Company lists · Data refreshed September 2026
Top 25 Independent financial advisors worldwide
RevenueBase identified 40,855 independent financial advisors worldwide as of September 2026 and tracks 578,810 professional contacts across them, including 226,792 with verified work emails. The United States is the largest market and London the largest hub.
This list covers independent financial advisors 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 independent financial advisors 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 independent financial advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Partial 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 | 24,283 contacts → | ||||
Partial 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. | |||||
| 4 | 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. | |||||
| 5 | 13,910 contacts → | ||||
Strong 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. | |||||
| 6 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6,589 contacts → | ||||
Partial 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. | |||||
| 8 | 6,373 contacts → | ||||
Indirect evidence “Join us for a view into the elevated experience of J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5,152 contacts → | ||||
Partial evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4,468 contacts → | ||||
Strong 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. | |||||
| 11 | 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. | |||||
| 12 | 3,000 contacts → | ||||
Partial 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. | |||||
| 13 | 2,808 contacts → | ||||
Partial evidence “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 2,400 contacts → | ||||
Strong 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. | |||||
| 16 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,058 contacts → | ||||
Partial 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. | |||||
| 19 | 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. | |||||
| 20 | 1,940 contacts → | ||||
Indirect evidence “Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,885 contacts → | ||||
Strong evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,775 contacts → | ||||
Partial evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,768 contacts → | ||||
Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” 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: independent financial advisors. 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 independent financial advisors.
- Partial evidence
- Its own public description names part of independent financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name independent financial advisors. 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 40,855 independent financial advisors worldwide
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Independent financial advisors 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 independent financial advisors, 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 independent financial advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “independent financial advisors”. 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 independent financial advisors), 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 independent financial advisors, 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, 226,792 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.
Independent financial advisors by location
240 lists · largest firstEvery Independent financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Independent financial advisors based in the United States20,343
- Independent financial advisors based in the United Kingdom4,026
- Independent financial advisors based in Australia1,959
- Independent financial advisors based in India1,874
- Independent financial advisors based in Canada1,567
- Independent financial advisors based in France1,179
- Independent financial advisors based in Germany788
- Independent financial advisors based in Brazil745
- Independent financial advisors based in the Netherlands640
- Independent financial advisors based in South Africa593
- Independent financial advisors based in Switzerland350
- Independent financial advisors based in Ireland248
- Independent financial advisors based in Mexico222
- Independent financial advisors based in Spain178
- Independent financial advisors based in Italy155
- Independent financial advisors based in Singapore132
- Independent financial advisors based in New Zealand122
- Independent financial advisors based in the United Arab Emirates114
- Independent financial advisors based in Belgium112
- Independent financial advisors based in Malaysia91
- Independent financial advisors based in Argentina90
- Independent financial advisors based in Israel67
- Independent financial advisors based in Austria53
- Independent financial advisors based in Chile52
- Independent financial advisors based in Sweden46
- Independent financial advisors based in Hong Kong42
Cities
- Independent financial advisors based in London, United Kingdom590
- Independent financial advisors based in New York, United States350
- Independent financial advisors based in Sao Paulo, Brazil271
- Independent financial advisors based in Mumbai, India260
- Independent financial advisors based in Sydney, Australia243
- Independent financial advisors based in Paris, France241
- Independent financial advisors based in Atlanta, United States237
- Independent financial advisors based in Houston, United States232
- Independent financial advisors based in Dallas, United States201
- Independent financial advisors based in San Diego, United States197
- Independent financial advisors based in Chicago, United States191
- Independent financial advisors based in Austin, United States179
- Independent financial advisors based in Scottsdale, United States171
- Independent financial advisors based in Melbourne, Australia166
- Independent financial advisors based in Toronto, Canada160
- Independent financial advisors based in Charlotte, United States157
- Independent financial advisors based in Denver, United States149
- Independent financial advisors based in Pune, India139
- Independent financial advisors based in San Francisco, United States134
- Independent financial advisors based in Los Angeles, United States130
- Independent financial advisors based in Tampa, United States128
- Independent financial advisors based in Boston, United States121
- Independent financial advisors based in Portland, United States119
- Independent financial advisors based in Cincinnati, United States118
- Independent financial advisors based in Raleigh, United States108
- Independent financial advisors based in Irvine, United States106
- Independent financial advisors based in Columbus, United States104
- Independent financial advisors based in Phoenix, United States103
- Independent financial advisors based in Calgary, Canada101
- Independent financial advisors based in Miami, United States101
- Independent financial advisors based in New Delhi, India99
- Independent financial advisors based in Overland Park, United States97
- Independent financial advisors based in Johannesburg, South Africa96
- Independent financial advisors based in Vancouver, Canada95
- Independent financial advisors based in Indianapolis, United States94
- Independent financial advisors based in Minneapolis, United States94
- Independent financial advisors based in Bangalore, India88
- Independent financial advisors based in Newport Beach, United States88
- Independent financial advisors based in San Antonio, United States88
- Independent financial advisors based in Pittsburgh, United States85
- Independent financial advisors based in Seattle, United States85
- Independent financial advisors based in Columbia, United States84
- Independent financial advisors based in Cape Town, South Africa83
- Independent financial advisors based in Bellevue, United States82
- Independent financial advisors based in Birmingham, United States82
- Independent financial advisors based in Omaha, United States82
- Independent financial advisors based in Boca Raton, United States78
- Independent financial advisors based in Rochester, United States78
- Independent financial advisors based in Greenville, United States77
- Independent financial advisors based in Kolkata, India76
- Independent financial advisors based in Grand Rapids, United States75
- Independent financial advisors based in Jacksonville, United States75
- Independent financial advisors based in Ahmedabad, India72
- Independent financial advisors based in Glasgow, United Kingdom70
- Independent financial advisors based in Richmond, United States69
- Independent financial advisors based in Bengaluru, India68
- Independent financial advisors based in Colorado Springs, United States68
- Independent financial advisors based in Las Vegas, United States68
- Independent financial advisors based in Louisville, United States67
- Independent financial advisors based in Brisbane, Australia66
- Independent financial advisors based in Manchester, United Kingdom66
- Independent financial advisors based in Wilmington, United States66
- Independent financial advisors based in Plano, United States65
- Independent financial advisors based in Greenwood Village, United States64
- Independent financial advisors based in Madison, United States64
- Independent financial advisors based in Troy, United States64
- Independent financial advisors based in Fort Lauderdale, United States63
- Independent financial advisors based in Bristol, United Kingdom62
- Independent financial advisors based in Sarasota, United States61
- Independent financial advisors based in Edinburgh, United Kingdom60
- Independent financial advisors based in Tulsa, United States60
- Independent financial advisors based in Springfield, United States59
- Independent financial advisors based in Lexington, United States58
- Independent financial advisors based in Leeds, United Kingdom57
- Independent financial advisors based in Montreal, Canada57
- Independent financial advisors based in Chennai, India56
- Independent financial advisors based in Fort Worth, United States56
- Independent financial advisors based in Nashville, United States56
- Independent financial advisors based in Rio De Janeiro, Brazil55
- Independent financial advisors based in Winnipeg, Canada55
- Independent financial advisors based in Salt Lake City, United States54
- Independent financial advisors based in Tucson, United States54
- Independent financial advisors based in Walnut Creek, United States54
- Independent financial advisors based in Orlando, United States52
- Independent financial advisors based in Washington, United States52
- Independent financial advisors based in Alpharetta, United States51
- Independent financial advisors based in Naples, United States51
- Independent financial advisors based in Ottawa, Canada51
- Independent financial advisors based in Pasadena, United States51
- Independent financial advisors based in Memphis, United States50
- Independent financial advisors based in Franklin, United States49
- Independent financial advisors based in Hyderabad, India49
- Independent financial advisors based in San Jose, United States48
- Independent financial advisors based in Cleveland, United States47
- Independent financial advisors based in Knoxville, United States47
- Independent financial advisors based in Lyon, France47
- Independent financial advisors based in Edmonton, Canada46
- Independent financial advisors based in Hamburg, Germany46
- Independent financial advisors based in Melville, United States46
- Independent financial advisors based in Plymouth, United States46
- Independent financial advisors based in Lincoln, United States45
- Independent financial advisors based in Perth, Australia45
- Independent financial advisors based in Philadelphia, United States45
- Independent financial advisors based in Virginia Beach, United States45
- Independent financial advisors based in Coral Gables, United States44
- Independent financial advisors based in Lafayette, United States44
- Independent financial advisors based in Fort Collins, United States43
- Independent financial advisors based in Kansas City, United States43
- Independent financial advisors based in Oklahoma City, United States43
- Independent financial advisors based in The Woodlands, United States43
- Independent financial advisors based in Adelaide, Australia42
- Independent financial advisors based in Baton Rouge, United States42
- Independent financial advisors based in Bloomington, United States42
- Independent financial advisors based in Charleston, United States42
- Independent financial advisors based in Greensboro, United States42
- Independent financial advisors based in Pretoria, South Africa42
- Independent financial advisors based in Jackson, United States41
- Independent financial advisors based in Westlake Village, United States41
- Independent financial advisors based in Bethesda, United States40
- Independent financial advisors based in Birmingham, United Kingdom40
- Independent financial advisors based in Brentwood, United States40
- Independent financial advisors based in Lake Oswego, United States40
- Independent financial advisors based in Mississauga, Canada40
- Independent financial advisors based in Rockville, United States40
- Independent financial advisors based in West Des Moines, United States40
- Independent financial advisors based in Honolulu, United States38
- Independent financial advisors based in Porto Alegre, Brazil38
- Independent financial advisors based in Belfast, United Kingdom37
- Independent financial advisors based in Fort Wayne, United States37
- Independent financial advisors based in Pittsford, United States37
- Independent financial advisors based in Toulouse, France37
- Independent financial advisors based in Ann Arbor, United States36
- Independent financial advisors based in Annapolis, United States36
- Independent financial advisors based in Boise, United States36
- Independent financial advisors based in Frisco, United States36
- Independent financial advisors based in Red Bank, United States36
- Independent financial advisors based in Berlin, Germany35
- Independent financial advisors based in Cardiff, United Kingdom35
- Independent financial advisors based in Little Rock, United States35
- Independent financial advisors based in Marietta, United States35
- Independent financial advisors based in Mclean, United States35
- Independent financial advisors based in North Sydney, Australia35
- Independent financial advisors based in Reston, United States35
- Independent financial advisors based in Roseville, United States35
- Independent financial advisors based in West Chester, United States35
- Independent financial advisors based in Chattanooga, United States34
- Independent financial advisors based in Englewood, United States34
- Independent financial advisors based in Littleton, United States34
- Independent financial advisors based in Nottingham, United Kingdom34
- Independent financial advisors based in Sacramento, United States34
- Independent financial advisors based in Wichita, United States34
- Independent financial advisors based in Albuquerque, United States33
- Independent financial advisors based in Arlington, United States33
- Independent financial advisors based in Baltimore, United States33
- Independent financial advisors based in Bordeaux, France33
- Independent financial advisors based in Buffalo, United States33
- Independent financial advisors based in Carmel, United States33
- Independent financial advisors based in Chesterfield, United States33
- Independent financial advisors based in Oakville, Canada33
- Independent financial advisors based in Reno, United States33
- Independent financial advisors based in St. Louis, United States33
- Independent financial advisors based in Belo Horizonte, Brazil32
- Independent financial advisors based in Bloomfield Hills, United States32
- Independent financial advisors based in Lancaster, United States32
- Independent financial advisors based in Minnetonka, United States32
- Independent financial advisors based in Princeton, United States32
- Independent financial advisors based in Santa Barbara, United States32
- Independent financial advisors based in Southfield, United States32
- Independent financial advisors based in Towson, United States32
- Independent financial advisors based in Dublin, United States31
- Independent financial advisors based in Lakewood, United States31
- Independent financial advisors based in London, Canada31
- Independent financial advisors based in Milwaukee, United States31
- Independent financial advisors based in Naperville, United States31
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 independent financial advisors, 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 independent financial advisors are there worldwide?
RevenueBase identified 40,855 independent financial advisors 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 independent financial advisors?
The United States leads with 20,343 companies, followed by the United Kingdom (4,026) and Australia (1,959). Every independent financial advisors list by country and city is linked on this page.
Which city has the most independent financial advisors?
London leads with 621 headquartered companies, followed by New York (350) and Sao Paulo (271).
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 226,792 verified decision-maker contacts tracked across these 40,855 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.