Company lists · Data refreshed September 2026

Top 25 Financial planning consultants worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 48,791 companies tracked

RevenueBase identified 48,791 company matches for financial planning consultants worldwide as of September 2026 and tracks 789,730 professional contacts across them, including 288,088 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning consultants 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 20, 2026. Country and city lists for financial planning consultants 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 20, 2026 How this list was built

48,791Companies

789,730Contacts tracked

288,088Verified emails

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The 25 largest financial planning consultants worldwide

Ranked by team size

Top 25 of 48,791 company matches for financial planning consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 20, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 20, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Principal Financial Group	Exact match	Des Moines, IA, United StatesHQ recorded Sep 20, 2026	10001+	17,118 contacts →
	Exact match “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 20, 2026	10001+	14,682 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 · Sep 20, 2026 · View company records in RevenueBase
8	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 20, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Profuturo	Exact match	MexicoHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Thrivent	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	5,001-10,000	8,479 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 · Sep 20, 2026 · View company records in RevenueBase
14	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	10001+	8,191 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Equitable Advisors	Exact match	United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
17	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 20, 2026	1,001-5,000	3,204 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Sanlam Maroc	Exact match	Casablanca, MoroccoHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
21	AXA US	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	5,001-10,000	2,813 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
23	National City Bank	Exact match	United StatesHQ recorded Sep 20, 2026	10001+	2,793 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 20, 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 20, 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 consultants”. 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 48,791 financial planning consultants worldwide

See the full list, filter by size, metro and specialty, and access 288,088 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consultants worldwide at a glance

As of Sep 20, 2026

36.5%Verified-email coverage

16.2Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

35,705

11-50

10,081

51-200

1,921

201-500

466

501-1,000

174

1,001-5,000

133

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 consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning consultants” 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 288,088 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 20, 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 consultants by location

283 lists · largest first

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

How many financial planning consultants are there worldwide?

RevenueBase identified 48,791 company matches for financial planning consultants 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 planning consultants?

The United States leads with 22,971 companies, followed by the United Kingdom (4,042) and India (2,899). Every financial planning consultants list by country and city is linked on this page.

Which city has the most financial planning consultants?

London leads with 662 company records, followed by New York (405) and Mumbai (399).

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 288,088 professional contacts with verified work emails tracked across these 48,791 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 20, 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.