Company lists · Data refreshed October 2026

Top 25 Generational wealth accounting services worldwide

Name: Generational wealth accounting services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 22, 2026 25,205 companies tracked

RevenueBase identified 25,205 company matches for generational wealth accounting services worldwide as of October 2026 and tracks 358,280 professional contacts across them, including 131,435 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for generational wealth accounting services 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 October 22, 2026. Country and city lists for generational wealth accounting services 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 Oct 22, 2026 How this list was built

25,205Companies

358,280Contacts tracked

131,435Verified emails

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The 25 largest generational wealth accounting services worldwide

Ranked by team size

Top 25 of 25,205 company matches for generational wealth accounting services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 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, NY, United StatesHQ recorded Oct 22, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 22, 2026	10001+	8,637 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 · Oct 22, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 22, 2026	5,001-10,000	6,677 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 · Oct 22, 2026 · View company records in RevenueBase
4	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Oct 22, 2026	1,001-5,000	4,262 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Oct 22, 2026	1,001-5,000	2,969 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6	Cibc Wood Gundy	Exact match	CanadaHQ recorded Oct 22, 2026	1,001-5,000	2,904 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 22, 2026	1,001-5,000	2,612 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 · Oct 22, 2026 · View company records in RevenueBase
8	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 22, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 22, 2026	1,001-5,000	2,255 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Oct 22, 2026	1,001-5,000	2,220 contacts →
	Exact match “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Oct 22, 2026	1,001-5,000	2,027 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 · Oct 22, 2026 · View company records in RevenueBase
12	Evelyn Partners	Exact match	London, United KingdomHQ recorded Oct 22, 2026	1,001-5,000	2,015 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Oct 22, 2026	1,001-5,000	1,904 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,714 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 · Oct 22, 2026 · View company records in RevenueBase
17	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,671 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19	Findex	Exact match	Melbourne, AustraliaHQ recorded Oct 22, 2026	1,001-5,000	1,670 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 22, 2026	501-1,000	1,614 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,553 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 · Oct 22, 2026 · View company records in RevenueBase
23	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,482 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 · Oct 22, 2026 · View company records in RevenueBase
24	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Oct 22, 2026	501-1,000	1,464 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Oct 22, 2026	1,001-5,000	1,412 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Oct 22, 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 “generational wealth accounting services”. 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 25,205 generational wealth accounting services worldwide

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Generational wealth accounting services worldwide at a glance

As of Oct 22, 2026

36.7%Verified-email coverage

14.2Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · London

Oct 22, 2026Page data refreshed

Companies by employee count

1-10

17,928

11-50

5,714

51-200

994

201-500

256

501-1,000

100

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 generational wealth accounting services are linked below.
What qualifies: Company records worldwide whose business descriptions match “generational wealth accounting services” 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 131,435 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 October 22, 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.

Generational wealth accounting services by location

149 lists · largest first

Every Generational wealth accounting services 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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth accounting services are there worldwide?

RevenueBase identified 25,205 company matches for generational wealth accounting services worldwide as of October 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 generational wealth accounting services?

The United States leads with 11,289 companies, followed by the United Kingdom (1,846) and France (1,746). Every generational wealth accounting services list by country and city is linked on this page.

Which city has the most generational wealth accounting services?

London leads with 462 company records, followed by Paris (381) and New York (289).

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 131,435 professional contacts with verified work emails tracked across these 25,205 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 October 22, 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.