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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
36,061Companies
642,440Contacts tracked
254,672Verified emails
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The 25 largest hybrid advisory firms worldwide

Ranked by team size
Top 25 of 36,061 hybrid advisory firms worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+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, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202610001+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, 2026
3Indirect evidenceWestlake, TX, United StatesHQ checked Sep 20, 202610001+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, 2026
4Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 20, 202610001+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, 2026
5Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20265,001-10,00024,283 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, 2026
6Indirect evidencePolokwane, United StatesHQ checked Sep 20, 202610001+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, 2026
7Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+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, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20265,001-10,00013,475 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, 2026
9Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 20, 202610001+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, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202610001+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, 2026
11Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 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, 2026
12Partial evidenceUnited StatesHQ checked Sep 20, 20265,001-10,0004,468 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, 2026
13Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceOmaha, NE, United StatesHQ checked Sep 20, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0003,000 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, 2026
16Indirect evidenceCanadaHQ checked Sep 20, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceUnited StatesHQ checked Sep 20, 202610001+2,793 contacts →

Indirect evidence

“Financial Planning for your specifical goals including retirement, college and education planning.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261,001-5,0002,766 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, 2026
19Indirect evidencePhiladelphia, United StatesHQ checked Sep 20, 20261,001-5,0002,611 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, 2026
20Partial evidenceToronto, CanadaHQ checked Sep 20, 20261,001-5,0002,400 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, 2026
21Indirect evidenceBois-colombes, FranceHQ checked Sep 20, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,0002,067 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, 2026
24Indirect evidenceWiesloch, GermanyHQ checked Sep 20, 20261,001-5,0002,058 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, 2026
25Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 20261,001-5,0001,951 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, 2026

Showing 25 of 36,061 hybrid advisory firms worldwide

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Hybrid advisory firms worldwide at a glance

As of Sep 20, 2026
39.6%Verified-email coverage
17.8Average contacts per company
1-10Median size (employees)
1.5%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
26,308
11-50
7,515
51-200
1,415
201-500
377
501-1,000
130
1,001-5,000
118
5,001-10,000
26
10001+
63

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 first

Every Hybrid advisory firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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.

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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 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.