Company lists · Data refreshed November 2026

Top 25 Financial planning advisors worldwide

Name: Financial planning advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 37,442 companies tracked

RevenueBase identified 37,442 company matches for financial planning advisors worldwide as of November 2026 and tracks 428,567 professional contacts across them, including 149,765 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning advisors 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 planning advisors 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 Nov 6, 2026 How this list was built

37,442Companies

428,567Contacts tracked

149,765Verified emails

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The 25 largest financial planning advisors worldwide

Ranked by team size

Top 25 of 37,442 company matches for financial planning advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 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 · Nov 6, 2026 · View company records in RevenueBase
3	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 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 · Nov 6, 2026 · View company records in RevenueBase
5	Thrivent	Exact match	Minneapolis, WI, United StatesHQ recorded Nov 6, 2026	5,001-10,000	8,927 contacts →
	Exact match “Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 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 · Nov 6, 2026 · View company records in RevenueBase
7	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	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
8	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	National City Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	2,934 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Nov 6, 2026	501-1,000	2,882 contacts →
	Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 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 · Nov 6, 2026 · View company records in RevenueBase
12	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 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 · Nov 6, 2026 · View company records in RevenueBase
14	Evelyn Partners	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,032 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,025 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	MHA	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	1,923 contacts →
	Exact match “MHA provides a full range of financial and business strategy services to enterprises and individuals, helping them to achieve growth and success for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Nov 6, 2026	1,001-5,000	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
18	Sunlife UK	Exact match	Bristol, United KingdomHQ recorded Nov 6, 2026	n/a	1,783 contacts →
	Exact match “A little confidence goes a long way.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,755 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,586 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Focus Partners	Exact match	St. Louis, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,530 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,457 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” 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 planning advisors”. 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 37,442 financial planning advisors worldwide

See the full list, filter by size, metro and specialty, and access 149,765 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning advisors worldwide at a glance

As of Nov 6, 2026

34.9%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

28,164

11-50

7,165

51-200

1,277

201-500

322

501-1,000

1,001-5,000

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 planning advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning advisors” 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 149,765 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 planning advisors by location

212 lists · largest first

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

How many financial planning advisors are there worldwide?

RevenueBase identified 37,442 company matches for financial planning advisors 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?

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

Which country has the most financial planning advisors?

The United States leads with 17,745 companies, followed by the United Kingdom (3,433) and Australia (2,251). Every financial planning advisors list by country and city is linked on this page.

Which city has the most financial planning advisors?

London leads with 516 company records, followed by New York (285) and Mumbai (266).

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 149,765 professional contacts with verified work emails tracked across these 37,442 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.

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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.