Company lists · Data refreshed November 2026
Top 25 Investment advisor recruiters worldwide
RevenueBase identified 3,984 company matches for investment advisor recruiters worldwide as of November 2026 and tracks 37,346 professional contacts across them, including 12,177 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for investment advisor recruiters 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 November 6, 2026. Country and city lists for investment advisor recruiters 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.
The 25 largest investment advisor recruiters worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,889 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 880 contacts → | ||||
Exact match “H.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 592 contacts → | ||||
Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 375 contacts → | ||||
Exact match “Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 373 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 372 contacts → | ||||
Exact match “IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 261 contacts → | ||||
Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 226 contacts → | ||||
Exact match “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 224 contacts → | ||||
Exact match “Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 211 contacts → | ||||
Exact match “Sapwood Ventures Pvt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 204 contacts → | ||||
Exact match “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 192 contacts → | ||||
Exact match “Put Our Strengths To Work For You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 177 contacts → | ||||
Exact match “Turnkey Solution for Independent Financial Advisors, RIAs, Wealth Managers and Insurance Brokers to Predictably and Consistently increase their clientele by getting them in front…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 169 contacts → | ||||
Exact match “SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 156 contacts → | ||||
Exact match “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 151 contacts → | ||||
Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 150 contacts → | ||||
Exact match “Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 133 contacts → | ||||
Exact match “1919 Investment Counsel is a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 131 contacts → | ||||
Exact match “All About People is a professional recruitment and hiring firm that since 2002 has been putting people first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 126 contacts → | ||||
Exact match “Founded in 2004, Long Ridge Partners is a leading recruitment firm serving the alternative investment industry, partnering with hedge funds, private equity firms, real estate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 119 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 118 contacts → | ||||
Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 118 contacts → | ||||
Exact match “A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 117 contacts → | ||||
Exact match “Take Advantage of SEP’s Vast Network of Contacts SEP bridges connections between companies and people, and helps to develop forward-thinking organizations.” Recorded in the RevenueBase company graph · Nov 6, 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 advisor recruiters”. 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 3,984 investment advisor recruiters worldwide
See the full list, filter by size, metro and specialty, and access 12,177 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment advisor recruiters worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 advisor recruiters are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “investment advisor recruiters” 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 12,177 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 November 6, 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 advisor recruiters by location
24 lists · largest firstEvery Investment advisor recruiters list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment advisor recruiters based in the United States2,056
- Investment advisor recruiters based in the United Kingdom357
- Investment advisor recruiters based in India198
- Investment advisor recruiters based in Canada97
- Investment advisor recruiters based in Australia71
- Investment advisor recruiters based in France59
- Investment advisor recruiters based in the Netherlands52
- Investment advisor recruiters based in Brazil49
- Investment advisor recruiters based in Germany49
- Investment advisor recruiters based in South Africa49
- Investment advisor recruiters based in Hong Kong34
Cities
- Investment advisor recruiters based in London, United Kingdom233
- Investment advisor recruiters based in New York, United States179
- Investment advisor recruiters based in Chicago, United States55
- Investment advisor recruiters based in Mumbai, India49
- Investment advisor recruiters based in Toronto, Canada37
- Investment advisor recruiters based in Atlanta, United States35
- Investment advisor recruiters based in Dallas, United States34
- Investment advisor recruiters based in Houston, United States33
- Investment advisor recruiters based in San Francisco, United States31
- Investment advisor recruiters based in Boston, United States30
- Investment advisor recruiters based in Austin, United States27
- Investment advisor recruiters based in San Diego, United States27
- Investment advisor recruiters based in Los Angeles, United States26
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 advisor recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisor recruiters are there worldwide?
RevenueBase identified 3,984 company matches for investment advisor recruiters worldwide as of November 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?
Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most investment advisor recruiters?
The United States leads with 2,056 companies, followed by the United Kingdom (357) and India (198). Every investment advisor recruiters list by country and city is linked on this page.
Which city has the most investment advisor recruiters?
London leads with 234 company records, followed by New York (179) and Chicago (55).
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 12,177 professional contacts with verified work emails tracked across these 3,984 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,984 investment advisor recruiters worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 investment advisor recruiters worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,984 matching company records for investment advisor recruiters worldwide, with 37,346 tracked contacts and 12,177 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisor recruiters worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  H.P. Associates, INChp-associates.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 880 contacts → |
“H.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Advisor Grouposaic.comHQ: Phoenix, NJ, United StatesReported employees: 1,001-5,000 | Phoenix, NJ, United States | 1,001-5,000 | Exact match | 592 contacts → |
“Advisor Group, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Merit Financial Advisorsmeritfinancialadvisors.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  IEQ Capitalieqcapital.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 372 contacts → |
“IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  TITANtitan.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 261 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  RFG Advisoryrfgadvisory.comHQ: Vestavia Hills, AL, United StatesReported employees: 51-200 | Vestavia Hills, AL, United States | 51-200 | Exact match | 226 contacts → |
“RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Forest Hills Financial Groupfhfg.comHQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 224 contacts → |
“Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sapwood Ventures Pvt. LTDsapwood.netHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 211 contacts → |
“Sapwood Ventures Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | First Allied Securities, INCfirstallied.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 204 contacts → |
“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Royal Alliance Associatesroyalalliance.comHQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 192 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Advisor Marketing Masteryadvisormarketingmastery.comHQ: Sydney, AustraliaReported employees: Not recorded | Sydney, Australia | Not recorded | Exact match | 177 contacts → |
“Turnkey Solution for Independent Financial Advisors, RIAs, Wealth Managers and Insurance Brokers to Predictably and Consistently increase their clientele by getting them in front…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sageview Advisory Groupsageviewadvisory.comHQ: Newport Beach, TX, United StatesReported employees: 201-500 | Newport Beach, TX, United States | 201-500 | Exact match | 169 contacts → |
“SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Focus Financial Network, INCfocusfinancial.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 156 contacts → |
“More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Perigon Wealth Managementperigonwealth.comHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 151 contacts → |
“Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  CPIcpiny.comHQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 150 contacts → |
“Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  1919 Investment Counsel1919ic.comHQ: Baltimore, AL, United StatesReported employees: 51-200 | Baltimore, AL, United States | 51-200 | Exact match | 133 contacts → |
“1919 Investment Counsel is a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ALL About Peopleallaboutpeople.netHQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 131 contacts → |
“All About People is a professional recruitment and hiring firm that since 2002 has been putting people first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Long Ridge Partnerslongridgepartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 126 contacts → |
“Founded in 2004, Long Ridge Partners is a leading recruitment firm serving the alternative investment industry, partnering with hedge funds, private equity firms, real estate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Goldsmith & COgoldsmithandco.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 119 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Gilder Gagnon Howe & Co. LLCgghc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Capitol Securities Management INCcapitolsecurities.comHQ: Reston, FL, United StatesReported employees: 201-500 | Reston, FL, United States | 201-500 | Exact match | 118 contacts → |
“A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Strategic Employment Partners SEPstrategicemployment.comHQ: Los Angeles, CO, United StatesReported employees: 51-200 | Los Angeles, CO, United States | 51-200 | Exact match | 117 contacts → |
“Take Advantage of SEP’s Vast Network of Contacts SEP bridges connections between companies and people, and helps to develop forward-thinking organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,984 company matches
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Investment advisor recruiters: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,973 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,984 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisor recruiters by location
24 lists · largest firstEvery Investment advisor recruiters list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment advisor recruiters based in the United States2,056
- Investment advisor recruiters based in the United Kingdom357
- Investment advisor recruiters based in India198
- Investment advisor recruiters based in Canada97
- Investment advisor recruiters based in Australia71
- Investment advisor recruiters based in France59
- Investment advisor recruiters based in the Netherlands52
- Investment advisor recruiters based in Brazil49
- Investment advisor recruiters based in Germany49
- Investment advisor recruiters based in South Africa49
- Investment advisor recruiters based in Hong Kong34
Cities
- Investment advisor recruiters based in London, United Kingdom233
- Investment advisor recruiters based in New York, United States179
- Investment advisor recruiters based in Chicago, United States55
- Investment advisor recruiters based in Mumbai, India49
- Investment advisor recruiters based in Toronto, Canada37
- Investment advisor recruiters based in Atlanta, United States35
- Investment advisor recruiters based in Dallas, United States34
- Investment advisor recruiters based in Houston, United States33
- Investment advisor recruiters based in San Francisco, United States31
- Investment advisor recruiters based in Boston, United States30
- Investment advisor recruiters based in Austin, United States27
- Investment advisor recruiters based in San Diego, United States27
- Investment advisor recruiters based in Los Angeles, United States26
Questions about this company list
What does Exact match mean for investment advisor recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisor recruiters did RevenueBase find worldwide?
The saved snapshot records 3,984 matching company records, 37,346 tracked contacts and 12,177 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 investment advisor recruiters worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/investment-advisor-recruiters.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 investment advisor recruiters worldwide
RevenueBase records 3,984 matching company records for investment advisor recruiters worldwide, with 37,346 tracked contacts and 12,177 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisor recruiters worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | H.P. Associates, INChp-associates.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 880 contacts → |
“H.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advisor Grouposaic.com HQ: Phoenix, NJ, United StatesReported employees: 1,001-5,000 | Phoenix, NJ, United States | 1,001-5,000 | Exact match | 592 contacts → |
“Advisor Group, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Merit Financial Advisorsmeritfinancialadvisors.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 375 contacts → |
“Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | IEQ Capitalieqcapital.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 372 contacts → |
“IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TITANtitan.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 261 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | RFG Advisoryrfgadvisory.com HQ: Vestavia Hills, AL, United StatesReported employees: 51-200 | Vestavia Hills, AL, United States | 51-200 | Exact match | 226 contacts → |
“RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Forest Hills Financial Groupfhfg.com HQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 224 contacts → |
“Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sapwood Ventures Pvt. LTDsapwood.net HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 211 contacts → |
“Sapwood Ventures Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | First Allied Securities, INCfirstallied.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 204 contacts → |
“Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Royal Alliance Associatesroyalalliance.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 192 contacts → |
“Put Our Strengths To Work For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Advisor Marketing Masteryadvisormarketingmastery.com HQ: Sydney, AustraliaReported employees: Not recorded | Sydney, Australia | Not recorded | Exact match | 177 contacts → |
“Turnkey Solution for Independent Financial Advisors, RIAs, Wealth Managers and Insurance Brokers to Predictably and Consistently increase their clientele by getting them in front…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sageview Advisory Groupsageviewadvisory.com HQ: Newport Beach, TX, United StatesReported employees: 201-500 | Newport Beach, TX, United States | 201-500 | Exact match | 169 contacts → |
“SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Focus Financial Network, INCfocusfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 156 contacts → |
“More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Perigon Wealth Managementperigonwealth.com HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 151 contacts → |
“Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CPIcpiny.com HQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 150 contacts → |
“Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 1919 Investment Counsel1919ic.com HQ: Baltimore, AL, United StatesReported employees: 51-200 | Baltimore, AL, United States | 51-200 | Exact match | 133 contacts → |
“1919 Investment Counsel is a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ALL About Peopleallaboutpeople.net HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 131 contacts → |
“All About People is a professional recruitment and hiring firm that since 2002 has been putting people first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Long Ridge Partnerslongridgepartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 126 contacts → |
“Founded in 2004, Long Ridge Partners is a leading recruitment firm serving the alternative investment industry, partnering with hedge funds, private equity firms, real estate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Goldsmith & COgoldsmithandco.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 119 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Gilder Gagnon Howe & Co. LLCgghc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Capitol Securities Management INCcapitolsecurities.com HQ: Reston, FL, United StatesReported employees: 201-500 | Reston, FL, United States | 201-500 | Exact match | 118 contacts → |
“A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Strategic Employment Partners SEPstrategicemployment.com HQ: Los Angeles, CO, United StatesReported employees: 51-200 | Los Angeles, CO, United States | 51-200 | Exact match | 117 contacts → |
“Take Advantage of SEP’s Vast Network of Contacts SEP bridges connections between companies and people, and helps to develop forward-thinking organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,984 company matches
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Investment advisor recruiters: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,973 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,984 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisor recruiters by location
24 lists · largest firstEvery Investment advisor recruiters list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment advisor recruiters based in the United States2,056
- Investment advisor recruiters based in the United Kingdom357
- Investment advisor recruiters based in India198
- Investment advisor recruiters based in Canada97
- Investment advisor recruiters based in Australia71
- Investment advisor recruiters based in France59
- Investment advisor recruiters based in the Netherlands52
- Investment advisor recruiters based in Brazil49
- Investment advisor recruiters based in Germany49
- Investment advisor recruiters based in South Africa49
- Investment advisor recruiters based in Hong Kong34
Cities
- Investment advisor recruiters based in London, United Kingdom233
- Investment advisor recruiters based in New York, United States179
- Investment advisor recruiters based in Chicago, United States55
- Investment advisor recruiters based in Mumbai, India49
- Investment advisor recruiters based in Toronto, Canada37
- Investment advisor recruiters based in Atlanta, United States35
- Investment advisor recruiters based in Dallas, United States34
- Investment advisor recruiters based in Houston, United States33
- Investment advisor recruiters based in San Francisco, United States31
- Investment advisor recruiters based in Boston, United States30
- Investment advisor recruiters based in Austin, United States27
- Investment advisor recruiters based in San Diego, United States27
- Investment advisor recruiters based in Los Angeles, United States26
Questions about this company list
What does Exact match mean for investment advisor recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisor recruiters did RevenueBase find worldwide?
The saved snapshot records 3,984 matching company records, 37,346 tracked contacts and 12,177 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 investment advisor recruiters worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/investment-advisor-recruiters.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗