Company lists · Data refreshed November 2026

Top 25 Minority-owned wealth managers worldwide

Name: Minority-owned wealth managers worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 57,889 companies tracked

RevenueBase identified 57,889 company matches for minority-owned wealth managers worldwide as of November 2026 and tracks 1,288,293 professional contacts across them, including 482,126 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for minority-owned wealth managers 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 minority-owned wealth managers 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

57,889Companies

1,288,293Contacts tracked

482,126Verified emails

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The 25 largest minority-owned wealth managers worldwide

Ranked by team size

Top 25 of 57,889 company matches for minority-owned wealth managers 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	85,842 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	63,125 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	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
4	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Nov 6, 2026	n/a	38,883 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	Investec	Exact match	London, GermanyHQ recorded Nov 6, 2026	5,001-10,000	9,517 contacts →
	Exact match “We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	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
14	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	10001+	8,874 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Nov 6, 2026	5,001-10,000	7,264 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	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
17	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 6, 2026	10001+	6,726 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	6,718 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Fideuram	Exact match	Turin, ItalyHQ recorded Nov 6, 2026	5,001-10,000	5,957 contacts →
	Exact match “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Rothschild & CO	Exact match	Paris, FranceHQ recorded Nov 6, 2026	1,001-5,000	5,688 contacts →
	Exact match “Rothschild & Co is one of the world's largest independent financial advisory groups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Fisher Investments	Exact match	Plano, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,645 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	BAIRD	Exact match	Milwaukee, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,626 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	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
24	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
25	Alliancebernstein	Exact match	Nashville, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	5,150 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” 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 “minority-owned wealth managers”. 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 57,889 minority-owned wealth managers worldwide

See the full list, filter by size, metro and specialty, and access 482,126 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Minority-owned wealth managers worldwide at a glance

As of Nov 6, 2026

37.4%Verified-email coverage

22.3Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

40,443

11-50

13,007

51-200

2,672

201-500

702

501-1,000

264

1,001-5,000

239

5,001-10,000

10001+

102

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 minority-owned wealth managers are linked below.
What qualifies: Company records worldwide whose business descriptions match “minority-owned wealth managers” 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 482,126 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.

Minority-owned wealth managers by location

350 lists · largest first

Every Minority-owned wealth managers 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 “minority-owned wealth managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many minority-owned wealth managers are there worldwide?

RevenueBase identified 57,889 company matches for minority-owned wealth managers 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?

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

Which country has the most minority-owned wealth managers?

The United States leads with 24,771 companies, followed by the United Kingdom (4,122) and India (3,741). Every minority-owned wealth managers list by country and city is linked on this page.

Which city has the most minority-owned wealth managers?

London leads with 1018 company records, followed by New York (697) and Paris (641).

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 482,126 professional contacts with verified work emails tracked across these 57,889 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.

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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.