Company lists · Data refreshed November 2026
Top 25 High net worth advisors worldwide
RevenueBase identified 53,035 company matches for high net worth advisors worldwide as of November 2026 and tracks 958,787 professional contacts across them, including 364,951 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for high net worth 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 high net worth 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 high net worth advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 45,187 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 27,175 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 15,646 contacts → | ||||
Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 14,986 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14,339 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11,866 contacts → | ||||
Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 9,517 contacts → | ||||
Exact match “We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 8,874 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7,264 contacts → | ||||
Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7,136 contacts → | ||||
Exact match “Join us for a view into the elevated experience of J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 6,726 contacts → | ||||
Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6,718 contacts → | ||||
Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5,957 contacts → | ||||
Exact match “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5,688 contacts → | ||||
Exact match “Rothschild & Co is one of the world's largest independent financial advisory groups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5,645 contacts → | ||||
Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5,626 contacts → | ||||
Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5,566 contacts → | ||||
Exact match “For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 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 | |||||
| 23 | 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 | |||||
| 24 | 3,353 contacts → | ||||
Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3,168 contacts → | ||||
Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” 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 “high net worth 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 53,035 high net worth advisors worldwide
See the full list, filter by size, metro and specialty, and access 364,951 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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High net worth advisors worldwide at a glance
As of Nov 6, 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 high net worth advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “high net worth 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 364,951 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.
High net worth advisors by location
319 lists · largest firstEvery High net worth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- High net worth advisors based in the United States23,599
- High net worth advisors based in the United Kingdom4,078
- High net worth advisors based in India3,170
- High net worth advisors based in Australia2,500
- High net worth advisors based in France2,415
- High net worth advisors based in Canada2,108
- High net worth advisors based in Brazil1,161
- High net worth advisors based in Switzerland948
- High net worth advisors based in Germany922
- High net worth advisors based in South Africa811
- High net worth advisors based in the Netherlands415
- High net worth advisors based in Mexico347
- High net worth advisors based in the United Arab Emirates333
- High net worth advisors based in Spain273
- High net worth advisors based in Singapore252
- High net worth advisors based in Ireland242
- High net worth advisors based in Italy222
- High net worth advisors based in Belgium188
- High net worth advisors based in Argentina170
- High net worth advisors based in Hong Kong166
- High net worth advisors based in Malaysia162
- High net worth advisors based in Czechia141
- High net worth advisors based in Israel140
- High net worth advisors based in New Zealand136
- High net worth advisors based in Chile106
- High net worth advisors based in Nigeria97
- High net worth advisors based in Colombia88
- High net worth advisors based in Austria83
- High net worth advisors based in Luxembourg70
- High net worth advisors based in Sweden69
- High net worth advisors based in China62
- High net worth advisors based in Mauritius58
- High net worth advisors based in Cyprus45
- High net worth advisors based in Poland45
- High net worth advisors based in Peru44
- High net worth advisors based in Thailand41
Cities
- High net worth advisors based in London, United Kingdom871
- High net worth advisors based in New York, United States558
- High net worth advisors based in Paris, France552
- High net worth advisors based in Mumbai, India494
- High net worth advisors based in Sao Paulo, Brazil418
- High net worth advisors based in Sydney, Australia346
- High net worth advisors based in Atlanta, United States307
- High net worth advisors based in Toronto, Canada307
- High net worth advisors based in Houston, United States306
- High net worth advisors based in Dallas, United States269
- High net worth advisors based in San Diego, United States249
- High net worth advisors based in Chicago, United States245
- High net worth advisors based in Melbourne, Australia238
- High net worth advisors based in Dubai, United Arab Emirates229
- High net worth advisors based in Singapore, Singapore226
- High net worth advisors based in Austin, United States219
- High net worth advisors based in Pune, India219
- High net worth advisors based in Bangalore, India215
- High net worth advisors based in Scottsdale, United States205
- High net worth advisors based in Zurich, Switzerland204
- High net worth advisors based in Geneva, Switzerland202
- High net worth advisors based in Charlotte, United States182
- High net worth advisors based in Miami, United States181
- High net worth advisors based in San Francisco, United States181
- High net worth advisors based in New Delhi, India180
- High net worth advisors based in Los Angeles, United States179
- High net worth advisors based in Denver, United States172
- High net worth advisors based in Boston, United States159
- High net worth advisors based in Tampa, United States158
- High net worth advisors based in Calgary, Canada140
- High net worth advisors based in Johannesburg, South Africa140
- High net worth advisors based in Kolkata, India137
- High net worth advisors based in Ahmedabad, India123
- High net worth advisors based in Phoenix, United States122
- High net worth advisors based in Cincinnati, United States121
- High net worth advisors based in Cape Town, South Africa119
- High net worth advisors based in Portland, United States119
- High net worth advisors based in Newport Beach, United States118
- High net worth advisors based in Vancouver, Canada118
- High net worth advisors based in Columbus, United States117
- High net worth advisors based in Irvine, United States117
- High net worth advisors based in Indianapolis, United States116
- High net worth advisors based in Raleigh, United States110
- High net worth advisors based in Montreal, Canada106
- High net worth advisors based in San Antonio, United States105
- High net worth advisors based in Seattle, United States103
- High net worth advisors based in St. Louis, United States103
- High net worth advisors based in Minneapolis, United States102
- High net worth advisors based in Boca Raton, United States101
- High net worth advisors based in Overland Park, United States99
- High net worth advisors based in Madrid, Spain96
- High net worth advisors based in Gurgaon, India95
- High net worth advisors based in Lyon, France95
- High net worth advisors based in Noida, India95
- High net worth advisors based in Rio De Janeiro, Brazil95
- High net worth advisors based in Las Vegas, United States91
- High net worth advisors based in Chennai, India90
- High net worth advisors based in Columbia, United States90
- High net worth advisors based in Pittsburgh, United States90
- High net worth advisors based in Bellevue, United States89
- High net worth advisors based in Birmingham, United States88
- High net worth advisors based in Hong Kong, Hong Kong88
- High net worth advisors based in Nashville, United States86
- High net worth advisors based in Omaha, United States85
- High net worth advisors based in Brisbane, Australia83
- High net worth advisors based in Grand Rapids, United States83
- High net worth advisors based in Louisville, United States82
- High net worth advisors based in Mexico City, Mexico82
- High net worth advisors based in Delhi, India80
- High net worth advisors based in Hyderabad, India80
- High net worth advisors based in Jacksonville, United States80
- High net worth advisors based in Rochester, United States79
- High net worth advisors based in Toulouse, France79
- High net worth advisors based in Buenos Aires, Argentina78
- High net worth advisors based in Greenville, United States77
- High net worth advisors based in Richmond, United States77
- High net worth advisors based in Sarasota, United States77
- High net worth advisors based in Fort Worth, United States76
- High net worth advisors based in Madison, United States76
- High net worth advisors based in Washington, United States74
- High net worth advisors based in Orlando, United States73
- High net worth advisors based in Manchester, United Kingdom72
- High net worth advisors based in Munich, Germany72
- High net worth advisors based in Colorado Springs, United States71
- High net worth advisors based in Naples, United States71
- High net worth advisors based in Milan, Italy70
- High net worth advisors based in Plano, United States70
- High net worth advisors based in Bordeaux, France69
- High net worth advisors based in Greenwood Village, United States69
- High net worth advisors based in Tulsa, United States68
- High net worth advisors based in Edinburgh, United Kingdom67
- High net worth advisors based in Salt Lake City, United States67
- High net worth advisors based in Fort Lauderdale, United States66
- High net worth advisors based in Edmonton, Canada65
- High net worth advisors based in Glasgow, United Kingdom65
- High net worth advisors based in Springfield, United States65
- High net worth advisors based in Wilmington, United States65
- High net worth advisors based in Bristol, United Kingdom64
- High net worth advisors based in Mississauga, Canada64
- High net worth advisors based in Lexington, United States63
- High net worth advisors based in Winnipeg, Canada63
- High net worth advisors based in Walnut Creek, United States62
- High net worth advisors based in Lugano, Switzerland61
- High net worth advisors based in Pasadena, United States60
- High net worth advisors based in Philadelphia, United States60
- High net worth advisors based in Perth, Australia59
- High net worth advisors based in Troy, United States59
- High net worth advisors based in Cleveland, United States58
- High net worth advisors based in San Jose, United States58
- High net worth advisors based in Lafayette, United States57
- High net worth advisors based in Memphis, United States57
- High net worth advisors based in Leeds, United Kingdom56
- High net worth advisors based in Coral Gables, United States55
- High net worth advisors based in Franklin, United States55
- High net worth advisors based in Alpharetta, United States54
- High net worth advisors based in Berlin, Germany54
- High net worth advisors based in Pretoria, South Africa54
- High net worth advisors based in Tucson, United States54
- High net worth advisors based in Frisco, United States53
- High net worth advisors based in Ottawa, Canada53
- High net worth advisors based in Virginia Beach, United States53
- High net worth advisors based in Adelaide, Australia52
- High net worth advisors based in Hamburg, Germany51
- High net worth advisors based in Luxembourg, Luxembourg51
- High net worth advisors based in Auckland, New Zealand50
- High net worth advisors based in Belo Horizonte, Brazil50
- High net worth advisors based in Charleston, United States50
- High net worth advisors based in Baton Rouge, United States49
- High net worth advisors based in Knoxville, United States49
- High net worth advisors based in Lake Oswego, United States49
- High net worth advisors based in Barcelona, Spain48
- High net worth advisors based in Greensboro, United States48
- High net worth advisors based in Bloomington, United States47
- High net worth advisors based in Oklahoma City, United States47
- High net worth advisors based in Porto Alegre, Brazil47
- High net worth advisors based in Quebec, Canada47
- High net worth advisors based in St. Petersburg, United States47
- High net worth advisors based in Beverly Hills, United States46
- High net worth advisors based in Birmingham, United Kingdom46
- High net worth advisors based in Brentwood, United States46
- High net worth advisors based in Roseville, United States46
- High net worth advisors based in West Des Moines, United States46
- High net worth advisors based in Mclean, United States45
- High net worth advisors based in Ann Arbor, United States44
- High net worth advisors based in Curitiba, Brazil44
- High net worth advisors based in Lincoln, United States44
- High net worth advisors based in Minnetonka, United States44
- High net worth advisors based in Red Bank, United States44
- High net worth advisors based in Westlake Village, United States44
- High net worth advisors based in Lancaster, United States43
- High net worth advisors based in Melville, United States43
- High net worth advisors based in Oakville, Canada43
- High net worth advisors based in The Woodlands, United States43
- High net worth advisors based in Boise, United States41
- High net worth advisors based in Boulder, United States41
- High net worth advisors based in Kuala Lumpur, Malaysia41
- High net worth advisors based in Pittsford, United States41
- High net worth advisors based in Bethesda, United States40
- High net worth advisors based in Dublin, Ireland40
- High net worth advisors based in Little Rock, United States40
- High net worth advisors based in Marietta, United States40
- High net worth advisors based in Prague, Czechia40
- High net worth advisors based in Reston, United States40
- High net worth advisors based in Sacramento, United States40
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 “high net worth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many high net worth advisors are there worldwide?
RevenueBase identified 53,035 company matches for high net worth 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?
Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most high net worth advisors?
The United States leads with 23,599 companies, followed by the United Kingdom (4,078) and India (3,170). Every high net worth advisors list by country and city is linked on this page.
Which city has the most high net worth advisors?
London leads with 912 company records, followed by New York (558) and Paris (552).
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 364,951 professional contacts with verified work emails tracked across these 53,035 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 53,035 high net worth 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 high net worth 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 53,035 matching company records for high net worth advisors worldwide, with 958,787 tracked contacts and 364,951 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 6, 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 high net worth 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 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 11,866 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: London, GermanyReported employees: 5,001-10,000 | London, Germany | 5,001-10,000 | Exact match | 9,517 contacts → |
“We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 7,264 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 7,136 contacts → |
“Join us for a view into the elevated experience of J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Greenwood Village, CO, United StatesReported employees: 10001+ | Greenwood Village, CO, United States | 10001+ | Exact match | 6,726 contacts → |
“Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 6,718 contacts → |
“City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Turin, ItalyReported employees: 5,001-10,000 | Turin, Italy | 5,001-10,000 | Exact match | 5,957 contacts → |
“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 5,688 contacts → |
“Rothschild & Co is one of the world's largest independent financial advisory groups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Plano, United StatesReported employees: 5,001-10,000 | Plano, United States | 5,001-10,000 | Exact match | 5,645 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Milwaukee, IL, United StatesReported employees: 5,001-10,000 | Milwaukee, IL, United States | 5,001-10,000 | Exact match | 5,626 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,566 contacts → |
“For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: London, CO, United KingdomReported employees: 1,001-5,000 | London, CO, United Kingdom | 1,001-5,000 | Exact match | 3,353 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,168 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53,035 company matches
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High net worth advisors: dataset insights
November 6, 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
52,673 records in the displayed employee bands.
362 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 53,035 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 6, 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 ↗
High net worth advisors by location
319 lists · largest firstEvery High net worth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- High net worth advisors based in the United States23,599
- High net worth advisors based in the United Kingdom4,078
- High net worth advisors based in India3,170
- High net worth advisors based in Australia2,500
- High net worth advisors based in France2,415
- High net worth advisors based in Canada2,108
- High net worth advisors based in Brazil1,161
- High net worth advisors based in Switzerland948
- High net worth advisors based in Germany922
- High net worth advisors based in South Africa811
- High net worth advisors based in the Netherlands415
- High net worth advisors based in Mexico347
- High net worth advisors based in the United Arab Emirates333
- High net worth advisors based in Spain273
- High net worth advisors based in Singapore252
- High net worth advisors based in Ireland242
- High net worth advisors based in Italy222
- High net worth advisors based in Belgium188
- High net worth advisors based in Argentina170
- High net worth advisors based in Hong Kong166
- High net worth advisors based in Malaysia162
- High net worth advisors based in Czechia141
- High net worth advisors based in Israel140
- High net worth advisors based in New Zealand136
- High net worth advisors based in Chile106
- High net worth advisors based in Nigeria97
- High net worth advisors based in Colombia88
- High net worth advisors based in Austria83
- High net worth advisors based in Luxembourg70
- High net worth advisors based in Sweden69
- High net worth advisors based in China62
- High net worth advisors based in Mauritius58
- High net worth advisors based in Cyprus45
- High net worth advisors based in Poland45
- High net worth advisors based in Peru44
- High net worth advisors based in Thailand41
Cities
- High net worth advisors based in London, United Kingdom871
- High net worth advisors based in New York, United States558
- High net worth advisors based in Paris, France552
- High net worth advisors based in Mumbai, India494
- High net worth advisors based in Sao Paulo, Brazil418
- High net worth advisors based in Sydney, Australia346
- High net worth advisors based in Atlanta, United States307
- High net worth advisors based in Toronto, Canada307
- High net worth advisors based in Houston, United States306
- High net worth advisors based in Dallas, United States269
- High net worth advisors based in San Diego, United States249
- High net worth advisors based in Chicago, United States245
- High net worth advisors based in Melbourne, Australia238
- High net worth advisors based in Dubai, United Arab Emirates229
- High net worth advisors based in Singapore, Singapore226
- High net worth advisors based in Austin, United States219
- High net worth advisors based in Pune, India219
- High net worth advisors based in Bangalore, India215
- High net worth advisors based in Scottsdale, United States205
- High net worth advisors based in Zurich, Switzerland204
- High net worth advisors based in Geneva, Switzerland202
- High net worth advisors based in Charlotte, United States182
- High net worth advisors based in Miami, United States181
- High net worth advisors based in San Francisco, United States181
- High net worth advisors based in New Delhi, India180
- High net worth advisors based in Los Angeles, United States179
- High net worth advisors based in Denver, United States172
- High net worth advisors based in Boston, United States159
- High net worth advisors based in Tampa, United States158
- High net worth advisors based in Calgary, Canada140
- High net worth advisors based in Johannesburg, South Africa140
- High net worth advisors based in Kolkata, India137
- High net worth advisors based in Ahmedabad, India123
- High net worth advisors based in Phoenix, United States122
- High net worth advisors based in Cincinnati, United States121
- High net worth advisors based in Cape Town, South Africa119
- High net worth advisors based in Portland, United States119
- High net worth advisors based in Newport Beach, United States118
- High net worth advisors based in Vancouver, Canada118
- High net worth advisors based in Columbus, United States117
- High net worth advisors based in Irvine, United States117
- High net worth advisors based in Indianapolis, United States116
- High net worth advisors based in Raleigh, United States110
- High net worth advisors based in Montreal, Canada106
- High net worth advisors based in San Antonio, United States105
- High net worth advisors based in Seattle, United States103
- High net worth advisors based in St. Louis, United States103
- High net worth advisors based in Minneapolis, United States102
- High net worth advisors based in Boca Raton, United States101
- High net worth advisors based in Overland Park, United States99
- High net worth advisors based in Madrid, Spain96
- High net worth advisors based in Gurgaon, India95
- High net worth advisors based in Lyon, France95
- High net worth advisors based in Noida, India95
- High net worth advisors based in Rio De Janeiro, Brazil95
- High net worth advisors based in Las Vegas, United States91
- High net worth advisors based in Chennai, India90
- High net worth advisors based in Columbia, United States90
- High net worth advisors based in Pittsburgh, United States90
- High net worth advisors based in Bellevue, United States89
- High net worth advisors based in Birmingham, United States88
- High net worth advisors based in Hong Kong, Hong Kong88
- High net worth advisors based in Nashville, United States86
- High net worth advisors based in Omaha, United States85
- High net worth advisors based in Brisbane, Australia83
- High net worth advisors based in Grand Rapids, United States83
- High net worth advisors based in Louisville, United States82
- High net worth advisors based in Mexico City, Mexico82
- High net worth advisors based in Delhi, India80
- High net worth advisors based in Hyderabad, India80
- High net worth advisors based in Jacksonville, United States80
- High net worth advisors based in Rochester, United States79
- High net worth advisors based in Toulouse, France79
- High net worth advisors based in Buenos Aires, Argentina78
- High net worth advisors based in Greenville, United States77
- High net worth advisors based in Richmond, United States77
- High net worth advisors based in Sarasota, United States77
- High net worth advisors based in Fort Worth, United States76
- High net worth advisors based in Madison, United States76
- High net worth advisors based in Washington, United States74
- High net worth advisors based in Orlando, United States73
- High net worth advisors based in Manchester, United Kingdom72
- High net worth advisors based in Munich, Germany72
- High net worth advisors based in Colorado Springs, United States71
- High net worth advisors based in Naples, United States71
- High net worth advisors based in Milan, Italy70
- High net worth advisors based in Plano, United States70
- High net worth advisors based in Bordeaux, France69
- High net worth advisors based in Greenwood Village, United States69
- High net worth advisors based in Tulsa, United States68
- High net worth advisors based in Edinburgh, United Kingdom67
- High net worth advisors based in Salt Lake City, United States67
- High net worth advisors based in Fort Lauderdale, United States66
- High net worth advisors based in Edmonton, Canada65
- High net worth advisors based in Glasgow, United Kingdom65
- High net worth advisors based in Springfield, United States65
- High net worth advisors based in Wilmington, United States65
- High net worth advisors based in Bristol, United Kingdom64
- High net worth advisors based in Mississauga, Canada64
- High net worth advisors based in Lexington, United States63
- High net worth advisors based in Winnipeg, Canada63
- High net worth advisors based in Walnut Creek, United States62
- High net worth advisors based in Lugano, Switzerland61
- High net worth advisors based in Pasadena, United States60
- High net worth advisors based in Philadelphia, United States60
- High net worth advisors based in Perth, Australia59
- High net worth advisors based in Troy, United States59
- High net worth advisors based in Cleveland, United States58
- High net worth advisors based in San Jose, United States58
- High net worth advisors based in Lafayette, United States57
- High net worth advisors based in Memphis, United States57
- High net worth advisors based in Leeds, United Kingdom56
- High net worth advisors based in Coral Gables, United States55
- High net worth advisors based in Franklin, United States55
- High net worth advisors based in Alpharetta, United States54
- High net worth advisors based in Berlin, Germany54
- High net worth advisors based in Pretoria, South Africa54
- High net worth advisors based in Tucson, United States54
- High net worth advisors based in Frisco, United States53
- High net worth advisors based in Ottawa, Canada53
- High net worth advisors based in Virginia Beach, United States53
- High net worth advisors based in Adelaide, Australia52
- High net worth advisors based in Hamburg, Germany51
- High net worth advisors based in Luxembourg, Luxembourg51
- High net worth advisors based in Auckland, New Zealand50
- High net worth advisors based in Belo Horizonte, Brazil50
- High net worth advisors based in Charleston, United States50
- High net worth advisors based in Baton Rouge, United States49
- High net worth advisors based in Knoxville, United States49
- High net worth advisors based in Lake Oswego, United States49
- High net worth advisors based in Barcelona, Spain48
- High net worth advisors based in Greensboro, United States48
- High net worth advisors based in Bloomington, United States47
- High net worth advisors based in Oklahoma City, United States47
- High net worth advisors based in Porto Alegre, Brazil47
- High net worth advisors based in Quebec, Canada47
- High net worth advisors based in St. Petersburg, United States47
- High net worth advisors based in Beverly Hills, United States46
- High net worth advisors based in Birmingham, United Kingdom46
- High net worth advisors based in Brentwood, United States46
- High net worth advisors based in Roseville, United States46
- High net worth advisors based in West Des Moines, United States46
- High net worth advisors based in Mclean, United States45
- High net worth advisors based in Ann Arbor, United States44
- High net worth advisors based in Curitiba, Brazil44
- High net worth advisors based in Lincoln, United States44
- High net worth advisors based in Minnetonka, United States44
- High net worth advisors based in Red Bank, United States44
- High net worth advisors based in Westlake Village, United States44
- High net worth advisors based in Lancaster, United States43
- High net worth advisors based in Melville, United States43
- High net worth advisors based in Oakville, Canada43
- High net worth advisors based in The Woodlands, United States43
- High net worth advisors based in Boise, United States41
- High net worth advisors based in Boulder, United States41
- High net worth advisors based in Kuala Lumpur, Malaysia41
- High net worth advisors based in Pittsford, United States41
- High net worth advisors based in Bethesda, United States40
- High net worth advisors based in Dublin, Ireland40
- High net worth advisors based in Little Rock, United States40
- High net worth advisors based in Marietta, United States40
- High net worth advisors based in Prague, Czechia40
- High net worth advisors based in Reston, United States40
- High net worth advisors based in Sacramento, United States40
Questions about this company list
What does Exact match mean for high net worth 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 high net worth advisors did RevenueBase find worldwide?
The saved snapshot records 53,035 matching company records, 958,787 tracked contacts and 364,951 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 6, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 high net worth advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/high-net-worth-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 high net worth advisors worldwide
RevenueBase records 53,035 matching company records for high net worth advisors worldwide, with 958,787 tracked contacts and 364,951 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 6, 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 high net worth 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 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 11,866 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: London, GermanyReported employees: 5,001-10,000 | London, Germany | 5,001-10,000 | Exact match | 9,517 contacts → |
“We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Zurich, SwitzerlandReported employees: 5,001-10,000 | Zurich, Switzerland | 5,001-10,000 | Exact match | 7,264 contacts → |
“Julius Baer is present in around 25 countries and 60 locations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 7,136 contacts → |
“Join us for a view into the elevated experience of J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Greenwood Village, CO, United StatesReported employees: 10001+ | Greenwood Village, CO, United States | 10001+ | Exact match | 6,726 contacts → |
“Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 6,718 contacts → |
“City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Turin, ItalyReported employees: 5,001-10,000 | Turin, Italy | 5,001-10,000 | Exact match | 5,957 contacts → |
“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 5,688 contacts → |
“Rothschild & Co is one of the world's largest independent financial advisory groups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Plano, United StatesReported employees: 5,001-10,000 | Plano, United States | 5,001-10,000 | Exact match | 5,645 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Milwaukee, IL, United StatesReported employees: 5,001-10,000 | Milwaukee, IL, United States | 5,001-10,000 | Exact match | 5,626 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,566 contacts → |
“For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: London, CO, United KingdomReported employees: 1,001-5,000 | London, CO, United Kingdom | 1,001-5,000 | Exact match | 3,353 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,168 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53,035 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
High net worth advisors: dataset insights
November 6, 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
52,673 records in the displayed employee bands.
362 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 53,035 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 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
High net worth advisors by location
319 lists · largest firstEvery High net worth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- High net worth advisors based in the United States23,599
- High net worth advisors based in the United Kingdom4,078
- High net worth advisors based in India3,170
- High net worth advisors based in Australia2,500
- High net worth advisors based in France2,415
- High net worth advisors based in Canada2,108
- High net worth advisors based in Brazil1,161
- High net worth advisors based in Switzerland948
- High net worth advisors based in Germany922
- High net worth advisors based in South Africa811
- High net worth advisors based in the Netherlands415
- High net worth advisors based in Mexico347
- High net worth advisors based in the United Arab Emirates333
- High net worth advisors based in Spain273
- High net worth advisors based in Singapore252
- High net worth advisors based in Ireland242
- High net worth advisors based in Italy222
- High net worth advisors based in Belgium188
- High net worth advisors based in Argentina170
- High net worth advisors based in Hong Kong166
- High net worth advisors based in Malaysia162
- High net worth advisors based in Czechia141
- High net worth advisors based in Israel140
- High net worth advisors based in New Zealand136
- High net worth advisors based in Chile106
- High net worth advisors based in Nigeria97
- High net worth advisors based in Colombia88
- High net worth advisors based in Austria83
- High net worth advisors based in Luxembourg70
- High net worth advisors based in Sweden69
- High net worth advisors based in China62
- High net worth advisors based in Mauritius58
- High net worth advisors based in Cyprus45
- High net worth advisors based in Poland45
- High net worth advisors based in Peru44
- High net worth advisors based in Thailand41
Cities
- High net worth advisors based in London, United Kingdom871
- High net worth advisors based in New York, United States558
- High net worth advisors based in Paris, France552
- High net worth advisors based in Mumbai, India494
- High net worth advisors based in Sao Paulo, Brazil418
- High net worth advisors based in Sydney, Australia346
- High net worth advisors based in Atlanta, United States307
- High net worth advisors based in Toronto, Canada307
- High net worth advisors based in Houston, United States306
- High net worth advisors based in Dallas, United States269
- High net worth advisors based in San Diego, United States249
- High net worth advisors based in Chicago, United States245
- High net worth advisors based in Melbourne, Australia238
- High net worth advisors based in Dubai, United Arab Emirates229
- High net worth advisors based in Singapore, Singapore226
- High net worth advisors based in Austin, United States219
- High net worth advisors based in Pune, India219
- High net worth advisors based in Bangalore, India215
- High net worth advisors based in Scottsdale, United States205
- High net worth advisors based in Zurich, Switzerland204
- High net worth advisors based in Geneva, Switzerland202
- High net worth advisors based in Charlotte, United States182
- High net worth advisors based in Miami, United States181
- High net worth advisors based in San Francisco, United States181
- High net worth advisors based in New Delhi, India180
- High net worth advisors based in Los Angeles, United States179
- High net worth advisors based in Denver, United States172
- High net worth advisors based in Boston, United States159
- High net worth advisors based in Tampa, United States158
- High net worth advisors based in Calgary, Canada140
- High net worth advisors based in Johannesburg, South Africa140
- High net worth advisors based in Kolkata, India137
- High net worth advisors based in Ahmedabad, India123
- High net worth advisors based in Phoenix, United States122
- High net worth advisors based in Cincinnati, United States121
- High net worth advisors based in Cape Town, South Africa119
- High net worth advisors based in Portland, United States119
- High net worth advisors based in Newport Beach, United States118
- High net worth advisors based in Vancouver, Canada118
- High net worth advisors based in Columbus, United States117
- High net worth advisors based in Irvine, United States117
- High net worth advisors based in Indianapolis, United States116
- High net worth advisors based in Raleigh, United States110
- High net worth advisors based in Montreal, Canada106
- High net worth advisors based in San Antonio, United States105
- High net worth advisors based in Seattle, United States103
- High net worth advisors based in St. Louis, United States103
- High net worth advisors based in Minneapolis, United States102
- High net worth advisors based in Boca Raton, United States101
- High net worth advisors based in Overland Park, United States99
- High net worth advisors based in Madrid, Spain96
- High net worth advisors based in Gurgaon, India95
- High net worth advisors based in Lyon, France95
- High net worth advisors based in Noida, India95
- High net worth advisors based in Rio De Janeiro, Brazil95
- High net worth advisors based in Las Vegas, United States91
- High net worth advisors based in Chennai, India90
- High net worth advisors based in Columbia, United States90
- High net worth advisors based in Pittsburgh, United States90
- High net worth advisors based in Bellevue, United States89
- High net worth advisors based in Birmingham, United States88
- High net worth advisors based in Hong Kong, Hong Kong88
- High net worth advisors based in Nashville, United States86
- High net worth advisors based in Omaha, United States85
- High net worth advisors based in Brisbane, Australia83
- High net worth advisors based in Grand Rapids, United States83
- High net worth advisors based in Louisville, United States82
- High net worth advisors based in Mexico City, Mexico82
- High net worth advisors based in Delhi, India80
- High net worth advisors based in Hyderabad, India80
- High net worth advisors based in Jacksonville, United States80
- High net worth advisors based in Rochester, United States79
- High net worth advisors based in Toulouse, France79
- High net worth advisors based in Buenos Aires, Argentina78
- High net worth advisors based in Greenville, United States77
- High net worth advisors based in Richmond, United States77
- High net worth advisors based in Sarasota, United States77
- High net worth advisors based in Fort Worth, United States76
- High net worth advisors based in Madison, United States76
- High net worth advisors based in Washington, United States74
- High net worth advisors based in Orlando, United States73
- High net worth advisors based in Manchester, United Kingdom72
- High net worth advisors based in Munich, Germany72
- High net worth advisors based in Colorado Springs, United States71
- High net worth advisors based in Naples, United States71
- High net worth advisors based in Milan, Italy70
- High net worth advisors based in Plano, United States70
- High net worth advisors based in Bordeaux, France69
- High net worth advisors based in Greenwood Village, United States69
- High net worth advisors based in Tulsa, United States68
- High net worth advisors based in Edinburgh, United Kingdom67
- High net worth advisors based in Salt Lake City, United States67
- High net worth advisors based in Fort Lauderdale, United States66
- High net worth advisors based in Edmonton, Canada65
- High net worth advisors based in Glasgow, United Kingdom65
- High net worth advisors based in Springfield, United States65
- High net worth advisors based in Wilmington, United States65
- High net worth advisors based in Bristol, United Kingdom64
- High net worth advisors based in Mississauga, Canada64
- High net worth advisors based in Lexington, United States63
- High net worth advisors based in Winnipeg, Canada63
- High net worth advisors based in Walnut Creek, United States62
- High net worth advisors based in Lugano, Switzerland61
- High net worth advisors based in Pasadena, United States60
- High net worth advisors based in Philadelphia, United States60
- High net worth advisors based in Perth, Australia59
- High net worth advisors based in Troy, United States59
- High net worth advisors based in Cleveland, United States58
- High net worth advisors based in San Jose, United States58
- High net worth advisors based in Lafayette, United States57
- High net worth advisors based in Memphis, United States57
- High net worth advisors based in Leeds, United Kingdom56
- High net worth advisors based in Coral Gables, United States55
- High net worth advisors based in Franklin, United States55
- High net worth advisors based in Alpharetta, United States54
- High net worth advisors based in Berlin, Germany54
- High net worth advisors based in Pretoria, South Africa54
- High net worth advisors based in Tucson, United States54
- High net worth advisors based in Frisco, United States53
- High net worth advisors based in Ottawa, Canada53
- High net worth advisors based in Virginia Beach, United States53
- High net worth advisors based in Adelaide, Australia52
- High net worth advisors based in Hamburg, Germany51
- High net worth advisors based in Luxembourg, Luxembourg51
- High net worth advisors based in Auckland, New Zealand50
- High net worth advisors based in Belo Horizonte, Brazil50
- High net worth advisors based in Charleston, United States50
- High net worth advisors based in Baton Rouge, United States49
- High net worth advisors based in Knoxville, United States49
- High net worth advisors based in Lake Oswego, United States49
- High net worth advisors based in Barcelona, Spain48
- High net worth advisors based in Greensboro, United States48
- High net worth advisors based in Bloomington, United States47
- High net worth advisors based in Oklahoma City, United States47
- High net worth advisors based in Porto Alegre, Brazil47
- High net worth advisors based in Quebec, Canada47
- High net worth advisors based in St. Petersburg, United States47
- High net worth advisors based in Beverly Hills, United States46
- High net worth advisors based in Birmingham, United Kingdom46
- High net worth advisors based in Brentwood, United States46
- High net worth advisors based in Roseville, United States46
- High net worth advisors based in West Des Moines, United States46
- High net worth advisors based in Mclean, United States45
- High net worth advisors based in Ann Arbor, United States44
- High net worth advisors based in Curitiba, Brazil44
- High net worth advisors based in Lincoln, United States44
- High net worth advisors based in Minnetonka, United States44
- High net worth advisors based in Red Bank, United States44
- High net worth advisors based in Westlake Village, United States44
- High net worth advisors based in Lancaster, United States43
- High net worth advisors based in Melville, United States43
- High net worth advisors based in Oakville, Canada43
- High net worth advisors based in The Woodlands, United States43
- High net worth advisors based in Boise, United States41
- High net worth advisors based in Boulder, United States41
- High net worth advisors based in Kuala Lumpur, Malaysia41
- High net worth advisors based in Pittsford, United States41
- High net worth advisors based in Bethesda, United States40
- High net worth advisors based in Dublin, Ireland40
- High net worth advisors based in Little Rock, United States40
- High net worth advisors based in Marietta, United States40
- High net worth advisors based in Prague, Czechia40
- High net worth advisors based in Reston, United States40
- High net worth advisors based in Sacramento, United States40
Questions about this company list
What does Exact match mean for high net worth 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 high net worth advisors did RevenueBase find worldwide?
The saved snapshot records 53,035 matching company records, 958,787 tracked contacts and 364,951 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 6, 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 high net worth advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/high-net-worth-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗