Company lists · Data refreshed September 2026

Top 25 Personal financial coaches worldwide

RevenueBase identified 28,812 personal financial coaches worldwide as of September 2026 and tracks 286,673 professional contacts across them, including 97,889 with verified work emails. The United States is the largest market and London the largest hub.

This list covers personal financial coaches 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 20, 2026. Country and city lists for personal financial coaches 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 20, 2026 86% judged on-target in blind review
28,812Companies
286,673Contacts tracked
97,889Verified emails
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The 25 largest personal financial coaches worldwide

Ranked by team size
Top 25 of 28,812 personal financial coaches worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202610001+32,808 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidencePolokwane, United StatesHQ checked Sep 20, 202610001+14,682 contacts →

Partial evidence

“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 contacts →

Partial evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceUnited StatesHQ checked Sep 20, 20265,001-10,0004,468 contacts →

Strong evidence

“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 20, 2026501-1,0002,885 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBois-colombes, FranceHQ checked Sep 20, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceWiesloch, GermanyHQ checked Sep 20, 20261,001-5,0002,058 contacts →

Partial evidence

“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 contacts →

Indirect 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 20, 2026
11Indirect evidenceBristol, United KingdomHQ checked Sep 20, 2026n/a1,822 contacts →

Indirect evidence

“A little confidence goes a long way.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 20, 20261,001-5,0001,775 contacts →

Partial evidence

“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceSanta Clara, CA, United StatesHQ checked Sep 20, 20261,001-5,0001,482 contacts →

Partial evidence

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceCohoes, NY, United StatesHQ checked Sep 20, 20261,001-5,0001,452 contacts →

Partial evidence

“Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 2026501-1,0001,434 contacts →

Partial evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceCzech RepublicHQ checked Sep 20, 20261,001-5,0001,273 contacts →

Indirect evidence

“Jsme finanční a realitní konzultanti.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceRedwood City, CA, United StatesHQ checked Sep 20, 2026201-5001,168 contacts →

Partial evidence

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,000948 contacts →

Partial evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 20, 2026201-500945 contacts →

Partial evidence

“Most financial advice is built around products.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 2026501-1,000941 contacts →

Indirect evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,000837 contacts →

Partial evidence

“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 2026n/a810 contacts →

Partial evidence

“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202610001+771 contacts →

Indirect evidence

“Any successful wealth plan begins with a thorough discussion of your ambitions.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceLiestal, SwitzerlandHQ checked Sep 20, 2026501-1,000758 contacts →

Indirect evidence

“Was morgen zählt, beginnt heute.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceKöln, GermanyHQ checked Sep 20, 20261,001-5,000708 contacts →

Indirect evidence

“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 28,812 personal financial coaches worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 97,889 reachable decision-makers.

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Personal financial coaches worldwide at a glance

As of Sep 20, 2026
34.1%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
1.3%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
22,023
11-50
5,352
51-200
934
201-500
230
501-1,000
70
1,001-5,000
50
5,001-10,000
12
10001+
39

Email recency is reported on each country list linked below.

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 personal financial coaches, 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
Every country. Country and city lists for personal financial coaches are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “personal financial coaches”. 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 personal financial coaches), 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 personal financial coaches, 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, 97,889 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 20, 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.

Personal financial coaches by location

148 lists · largest first

Every Personal financial coaches 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 personal financial coaches, 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 personal financial coaches are there worldwide?

RevenueBase identified 28,812 personal financial coaches 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which country has the most personal financial coaches?

The United States leads with 13,893 companies, followed by the United Kingdom (2,333) and Australia (1,671). Every personal financial coaches list by country and city is linked on this page.

Which city has the most personal financial coaches?

London leads with 366 headquartered companies, followed by New York (230) and Mumbai (193).

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 97,889 verified decision-maker contacts tracked across these 28,812 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 20, 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.