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

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for investment advisory law firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Sep 28, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	1,001-5,000	2,400 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 28, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,885 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Venable LLP	Exact match	Washington, DC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,790 contacts →
	Exact match “Committed to Your Success – As a law firm of more than 900 professionals, Venable delivers legal services globally in every area of regulatory compliance, government affairs…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,516 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Allianz Bank Financial Advisors	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	501-1,000	1,413 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Corient	Exact match	Miami, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Sep 28, 2026	1,001-5,000	969 contacts →
	Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 28, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Mofid Securities	Exact match	Tehran, IranHQ recorded Sep 28, 2026	1,001-5,000	878 contacts →
	Exact match “Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	4fin Better Together	Exact match	Praha 4, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	851 contacts →
	Exact match “Profesionální a komplexní majetkové poradenství.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	201-500	737 contacts →
	Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	OVB Vermögensberatung AG	Exact match	Köln, GermanyHQ recorded Sep 28, 2026	1,001-5,000	708 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Craigs Investment Partners	Exact match	Tauranga, New ZealandHQ recorded Sep 28, 2026	501-1,000	607 contacts →
	Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 28, 2026	1,001-5,000	595 contacts →
	Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 28, 2026	501-1,000	591 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

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

Showing 25 of 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

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 advisory law firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “investment advisory law firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 81,532 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment 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 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 advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory law firms are there worldwide?

RevenueBase identified 18,782 company matches for investment advisory law firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 81,532 professional contacts with verified work emails tracked across these 18,782 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.