Company lists · Data refreshed September 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 Sep 17, 2026 12,274 companies tracked

RevenueBase identified 12,274 millennial wealth management companies worldwide as of September 2026 and tracks 321,881 professional contacts across them, including 127,691 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers millennial wealth management companies 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 17, 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 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 17, 2026 86% judged on-target in blind review

12,274Companies

321,881Contacts tracked

127,691Verified emails

0Mobile numbers

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The 25 largest millennial wealth management companies worldwide

Ranked by team size

Top 25 of 12,274 millennial wealth management companies worldwide, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 17, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 17, 2026
2	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	32,808 contacts →
	Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 17, 2026
3	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	10001+	27,212 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
4	SAFRA	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 17, 2026	10001+	10,838 contacts →
	Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 17, 2026
5	Bajaj Capital LTD	Indirect evidence	Gurugram, IndiaHQ checked Sep 17, 2026	5,001-10,000	5,197 contacts →
	Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 17, 2026
6	FNZ	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	5,001-10,000	4,802 contacts →
	Partial evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 17, 2026
7	St. James's Place	Indirect evidence	Cirencester, United KingdomHQ checked Sep 17, 2026	1,001-5,000	4,111 contacts →
	Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 17, 2026
8	Bank Of America Private Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,898 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
9	Barclays Wealth Management	Strong evidence	London, United KingdomHQ checked Sep 17, 2026	5,001-10,000	2,717 contacts →
	Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 17, 2026
10	Janney Montgomery Scott LLC	Strong evidence	Philadelphia, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,611 contacts →
	Strong evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 17, 2026
11	Rathbones	Strong evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	2,293 contacts →
	Strong evidence “Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.” Source: RevenueBase Database · checked Sep 17, 2026
12	Indosuez Wealth Management	Strong evidence	Paris, FranceHQ checked Sep 17, 2026	1,001-5,000	2,141 contacts →
	Strong evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 17, 2026
13	Evelyn Partners	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	2,096 contacts →
	Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 17, 2026
14	OSAIC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,071 contacts →
	Strong evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
15	RBC Brewin Dolphin	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	1,927 contacts →
	Partial evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 17, 2026
16	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 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 17, 2026
17	Iifl Capital Services Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	1,001-5,000	1,878 contacts →
	Strong evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 17, 2026
18	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 17, 2026
19	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 17, 2026
20	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 17, 2026
21	Truist Wealth	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,661 contacts →
	Partial evidence “Building wealth.” Source: RevenueBase Database · checked Sep 17, 2026
22	BMO Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 17, 2026	501-1,000	1,555 contacts →
	Partial evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 17, 2026
23	Quilter	Strong evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	1,534 contacts →
	Strong evidence “As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Source: RevenueBase Database · checked Sep 17, 2026
24	Allianz Bank Financial Advisors	Indirect evidence	Milano, ItalyHQ checked Sep 17, 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 17, 2026
25	Degroof Petercam	Indirect evidence	Brussels, BelgiumHQ checked Sep 17, 2026	1,001-5,000	1,395 contacts →
	Indirect evidence “Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Source: RevenueBase Database · checked Sep 17, 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: millennial wealth management companies. 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. 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 12,274 millennial wealth management companies worldwide

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Millennial wealth management companies worldwide at a glance

As of Sep 17, 2026

39.7%Verified-email coverage

26.2Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · London

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

8,475

11-50

2,891

51-200

544

201-500

143

501-1,000

1,001-5,000

5,001-10,000

10001+

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 millennial wealth management companies, 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: 23 countries, largest first: the United States, India, the United Kingdom, France, Canada, Australia, Switzerland, Brazil, Germany, South Africa and 13 more. Country and city lists for millennial wealth management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 127,691 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 17, 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.

Millennial wealth management companies by location

71 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 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 millennial wealth management companies, 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 millennial wealth management companies are there worldwide?

RevenueBase identified 12,274 millennial wealth management companies 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which country has the most millennial wealth management companies?

The United States leads with 6,611 companies, followed by India (1,223) and the United Kingdom (915). 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 338 headquartered companies, followed by Mumbai (218) and New York (217).

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 127,691 verified decision-maker contacts tracked across these 12,274 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 17, 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.