Company lists · Data refreshed November 2026

Top 25 Growth stage financial advisors worldwide

Name: Growth stage financial advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 47,576 companies tracked

RevenueBase identified 47,576 company matches for growth stage financial advisors worldwide as of November 2026 and tracks 508,109 professional contacts across them, including 170,006 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for growth stage financial 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 6, 2026. Country and city lists for growth stage financial 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

47,576Companies

508,109Contacts tracked

170,006Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest growth stage financial advisors worldwide

Ranked by team size

Top 25 of 47,576 company matches for growth stage financial advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	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 6, 2026 · View company records in RevenueBase
3	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 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 · Nov 6, 2026 · View company records in RevenueBase
5	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,525 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Nov 6, 2026	10001+	4,152 contacts →
	Exact match “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,127 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Nov 6, 2026	501-1,000	2,882 contacts →
	Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,515 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Credicorp Capital	Exact match	Lima, PeruHQ recorded Nov 6, 2026	1,001-5,000	2,234 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Corient	Exact match	Miami, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,051 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Evelyn Partners	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,032 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	n/a	1,928 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Nov 6, 2026	1,001-5,000	1,890 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,791 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 · Nov 6, 2026 · View company records in RevenueBase
21	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,755 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 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 · Nov 6, 2026 · View company records in RevenueBase
23	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,714 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 · Nov 6, 2026 · View company records in RevenueBase
24	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Lincoln International	Exact match	Chicago, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,650 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Nov 6, 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 “growth stage financial 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 47,576 growth stage financial advisors worldwide

See the full list, filter by size, metro and specialty, and access 170,006 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Growth stage financial advisors worldwide at a glance

As of Nov 6, 2026

33.5%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

35,030

11-50

9,929

51-200

1,681

201-500

386

501-1,000

112

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 growth stage financial advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “growth stage financial 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 170,006 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 6, 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.

Growth stage financial advisors by location

269 lists · largest first

Every Growth stage financial advisors 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 “growth stage financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many growth stage financial advisors are there worldwide?

RevenueBase identified 47,576 company matches for growth stage financial 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?

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

Which country has the most growth stage financial advisors?

The United States leads with 18,849 companies, followed by India (3,433) and the United Kingdom (3,341). Every growth stage financial advisors list by country and city is linked on this page.

Which city has the most growth stage financial advisors?

London leads with 913 company records, followed by New York (701) and Mumbai (565).

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 170,006 professional contacts with verified work emails tracked across these 47,576 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 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 47,576 growth stage financial advisors worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.