Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 40,471 companies tracked

RevenueBase identified 40,471 financial advisory outsourcing companies worldwide as of September 2026 and tracks 554,537 professional contacts across them, including 187,360 with verified work emails. The United States is the largest market and London the largest hub.

This list covers financial advisory outsourcing companies 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 28, 2026. Country and city lists for financial advisory outsourcing companies 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 28, 2026 86% judged on-target in blind review

40,471Companies

554,537Contacts tracked

187,360Verified emails

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The 25 largest financial advisory outsourcing companies worldwide

Ranked by team size

Top 25 of 40,471 financial advisory outsourcing companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Edward Jones	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	10001+	42,985 contacts →
	Partial evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
2	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	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 28, 2026
3	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	5,001-10,000	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 28, 2026
4	CLA Cliftonlarsonallen	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 28, 2026	5,001-10,000	9,567 contacts →
	Strong evidence “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Profuturo	Indirect evidence	MexicoHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
6	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	5,001-10,000	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 28, 2026
7	KROLL	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Strong evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 28, 2026
8	Bajaj Capital LTD	Indirect evidence	Gurugram, IndiaHQ checked Sep 28, 2026	5,001-10,000	5,197 contacts →
	Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 28, 2026
9	Equitable Advisors	Strong evidence	United StatesHQ checked Sep 28, 2026	5,001-10,000	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 28, 2026
10	St. James's Place	Indirect evidence	Cirencester, United KingdomHQ checked Sep 28, 2026	1,001-5,000	4,111 contacts →
	Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 28, 2026
11	Lazard	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Strong evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 28, 2026
12	TOA Global	Indirect evidence	Southport, AustraliaHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “Don’t wait until understaffing eats away at your productivity and client satisfaction.” Source: RevenueBase Database · checked Sep 28, 2026
13	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 28, 2026	10001+	3,906 contacts →
	Partial evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 28, 2026
14	BNY Pershing	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,420 contacts →
	Strong evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 28, 2026
15	Sanlam Maroc	Indirect evidence	Casablanca, MoroccoHQ checked Sep 28, 2026	1,001-5,000	2,893 contacts →
	Indirect evidence “Bienvenue sur la page officielle de Sanlam Maroc.” Source: RevenueBase Database · checked Sep 28, 2026
16	Janney Montgomery Scott LLC	Indirect evidence	Philadelphia, United StatesHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
17	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
18	SMC Group	Partial evidence	New Delhi, IndiaHQ checked Sep 28, 2026	1,001-5,000	2,161 contacts →
	Partial evidence “Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Source: RevenueBase Database · checked Sep 28, 2026
19	MLP	Partial evidence	Wiesloch, GermanyHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
20	Tecis Finanzdienstleistungen AG	Partial evidence	Hamburg, GermanyHQ checked Sep 28, 2026	5,001-10,000	2,026 contacts →
	Partial evidence “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Source: RevenueBase Database · checked Sep 28, 2026
21	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
22	Iifl Capital Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	1,878 contacts →
	Partial evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 28, 2026
23	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026
24	Partners Financial Services, A.S	Partial evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 28, 2026	1,001-5,000	1,775 contacts →
	Partial evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 28, 2026
25	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 28, 2026

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 advisory outsourcing companies. 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 advisory outsourcing companies.
Partial evidence: Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory outsourcing companies. 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 40,471 financial advisory outsourcing companies worldwide

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Financial advisory outsourcing companies worldwide at a glance

As of Sep 28, 2026

33.8%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

28,795

11-50

8,967

51-200

1,784

201-500

421

501-1,000

159

1,001-5,000

115

5,001-10,000

10001+

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 advisory outsourcing companies, 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 advisory outsourcing companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial advisory outsourcing companies”. 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 advisory outsourcing companies), 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 advisory outsourcing companies, 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, 187,360 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 28, 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 advisory outsourcing companies by location

208 lists · largest first

Every Financial advisory outsourcing companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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 advisory outsourcing companies, 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 advisory outsourcing companies are there worldwide?

RevenueBase identified 40,471 financial advisory outsourcing companies 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 advisory outsourcing companies?

The United States leads with 14,696 companies, followed by India (3,995) and the United Kingdom (2,898). Every financial advisory outsourcing companies list by country and city is linked on this page.

Which city has the most financial advisory outsourcing companies?

London leads with 589 headquartered companies, followed by Mumbai (580) and Sao Paulo (432).

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 187,360 verified decision-maker contacts tracked across these 40,471 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 28, 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.