Company lists · Data refreshed September 2026
Top 25 Hybrid advisory firms worldwide
RevenueBase identified 36,061 hybrid advisory firms worldwide as of September 2026 and tracks 642,440 professional contacts across them, including 254,672 with verified work emails. The United States is the largest market and London the largest hub.
This list covers hybrid advisory firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for hybrid advisory firms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 hybrid advisory firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 31,927 contacts → | ||||
Indirect evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24,283 contacts → | ||||
Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14,682 contacts → | ||||
Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13,910 contacts → | ||||
Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13,475 contacts → | ||||
Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9,313 contacts → | ||||
Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8,191 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6,589 contacts → | ||||
Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4,468 contacts → | ||||
Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3,874 contacts → | ||||
Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3,000 contacts → | ||||
Indirect evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2,793 contacts → | ||||
Indirect evidence “Financial Planning for your specifical goals including retirement, college and education planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,766 contacts → | ||||
Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,611 contacts → | ||||
Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,400 contacts → | ||||
Partial evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,067 contacts → | ||||
Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,058 contacts → | ||||
Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: hybrid advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names hybrid advisory firms.
- Partial evidence
- Its own public description names part of hybrid advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name hybrid advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 36,061 hybrid advisory firms worldwide
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 254,672 reachable decision-makers.
Free signup · no credit card
Hybrid advisory firms worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among hybrid advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for hybrid advisory firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “hybrid advisory firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names hybrid advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among hybrid advisory firms, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 254,672 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Hybrid advisory firms by location
215 lists · largest firstEvery Hybrid advisory firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Hybrid advisory firms based in the United States18,292
- Hybrid advisory firms based in the United Kingdom2,734
- Hybrid advisory firms based in India2,474
- Hybrid advisory firms based in Australia1,657
- Hybrid advisory firms based in Canada1,455
- Hybrid advisory firms based in France1,023
- Hybrid advisory firms based in Brazil760
- Hybrid advisory firms based in Germany537
- Hybrid advisory firms based in South Africa499
- Hybrid advisory firms based in the Netherlands275
- Hybrid advisory firms based in Switzerland238
- Hybrid advisory firms based in Mexico184
- Hybrid advisory firms based in Ireland164
- Hybrid advisory firms based in Spain152
- Hybrid advisory firms based in the United Arab Emirates137
- Hybrid advisory firms based in Singapore132
- Hybrid advisory firms based in New Zealand99
- Hybrid advisory firms based in Italy91
- Hybrid advisory firms based in Malaysia91
- Hybrid advisory firms based in Argentina88
- Hybrid advisory firms based in Belgium82
- Hybrid advisory firms based in Israel60
- Hybrid advisory firms based in Chile52
- Hybrid advisory firms based in Hong Kong50
- Hybrid advisory firms based in Nigeria44
- Hybrid advisory firms based in Austria38
- Hybrid advisory firms based in Sweden37
Cities
- Hybrid advisory firms based in London, United Kingdom493
- Hybrid advisory firms based in New York, United States372
- Hybrid advisory firms based in Mumbai, India359
- Hybrid advisory firms based in Sao Paulo, Brazil261
- Hybrid advisory firms based in Sydney, Australia234
- Hybrid advisory firms based in Atlanta, United States216
- Hybrid advisory firms based in Houston, United States206
- Hybrid advisory firms based in Paris, France199
- Hybrid advisory firms based in Dallas, United States197
- Hybrid advisory firms based in San Diego, United States180
- Hybrid advisory firms based in Chicago, United States176
- Hybrid advisory firms based in Pune, India171
- Hybrid advisory firms based in Austin, United States165
- Hybrid advisory firms based in Toronto, Canada161
- Hybrid advisory firms based in Scottsdale, United States160
- Hybrid advisory firms based in Charlotte, United States139
- Hybrid advisory firms based in New Delhi, India137
- Hybrid advisory firms based in Melbourne, Australia136
- Hybrid advisory firms based in Denver, United States135
- Hybrid advisory firms based in San Francisco, United States134
- Hybrid advisory firms based in Bangalore, India117
- Hybrid advisory firms based in Boston, United States117
- Hybrid advisory firms based in Cincinnati, United States113
- Hybrid advisory firms based in Los Angeles, United States113
- Hybrid advisory firms based in Portland, United States109
- Hybrid advisory firms based in Tampa, United States109
- Hybrid advisory firms based in Calgary, Canada99
- Hybrid advisory firms based in Phoenix, United States98
- Hybrid advisory firms based in Ahmedabad, India95
- Hybrid advisory firms based in Bengaluru, India94
- Hybrid advisory firms based in Kolkata, India94
- Hybrid advisory firms based in Raleigh, United States94
- Hybrid advisory firms based in Columbus, United States91
- Hybrid advisory firms based in Irvine, United States91
- Hybrid advisory firms based in Miami, United States90
- Hybrid advisory firms based in Overland Park, United States89
- Hybrid advisory firms based in Vancouver, Canada85
- Hybrid advisory firms based in Johannesburg, South Africa83
- Hybrid advisory firms based in Minneapolis, United States81
- Hybrid advisory firms based in Newport Beach, United States81
- Hybrid advisory firms based in Birmingham, United States80
- Hybrid advisory firms based in Seattle, United States80
- Hybrid advisory firms based in Indianapolis, United States79
- Hybrid advisory firms based in San Antonio, United States78
- Hybrid advisory firms based in Boca Raton, United States76
- Hybrid advisory firms based in Omaha, United States76
- Hybrid advisory firms based in Pittsburgh, United States74
- Hybrid advisory firms based in Columbia, United States72
- Hybrid advisory firms based in Bellevue, United States70
- Hybrid advisory firms based in Cape Town, South Africa69
- Hybrid advisory firms based in Chennai, India69
- Hybrid advisory firms based in Greenville, United States69
- Hybrid advisory firms based in Hyderabad, India67
- Hybrid advisory firms based in Louisville, United States66
- Hybrid advisory firms based in Grand Rapids, United States65
- Hybrid advisory firms based in Rochester, United States63
- Hybrid advisory firms based in Greenwood Village, United States62
- Hybrid advisory firms based in Jacksonville, United States62
- Hybrid advisory firms based in Las Vegas, United States62
- Hybrid advisory firms based in Colorado Springs, United States61
- Hybrid advisory firms based in Richmond, United States61
- Hybrid advisory firms based in Fort Worth, United States59
- Hybrid advisory firms based in Plano, United States59
- Hybrid advisory firms based in Rio De Janeiro, Brazil59
- Hybrid advisory firms based in Sarasota, United States59
- Hybrid advisory firms based in Wilmington, United States59
- Hybrid advisory firms based in Lexington, United States57
- Hybrid advisory firms based in Madison, United States57
- Hybrid advisory firms based in Troy, United States57
- Hybrid advisory firms based in Fort Lauderdale, United States54
- Hybrid advisory firms based in Springfield, United States54
- Hybrid advisory firms based in Salt Lake City, United States52
- Hybrid advisory firms based in Walnut Creek, United States52
- Hybrid advisory firms based in Orlando, United States51
- Hybrid advisory firms based in Edmonton, Canada50
- Hybrid advisory firms based in Nashville, United States50
- Hybrid advisory firms based in Winnipeg, Canada50
- Hybrid advisory firms based in Brisbane, Australia49
- Hybrid advisory firms based in Tulsa, United States49
- Hybrid advisory firms based in Lyon, France48
- Hybrid advisory firms based in Montreal, Canada47
- Hybrid advisory firms based in Manchester, United Kingdom46
- Hybrid advisory firms based in Naples, United States46
- Hybrid advisory firms based in Tucson, United States46
- Hybrid advisory firms based in Washington, United States46
- Hybrid advisory firms based in Alpharetta, United States45
- Hybrid advisory firms based in Bristol, United Kingdom45
- Hybrid advisory firms based in Cleveland, United States45
- Hybrid advisory firms based in Franklin, United States45
- Hybrid advisory firms based in Leeds, United Kingdom44
- Hybrid advisory firms based in Pasadena, United States44
- Hybrid advisory firms based in San Jose, United States44
- Hybrid advisory firms based in Mississauga, Canada43
- Hybrid advisory firms based in Ottawa, Canada43
- Hybrid advisory firms based in Edinburgh, United Kingdom42
- Hybrid advisory firms based in Memphis, United States41
- Hybrid advisory firms based in Plymouth, United States41
- Hybrid advisory firms based in Gurgaon, India40
- Hybrid advisory firms based in Lafayette, United States40
- Hybrid advisory firms based in Lincoln, United States40
- Hybrid advisory firms based in Melville, United States40
- Hybrid advisory firms based in Fort Collins, United States39
- Hybrid advisory firms based in Knoxville, United States39
- Hybrid advisory firms based in Pretoria, South Africa39
- Hybrid advisory firms based in Lake Oswego, United States38
- Hybrid advisory firms based in Perth, Australia38
- Hybrid advisory firms based in Virginia Beach, United States38
- Hybrid advisory firms based in West Des Moines, United States38
- Hybrid advisory firms based in Glasgow, United Kingdom37
- Hybrid advisory firms based in The Woodlands, United States37
- Hybrid advisory firms based in Westlake Village, United States37
- Hybrid advisory firms based in Hamburg, Germany36
- Hybrid advisory firms based in Oklahoma City, United States36
- Hybrid advisory firms based in Baton Rouge, United States35
- Hybrid advisory firms based in Brentwood, United States35
- Hybrid advisory firms based in Coral Gables, United States35
- Hybrid advisory firms based in Philadelphia, United States35
- Hybrid advisory firms based in Porto Alegre, Brazil35
- Hybrid advisory firms based in West Chester, United States35
- Hybrid advisory firms based in Adelaide, Australia34
- Hybrid advisory firms based in Bloomington, United States34
- Hybrid advisory firms based in Charleston, United States34
- Hybrid advisory firms based in Frisco, United States34
- Hybrid advisory firms based in London, Canada34
- Hybrid advisory firms based in Mclean, United States34
- Hybrid advisory firms based in Toulouse, France34
- Hybrid advisory firms based in Belo Horizonte, Brazil33
- Hybrid advisory firms based in Birmingham, United Kingdom33
- Hybrid advisory firms based in Bordeaux, France33
- Hybrid advisory firms based in Fort Wayne, United States33
- Hybrid advisory firms based in Jackson, United States33
- Hybrid advisory firms based in Red Bank, United States33
- Hybrid advisory firms based in Ann Arbor, United States32
- Hybrid advisory firms based in Annapolis, United States32
- Hybrid advisory firms based in Greensboro, United States32
- Hybrid advisory firms based in Kansas City, United States32
- Hybrid advisory firms based in Little Rock, United States32
- Hybrid advisory firms based in Minnetonka, United States32
- Hybrid advisory firms based in Rockville, United States32
- Hybrid advisory firms based in Roseville, United States32
- Hybrid advisory firms based in Sacramento, United States32
- Hybrid advisory firms based in Buffalo, United States31
- Hybrid advisory firms based in Chattanooga, United States31
- Hybrid advisory firms based in Oakville, Canada31
- Hybrid advisory firms based in Reston, United States31
- Hybrid advisory firms based in Littleton, United States30
- Hybrid advisory firms based in Marietta, United States30
- Hybrid advisory firms based in Pittsford, United States30
- Hybrid advisory firms based in Berlin, Germany29
- Hybrid advisory firms based in Bethesda, United States29
- Hybrid advisory firms based in Boulder, United States29
- Hybrid advisory firms based in Chesterfield, United States29
- Hybrid advisory firms based in Englewood, United States29
- Hybrid advisory firms based in Lakewood, United States29
- Hybrid advisory firms based in Naperville, United States29
- Hybrid advisory firms based in Southfield, United States29
- Hybrid advisory firms based in St. Louis, United States29
- Hybrid advisory firms based in Alexandria, United States28
- Hybrid advisory firms based in Boise, United States28
- Hybrid advisory firms based in Princeton, United States28
- Hybrid advisory firms based in Tempe, United States28
- Hybrid advisory firms based in Wichita, United States28
- Hybrid advisory firms based in Woodbury, United States28
- Hybrid advisory firms based in Albuquerque, United States27
- Hybrid advisory firms based in Baltimore, United States27
- Hybrid advisory firms based in Belfast, United Kingdom27
- Hybrid advisory firms based in Dublin, United States27
- Hybrid advisory firms based in Fairfield, United States27
- Hybrid advisory firms based in Lancaster, United States27
- Hybrid advisory firms based in Reno, United States27
- Hybrid advisory firms based in Santa Barbara, United States27
- Hybrid advisory firms based in Bloomfield Hills, United States26
- Hybrid advisory firms based in Concord, United States26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names hybrid advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many hybrid advisory firms are there worldwide?
RevenueBase identified 36,061 hybrid advisory firms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most hybrid advisory firms?
The United States leads with 18,292 companies, followed by the United Kingdom (2,734) and India (2,474). Every hybrid advisory firms list by country and city is linked on this page.
Which city has the most hybrid advisory firms?
London leads with 527 headquartered companies, followed by New York (372) and Mumbai (359).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 254,672 verified decision-maker contacts tracked across these 36,061 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36,061 hybrid advisory firms worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.