Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 18,782 companies tracked

RevenueBase identified 18,782 investment advisory law firms worldwide as of September 2026 and tracks 221,661 professional contacts across them, including 81,532 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers investment advisory law firms 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 28, 2026. Country and city lists for investment advisory law firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

18,782Companies

221,661Contacts tracked

81,532Verified emails

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The 25 largest investment advisory law firms worldwide

Ranked by team size

Top 25 of 18,782 investment advisory law firms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	5,001-10,000	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 28, 2026
2	Profuturo	Indirect evidence	MexicoHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
3	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 28, 2026	1,001-5,000	2,400 contacts →
	Strong evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 28, 2026
4	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
5	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 28, 2026
6	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026
7	Venable LLP	Partial evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,790 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Partners Financial Services, A.S	Indirect evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 28, 2026	1,001-5,000	1,775 contacts →
	Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 28, 2026
9	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 28, 2026
10	Wealth Enhancement	Partial evidence	Plymouth, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,516 contacts →
	Partial evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 28, 2026
11	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
12	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
13	Allianz Bank Financial Advisors	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	501-1,000	1,413 contacts →
	Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 28, 2026
14	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
15	Manulife Financial Advisers PTE LTD	Partial evidence	SingaporeHQ checked Sep 28, 2026	1,001-5,000	969 contacts →
	Partial evidence “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Source: RevenueBase Database · checked Sep 28, 2026
16	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 28, 2026
17	Mofid Securities	Strong evidence	Tehran, IranHQ checked Sep 28, 2026	1,001-5,000	878 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
18	4fin Better Together	Indirect evidence	Praha 4, Czech RepublicHQ checked Sep 28, 2026	1,001-5,000	851 contacts →
	Indirect evidence “Profesionální a komplexní majetkové poradenství.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lincoln Investment	Partial evidence	Fort Washington, PA, United StatesHQ checked Sep 28, 2026	201-500	737 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 28, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 28, 2026
21	Pathstone	Strong evidence	Englewood, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	692 contacts →
	Strong evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
22	Beacon Pointe	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	501-1,000	640 contacts →
	Strong evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 28, 2026
23	Craigs Investment Partners	Strong evidence	Tauranga, New ZealandHQ checked Sep 28, 2026	501-1,000	607 contacts →
	Strong evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 28, 2026
24	Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	1,001-5,000	595 contacts →
	Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
25	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 28, 2026	501-1,000	591 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

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 law firms. 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 law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. 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 18,782 investment advisory law firms worldwide

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Investment advisory law firms worldwide at a glance

As of Sep 28, 2026

36.8%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

13,708

11-50

4,037

51-200

709

201-500

154

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

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 law firms, 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 law firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment advisory law firms”. 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 law firms), 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 law firms, 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, 81,532 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 28, 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 law firms by location

122 lists · largest first

Every Investment advisory 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 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 law firms, 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 law firms are there worldwide?

RevenueBase identified 18,782 investment advisory law firms 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?

Ameriprise Financial Services, LLC, headquartered in Minneapolis, tops this list with the largest team on record.

Which country has the most investment advisory law firms?

The United States leads with 11,374 companies, followed by India (962) and the United Kingdom (761). Every investment advisory law firms list by country and city is linked on this page.

Which city has the most investment advisory law firms?

New York leads with 280 headquartered companies, followed by London (168) and Sao Paulo (164).

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 81,532 verified decision-maker contacts tracked across these 18,782 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 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 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.