Company lists · Data refreshed September 2026
Top 25 Institutional investment advisors worldwide
RevenueBase identified 31,936 institutional investment advisors worldwide as of September 2026 and tracks 820,172 professional contacts across them, including 300,829 with verified work emails. The United States is the largest market and London the largest hub.
This list covers institutional investment 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 institutional investment 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 institutional investment advisors 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 | 38,382 contacts → | ||||
Partial evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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. | |||||
| 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 | 20,868 contacts → | ||||
Partial evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” 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 | 11,150 contacts → | ||||
Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10,517 contacts → | ||||
Partial evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9,836 contacts → | ||||
Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9,398 contacts → | ||||
Partial evidence “Fidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 8,422 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7,830 contacts → | ||||
Indirect evidence “Legal & General is a leading UK financial services group and major global investor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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. | |||||
| 18 | 5,499 contacts → | ||||
Partial evidence “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5,438 contacts → | ||||
Indirect evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5,197 contacts → | ||||
Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5,152 contacts → | ||||
Strong 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. | |||||
| 23 | 4,862 contacts → | ||||
Strong evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4,092 contacts → | ||||
Indirect evidence “A global, digitally enabled business that is committed to empowering a brighter future by connecting millions of people with their assets – safely, securely and responsibly.” 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: institutional investment 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 institutional investment advisors.
- Partial evidence
- Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name institutional investment 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 31,936 institutional investment advisors worldwide
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Institutional investment 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 institutional investment 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 institutional investment advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “institutional investment 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 institutional investment 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 institutional investment 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, 300,829 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.
Institutional investment advisors by location
183 lists · largest firstEvery Institutional investment advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Institutional investment advisors based in the United States15,944
- Institutional investment advisors based in India2,485
- Institutional investment advisors based in the United Kingdom1,917
- Institutional investment advisors based in Canada1,057
- Institutional investment advisors based in Australia816
- Institutional investment advisors based in Brazil705
- Institutional investment advisors based in France676
- Institutional investment advisors based in Germany583
- Institutional investment advisors based in South Africa448
- Institutional investment advisors based in Switzerland315
- Institutional investment advisors based in the Netherlands245
- Institutional investment advisors based in Mexico210
- Institutional investment advisors based in the United Arab Emirates173
- Institutional investment advisors based in Spain172
- Institutional investment advisors based in Ireland155
- Institutional investment advisors based in Argentina136
- Institutional investment advisors based in Singapore124
- Institutional investment advisors based in Italy115
- Institutional investment advisors based in Nigeria90
- Institutional investment advisors based in Israel89
- Institutional investment advisors based in Hong Kong85
- Institutional investment advisors based in Malaysia77
- Institutional investment advisors based in New Zealand75
- Institutional investment advisors based in Belgium67
- Institutional investment advisors based in Türkiye60
- Institutional investment advisors based in Sweden58
- Institutional investment advisors based in Chile57
- Institutional investment advisors based in Indonesia51
- Institutional investment advisors based in Austria42
- Institutional investment advisors based in Japan42
- Institutional investment advisors based in Poland40
- Institutional investment advisors based in Luxembourg35
- Institutional investment advisors based in Kenya33
- Institutional investment advisors based in Denmark31
- Institutional investment advisors based in Mauritius29
- Institutional investment advisors based in Portugal26
Cities
- Institutional investment advisors based in New York, United States533
- Institutional investment advisors based in London, United Kingdom513
- Institutional investment advisors based in Mumbai, India387
- Institutional investment advisors based in Sao Paulo, Brazil253
- Institutional investment advisors based in Chicago, United States193
- Institutional investment advisors based in Atlanta, United States191
- Institutional investment advisors based in Houston, United States188
- Institutional investment advisors based in Dallas, United States183
- Institutional investment advisors based in Toronto, Canada166
- Institutional investment advisors based in Pune, India165
- Institutional investment advisors based in New Delhi, India151
- Institutional investment advisors based in San Diego, United States147
- Institutional investment advisors based in Sydney, Australia146
- Institutional investment advisors based in Boston, United States143
- Institutional investment advisors based in Austin, United States130
- Institutional investment advisors based in Miami, United States130
- Institutional investment advisors based in San Francisco, United States128
- Institutional investment advisors based in Charlotte, United States122
- Institutional investment advisors based in Denver, United States115
- Institutional investment advisors based in Los Angeles, United States113
- Institutional investment advisors based in Ahmedabad, India111
- Institutional investment advisors based in Scottsdale, United States108
- Institutional investment advisors based in Bangalore, India102
- Institutional investment advisors based in Kolkata, India100
- Institutional investment advisors based in Portland, United States97
- Institutional investment advisors based in Tampa, United States97
- Institutional investment advisors based in Johannesburg, South Africa91
- Institutional investment advisors based in Melbourne, Australia86
- Institutional investment advisors based in Cincinnati, United States83
- Institutional investment advisors based in Overland Park, United States83
- Institutional investment advisors based in Irvine, United States82
- Institutional investment advisors based in Newport Beach, United States82
- Institutional investment advisors based in Minneapolis, United States80
- Institutional investment advisors based in Raleigh, United States77
- Institutional investment advisors based in Chennai, India73
- Institutional investment advisors based in Bengaluru, India72
- Institutional investment advisors based in San Antonio, United States72
- Institutional investment advisors based in Seattle, United States71
- Institutional investment advisors based in Rio De Janeiro, Brazil70
- Institutional investment advisors based in Noida, India67
- Institutional investment advisors based in Vancouver, Canada66
- Institutional investment advisors based in Birmingham, United States65
- Institutional investment advisors based in Omaha, United States65
- Institutional investment advisors based in Phoenix, United States65
- Institutional investment advisors based in Hyderabad, India64
- Institutional investment advisors based in Cape Town, South Africa63
- Institutional investment advisors based in Columbus, United States63
- Institutional investment advisors based in Greenville, United States63
- Institutional investment advisors based in Indianapolis, United States62
- Institutional investment advisors based in Pittsburgh, United States62
- Institutional investment advisors based in Richmond, United States61
- Institutional investment advisors based in Las Vegas, United States57
- Institutional investment advisors based in Montreal, Canada57
- Institutional investment advisors based in Rochester, United States56
- Institutional investment advisors based in Columbia, United States55
- Institutional investment advisors based in Boca Raton, United States54
- Institutional investment advisors based in Grand Rapids, United States54
- Institutional investment advisors based in Bellevue, United States53
- Institutional investment advisors based in Calgary, Canada53
- Institutional investment advisors based in Greenwood Village, United States53
- Institutional investment advisors based in Louisville, United States52
- Institutional investment advisors based in Naples, United States51
- Institutional investment advisors based in Wilmington, United States51
- Institutional investment advisors based in Colorado Springs, United States50
- Institutional investment advisors based in Memphis, United States49
- Institutional investment advisors based in Fort Worth, United States48
- Institutional investment advisors based in Orlando, United States48
- Institutional investment advisors based in Madison, United States47
- Institutional investment advisors based in Pasadena, United States47
- Institutional investment advisors based in Nashville, United States46
- Institutional investment advisors based in Sarasota, United States46
- Institutional investment advisors based in Washington, United States46
- Institutional investment advisors based in Springfield, United States45
- Institutional investment advisors based in Salt Lake City, United States44
- Institutional investment advisors based in Hamburg, Germany43
- Institutional investment advisors based in Lexington, United States43
- Institutional investment advisors based in Troy, United States43
- Institutional investment advisors based in Fort Lauderdale, United States42
- Institutional investment advisors based in Philadelphia, United States42
- Institutional investment advisors based in Plano, United States42
- Institutional investment advisors based in Gurgaon, India41
- Institutional investment advisors based in Tucson, United States41
- Institutional investment advisors based in Tulsa, United States41
- Institutional investment advisors based in Jacksonville, United States40
- Institutional investment advisors based in Stamford, United States40
- Institutional investment advisors based in Cleveland, United States38
- Institutional investment advisors based in Pretoria, South Africa37
- Institutional investment advisors based in Virginia Beach, United States37
- Institutional investment advisors based in Franklin, United States36
- Institutional investment advisors based in Knoxville, United States36
- Institutional investment advisors based in Lincoln, United States36
- Institutional investment advisors based in Walnut Creek, United States36
- Institutional investment advisors based in Alpharetta, United States35
- Institutional investment advisors based in Lafayette, United States35
- Institutional investment advisors based in Lake Oswego, United States35
- Institutional investment advisors based in St Louis, United States35
- Institutional investment advisors based in Edinburgh, United Kingdom34
- Institutional investment advisors based in Oklahoma City, United States34
- Institutional investment advisors based in Porto Alegre, Brazil34
- Institutional investment advisors based in Baton Rouge, United States33
- Institutional investment advisors based in Bethesda, United States33
- Institutional investment advisors based in Carmel, United States33
- Institutional investment advisors based in Melville, United States33
- Institutional investment advisors based in Winnipeg, Canada33
- Institutional investment advisors based in Ann Arbor, United States32
- Institutional investment advisors based in Berlin, Germany32
- Institutional investment advisors based in Brentwood, United States32
- Institutional investment advisors based in Buffalo, United States32
- Institutional investment advisors based in Coral Gables, United States32
- Institutional investment advisors based in Gurugram, India32
- Institutional investment advisors based in Little Rock, United States32
- Institutional investment advisors based in San Jose, United States32
- Institutional investment advisors based in Jackson, United States31
- Institutional investment advisors based in Plymouth, United States31
- Institutional investment advisors based in Sacramento, United States31
- Institutional investment advisors based in Westlake Village, United States31
- Institutional investment advisors based in Kansas City, United States29
- Institutional investment advisors based in London, Canada29
- Institutional investment advisors based in Mississauga, Canada29
- Institutional investment advisors based in Pittsford, United States29
- Institutional investment advisors based in Red Bank, United States29
- Institutional investment advisors based in Albuquerque, United States28
- Institutional investment advisors based in Charleston, United States28
- Institutional investment advisors based in Greensboro, United States28
- Institutional investment advisors based in Rockville, United States28
- Institutional investment advisors based in West Chester, United States28
- Institutional investment advisors based in Bloomfield Hills, United States27
- Institutional investment advisors based in Brisbane, Australia27
- Institutional investment advisors based in Edmonton, Canada27
- Institutional investment advisors based in Honolulu, United States27
- Institutional investment advisors based in Manchester, United Kingdom27
- Institutional investment advisors based in Mclean, United States27
- Institutional investment advisors based in Reno, United States27
- Institutional investment advisors based in Belo Horizonte, Brazil26
- Institutional investment advisors based in Bloomington, United States26
- Institutional investment advisors based in Boise, United States26
- Institutional investment advisors based in Chesterfield, United States26
- Institutional investment advisors based in Concord, United States26
- Institutional investment advisors based in Glasgow, United Kingdom26
- Institutional investment advisors based in Milwaukee, United States26
- Institutional investment advisors based in Annapolis, United States25
- Institutional investment advisors based in Baltimore, United States25
- Institutional investment advisors based in Carlsbad, United States25
- Institutional investment advisors based in Englewood, United States25
- Institutional investment advisors based in Naperville, United States25
- Institutional investment advisors based in The Woodlands, United States25
- Institutional investment advisors based in West Des Moines, United States25
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 institutional investment 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 institutional investment advisors are there worldwide?
RevenueBase identified 31,936 institutional investment 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 institutional investment advisors?
The United States leads with 15,944 companies, followed by India (2,485) and the United Kingdom (1,917). Every institutional investment advisors list by country and city is linked on this page.
Which city has the most institutional investment advisors?
London leads with 543 headquartered companies, followed by New York (533) and Mumbai (387).
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 300,829 verified decision-maker contacts tracked across these 31,936 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.