Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms worldwide

Name: Investment adviser law firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 8,673 companies tracked

RevenueBase identified 8,673 company matches for investment adviser law firms worldwide as of September 2026 and tracks 93,231 professional contacts across them, including 39,935 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for investment adviser law firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026. Country and city lists for investment adviser law firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

8,673Companies

93,231Contacts tracked

39,935Verified emails

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The 25 largest investment adviser law firms worldwide

Ranked by team size

Top 25 of 8,673 company matches for investment adviser law firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	1,001-5,000	2,400 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Venable LLP	Exact match	Washington, DC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,790 contacts →
	Exact match “Committed to Your Success – As a law firm of more than 900 professionals, Venable delivers legal services globally in every area of regulatory compliance, government affairs…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Allianz Bank Financial Advisors	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	501-1,000	1,413 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Corient	Exact match	Miami, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Sep 28, 2026	1,001-5,000	969 contacts →
	Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Mofid Securities	Exact match	Tehran, IranHQ recorded Sep 28, 2026	1,001-5,000	878 contacts →
	Exact match “Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	201-500	737 contacts →
	Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	OVB Vermögensberatung AG	Exact match	Köln, GermanyHQ recorded Sep 28, 2026	1,001-5,000	708 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 28, 2026	1,001-5,000	595 contacts →
	Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 28, 2026	501-1,000	591 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 28, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	IPP Financial Advisers	Exact match	SingaporeHQ recorded Sep 28, 2026	201-500	540 contacts →
	Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Financial Alliance PTE LTD	Exact match	SingaporeHQ recorded Sep 28, 2026	201-500	453 contacts →
	Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Allaria	Exact match	Caba, IndiaHQ recorded Sep 28, 2026	201-500	445 contacts →
	Exact match “Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 28, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	201-500	375 contacts →
	Exact match “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Carson Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	51-200	342 contacts →
	Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	United Capital Financial Advisors, LLC	Exact match	Irving, TX, United StatesHQ recorded Sep 28, 2026	201-500	310 contacts →
	Exact match “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment adviser law firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 8,673 investment adviser law firms worldwide

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Investment adviser law firms worldwide at a glance

As of Sep 28, 2026

42.8%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

6,418

11-50

1,761

51-200

339

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for investment adviser law firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “investment adviser law firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 39,935 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment adviser law firms by location

42 lists · largest first

Every Investment adviser law 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 SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment adviser law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment adviser law firms are there worldwide?

RevenueBase identified 8,673 company matches for investment adviser law firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Fisher Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most investment adviser law firms?

The United States leads with 6,233 companies, followed by India (411) and Brazil (211). Every investment adviser law firms list by country and city is linked on this page.

Which city has the most investment adviser law firms?

New York leads with 155 company records, followed by Atlanta (80) and Houston (76).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 39,935 professional contacts with verified work emails tracked across these 8,673 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 SmartSearch, 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.