Company lists · Data refreshed September 2026
Top 25 Financial advisors for high net worth worldwide
RevenueBase identified 41,377 financial advisors for high net worth worldwide as of September 2026 and tracks 618,250 professional contacts across them, including 233,257 with verified work emails. The United States is the largest market and London the largest hub.
This list covers financial advisors for high net worth worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for financial advisors for high net worth follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 advisors for high net worth worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Partial evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24,283 contacts → | ||||
Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8,191 contacts → | ||||
Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6,589 contacts → | ||||
Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6,373 contacts → | ||||
Indirect evidence “Join us for a view into the elevated experience of J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4,468 contacts → | ||||
Strong evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3,000 contacts → | ||||
Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2,898 contacts → | ||||
Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,611 contacts → | ||||
Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2,400 contacts → | ||||
Strong evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,141 contacts → | ||||
Indirect evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,058 contacts → | ||||
Partial evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,971 contacts → | ||||
Partial evidence “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,885 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisors for high net worth. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisors for high net worth.
- Partial evidence
- Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisors for high net worth. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 41,377 financial advisors for high net worth worldwide
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Financial advisors for high net worth worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisors for high net worth, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for financial advisors for high net worth are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “financial advisors for high net worth”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisors for high net worth), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisors for high net worth, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 233,257 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial advisors for high net worth by location
245 lists · largest firstEvery Financial advisors for high net worth list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisors for high net worth based in the United States19,619
- Financial advisors for high net worth based in the United Kingdom3,215
- Financial advisors for high net worth based in India2,446
- Financial advisors for high net worth based in Australia1,859
- Financial advisors for high net worth based in France1,815
- Financial advisors for high net worth based in Canada1,770
- Financial advisors for high net worth based in Brazil833
- Financial advisors for high net worth based in Germany675
- Financial advisors for high net worth based in South Africa646
- Financial advisors for high net worth based in Switzerland502
- Financial advisors for high net worth based in the Netherlands297
- Financial advisors for high net worth based in Mexico230
- Financial advisors for high net worth based in the United Arab Emirates216
- Financial advisors for high net worth based in Ireland184
- Financial advisors for high net worth based in Spain177
- Financial advisors for high net worth based in Singapore164
- Financial advisors for high net worth based in Italy149
- Financial advisors for high net worth based in Malaysia127
- Financial advisors for high net worth based in Belgium113
- Financial advisors for high net worth based in Israel110
- Financial advisors for high net worth based in Argentina109
- Financial advisors for high net worth based in Hong Kong99
- Financial advisors for high net worth based in New Zealand91
- Financial advisors for high net worth based in Chile64
- Financial advisors for high net worth based in Austria59
- Financial advisors for high net worth based in Nigeria56
- Financial advisors for high net worth based in Sweden44
- Financial advisors for high net worth based in Mauritius35
- Financial advisors for high net worth based in Peru35
- Financial advisors for high net worth based in Luxembourg33
Cities
- Financial advisors for high net worth based in London, United Kingdom653
- Financial advisors for high net worth based in New York, United States434
- Financial advisors for high net worth based in Paris, France391
- Financial advisors for high net worth based in Mumbai, India384
- Financial advisors for high net worth based in Sao Paulo, Brazil308
- Financial advisors for high net worth based in Sydney, Australia270
- Financial advisors for high net worth based in Atlanta, United States249
- Financial advisors for high net worth based in Toronto, Canada238
- Financial advisors for high net worth based in Houston, United States237
- Financial advisors for high net worth based in Dallas, United States228
- Financial advisors for high net worth based in San Diego, United States201
- Financial advisors for high net worth based in Chicago, United States199
- Financial advisors for high net worth based in Pune, India175
- Financial advisors for high net worth based in Scottsdale, United States175
- Financial advisors for high net worth based in Austin, United States173
- Financial advisors for high net worth based in Charlotte, United States157
- Financial advisors for high net worth based in Melbourne, Australia156
- Financial advisors for high net worth based in Denver, United States148
- Financial advisors for high net worth based in San Francisco, United States147
- Financial advisors for high net worth based in New Delhi, India146
- Financial advisors for high net worth based in Boston, United States131
- Financial advisors for high net worth based in Los Angeles, United States130
- Financial advisors for high net worth based in Tampa, United States128
- Financial advisors for high net worth based in Miami, United States127
- Financial advisors for high net worth based in Calgary, Canada123
- Financial advisors for high net worth based in Cincinnati, United States110
- Financial advisors for high net worth based in Johannesburg, South Africa108
- Financial advisors for high net worth based in Bangalore, India106
- Financial advisors for high net worth based in Portland, United States105
- Financial advisors for high net worth based in Zurich, Switzerland101
- Financial advisors for high net worth based in Vancouver, Canada99
- Financial advisors for high net worth based in Columbus, United States98
- Financial advisors for high net worth based in Overland Park, United States97
- Financial advisors for high net worth based in Phoenix, United States97
- Financial advisors for high net worth based in Irvine, United States95
- Financial advisors for high net worth based in Kolkata, India95
- Financial advisors for high net worth based in Newport Beach, United States94
- Financial advisors for high net worth based in Indianapolis, United States93
- Financial advisors for high net worth based in Raleigh, United States92
- Financial advisors for high net worth based in Seattle, United States91
- Financial advisors for high net worth based in Ahmedabad, India89
- Financial advisors for high net worth based in Cape Town, South Africa88
- Financial advisors for high net worth based in Minneapolis, United States84
- Financial advisors for high net worth based in San Antonio, United States84
- Financial advisors for high net worth based in Boca Raton, United States82
- Financial advisors for high net worth based in Bellevue, United States81
- Financial advisors for high net worth based in Omaha, United States81
- Financial advisors for high net worth based in Lyon, France80
- Financial advisors for high net worth based in Birmingham, United States79
- Financial advisors for high net worth based in Pittsburgh, United States79
- Financial advisors for high net worth based in Bengaluru, India77
- Financial advisors for high net worth based in Columbia, United States77
- Financial advisors for high net worth based in Grand Rapids, United States77
- Financial advisors for high net worth based in Montreal, Canada77
- Financial advisors for high net worth based in Chennai, India74
- Financial advisors for high net worth based in Greenville, United States72
- Financial advisors for high net worth based in Las Vegas, United States71
- Financial advisors for high net worth based in Louisville, United States69
- Financial advisors for high net worth based in Noida, India68
- Financial advisors for high net worth based in Richmond, United States68
- Financial advisors for high net worth based in Rio De Janeiro, Brazil68
- Financial advisors for high net worth based in Rochester, United States67
- Financial advisors for high net worth based in Brisbane, Australia66
- Financial advisors for high net worth based in Jacksonville, United States66
- Financial advisors for high net worth based in Fort Worth, United States65
- Financial advisors for high net worth based in Greenwood Village, United States65
- Financial advisors for high net worth based in Hyderabad, India65
- Financial advisors for high net worth based in Geneva, Switzerland64
- Financial advisors for high net worth based in Madison, United States64
- Financial advisors for high net worth based in Nashville, United States64
- Financial advisors for high net worth based in Colorado Springs, United States63
- Financial advisors for high net worth based in Sarasota, United States62
- Financial advisors for high net worth based in Wilmington, United States62
- Financial advisors for high net worth based in Plano, United States61
- Financial advisors for high net worth based in Springfield, United States60
- Financial advisors for high net worth based in Lexington, United States59
- Financial advisors for high net worth based in Manchester, United Kingdom59
- Financial advisors for high net worth based in Troy, United States59
- Financial advisors for high net worth based in Salt Lake City, United States58
- Financial advisors for high net worth based in Tulsa, United States57
- Financial advisors for high net worth based in Edmonton, Canada56
- Financial advisors for high net worth based in Orlando, United States56
- Financial advisors for high net worth based in Toulouse, France55
- Financial advisors for high net worth based in Edinburgh, United Kingdom54
- Financial advisors for high net worth based in Winnipeg, Canada53
- Financial advisors for high net worth based in Fort Lauderdale, United States52
- Financial advisors for high net worth based in Washington, United States52
- Financial advisors for high net worth based in Alpharetta, United States50
- Financial advisors for high net worth based in Bordeaux, France50
- Financial advisors for high net worth based in Cleveland, United States50
- Financial advisors for high net worth based in Memphis, United States50
- Financial advisors for high net worth based in Pasadena, United States50
- Financial advisors for high net worth based in Tucson, United States50
- Financial advisors for high net worth based in Walnut Creek, United States50
- Financial advisors for high net worth based in Franklin, United States49
- Financial advisors for high net worth based in Ottawa, Canada49
- Financial advisors for high net worth based in Mississauga, Canada47
- Financial advisors for high net worth based in Naples, United States47
- Financial advisors for high net worth based in Philadelphia, United States47
- Financial advisors for high net worth based in Pretoria, South Africa47
- Financial advisors for high net worth based in Leeds, United Kingdom46
- Financial advisors for high net worth based in San Jose, United States46
- Financial advisors for high net worth based in Glasgow, United Kingdom45
- Financial advisors for high net worth based in Hamburg, Germany45
- Financial advisors for high net worth based in Bristol, United Kingdom44
- Financial advisors for high net worth based in Coral Gables, United States44
- Financial advisors for high net worth based in Knoxville, United States44
- Financial advisors for high net worth based in Lake Oswego, United States43
- Financial advisors for high net worth based in Melville, United States43
- Financial advisors for high net worth based in Plymouth, United States43
- Financial advisors for high net worth based in Baton Rouge, United States42
- Financial advisors for high net worth based in Oklahoma City, United States42
- Financial advisors for high net worth based in Charleston, United States41
- Financial advisors for high net worth based in Lafayette, United States40
- Financial advisors for high net worth based in The Woodlands, United States40
- Financial advisors for high net worth based in Virginia Beach, United States40
- Financial advisors for high net worth based in Westlake Village, United States40
- Financial advisors for high net worth based in Lincoln, United States39
- Financial advisors for high net worth based in Perth, Australia39
- Financial advisors for high net worth based in Berlin, Germany38
- Financial advisors for high net worth based in Bethesda, United States38
- Financial advisors for high net worth based in Brentwood, United States38
- Financial advisors for high net worth based in Fort Collins, United States38
- Financial advisors for high net worth based in Frisco, United States38
- Financial advisors for high net worth based in Roseville, United States38
- Financial advisors for high net worth based in West Des Moines, United States38
- Financial advisors for high net worth based in Birmingham, United Kingdom37
- Financial advisors for high net worth based in Bloomington, United States37
- Financial advisors for high net worth based in Oakville, Canada37
- Financial advisors for high net worth based in Belo Horizonte, Brazil36
- Financial advisors for high net worth based in Greensboro, United States36
- Financial advisors for high net worth based in Jackson, United States36
- Financial advisors for high net worth based in Kansas City, United States36
- Financial advisors for high net worth based in Mclean, United States36
- Financial advisors for high net worth based in Adelaide, Australia35
- Financial advisors for high net worth based in Minnetonka, United States35
- Financial advisors for high net worth based in North Sydney, Australia35
- Financial advisors for high net worth based in Buffalo, United States34
- Financial advisors for high net worth based in London, Canada34
- Financial advisors for high net worth based in Markham, Canada34
- Financial advisors for high net worth based in Sacramento, United States34
- Financial advisors for high net worth based in Chesterfield, United States33
- Financial advisors for high net worth based in Englewood, United States33
- Financial advisors for high net worth based in Fort Wayne, United States33
- Financial advisors for high net worth based in Lancaster, United States33
- Financial advisors for high net worth based in Little Rock, United States33
- Financial advisors for high net worth based in Ann Arbor, United States32
- Financial advisors for high net worth based in Beverly Hills, United States32
- Financial advisors for high net worth based in Boulder, United States32
- Financial advisors for high net worth based in Chattanooga, United States32
- Financial advisors for high net worth based in Porto Alegre, Brazil32
- Financial advisors for high net worth based in Red Bank, United States32
- Financial advisors for high net worth based in Reston, United States32
- Financial advisors for high net worth based in West Chester, United States32
- Financial advisors for high net worth based in Westport, United States32
- Financial advisors for high net worth based in Woodbury, United States32
- Financial advisors for high net worth based in Annapolis, United States31
- Financial advisors for high net worth based in Littleton, United States31
- Financial advisors for high net worth based in Lugano, Switzerland31
- Financial advisors for high net worth based in Naperville, United States31
- Financial advisors for high net worth based in Rockville, United States31
- Financial advisors for high net worth based in Southfield, United States31
- Financial advisors for high net worth based in Wichita, United States31
- Financial advisors for high net worth based in Bloomfield Hills, United States30
- Financial advisors for high net worth based in Curitiba, Brazil30
- Financial advisors for high net worth based in Marietta, United States30
- Financial advisors for high net worth based in Pittsford, United States30
- Financial advisors for high net worth based in Reno, United States30
- Financial advisors for high net worth based in Tempe, United States30
- Financial advisors for high net worth based in Alexandria, United States29
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisors for high net worth, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisors for high net worth are there worldwide?
RevenueBase identified 41,377 financial advisors for high net worth worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most financial advisors for high net worth?
The United States leads with 19,619 companies, followed by the United Kingdom (3,215) and India (2,446). Every financial advisors for high net worth list by country and city is linked on this page.
Which city has the most financial advisors for high net worth?
London leads with 687 headquartered companies, followed by New York (434) and Paris (391).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 233,257 verified decision-maker contacts tracked across these 41,377 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 Smart Search, 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.