Company lists · Data refreshed November 2026

Top 25 Millennial wealth management companies worldwide

Name: Millennial wealth management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 39,375 companies tracked

RevenueBase identified 39,375 company matches for millennial wealth management companies worldwide as of November 2026 and tracks 800,181 professional contacts across them, including 291,750 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for millennial wealth management companies 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 November 6, 2026. Country and city lists for millennial wealth management companies 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 Nov 6, 2026 How this list was built

39,375Companies

800,181Contacts tracked

291,750Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest millennial wealth management companies worldwide

Ranked by team size

Top 25 of 39,375 company matches for millennial wealth management companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 2026	10001+	45,187 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Charles Schwab	Exact match	Westlake, NC, United StatesHQ recorded Nov 6, 2026	10001+	34,197 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 · Nov 6, 2026 · View company records in RevenueBase
4	Northern Trust	Exact match	Chicago, United StatesHQ recorded Nov 6, 2026	10001+	28,820 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 6, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 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 · Nov 6, 2026 · View company records in RevenueBase
7	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	10001+	14,986 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 · Nov 6, 2026 · View company records in RevenueBase
9	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	14,339 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 · Nov 6, 2026 · View company records in RevenueBase
10	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Nov 6, 2026	10001+	11,866 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 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 · Nov 6, 2026 · View company records in RevenueBase
12	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Bajaj Capital LTD	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	5,001-10,000	5,566 contacts →
	Exact match “For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	FNZ	Exact match	London, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	5,361 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 · Nov 6, 2026 · View company records in RevenueBase
15	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,525 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	TD Ameritrade	Exact match	Omaha, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,986 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	3,353 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,010 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Cibc Wood Gundy	Exact match	CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,987 contacts →
	Exact match “CIBC Private Wealth Wood Gundy brings together the strength of a leading wealth advisory brand and a deeply personal, relationship-driven approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	National City Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	2,934 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	2,801 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Rathbones	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,591 contacts →
	Exact match “At Rathbones, our purpose is to help more people invest their money well, so they can live well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,515 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 · Nov 6, 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 “millennial wealth management companies”. 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 39,375 millennial wealth management companies worldwide

See the full list, filter by size, metro and specialty, and access 291,750 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Millennial wealth management companies worldwide at a glance

As of Nov 6, 2026

36.5%Verified-email coverage

20.3Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

28,248

11-50

8,390

51-200

1,649

201-500

441

501-1,000

162

1,001-5,000

146

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 millennial wealth management companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “millennial wealth management companies” 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 291,750 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 November 6, 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.

Millennial wealth management companies by location

244 lists · largest first

Every Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there worldwide?

RevenueBase identified 39,375 company matches for millennial wealth management companies worldwide as of November 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 millennial wealth management companies?

The United States leads with 18,729 companies, followed by India (3,022) and the United Kingdom (2,802). Every millennial wealth management companies list by country and city is linked on this page.

Which city has the most millennial wealth management companies?

London leads with 643 company records, followed by Mumbai (460) and New York (449).

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 291,750 professional contacts with verified work emails tracked across these 39,375 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 39,375 millennial wealth management 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 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.