Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 37,427 companies tracked

RevenueBase identified 37,427 company matches for financial advisory platforms worldwide as of September 2026 and tracks 692,562 professional contacts across them, including 221,952 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial advisory platforms 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 platforms 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

37,427Companies

692,562Contacts tracked

221,952Verified emails

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The 25 largest financial advisory platforms worldwide

Ranked by team size

Top 25 of 37,427 company matches for financial advisory platforms 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	State Street	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	10001+	41,744 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Sep 28, 2026	10001+	31,927 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” 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	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	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
8	Angel ONE	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	8,280 contacts →
	Exact match “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	7,289 contacts →
	Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	6,610 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Sep 28, 2026	5,001-10,000	6,597 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	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
13	SBI Securities	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	10001+	4,970 contacts →
	Exact match “As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	FNZ	Exact match	London, United KingdomHQ recorded Sep 28, 2026	5,001-10,000	4,802 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	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
16	Fineco Bank	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	1,001-5,000	4,150 contacts →
	Exact match “FinecoBank is one of the most important FinTech banks in Europe.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	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
18	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,874 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Robinhood	Exact match	Menlo Park, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,771 contacts →
	Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	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
21	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Sep 28, 2026	501-1,000	2,808 contacts →
	Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	ETORO	Exact match	London, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	2,595 contacts →
	Exact match “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	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
25	GROWW	Exact match	Bengaluru, IndiaHQ recorded Sep 28, 2026	501-1,000	2,165 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” 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 platforms”. 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 37,427 financial advisory platforms worldwide

See the full list, filter by size, metro and specialty, and access 221,952 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory platforms worldwide at a glance

As of Sep 28, 2026

32.0%Verified-email coverage

18.5Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

25,513

11-50

8,711

51-200

2,046

201-500

575

501-1,000

195

1,001-5,000

174

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 platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial advisory platforms” 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 221,952 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 platforms by location

193 lists · largest first

Every Financial advisory platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory platforms are there worldwide?

RevenueBase identified 37,427 company matches for financial advisory platforms 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?

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

Which country has the most financial advisory platforms?

The United States leads with 12,620 companies, followed by India (4,263) and the United Kingdom (3,314). Every financial advisory platforms list by country and city is linked on this page.

Which city has the most financial advisory platforms?

London leads with 856 company records, followed by Mumbai (663) and New York (483).

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 221,952 professional contacts with verified work emails tracked across these 37,427 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.