Company lists · Data refreshed September 2026
Top 25 Investment advisory companies worldwide
RevenueBase identified 40,405 investment advisory companies worldwide as of September 2026 and tracks 786,091 professional contacts across them, including 287,532 with verified work emails. The United States is the largest market and London the largest hub.
This list covers investment advisory companies 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 investment advisory companies 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 investment advisory companies 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 | 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. | |||||
| 7 | 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. | |||||
| 8 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | 6,913 contacts → | ||||
Partial evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | 5,330 contacts → | ||||
Indirect 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. | |||||
| 16 | 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. | |||||
| 17 | 5,152 contacts → | ||||
Partial evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4,862 contacts → | ||||
Partial 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. | |||||
| 19 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4,468 contacts → | ||||
Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3,000 contacts → | ||||
Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,623 contacts → | ||||
Partial evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” 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: investment advisory companies. 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 investment advisory companies.
- Partial evidence
- Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 40,405 investment advisory companies worldwide
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 287,532 reachable decision-makers.
Free signup · no credit card
Investment advisory companies 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 investment advisory companies, 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 investment advisory companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, 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, 287,532 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.
Investment advisory companies by location
243 lists · largest firstEvery Investment advisory companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment advisory companies based in the United States19,970
- Investment advisory companies based in India3,267
- Investment advisory companies based in the United Kingdom2,499
- Investment advisory companies based in Canada1,342
- Investment advisory companies based in Australia1,302
- Investment advisory companies based in France1,116
- Investment advisory companies based in Brazil890
- Investment advisory companies based in Germany626
- Investment advisory companies based in South Africa505
- Investment advisory companies based in Switzerland359
- Investment advisory companies based in the Netherlands293
- Investment advisory companies based in Mexico252
- Investment advisory companies based in Spain246
- Investment advisory companies based in the United Arab Emirates218
- Investment advisory companies based in Argentina169
- Investment advisory companies based in Singapore160
- Investment advisory companies based in Ireland158
- Investment advisory companies based in Italy143
- Investment advisory companies based in Nigeria106
- Investment advisory companies based in Hong Kong99
- Investment advisory companies based in Malaysia95
- Investment advisory companies based in Belgium90
- Investment advisory companies based in New Zealand87
- Investment advisory companies based in Israel82
- Investment advisory companies based in Chile72
- Investment advisory companies based in Sweden66
- Investment advisory companies based in Colombia55
- Investment advisory companies based in Türkiye53
- Investment advisory companies based in Indonesia51
- Investment advisory companies based in Austria47
- Investment advisory companies based in Thailand40
- Investment advisory companies based in Japan37
- Investment advisory companies based in Denmark36
- Investment advisory companies based in Kenya36
- Investment advisory companies based in Mauritius31
Cities
- Investment advisory companies based in London, United Kingdom595
- Investment advisory companies based in New York, United States529
- Investment advisory companies based in Mumbai, India503
- Investment advisory companies based in Sao Paulo, Brazil316
- Investment advisory companies based in Atlanta, United States254
- Investment advisory companies based in Dallas, United States230
- Investment advisory companies based in Houston, United States224
- Investment advisory companies based in Paris, France224
- Investment advisory companies based in Chicago, United States218
- Investment advisory companies based in Pune, India211
- Investment advisory companies based in Sydney, Australia208
- Investment advisory companies based in Toronto, Canada196
- Investment advisory companies based in San Diego, United States190
- Investment advisory companies based in New Delhi, India185
- Investment advisory companies based in Austin, United States167
- Investment advisory companies based in Scottsdale, United States159
- Investment advisory companies based in Charlotte, United States156
- Investment advisory companies based in Boston, United States155
- Investment advisory companies based in Miami, United States155
- Investment advisory companies based in San Francisco, United States150
- Investment advisory companies based in Denver, United States144
- Investment advisory companies based in Ahmedabad, India140
- Investment advisory companies based in Los Angeles, United States135
- Investment advisory companies based in Bangalore, India131
- Investment advisory companies based in Kolkata, India131
- Investment advisory companies based in Melbourne, Australia129
- Investment advisory companies based in Portland, United States121
- Investment advisory companies based in Tampa, United States118
- Investment advisory companies based in Cincinnati, United States112
- Investment advisory companies based in Bengaluru, India100
- Investment advisory companies based in Irvine, United States100
- Investment advisory companies based in Overland Park, United States99
- Investment advisory companies based in Chennai, India95
- Investment advisory companies based in Newport Beach, United States95
- Investment advisory companies based in Raleigh, United States95
- Investment advisory companies based in Minneapolis, United States94
- Investment advisory companies based in Columbus, United States93
- Investment advisory companies based in Johannesburg, South Africa93
- Investment advisory companies based in Phoenix, United States92
- Investment advisory companies based in Vancouver, Canada88
- Investment advisory companies based in Birmingham, United States87
- Investment advisory companies based in Noida, India86
- Investment advisory companies based in Indianapolis, United States84
- Investment advisory companies based in Pittsburgh, United States83
- Investment advisory companies based in Calgary, Canada82
- Investment advisory companies based in Boca Raton, United States81
- Investment advisory companies based in San Antonio, United States81
- Investment advisory companies based in Grand Rapids, United States80
- Investment advisory companies based in Cape Town, South Africa79
- Investment advisory companies based in Seattle, United States79
- Investment advisory companies based in Hyderabad, India78
- Investment advisory companies based in Columbia, United States77
- Investment advisory companies based in Omaha, United States77
- Investment advisory companies based in Rio De Janeiro, Brazil77
- Investment advisory companies based in Richmond, United States74
- Investment advisory companies based in Greenville, United States71
- Investment advisory companies based in Las Vegas, United States70
- Investment advisory companies based in Rochester, United States67
- Investment advisory companies based in Zurich, Switzerland66
- Investment advisory companies based in Bellevue, United States64
- Investment advisory companies based in Greenwood Village, United States64
- Investment advisory companies based in Madison, United States62
- Investment advisory companies based in Sarasota, United States62
- Investment advisory companies based in Louisville, United States61
- Investment advisory companies based in Wilmington, United States61
- Investment advisory companies based in Fort Worth, United States60
- Investment advisory companies based in Lexington, United States59
- Investment advisory companies based in Surat, India59
- Investment advisory companies based in Colorado Springs, United States58
- Investment advisory companies based in Fort Lauderdale, United States58
- Investment advisory companies based in Gurgaon, India58
- Investment advisory companies based in Jacksonville, United States57
- Investment advisory companies based in Salt Lake City, United States57
- Investment advisory companies based in Tulsa, United States57
- Investment advisory companies based in Naples, United States56
- Investment advisory companies based in Nashville, United States56
- Investment advisory companies based in Plano, United States56
- Investment advisory companies based in Memphis, United States55
- Investment advisory companies based in Springfield, United States54
- Investment advisory companies based in Orlando, United States53
- Investment advisory companies based in Troy, United States53
- Investment advisory companies based in Tucson, United States53
- Investment advisory companies based in Walnut Creek, United States53
- Investment advisory companies based in Washington, United States53
- Investment advisory companies based in Montreal, Canada52
- Investment advisory companies based in Pasadena, United States51
- Investment advisory companies based in Gurugram, India48
- Investment advisory companies based in Philadelphia, United States48
- Investment advisory companies based in Alpharetta, United States47
- Investment advisory companies based in Geneva, Switzerland45
- Investment advisory companies based in Virginia Beach, United States45
- Investment advisory companies based in Brentwood, United States44
- Investment advisory companies based in Brisbane, Australia44
- Investment advisory companies based in Knoxville, United States44
- Investment advisory companies based in Melville, United States44
- Investment advisory companies based in Winnipeg, Canada44
- Investment advisory companies based in Coral Gables, United States43
- Investment advisory companies based in Lake Oswego, United States43
- Investment advisory companies based in Oklahoma City, United States43
- Investment advisory companies based in San Jose, United States43
- Investment advisory companies based in Cleveland, United States42
- Investment advisory companies based in Edmonton, Canada42
- Investment advisory companies based in Franklin, United States42
- Investment advisory companies based in Lafayette, United States42
- Investment advisory companies based in Lincoln, United States42
- Investment advisory companies based in Lyon, France42
- Investment advisory companies based in Mississauga, Canada42
- Investment advisory companies based in Porto Alegre, Brazil42
- Investment advisory companies based in St. Louis, United States42
- Investment advisory companies based in Baton Rouge, United States41
- Investment advisory companies based in Edinburgh, United Kingdom41
- Investment advisory companies based in Westlake Village, United States41
- Investment advisory companies based in Hamburg, Germany40
- Investment advisory companies based in Manchester, United Kingdom40
- Investment advisory companies based in Plymouth, United States40
- Investment advisory companies based in Pretoria, South Africa40
- Investment advisory companies based in Stamford, United States40
- Investment advisory companies based in Fort Collins, United States39
- Investment advisory companies based in Greensboro, United States39
- Investment advisory companies based in Toulouse, France39
- Investment advisory companies based in Ann Arbor, United States38
- Investment advisory companies based in Bethesda, United States38
- Investment advisory companies based in Buffalo, United States38
- Investment advisory companies based in Jackson, United States38
- Investment advisory companies based in Red Bank, United States38
- Investment advisory companies based in West Des Moines, United States38
- Investment advisory companies based in Berlin, Germany37
- Investment advisory companies based in Bristol, United Kingdom37
- Investment advisory companies based in Glasgow, United Kingdom37
- Investment advisory companies based in Mclean, United States37
- Investment advisory companies based in Reston, United States37
- Investment advisory companies based in The Woodlands, United States37
- Investment advisory companies based in Bloomington, United States36
- Investment advisory companies based in Kansas City, United States36
- Investment advisory companies based in Pittsford, United States36
- Investment advisory companies based in Belo Horizonte, Brazil35
- Investment advisory companies based in Charleston, United States35
- Investment advisory companies based in Roseville, United States35
- Investment advisory companies based in West Chester, United States35
- Investment advisory companies based in Albuquerque, United States34
- Investment advisory companies based in Baltimore, United States34
- Investment advisory companies based in Boise, United States34
- Investment advisory companies based in Bordeaux, France34
- Investment advisory companies based in Carmel, United States34
- Investment advisory companies based in Chattanooga, United States34
- Investment advisory companies based in Honolulu, United States34
- Investment advisory companies based in Bloomfield Hills, United States33
- Investment advisory companies based in Curitiba, Brazil33
- Investment advisory companies based in Little Rock, United States33
- Investment advisory companies based in Littleton, United States33
- Investment advisory companies based in Marietta, United States33
- Investment advisory companies based in Ottawa, Canada33
- Investment advisory companies based in Rockville, United States33
- Investment advisory companies based in Annapolis, United States32
- Investment advisory companies based in Chesterfield, United States32
- Investment advisory companies based in Concord, United States32
- Investment advisory companies based in Fort Wayne, United States32
- Investment advisory companies based in Reno, United States32
- Investment advisory companies based in Southfield, United States32
- Investment advisory companies based in Westport, United States32
- Investment advisory companies based in London, Canada31
- Investment advisory companies based in Minnetonka, United States31
- Investment advisory companies based in Perth, Australia31
- Investment advisory companies based in Sacramento, United States31
- Investment advisory companies based in Carlsbad, United States30
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 investment advisory companies, 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 investment advisory companies are there worldwide?
RevenueBase identified 40,405 investment advisory companies 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 investment advisory companies?
The United States leads with 19,970 companies, followed by India (3,267) and the United Kingdom (2,499). Every investment advisory companies list by country and city is linked on this page.
Which city has the most investment advisory companies?
London leads with 627 headquartered companies, followed by New York (529) and Mumbai (503).
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 287,532 verified decision-maker contacts tracked across these 40,405 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.
Ready to reach these companies? Verified emails and direct dials for all 40,405 investment advisory companies worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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.