Company lists · Data refreshed November 2026
Top 25 Financial advisory associations worldwide
RevenueBase identified 9,517 company matches for financial advisory associations worldwide as of November 2026 and tracks 111,175 professional contacts across them, including 35,986 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial advisory 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 advisory 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 advisory associations worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,294 contacts → | ||||
Exact match “Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 2,098 contacts → | ||||
Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,890 contacts → | ||||
Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 1,028 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 1,022 contacts → | ||||
Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 1,019 contacts → | ||||
Exact match “Built for Advice Firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 1,001 contacts → | ||||
Exact match “Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 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 6, 2026 · View company records in RevenueBase | |||||
| 11 | 924 contacts → | ||||
Exact match “World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 896 contacts → | ||||
Exact match “Profesionální a komplexní majetkové poradenství.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 752 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 688 contacts → | ||||
Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 687 contacts → | ||||
Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 636 contacts → | ||||
Exact match “Euroansa SpA, azienda leader nella mediazione del credito, è iscritta al n° M191 dell’elenco tenuto dall’Organismo degli Agenti e dei Mediatori.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 570 contacts → | ||||
Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 548 contacts → | ||||
Exact match “MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 483 contacts → | ||||
Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 452 contacts → | ||||
Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 403 contacts → | ||||
Exact match “We are a professional body dedicated to building public trust in the insurance and financial planning professions, with members living and working in more than 150 countries…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 401 contacts → | ||||
Exact match “Our mission at WestPoint Financial Group is simple.” 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 advisory 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 9,517 financial advisory associations worldwide
See the full list, filter by size, metro and specialty, and access 35,986 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisory 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 advisory associations are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial advisory 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 35,986 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 advisory associations by location
43 lists · largest firstEvery Financial advisory associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisory associations based in the United States4,068
- Financial advisory associations based in the United Kingdom917
- Financial advisory associations based in Australia519
- Financial advisory associations based in India385
- Financial advisory associations based in the Netherlands347
- Financial advisory associations based in Canada296
- Financial advisory associations based in Germany213
- Financial advisory associations based in South Africa198
- Financial advisory associations based in Brazil137
- Financial advisory associations based in France136
- Financial advisory associations based in Mexico120
- Financial advisory associations based in Singapore95
- Financial advisory associations based in Italy87
- Financial advisory associations based in Spain86
- Financial advisory associations based in Czechia79
- Financial advisory associations based in Switzerland67
- Financial advisory associations based in Ireland52
- Financial advisory associations based in New Zealand45
- Financial advisory associations based in Malaysia43
- Financial advisory associations based in Argentina41
- Financial advisory associations based in Belgium28
- Financial advisory associations based in the United Arab Emirates25
Cities
- Financial advisory associations based in London, United Kingdom126
- Financial advisory associations based in Singapore, Singapore85
- Financial advisory associations based in Sydney, Australia76
- Financial advisory associations based in New York, United States69
- Financial advisory associations based in Mumbai, India56
- Financial advisory associations based in Sao Paulo, Brazil53
- Financial advisory associations based in Melbourne, Australia50
- Financial advisory associations based in Paris, France48
- Financial advisory associations based in Atlanta, United States44
- Financial advisory associations based in Houston, United States41
- Financial advisory associations based in San Diego, United States40
- Financial advisory associations based in Toronto, Canada40
- Financial advisory associations based in Dallas, United States38
- Financial advisory associations based in Chicago, United States35
- Financial advisory associations based in Johannesburg, South Africa30
- Financial advisory associations based in Madrid, Spain28
- Financial advisory associations based in Washington, United States28
- Financial advisory associations based in Cape Town, South Africa27
- Financial advisory associations based in Denver, United States27
- Financial advisory associations based in Tampa, United States27
- Financial advisory associations based in Charlotte, United States26
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 advisory associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory associations are there worldwide?
RevenueBase identified 9,517 company matches for financial advisory 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?
Equitable Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial advisory associations?
The United States leads with 4,068 companies, followed by the United Kingdom (917) and Australia (519). Every financial advisory associations list by country and city is linked on this page.
Which city has the most financial advisory associations?
London leads with 131 company records, followed by Singapore (85) and Sydney (77).
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 35,986 professional contacts with verified work emails tracked across these 9,517 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 9,517 financial advisory 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 advisory 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 9,517 matching company records for financial advisory associations worldwide, with 111,175 tracked contacts and 35,986 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 advisory 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 |  Equitable Advisorsequitableadvisors.comHQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CFA Institutecfainstitute.orgHQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 2,294 contacts → |
“Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  Partners Financial Services, A.Spartners.czHQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  Manulife Financial Advisers PTE LTDmanulifefa.com.sgHQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,028 contacts → |
“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VZ Vermögenszentrumvermoegenszentrum.chHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  VBPvbp.auHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Finexis Advisory PTE LTDfinexis.com.sgHQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 1,001 contacts → |
“Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Phinance S.Aphinance.plHQ: Poznań, PolandReported employees: 1,001-5,000 | Poznań, Poland | 1,001-5,000 | Exact match | 1,000 contacts → |
“POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  World System Builderworldsystembuilder.comHQ: Alviso, CA, United StatesReported employees: 5,001-10,000 | Alviso, CA, United States | 5,001-10,000 | Exact match | 924 contacts → |
“World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  4fin Better Together4fin.czHQ: Praha 4, Czech RepublicReported employees: 1,001-5,000 | Praha 4, Czech Republic | 1,001-5,000 | Exact match | 896 contacts → |
“Profesionální a komplexní majetkové poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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. | |||||
| 14 |  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. | |||||
| 15 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  Portfel Consultoria Financeiraportfel.com.brHQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Savant Wealth Managementsavantwealth.comHQ: Rockford, CA, United StatesReported employees: 501-1,000 | Rockford, CA, United States | 501-1,000 | Exact match | 687 contacts → |
“Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Euroansa SPAeuroansa.itHQ: Milan, ItalyReported employees: 1,001-5,000 | Milan, Italy | 1,001-5,000 | Exact match | 636 contacts → |
“Euroansa SpA, azienda leader nella mediazione del credito, è iscritta al n° M191 dell’elenco tenuto dall’Organismo degli Agenti e dei Mediatori.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  IPP Financial Advisersippfa.comHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  MDRTmdrt.orgHQ: Park Ridge, IL, United StatesReported employees: 51-200 | Park Ridge, IL, United States | 51-200 | Exact match | 548 contacts → |
“MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Financial Alliance PTE LTDfa.com.sgHQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 483 contacts → |
“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Westpac Wealth Partnerswestpacwealthpartners.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 452 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Chartered Insurance Institutecii.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“We are a professional body dedicated to building public trust in the insurance and financial planning professions, with members living and working in more than 150 countries…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Westpoint Financial Groupwestpointfinancialgroup.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 401 contacts → |
“Our mission at WestPoint Financial Group is simple.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 9,517 company matches
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Financial advisory 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
9,442 records in the displayed employee bands.
75 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 9,517 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 advisory associations by location
43 lists · largest firstEvery Financial advisory associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisory associations based in the United States4,068
- Financial advisory associations based in the United Kingdom917
- Financial advisory associations based in Australia519
- Financial advisory associations based in India385
- Financial advisory associations based in the Netherlands347
- Financial advisory associations based in Canada296
- Financial advisory associations based in Germany213
- Financial advisory associations based in South Africa198
- Financial advisory associations based in Brazil137
- Financial advisory associations based in France136
- Financial advisory associations based in Mexico120
- Financial advisory associations based in Singapore95
- Financial advisory associations based in Italy87
- Financial advisory associations based in Spain86
- Financial advisory associations based in Czechia79
- Financial advisory associations based in Switzerland67
- Financial advisory associations based in Ireland52
- Financial advisory associations based in New Zealand45
- Financial advisory associations based in Malaysia43
- Financial advisory associations based in Argentina41
- Financial advisory associations based in Belgium28
- Financial advisory associations based in the United Arab Emirates25
Cities
- Financial advisory associations based in London, United Kingdom126
- Financial advisory associations based in Singapore, Singapore85
- Financial advisory associations based in Sydney, Australia76
- Financial advisory associations based in New York, United States69
- Financial advisory associations based in Mumbai, India56
- Financial advisory associations based in Sao Paulo, Brazil53
- Financial advisory associations based in Melbourne, Australia50
- Financial advisory associations based in Paris, France48
- Financial advisory associations based in Atlanta, United States44
- Financial advisory associations based in Houston, United States41
- Financial advisory associations based in San Diego, United States40
- Financial advisory associations based in Toronto, Canada40
- Financial advisory associations based in Dallas, United States38
- Financial advisory associations based in Chicago, United States35
- Financial advisory associations based in Johannesburg, South Africa30
- Financial advisory associations based in Madrid, Spain28
- Financial advisory associations based in Washington, United States28
- Financial advisory associations based in Cape Town, South Africa27
- Financial advisory associations based in Denver, United States27
- Financial advisory associations based in Tampa, United States27
- Financial advisory associations based in Charlotte, United States26
Questions about this company list
What does Exact match mean for financial advisory 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 advisory associations did RevenueBase find worldwide?
The saved snapshot records 9,517 matching company records, 111,175 tracked contacts and 35,986 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-advisory-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 advisory associations worldwide
RevenueBase records 9,517 matching company records for financial advisory associations worldwide, with 111,175 tracked contacts and 35,986 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 advisory 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 | Equitable Advisorsequitableadvisors.com HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CFA Institutecfainstitute.org HQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 2,294 contacts → |
“Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Partners Financial Services, A.Spartners.cz HQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | Manulife Financial Advisers PTE LTDmanulifefa.com.sg HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,028 contacts → |
“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VZ Vermögenszentrumvermoegenszentrum.ch HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 1,022 contacts → |
“VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | VBPvbp.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Finexis Advisory PTE LTDfinexis.com.sg HQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 1,001 contacts → |
“Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Phinance S.Aphinance.pl HQ: Poznań, PolandReported employees: 1,001-5,000 | Poznań, Poland | 1,001-5,000 | Exact match | 1,000 contacts → |
“POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | World System Builderworldsystembuilder.com HQ: Alviso, CA, United StatesReported employees: 5,001-10,000 | Alviso, CA, United States | 5,001-10,000 | Exact match | 924 contacts → |
“World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 4fin Better Together4fin.cz HQ: Praha 4, Czech RepublicReported employees: 1,001-5,000 | Praha 4, Czech Republic | 1,001-5,000 | Exact match | 896 contacts → |
“Profesionální a komplexní majetkové poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | Portfel Consultoria Financeiraportfel.com.br HQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Savant Wealth Managementsavantwealth.com HQ: Rockford, CA, United StatesReported employees: 501-1,000 | Rockford, CA, United States | 501-1,000 | Exact match | 687 contacts → |
“Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Euroansa SPAeuroansa.it HQ: Milan, ItalyReported employees: 1,001-5,000 | Milan, Italy | 1,001-5,000 | Exact match | 636 contacts → |
“Euroansa SpA, azienda leader nella mediazione del credito, è iscritta al n° M191 dell’elenco tenuto dall’Organismo degli Agenti e dei Mediatori.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | IPP Financial Advisersippfa.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | MDRTmdrt.org HQ: Park Ridge, IL, United StatesReported employees: 51-200 | Park Ridge, IL, United States | 51-200 | Exact match | 548 contacts → |
“MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Financial Alliance PTE LTDfa.com.sg HQ: SingaporeReported employees: 501-1,000 | Singapore | 501-1,000 | Exact match | 483 contacts → |
“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Westpac Wealth Partnerswestpacwealthpartners.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 452 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Chartered Insurance Institutecii.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“We are a professional body dedicated to building public trust in the insurance and financial planning professions, with members living and working in more than 150 countries…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Westpoint Financial Groupwestpointfinancialgroup.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 401 contacts → |
“Our mission at WestPoint Financial Group is simple.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 9,517 company matches
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Financial advisory 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
9,442 records in the displayed employee bands.
75 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 9,517 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 advisory associations by location
43 lists · largest firstEvery Financial advisory associations list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial advisory associations based in the United States4,068
- Financial advisory associations based in the United Kingdom917
- Financial advisory associations based in Australia519
- Financial advisory associations based in India385
- Financial advisory associations based in the Netherlands347
- Financial advisory associations based in Canada296
- Financial advisory associations based in Germany213
- Financial advisory associations based in South Africa198
- Financial advisory associations based in Brazil137
- Financial advisory associations based in France136
- Financial advisory associations based in Mexico120
- Financial advisory associations based in Singapore95
- Financial advisory associations based in Italy87
- Financial advisory associations based in Spain86
- Financial advisory associations based in Czechia79
- Financial advisory associations based in Switzerland67
- Financial advisory associations based in Ireland52
- Financial advisory associations based in New Zealand45
- Financial advisory associations based in Malaysia43
- Financial advisory associations based in Argentina41
- Financial advisory associations based in Belgium28
- Financial advisory associations based in the United Arab Emirates25
Cities
- Financial advisory associations based in London, United Kingdom126
- Financial advisory associations based in Singapore, Singapore85
- Financial advisory associations based in Sydney, Australia76
- Financial advisory associations based in New York, United States69
- Financial advisory associations based in Mumbai, India56
- Financial advisory associations based in Sao Paulo, Brazil53
- Financial advisory associations based in Melbourne, Australia50
- Financial advisory associations based in Paris, France48
- Financial advisory associations based in Atlanta, United States44
- Financial advisory associations based in Houston, United States41
- Financial advisory associations based in San Diego, United States40
- Financial advisory associations based in Toronto, Canada40
- Financial advisory associations based in Dallas, United States38
- Financial advisory associations based in Chicago, United States35
- Financial advisory associations based in Johannesburg, South Africa30
- Financial advisory associations based in Madrid, Spain28
- Financial advisory associations based in Washington, United States28
- Financial advisory associations based in Cape Town, South Africa27
- Financial advisory associations based in Denver, United States27
- Financial advisory associations based in Tampa, United States27
- Financial advisory associations based in Charlotte, United States26
Questions about this company list
What does Exact match mean for financial advisory 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 advisory associations did RevenueBase find worldwide?
The saved snapshot records 9,517 matching company records, 111,175 tracked contacts and 35,986 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-advisory-associations.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗