Company lists · Data refreshed November 2026
Top 25 Financial services security advisors worldwide
RevenueBase identified 5,296 company matches for financial services security advisors worldwide as of November 2026 and tracks 76,002 professional contacts across them, including 23,979 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial services security 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 5, 2026. Country and city lists for financial services security 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.
The 25 largest financial services security advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,819 contacts → | ||||
Exact match “Important Notice: As of Jan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 1,663 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 1,028 contacts → | ||||
Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 1,000 contacts → | ||||
Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 759 contacts → | ||||
Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 752 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 687 contacts → | ||||
Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 642 contacts → | ||||
Exact match “Soochow Securities is a financial services company based out of SUZHOU.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 592 contacts → | ||||
Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 570 contacts → | ||||
Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 496 contacts → | ||||
Exact match “Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 398 contacts → | ||||
Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 395 contacts → | ||||
Exact match “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 394 contacts → | ||||
Exact match “Alpina Group is een landelijk werkende organisatie met sterke regionale wortels en internationale ambities.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 363 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 276 contacts → | ||||
Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 265 contacts → | ||||
Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 222 contacts → | ||||
Exact match “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 195 contacts → | ||||
Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 190 contacts → | ||||
Exact match “Since 1995, we have delivered financial advisory solutions with dedication, professionalism and discretion.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 168 contacts → | ||||
Exact match “FS-ISAC is the member-driven, global platform advancing the security and resilience of the global financial system.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 164 contacts → | ||||
Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 5, 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 services security 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 5,296 financial services security advisors worldwide
See the full list, filter by size, metro and specialty, and access 23,979 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services security advisors worldwide at a glance
As of Nov 5, 2026Companies by employee count
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 services security advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial services security 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 23,979 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 5, 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 services security advisors by location
18 lists · largest firstEvery Financial services security advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services security advisors based in the United States3,146
- Financial services security advisors based in the United Kingdom267
- Financial services security advisors based in India241
- Financial services security advisors based in Canada129
- Financial services security advisors based in Australia110
- Financial services security advisors based in South Africa77
- Financial services security advisors based in Germany76
- Financial services security advisors based in the Netherlands70
- Financial services security advisors based in Mexico64
- Financial services security advisors based in Brazil58
- Financial services security advisors based in France51
- Financial services security advisors based in Spain35
Cities
- Financial services security advisors based in London, United Kingdom55
- Financial services security advisors based in New York, United States55
- Financial services security advisors based in Dallas, United States37
- Financial services security advisors based in Houston, United States33
- Financial services security advisors based in Charlotte, United States31
- Financial services security advisors based in Atlanta, United States28
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 services security advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services security advisors are there worldwide?
RevenueBase identified 5,296 company matches for financial services security 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?
Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial services security advisors?
The United States leads with 3,146 companies, followed by the United Kingdom (267) and India (241). Every financial services security advisors list by country and city is linked on this page.
Which city has the most financial services security advisors?
London leads with 57 company records, followed by New York (55) and Dallas (37).
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 23,979 professional contacts with verified work emails tracked across these 5,296 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 5,296 financial services security advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 financial services security advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,296 matching company records for financial services security advisors worldwide, with 76,002 tracked contacts and 23,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services security advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Freedom 55 Financialfreedom55financial.comHQ: CanadaReported employees: 1,001-5,000 | Canada | 1,001-5,000 | Exact match | 1,819 contacts → |
“Important Notice: As of Jan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Manulife Financial Advisers PTE LTDmanulifefa.com.sgHQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,028 contacts → |
“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Phinance S.Aphinance.plHQ: Poznań, PolandReported employees: 1,001-5,000 | Poznań, Poland | 1,001-5,000 | Exact match | 1,000 contacts → |
“POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lincoln Investmentlincolninvestment.comHQ: Fort Washington, PA, United StatesReported employees: 201-500 | Fort Washington, PA, United States | 201-500 | Exact match | 759 contacts → |
“As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Savant Wealth Managementsavantwealth.comHQ: Rockford, CA, United StatesReported employees: 501-1,000 | Rockford, CA, United States | 501-1,000 | Exact match | 687 contacts → |
“Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Soochow Securities Co., LTDdwzq.com.cnHQ: Suzhou, ChinaReported employees: Not recorded | Suzhou, China | Not recorded | Exact match | 642 contacts → |
“Soochow Securities is a financial services company based out of SUZHOU.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Advisor Grouposaic.comHQ: Phoenix, NJ, United StatesReported employees: 1,001-5,000 | Phoenix, NJ, United States | 1,001-5,000 | Exact match | 592 contacts → |
“Advisor Group, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  IPP Financial Advisersippfa.comHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Allariaallaria.com.arHQ: Caba, IndiaReported employees: 201-500 | Caba, India | 201-500 | Exact match | 496 contacts → |
“Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 398 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  North Star Resource Groupnorthstarfinancial.comHQ: Minneapolis, IL, United StatesReported employees: 201-500 | Minneapolis, IL, United States | 201-500 | Exact match | 395 contacts → |
“North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alpina Groupalpinagroup.comHQ: Amsterdam, NetherlandsReported employees: 1,001-5,000 | Amsterdam, Netherlands | 1,001-5,000 | Exact match | 394 contacts → |
“Alpina Group is een landelijk werkende organisatie met sterke regionale wortels en internationale ambities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pacific Advisorspacificadvisors.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 276 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Strategies For Wealthstrategiesforwealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 265 contacts → |
“Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Transglobal Holding COtransglobalus.comHQ: Las Vegas, HI, United StatesReported employees: 201-500 | Las Vegas, HI, United States | 201-500 | Exact match | 222 contacts → |
“For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  American Portfoliosamericanportfolios.comHQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 195 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Afrinvest West Africa Limitedafrinvest.comHQ: Ikoyi, NigeriaReported employees: 51-200 | Ikoyi, Nigeria | 51-200 | Exact match | 190 contacts → |
“Since 1995, we have delivered financial advisory solutions with dedication, professionalism and discretion.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fs-Isacfsisac.comHQ: Singapore, United KingdomReported employees: 51-200 | Singapore, United Kingdom | 51-200 | Exact match | 168 contacts → |
“FS-ISAC is the member-driven, global platform advancing the security and resilience of the global financial system.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,296 company matches
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Financial services security advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,263 records in the displayed employee bands.
33 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,296 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services security advisors by location
18 lists · largest firstEvery Financial services security advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services security advisors based in the United States3,146
- Financial services security advisors based in the United Kingdom267
- Financial services security advisors based in India241
- Financial services security advisors based in Canada129
- Financial services security advisors based in Australia110
- Financial services security advisors based in South Africa77
- Financial services security advisors based in Germany76
- Financial services security advisors based in the Netherlands70
- Financial services security advisors based in Mexico64
- Financial services security advisors based in Brazil58
- Financial services security advisors based in France51
- Financial services security advisors based in Spain35
Cities
- Financial services security advisors based in London, United Kingdom55
- Financial services security advisors based in New York, United States55
- Financial services security advisors based in Dallas, United States37
- Financial services security advisors based in Houston, United States33
- Financial services security advisors based in Charlotte, United States31
- Financial services security advisors based in Atlanta, United States28
Questions about this company list
What does Exact match mean for financial services security advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services security advisors did RevenueBase find worldwide?
The saved snapshot records 5,296 matching company records, 76,002 tracked contacts and 23,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial services security advisors worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/financial-services-security-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial services security advisors worldwide
RevenueBase records 5,296 matching company records for financial services security advisors worldwide, with 76,002 tracked contacts and 23,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services security advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Freedom 55 Financialfreedom55financial.com HQ: CanadaReported employees: 1,001-5,000 | Canada | 1,001-5,000 | Exact match | 1,819 contacts → |
“Important Notice: As of Jan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Manulife Financial Advisers PTE LTDmanulifefa.com.sg HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,028 contacts → |
“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Phinance S.Aphinance.pl HQ: Poznań, PolandReported employees: 1,001-5,000 | Poznań, Poland | 1,001-5,000 | Exact match | 1,000 contacts → |
“POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lincoln Investmentlincolninvestment.com HQ: Fort Washington, PA, United StatesReported employees: 201-500 | Fort Washington, PA, United States | 201-500 | Exact match | 759 contacts → |
“As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Savant Wealth Managementsavantwealth.com HQ: Rockford, CA, United StatesReported employees: 501-1,000 | Rockford, CA, United States | 501-1,000 | Exact match | 687 contacts → |
“Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Soochow Securities Co., LTDdwzq.com.cn HQ: Suzhou, ChinaReported employees: Not recorded | Suzhou, China | Not recorded | Exact match | 642 contacts → |
“Soochow Securities is a financial services company based out of SUZHOU.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Advisor Grouposaic.com HQ: Phoenix, NJ, United StatesReported employees: 1,001-5,000 | Phoenix, NJ, United States | 1,001-5,000 | Exact match | 592 contacts → |
“Advisor Group, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | IPP Financial Advisersippfa.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Allariaallaria.com.ar HQ: Caba, IndiaReported employees: 201-500 | Caba, India | 201-500 | Exact match | 496 contacts → |
“Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 398 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | North Star Resource Groupnorthstarfinancial.com HQ: Minneapolis, IL, United StatesReported employees: 201-500 | Minneapolis, IL, United States | 201-500 | Exact match | 395 contacts → |
“North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alpina Groupalpinagroup.com HQ: Amsterdam, NetherlandsReported employees: 1,001-5,000 | Amsterdam, Netherlands | 1,001-5,000 | Exact match | 394 contacts → |
“Alpina Group is een landelijk werkende organisatie met sterke regionale wortels en internationale ambities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Prime Capital Financialprimefinancial.com HQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pacific Advisorspacificadvisors.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 276 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Strategies For Wealthstrategiesforwealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 265 contacts → |
“Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Transglobal Holding COtransglobalus.com HQ: Las Vegas, HI, United StatesReported employees: 201-500 | Las Vegas, HI, United States | 201-500 | Exact match | 222 contacts → |
“For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | American Portfoliosamericanportfolios.com HQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 195 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Afrinvest West Africa Limitedafrinvest.com HQ: Ikoyi, NigeriaReported employees: 51-200 | Ikoyi, Nigeria | 51-200 | Exact match | 190 contacts → |
“Since 1995, we have delivered financial advisory solutions with dedication, professionalism and discretion.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fs-Isacfsisac.com HQ: Singapore, United KingdomReported employees: 51-200 | Singapore, United Kingdom | 51-200 | Exact match | 168 contacts → |
“FS-ISAC is the member-driven, global platform advancing the security and resilience of the global financial system.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services security advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,263 records in the displayed employee bands.
33 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,296 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services security advisors by location
18 lists · largest firstEvery Financial services security advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services security advisors based in the United States3,146
- Financial services security advisors based in the United Kingdom267
- Financial services security advisors based in India241
- Financial services security advisors based in Canada129
- Financial services security advisors based in Australia110
- Financial services security advisors based in South Africa77
- Financial services security advisors based in Germany76
- Financial services security advisors based in the Netherlands70
- Financial services security advisors based in Mexico64
- Financial services security advisors based in Brazil58
- Financial services security advisors based in France51
- Financial services security advisors based in Spain35
Cities
- Financial services security advisors based in London, United Kingdom55
- Financial services security advisors based in New York, United States55
- Financial services security advisors based in Dallas, United States37
- Financial services security advisors based in Houston, United States33
- Financial services security advisors based in Charlotte, United States31
- Financial services security advisors based in Atlanta, United States28
Questions about this company list
What does Exact match mean for financial services security advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services security advisors did RevenueBase find worldwide?
The saved snapshot records 5,296 matching company records, 76,002 tracked contacts and 23,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 financial services security advisors worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/financial-services-security-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗