Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors worldwide

RevenueBase identified 10,365 low-cost investment advisors worldwide as of September 2026 and tracks 119,875 professional contacts across them, including 44,238 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers low-cost investment advisors 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 low-cost investment advisors 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 20, 2026 86% judged on-target in blind review
10,365Companies
119,875Contacts tracked
44,238Verified emails
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The 25 largest low-cost investment advisors worldwide

Ranked by team size
Top 25 of 10,365 low-cost investment advisors worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 20, 202610001+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, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 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, 2026
3Partial evidenceUnited StatesHQ checked Sep 20, 20265,001-10,0004,468 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, 2026
4Indirect evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 20, 20261,001-5,0001,775 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 20, 2026
5Indirect evidenceLiestal, SwitzerlandHQ checked Sep 20, 2026501-1,000758 contacts →

Indirect evidence

“Was morgen zählt, beginnt heute.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceFort Washington, PA, United StatesHQ checked Sep 20, 2026201-500737 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 20, 2026
7Indirect evidenceKöln, GermanyHQ checked Sep 20, 20261,001-5,000708 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 20, 2026
8Indirect evidenceS St Paul, MN, United StatesHQ checked Sep 20, 20261,001-5,000645 contacts →

Indirect evidence

“At U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026501-1,000573 contacts →

Strong evidence

“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceRockford, IL, United StatesHQ checked Sep 20, 2026501-1,000565 contacts →

Indirect evidence

“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceAlexandria, VA, United StatesHQ checked Sep 20, 2026201-500545 contacts →

Indirect evidence

“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceLittleton, CO, United StatesHQ checked Sep 20, 2026501-1,000537 contacts →

Indirect evidence

“Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceSingaporeHQ checked Sep 20, 2026201-500453 contacts →

Partial evidence

“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceRichmond, VA, United StatesHQ checked Sep 20, 2026501-1,000446 contacts →

Indirect evidence

“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceSaint Petersburg, FL, United StatesHQ checked Sep 20, 202610001+404 contacts →

Strong evidence

“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 20, 2026201-500393 contacts →

Indirect evidence

“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceLiverpool Street, United KingdomHQ checked Sep 20, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceColumbus, OH, United StatesHQ checked Sep 20, 20261,001-5,000357 contacts →

Indirect evidence

“Welcome to the Next Level of Investing, Advice and Planning.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceSingaporeHQ checked Sep 20, 2026201-500319 contacts →

Indirect evidence

“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceIrving, TX, United StatesHQ checked Sep 20, 2026201-500310 contacts →

Strong evidence

“United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceAustin, TX, United StatesHQ checked Sep 20, 202651-200306 contacts →

Indirect evidence

“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceCampinas, BrazilHQ checked Sep 20, 2026201-500265 contacts →

Indirect evidence

“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 20, 202651-200263 contacts →

Indirect evidence

“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 10,365 low-cost investment advisors worldwide

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Low-cost investment advisors worldwide at a glance

As of Sep 20, 2026
36.9%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
0.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
7,964
11-50
1,867
51-200
333
201-500
95
501-1,000
27
1,001-5,000
21
5,001-10,000
7
10001+
19

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 low-cost investment advisors, 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 low-cost investment advisors are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 44,238 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.

Low-cost investment advisors by location

48 lists · largest first

Every Low-cost investment advisors 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 low-cost investment advisors, 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 low-cost investment advisors are there worldwide?

RevenueBase identified 10,365 low-cost investment advisors 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?

Vanguard, headquartered in Valley Forge, tops this list with the largest team on record.

Which country has the most low-cost investment advisors?

The United States leads with 6,353 companies, followed by India (813) and the United Kingdom (464). Every low-cost investment advisors list by country and city is linked on this page.

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Mumbai (90) and London (81).

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 44,238 verified decision-maker contacts tracked across these 10,365 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.

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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.