Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 14,202 companies tracked

RevenueBase identified 14,202 company matches for investment advisory platforms worldwide as of October 2026 and tracks 421,018 professional contacts across them, including 157,986 with verified work emails. The United States is the largest market and Mumbai the largest hub.

This list covers company matches for investment advisory platforms 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 October 1, 2026. Country and city lists for investment advisory platforms 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 Oct 1, 2026 How this list was built

14,202Companies

421,018Contacts tracked

157,986Verified emails

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The 25 largest investment advisory platforms worldwide

Ranked by team size

Top 25 of 14,202 company matches for investment advisory platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Oct 1, 2026	10001+	31,927 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 1, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	10001+	11,150 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	7,289 contacts →
	Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	6,610 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	FNZ	Exact match	London, United KingdomHQ recorded Oct 1, 2026	5,001-10,000	4,802 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Oct 1, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	5,001-10,000	3,874 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Robinhood	Exact match	Menlo Park, CA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	3,771 contacts →
	Exact match “Trade.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	GROWW	Exact match	Bangalore, IndiaHQ recorded Oct 1, 2026	501-1,000	2,165 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Ventura	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	2,047 contacts →
	Exact match “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Icapital	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Wealthsimple	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 2026	1,001-5,000	1,929 contacts →
	Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Balanz Capital	Exact match	Caba, IndiaHQ recorded Oct 1, 2026	501-1,000	1,772 contacts →
	Exact match “Somos Balanz.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Scottish Widows	Exact match	Edinburgh, United KingdomHQ recorded Oct 1, 2026	5,001-10,000	1,698 contacts →
	Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Addepar	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,304 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Choice	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	5,001-10,000	1,282 contacts →
	Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Oct 1, 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 platforms”. 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 14,202 investment advisory platforms worldwide

See the full list, filter by size, metro and specialty, and access 157,986 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory platforms worldwide at a glance

As of Oct 1, 2026

37.5%Verified-email coverage

29.6Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · Mumbai

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

9,333

11-50

3,448

51-200

862

201-500

286

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 platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “investment advisory platforms” 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 157,986 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 October 1, 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 platforms by location

89 lists · largest first

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

How many investment advisory platforms are there worldwide?

RevenueBase identified 14,202 company matches for investment advisory platforms worldwide as of October 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?

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

Which country has the most investment advisory platforms?

The United States leads with 6,493 companies, followed by India (1,865) and the United Kingdom (590). Every investment advisory platforms list by country and city is linked on this page.

Which city has the most investment advisory platforms?

Mumbai leads with 287 company records, followed by New York (258) and London (247).

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 157,986 professional contacts with verified work emails tracked across these 14,202 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 October 1, 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.