Company lists · Data refreshed October 2026

Top 25 Healthcare financial advisors worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 26,938 companies tracked

RevenueBase identified 26,938 company matches for healthcare financial advisors worldwide as of October 2026 and tracks 427,623 professional contacts across them, including 144,877 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for healthcare 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 October 13, 2026. Country and city lists for healthcare 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 Oct 13, 2026 How this list was built

26,938Companies

427,623Contacts tracked

144,877Verified emails

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The 25 largest healthcare financial advisors worldwide

Ranked by team size

Top 25 of 26,938 company matches for healthcare financial advisors 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	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
2	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
3	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
4	Mercer	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	20,629 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	TIAA	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	13,126 contacts →
	Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Transamerica	Exact match	Baltimore, IA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	11,874 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Profuturo	Exact match	MexicoHQ recorded Oct 13, 2026	1,001-5,000	8,996 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 · Oct 13, 2026 · View company records in RevenueBase
8	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
9	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Oct 13, 2026	10001+	2,697 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
11	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 13, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	MLP	Exact match	Wiesloch, GermanyHQ recorded Oct 13, 2026	1,001-5,000	2,129 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 · Oct 13, 2026 · View company records in RevenueBase
13	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
14	Evelyn Partners	Exact match	London, United KingdomHQ recorded Oct 13, 2026	1,001-5,000	2,015 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,002 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Oct 13, 2026	5,001-10,000	1,965 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,865 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 · Oct 13, 2026 · View company records in RevenueBase
19	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
21	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
22	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
23	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
24	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,429 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	Deutsche Apotheker- UND Ärztebank - Apobank	Exact match	Düsseldorf, GermanyHQ recorded Oct 13, 2026	1,001-5,000	1,208 contacts →
	Exact match “Die Deutsche Apotheker- und Ärztebank (apoBank) ist einzigartig in der deutschen Bankenlandschaft: Sie ist exklusiv auf die Betreuung und Beratung von Heilberuflern spezialisiert.” 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 “healthcare 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 26,938 healthcare financial advisors worldwide

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Healthcare financial advisors worldwide at a glance

As of Oct 13, 2026

33.9%Verified-email coverage

15.9Average contacts per company

1-10Median size (employees)

1.0%Largest-city concentration · London

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

19,770

11-50

5,609

51-200

1,012

201-500

236

501-1,000

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 healthcare financial advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “healthcare 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 144,877 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.

Healthcare financial advisors by location

164 lists · largest first

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

How many healthcare financial advisors are there worldwide?

RevenueBase identified 26,938 company matches for healthcare financial advisors 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?

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

Which country has the most healthcare financial advisors?

The United States leads with 14,689 companies, followed by the United Kingdom (1,606) and India (1,309). Every healthcare financial advisors list by country and city is linked on this page.

Which city has the most healthcare financial advisors?

London leads with 261 company records, followed by New York (247) and Mumbai (180).

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 144,877 professional contacts with verified work emails tracked across these 26,938 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.