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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
41,377Companies
618,250Contacts tracked
233,257Verified emails
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The 25 largest financial advisors for high net worth worldwide

Ranked by team size
Top 25 of 41,377 financial advisors for high net worth worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisors for high net worth: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+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, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202610001+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, 2026
3Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20265,001-10,00024,283 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, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceMexicoHQ checked Sep 20, 20261,001-5,0008,710 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, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202610001+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, 2026
7Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 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, 2026
8Indirect evidenceUnited StatesHQ checked Sep 20, 202610001+6,373 contacts →

Indirect evidence

“Join us for a view into the elevated experience of J.P.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceTorino, ItalyHQ checked Sep 20, 20265,001-10,0005,750 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, 2026
10Partial evidenceMilwaukee, WI, United StatesHQ checked Sep 20, 20265,001-10,0005,330 contacts →

Partial evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceUnited StatesHQ checked Sep 20, 20265,001-10,0004,468 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, 2026
12Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0003,000 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, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,0002,898 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, 2026
15Indirect evidenceCanadaHQ checked Sep 20, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidencePhiladelphia, United StatesHQ checked Sep 20, 20261,001-5,0002,611 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, 2026
17Strong evidenceToronto, CanadaHQ checked Sep 20, 20261,001-5,0002,400 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, 2026
18Indirect evidenceBois-colombes, FranceHQ checked Sep 20, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceParis, FranceHQ checked Sep 20, 20261,001-5,0002,141 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, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceWiesloch, GermanyHQ checked Sep 20, 20261,001-5,0002,058 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, 2026
22Partial evidenceLima, PeruHQ checked Sep 20, 20261,001-5,0001,971 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, 2026
23Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 20261,001-5,0001,951 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, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 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, 2026
25Partial evidenceOverland Park, KS, United StatesHQ checked Sep 20, 20261,001-5,0001,885 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, 2026

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, 2026
37.7%Verified-email coverage
14.9Average contacts per company
1-10Median size (employees)
1.7%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
29,894
11-50
8,891
51-200
1,667
201-500
407
501-1,000
159
1,001-5,000
131
5,001-10,000
32
10001+
67

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 first

Every 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

Cities

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.