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 company matches for 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 company matches for financial advisory outsourcing companies 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 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for financial advisory outsourcing companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	CLA Cliftonlarsonallen	Exact match	Bellevue, WA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	9,567 contacts →
	Exact match “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Profuturo	Exact match	MexicoHQ recorded Sep 28, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,287 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Bajaj Capital LTD	Exact match	Gurugram, IndiaHQ recorded Sep 28, 2026	5,001-10,000	5,197 contacts →
	Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Equitable Advisors	Exact match	United StatesHQ recorded Sep 28, 2026	5,001-10,000	4,468 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 · Sep 28, 2026 · View company records in RevenueBase
10	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,912 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	TOA Global	Exact match	Southport, AustraliaHQ recorded Sep 28, 2026	1,001-5,000	3,912 contacts →
	Exact match “Don’t wait until understaffing eats away at your productivity and client satisfaction.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Sep 28, 2026	10001+	3,906 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Sanlam Maroc	Exact match	Casablanca, MoroccoHQ recorded Sep 28, 2026	1,001-5,000	2,893 contacts →
	Exact match “Bienvenue sur la page officielle de Sanlam Maroc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 28, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	SMC Group	Exact match	New Delhi, IndiaHQ recorded Sep 28, 2026	1,001-5,000	2,161 contacts →
	Exact match “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)…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 28, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Sep 28, 2026	5,001-10,000	2,026 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	1,878 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	1,775 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 · Sep 28, 2026 · View company records in RevenueBase
25	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing companies”. 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 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

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 outsourcing companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial advisory outsourcing companies” 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 187,360 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 September 28, 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 outsourcing companies by location

206 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 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 outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory outsourcing companies are there worldwide?

RevenueBase identified 40,471 company matches for financial advisory outsourcing companies worldwide as of September 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?

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

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 187,360 professional contacts with verified work emails tracked across these 40,471 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 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 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.