisco, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,450 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Nov 5, 2026	201-500	1,247 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
20	Charles River Development	Exact match	Burlington, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,200 contacts →
	Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	ORION	Exact match	Omaha, FL, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,090 contacts →
	Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,075 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Nov 5, 2026	1,001-5,000	1,022 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Phinance S.A	Exact match	Poznań, PolandHQ recorded Nov 5, 2026	1,001-5,000	1,000 contacts →
	Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Hub24 Limited	Exact match	Sydney, AustraliaHQ recorded Nov 5, 2026	501-1,000	867 contacts →
	Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Nov 5, 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 software companies”. 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 6,337 financial advisor software companies worldwide

See the full list, filter by size, metro and specialty, and access 102,684 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisor software companies worldwide at a glance

As of Nov 5, 2026

40.3%Verified-email coverage

40.2Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · New York

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

4,228

11-50

1,475

51-200

369

201-500

124

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 financial advisor software companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial advisor software companies” 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 102,684 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 5, 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 software companies by location

29 lists · largest first

Every Financial advisor software companies 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 “financial advisor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor software companies are there worldwide?

RevenueBase identified 6,337 company matches for financial advisor software companies 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 financial advisor software companies?

The United States leads with 3,370 companies, followed by India (594) and the United Kingdom (385). Every financial advisor software companies list by country and city is linked on this page.

Which city has the most financial advisor software companies?

New York leads with 75 company records, followed by London (74) and Mumbai (72).

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 102,684 professional contacts with verified work emails tracked across these 6,337 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 5, 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.