Company lists · Data refreshed October 2026

Top 25 Global wealth management companies worldwide

Name: Global wealth management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 38,606 companies tracked

RevenueBase identified 38,606 company matches for global wealth management companies worldwide as of October 2026 and tracks 1,503,084 professional contacts across them, including 580,718 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for global wealth management companies 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 13, 2026. Country and city lists for global wealth management companies 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 13, 2026 How this list was built

38,606Companies

1,503,084Contacts tracked

580,718Verified emails

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The 25 largest global wealth management companies worldwide

Ranked by team size

Top 25 of 38,606 company matches for global wealth management companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	95,775 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	UBS	Exact match	Zurich, SwitzerlandHQ recorded Oct 13, 2026	10001+	92,230 contacts →
	Exact match “From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 13, 2026	10001+	84,012 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	66,079 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 13, 2026	n/a	38,065 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 · Oct 13, 2026 · View company records in RevenueBase
8	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
9	Intesa Sanpaolo	Exact match	Turin, ItalyHQ recorded Oct 13, 2026	10001+	32,382 contacts →
	Exact match “Intesa Sanpaolo è il maggior gruppo bancario in Italia con una significativa presenza internazionale.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Manulife	Exact match	Toronto, ON, CanadaHQ recorded Oct 13, 2026	10001+	30,769 contacts →
	Exact match “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 13, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 13, 2026	10001+	26,157 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 13, 2026	5,001-10,000	24,802 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 · Oct 13, 2026 · View company records in RevenueBase
14	Credit Suisse	Exact match	Zurich, SwitzerlandHQ recorded Oct 13, 2026	10001+	16,005 contacts →
	Exact match “Credit Suisse Group AG has been acquired by UBS Group AG.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Nomura	Exact match	Tokyo, JapanHQ recorded Oct 13, 2026	10001+	15,867 contacts →
	Exact match “Nomura is a financial services group with an integrated global network.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 2026	10001+	14,554 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 · Oct 13, 2026 · View company records in RevenueBase
17	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	13,958 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 · Oct 13, 2026 · View company records in RevenueBase
18	Motilal Oswal Financial Services LTD	Exact match	Mumbai, IndiaHQ recorded Oct 13, 2026	10001+	13,388 contacts →
	Exact match “Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	Iifl India Infoline Group	Exact match	Mumbai, IndiaHQ recorded Oct 13, 2026	10001+	12,404 contacts →
	Exact match “IIFL group is one of India's largest diversified financial services conglomerates with three listed entities - IIFL Finance, IIFL Securities and 360 ONE Wealth & Asset Management.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Oct 13, 2026	10001+	11,676 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	10,187 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22	Investec	Exact match	London, GermanyHQ recorded Oct 13, 2026	5,001-10,000	9,428 contacts →
	Exact match “We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	Thrivent	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 13, 2026	5,001-10,000	8,756 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 · Oct 13, 2026 · View company records in RevenueBase
24	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
25	Jefferies	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	5,001-10,000	7,841 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Oct 13, 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 “global wealth management companies”. 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 38,606 global wealth management companies worldwide

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Global wealth management companies worldwide at a glance

As of Oct 13, 2026

38.6%Verified-email coverage

38.9Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

26,577

11-50

8,813

51-200

1,949

201-500

550

501-1,000

214

1,001-5,000

230

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 global wealth management companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “global wealth management companies” 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 580,718 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 13, 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.

Global wealth management companies by location

235 lists · largest first

Every Global wealth management companies 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 “global wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many global wealth management companies are there worldwide?

RevenueBase identified 38,606 company matches for global wealth management companies 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?

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

Which country has the most global wealth management companies?

The United States leads with 17,251 companies, followed by the United Kingdom (2,896) and India (2,308). Every global wealth management companies list by country and city is linked on this page.

Which city has the most global wealth management companies?

London leads with 777 company records, followed by New York (476) and Paris (459).

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 580,718 professional contacts with verified work emails tracked across these 38,606 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 13, 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.