Company lists · Data refreshed October 2026

Top 25 Financial advisors for healthcare professionals worldwide

Name: Financial advisors for healthcare professionals worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 21,323 companies tracked

RevenueBase identified 21,323 company matches for financial advisors for healthcare professionals worldwide as of October 2026 and tracks 288,843 professional contacts across them, including 96,917 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial advisors for healthcare professionals 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 October 12, 2026. Country and city lists for financial advisors for healthcare professionals 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 Oct 12, 2026 How this list was built

21,323Companies

288,843Contacts tracked

96,917Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisors for healthcare professionals worldwide

Ranked by team size

Top 25 of 21,323 company matches for financial advisors for healthcare professionals worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Sanlam	Exact match	Polokwane, South AfricaHQ recorded Oct 12, 2026	10001+	14,985 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Transamerica	Exact match	Baltimore, IA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	11,874 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Profuturo	Exact match	MexicoHQ recorded Oct 12, 2026	1,001-5,000	8,996 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 · Oct 12, 2026 · View company records in RevenueBase
5	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 12, 2026	5,001-10,000	6,677 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 · Oct 12, 2026 · View company records in RevenueBase
6	Equitable Advisors	Exact match	United StatesHQ recorded Oct 12, 2026	5,001-10,000	4,402 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 · Oct 12, 2026 · View company records in RevenueBase
7	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	4,262 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,612 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 · Oct 12, 2026 · View company records in RevenueBase
9	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 12, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	MLP	Exact match	Wiesloch, GermanyHQ recorded Oct 12, 2026	1,001-5,000	2,129 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 · Oct 12, 2026 · View company records in RevenueBase
11	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	2,027 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 · Oct 12, 2026 · View company records in RevenueBase
12	Evelyn Partners	Exact match	London, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	2,015 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,002 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 · Oct 12, 2026 · View company records in RevenueBase
14	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Oct 12, 2026	5,001-10,000	1,965 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,865 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 · Oct 12, 2026 · View company records in RevenueBase
16	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 12, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,553 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 · Oct 12, 2026 · View company records in RevenueBase
19	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,429 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Deutsche Apotheker- UND Ärztebank - Apobank	Exact match	Düsseldorf, GermanyHQ recorded Oct 12, 2026	1,001-5,000	1,208 contacts →
	Exact match “Die Deutsche Apotheker- und Ärztebank (apoBank) ist einzigartig in der deutschen Bankenlandschaft: Sie ist exklusiv auf die Betreuung und Beratung von Heilberuflern spezialisiert.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	MD Financial Management Gestion Financière MD	Exact match	Ottawa, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	1,132 contacts →
	Exact match “MD has one main goal: to help Canadian physicians and their families achieve financial well-being.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Wesleyan	Exact match	Birmingham, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	1,107 contacts →
	Exact match “Your money should work as hard as you do.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Oct 12, 2026	1,001-5,000	1,004 contacts →
	Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Oct 12, 2026	1,001-5,000	986 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	966 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Oct 12, 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 advisors for healthcare professionals”. 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 21,323 financial advisors for healthcare professionals worldwide

See the full list, filter by size, metro and specialty, and access 96,917 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial advisors for healthcare professionals worldwide at a glance

As of Oct 12, 2026

33.6%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · London

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

15,994

11-50

4,241

51-200

711

201-500

159

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 advisors for healthcare professionals are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial advisors for healthcare professionals” 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 96,917 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 October 12, 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 advisors for healthcare professionals by location

116 lists · largest first

Every Financial advisors for healthcare professionals 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 advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there worldwide?

RevenueBase identified 21,323 company matches for financial advisors for healthcare professionals worldwide as of October 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?

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

Which country has the most financial advisors for healthcare professionals?

The United States leads with 11,641 companies, followed by the United Kingdom (1,842) and Australia (1,105). Every financial advisors for healthcare professionals list by country and city is linked on this page.

Which city has the most financial advisors for healthcare professionals?

London leads with 271 company records, followed by New York (165) and Houston (136).

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 96,917 professional contacts with verified work emails tracked across these 21,323 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 October 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 21,323 financial advisors for healthcare professionals worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.