Company lists · Data refreshed September 2026

Top 25 Financial planning firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 48,822 companies tracked

RevenueBase identified 48,822 financial planning firms worldwide as of September 2026 and tracks 859,469 professional contacts across them, including 332,958 with verified work emails. The United States is the largest market and London the largest hub.

This list covers financial planning firms 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 19, 2026. Country and city lists for financial planning firms 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 19, 2026 86% judged on-target in blind review

48,822Companies

859,469Contacts tracked

332,958Verified emails

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The 25 largest financial planning firms worldwide

Ranked by team size

Top 25 of 48,822 financial planning firms worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning firms: 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	Fidelity Investments	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	10001+	80,843 contacts →
	Partial evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 19, 2026
2	Edward Jones	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 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 19, 2026
3	Northwestern Mutual	Partial evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	n/a	38,382 contacts →
	Partial evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 19, 2026
4	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 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 19, 2026
5	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 19, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 19, 2026
6	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 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 19, 2026
7	Principal Financial Group	Partial evidence	Des Moines, IA, United StatesHQ checked Sep 19, 2026	10001+	17,118 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Sanlam	Indirect evidence	Polokwane, United StatesHQ checked Sep 19, 2026	10001+	14,682 contacts →
	Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 19, 2026
9	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	13,910 contacts →
	Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 19, 2026
10	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
11	Transamerica	Indirect evidence	Baltimore, IL, United StatesHQ checked Sep 19, 2026	5,001-10,000	11,582 contacts →
	Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 19, 2026
12	Empower	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 19, 2026	10001+	9,313 contacts →
	Partial evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 19, 2026
13	Profuturo	Indirect evidence	MexicoHQ checked Sep 19, 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 19, 2026
14	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	10001+	8,191 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 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 19, 2026
16	BAIRD	Partial evidence	Milwaukee, WI, United StatesHQ checked Sep 19, 2026	5,001-10,000	5,330 contacts →
	Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
17	Bajaj Capital LTD	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 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 19, 2026
18	Equitable Advisors	Partial evidence	United StatesHQ checked Sep 19, 2026	5,001-10,000	4,468 contacts →
	Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 19, 2026
19	St. James's Place	Indirect evidence	Cirencester, United KingdomHQ checked Sep 19, 2026	1,001-5,000	4,111 contacts →
	Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 19, 2026
20	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 19, 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 19, 2026
21	Janus Henderson Investors	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	1,001-5,000	3,000 contacts →
	Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 19, 2026
22	Sanlam Maroc	Indirect evidence	Casablanca, MoroccoHQ checked Sep 19, 2026	1,001-5,000	2,893 contacts →
	Indirect evidence “Bienvenue sur la page officielle de Sanlam Maroc.” Source: RevenueBase Database · checked Sep 19, 2026
23	First Command Financial Services, INC	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	501-1,000	2,885 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Cibc Wood Gundy	Indirect evidence	CanadaHQ checked Sep 19, 2026	1,001-5,000	2,838 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	OVB Allfinanz España	Partial evidence	Madrid, SpainHQ checked Sep 19, 2026	501-1,000	2,808 contacts →
	Partial evidence “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Source: RevenueBase Database · checked Sep 19, 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 planning firms. 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 planning firms.
Partial evidence: Its own public description names part of financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning firms. 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 48,822 financial planning firms worldwide

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Financial planning firms worldwide at a glance

As of Sep 19, 2026

38.7%Verified-email coverage

17.6Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

35,905

11-50

9,949

51-200

1,910

201-500

459

501-1,000

161

1,001-5,000

142

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 planning firms, 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 planning firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial planning firms”. 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 planning firms), 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 planning firms, 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, 332,958 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 19, 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 planning firms by location

282 lists · largest first

Every Financial planning firms 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 planning firms, 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 planning firms are there worldwide?

RevenueBase identified 48,822 financial planning firms 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?

Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.

Which country has the most financial planning firms?

The United States leads with 23,003 companies, followed by the United Kingdom (4,122) and India (2,991). Every financial planning firms list by country and city is linked on this page.

Which city has the most financial planning firms?

London leads with 700 headquartered companies, followed by New York (415) and Mumbai (408).

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 332,958 verified decision-maker contacts tracked across these 48,822 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 19, 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.