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.

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
40,855Companies
578,810Contacts tracked
226,792Verified emails
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The 25 largest independent financial advisors worldwide

Ranked by team size
Top 25 of 40,855 independent financial advisors worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to independent financial advisors: 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
1Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+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, 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
3Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20265,001-10,00024,283 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, 2026
4Indirect 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
5Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+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, 2026
6Indirect evidenceMexicoHQ checked Sep 20, 20261,001-5,0008,710 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, 2026
7Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 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, 2026
8Indirect evidenceUnited StatesHQ checked Sep 20, 202610001+6,373 contacts →

Indirect evidence

“Join us for a view into the elevated experience of J.P.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidencePlano, TX, United StatesHQ checked Sep 20, 20265,001-10,0005,152 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, 2026
10Strong evidenceUnited StatesHQ checked Sep 20, 20265,001-10,0004,468 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, 2026
11Indirect 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
12Partial evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0003,000 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, 2026
13Partial evidenceMadrid, SpainHQ checked Sep 20, 2026501-1,0002,808 contacts →

Partial evidence

“El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect 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
15Strong evidenceToronto, CanadaHQ checked Sep 20, 20261,001-5,0002,400 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, 2026
16Indirect 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
17Indirect 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
18Partial evidenceWiesloch, GermanyHQ checked Sep 20, 20261,001-5,0002,058 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, 2026
19Indirect 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
20Indirect evidenceZug, SwitzerlandHQ checked Sep 20, 2026501-1,0001,940 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, 2026
21Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 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, 2026
22Strong evidenceOverland Park, KS, United StatesHQ checked Sep 20, 20261,001-5,0001,885 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, 2026
23Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 20, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 20, 20261,001-5,0001,775 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, 2026
25Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261,001-5,0001,768 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, 2026

Showing 25 of 40,855 independent financial advisors worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 226,792 reachable decision-makers.

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Independent financial advisors worldwide at a glance

As of Sep 20, 2026
39.2%Verified-email coverage
14.2Average contacts per company
1-10Median size (employees)
1.5%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
30,241
11-50
8,283
51-200
1,493
201-500
378
501-1,000
132
1,001-5,000
114
5,001-10,000
24
10001+
56

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 first

Every Independent financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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.