Company lists · Data refreshed November 2026

Top 25 Multi-generational wealth consultants worldwide

Name: Multi-generational wealth consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 46,355 companies tracked

RevenueBase identified 46,355 company matches for multi-generational wealth consultants worldwide as of November 2026 and tracks 735,439 professional contacts across them, including 285,384 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for multi-generational wealth consultants 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 multi-generational wealth consultants 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

46,355Companies

735,439Contacts tracked

285,384Verified emails

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The 25 largest multi-generational wealth consultants worldwide

Ranked by team size

Top 25 of 46,355 company matches for multi-generational wealth consultants 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	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
4	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
5	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
6	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
7	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
8	J.P. Morgan Private Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	7,136 contacts →
	Exact match “Join us for a view into the elevated experience of J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	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
10	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
11	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
12	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
13	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
14	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
15	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,168 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	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
17	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
18	Pictet Group	Exact match	Geneva, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	2,972 contacts →
	Exact match “Pictet is an investment-led service company, offering wealth management, asset management and related services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	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
20	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
21	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Nov 6, 2026	1,001-5,000	2,265 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Credicorp Capital	Exact match	Lima, PeruHQ recorded Nov 6, 2026	1,001-5,000	2,234 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,174 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” 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 “multi-generational wealth consultants”. 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 46,355 multi-generational wealth consultants worldwide

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Multi-generational wealth consultants worldwide at a glance

As of Nov 6, 2026

38.8%Verified-email coverage

15.9Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

32,848

11-50

10,357

51-200

1,948

201-500

460

501-1,000

188

1,001-5,000

159

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 multi-generational wealth consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “multi-generational wealth consultants” 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 285,384 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.

Multi-generational wealth consultants by location

293 lists · largest first

Every Multi-generational wealth consultants 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 “multi-generational wealth consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many multi-generational wealth consultants are there worldwide?

RevenueBase identified 46,355 company matches for multi-generational wealth consultants 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 multi-generational wealth consultants?

The United States leads with 21,530 companies, followed by the United Kingdom (3,104) and France (2,452). Every multi-generational wealth consultants list by country and city is linked on this page.

Which city has the most multi-generational wealth consultants?

London leads with 813 company records, followed by Paris (578) and New York (546).

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 285,384 professional contacts with verified work emails tracked across these 46,355 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.