Company lists · Data refreshed November 2026

Top 25 Online investment advisors worldwide

Name: Online investment advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 16,459 companies tracked

RevenueBase identified 16,459 company matches for online investment advisors worldwide as of November 2026 and tracks 491,914 professional contacts across them, including 179,857 with verified work emails. The United States is the largest market and Mumbai the largest hub.

This list covers company matches for online investment advisors 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 online investment advisors 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

16,459Companies

491,914Contacts tracked

179,857Verified emails

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The 25 largest online investment advisors worldwide

Ranked by team size

Top 25 of 16,459 company matches for online investment advisors 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	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
5	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
6	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
7	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
8	E Trade From Morgan Stanley	Exact match	Sandy, UT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	11,189 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	7,830 contacts →
	Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	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
11	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	5,649 contacts →
	Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	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
13	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	5,022 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Hdfc Securities	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	4,651 contacts →
	Exact match “HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…” 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	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
20	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	2,380 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	GROWW	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	501-1,000	2,368 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Wealthsimple	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,301 contacts →
	Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Ventura	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	2,098 contacts →
	Exact match “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” 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 “online investment advisors”. 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 16,459 online investment advisors worldwide

See the full list, filter by size, metro and specialty, and access 179,857 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Online investment advisors worldwide at a glance

As of Nov 6, 2026

36.6%Verified-email coverage

29.9Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · Mumbai

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11,361

11-50

3,716

51-200

799

201-500

249

501-1,000

1,001-5,000

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 online investment advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “online investment advisors” 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 179,857 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.

Online investment advisors by location

95 lists · largest first

Every Online 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 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 “online investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many online investment advisors are there worldwide?

RevenueBase identified 16,459 company matches for online investment advisors 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 online investment advisors?

The United States leads with 7,860 companies, followed by India (1,971) and the United Kingdom (881). Every online investment advisors list by country and city is linked on this page.

Which city has the most online investment advisors?

Mumbai leads with 292 company records, followed by London (277) and New York (205).

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 179,857 professional contacts with verified work emails tracked across these 16,459 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.