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.
The 25 largest personal financial coaches worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 6,589 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4,468 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2,885 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,058 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1,927 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1,822 contacts → | ||||
Indirect evidence “A little confidence goes a long way.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,775 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,482 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,452 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,434 contacts → | ||||
Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,273 contacts → | ||||
Indirect evidence “Jsme finanční a realitní konzultanti.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,168 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 948 contacts → | ||||
Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 945 contacts → | ||||
Partial evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 941 contacts → | ||||
Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 837 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 810 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 771 contacts → | ||||
Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 758 contacts → | ||||
Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 708 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, 2026Thanks. The Data Team will review it. | |||||
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: personal financial coaches. 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 personal financial coaches.
- Partial evidence
- Its own public description names part of personal financial coaches, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal financial coaches. 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 28,812 personal financial coaches worldwide
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Personal financial coaches worldwide at a glance
As of Sep 20, 2026Companies by employee count
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 firstEvery Personal financial coaches list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Personal financial coaches based in the United States13,893
- Personal financial coaches based in the United Kingdom2,333
- Personal financial coaches based in Australia1,671
- Personal financial coaches based in India1,589
- Personal financial coaches based in Canada1,155
- Personal financial coaches based in Brazil625
- Personal financial coaches based in France537
- Personal financial coaches based in Germany523
- Personal financial coaches based in the Netherlands462
- Personal financial coaches based in South Africa440
- Personal financial coaches based in Mexico259
- Personal financial coaches based in Ireland158
- Personal financial coaches based in Switzerland149
- Personal financial coaches based in Spain128
- Personal financial coaches based in New Zealand120
- Personal financial coaches based in the United Arab Emirates92
- Personal financial coaches based in Italy91
- Personal financial coaches based in Singapore89
- Personal financial coaches based in Malaysia73
- Personal financial coaches based in Argentina68
- Personal financial coaches based in Belgium64
- Personal financial coaches based in Israel58
- Personal financial coaches based in Chile36
- Personal financial coaches based in Austria30
- Personal financial coaches based in Denmark27
- Personal financial coaches based in Sweden26
Cities
- Personal financial coaches based in London, United Kingdom336
- Personal financial coaches based in New York, United States230
- Personal financial coaches based in Mumbai, India193
- Personal financial coaches based in Sao Paulo, Brazil190
- Personal financial coaches based in Sydney, Australia189
- Personal financial coaches based in Atlanta, United States179
- Personal financial coaches based in Houston, United States156
- Personal financial coaches based in Melbourne, Australia139
- Personal financial coaches based in San Diego, United States127
- Personal financial coaches based in Austin, United States124
- Personal financial coaches based in Chicago, United States123
- Personal financial coaches based in Dallas, United States123
- Personal financial coaches based in Pune, India117
- Personal financial coaches based in Charlotte, United States116
- Personal financial coaches based in Scottsdale, United States114
- Personal financial coaches based in Toronto, Canada107
- Personal financial coaches based in Denver, United States101
- Personal financial coaches based in Los Angeles, United States95
- Personal financial coaches based in Tampa, United States92
- Personal financial coaches based in Cincinnati, United States83
- Personal financial coaches based in New Delhi, India82
- Personal financial coaches based in Phoenix, United States82
- Personal financial coaches based in San Francisco, United States76
- Personal financial coaches based in Columbus, United States75
- Personal financial coaches based in Boston, United States74
- Personal financial coaches based in Irvine, United States73
- Personal financial coaches based in Raleigh, United States73
- Personal financial coaches based in Johannesburg, South Africa69
- Personal financial coaches based in Calgary, Canada68
- Personal financial coaches based in Columbia, United States68
- Personal financial coaches based in Overland Park, United States68
- Personal financial coaches based in Bangalore, India67
- Personal financial coaches based in Portland, United States67
- Personal financial coaches based in Vancouver, Canada66
- Personal financial coaches based in Bengaluru, India64
- Personal financial coaches based in Cape Town, South Africa63
- Personal financial coaches based in Indianapolis, United States61
- Personal financial coaches based in Brisbane, Australia57
- Personal financial coaches based in Greenville, United States57
- Personal financial coaches based in San Antonio, United States57
- Personal financial coaches based in Seattle, United States57
- Personal financial coaches based in Birmingham, United States56
- Personal financial coaches based in Miami, United States55
- Personal financial coaches based in Minneapolis, United States54
- Personal financial coaches based in Colorado Springs, United States53
- Personal financial coaches based in Newport Beach, United States53
- Personal financial coaches based in Plano, United States53
- Personal financial coaches based in Jacksonville, United States52
- Personal financial coaches based in Pittsburgh, United States52
- Personal financial coaches based in Louisville, United States51
- Personal financial coaches based in Richmond, United States51
- Personal financial coaches based in Boca Raton, United States50
- Personal financial coaches based in Omaha, United States50
- Personal financial coaches based in Manchester, United Kingdom49
- Personal financial coaches based in Rochester, United States48
- Personal financial coaches based in Orlando, United States47
- Personal financial coaches based in Troy, United States47
- Personal financial coaches based in Fort Worth, United States46
- Personal financial coaches based in Lexington, United States46
- Personal financial coaches based in Washington, United States46
- Personal financial coaches based in Grand Rapids, United States45
- Personal financial coaches based in Salt Lake City, United States45
- Personal financial coaches based in Fort Lauderdale, United States44
- Personal financial coaches based in Las Vegas, United States43
- Personal financial coaches based in Edmonton, Canada42
- Personal financial coaches based in Madison, United States41
- Personal financial coaches based in Mississauga, Canada41
- Personal financial coaches based in Nashville, United States41
- Personal financial coaches based in Tucson, United States41
- Personal financial coaches based in Bellevue, United States40
- Personal financial coaches based in Greenwood Village, United States40
- Personal financial coaches based in Rio De Janeiro, Brazil40
- Personal financial coaches based in Springfield, United States40
- Personal financial coaches based in Adelaide, Australia39
- Personal financial coaches based in Perth, Australia39
- Personal financial coaches based in Wilmington, United States39
- Personal financial coaches based in Lincoln, United States38
- Personal financial coaches based in Sarasota, United States38
- Personal financial coaches based in Ottawa, Canada37
- Personal financial coaches based in San Jose, United States37
- Personal financial coaches based in Tulsa, United States37
- Personal financial coaches based in Bristol, United Kingdom36
- Personal financial coaches based in Glasgow, United Kingdom36
- Personal financial coaches based in Winnipeg, Canada36
- Personal financial coaches based in Franklin, United States35
- Personal financial coaches based in Leeds, United Kingdom35
- Personal financial coaches based in Oklahoma City, United States35
- Personal financial coaches based in Memphis, United States34
- Personal financial coaches based in Cleveland, United States33
- Personal financial coaches based in Edinburgh, United Kingdom32
- Personal financial coaches based in Greensboro, United States32
- Personal financial coaches based in Knoxville, United States32
- Personal financial coaches based in Lake Oswego, United States32
- Personal financial coaches based in Pasadena, United States32
- Personal financial coaches based in Philadelphia, United States32
- Personal financial coaches based in Porto Alegre, Brazil32
- Personal financial coaches based in Pretoria, South Africa32
- Personal financial coaches based in Walnut Creek, United States32
- Personal financial coaches based in Virginia Beach, United States31
- Personal financial coaches based in Bloomington, United States30
- Personal financial coaches based in Lafayette, United States30
- Personal financial coaches based in Montreal, Canada30
- Personal financial coaches based in Rockville, United States30
- Personal financial coaches based in Fort Collins, United States29
- Personal financial coaches based in Kansas City, United States29
- Personal financial coaches based in London, Canada29
- Personal financial coaches based in The Woodlands, United States29
- Personal financial coaches based in Baton Rouge, United States28
- Personal financial coaches based in Plymouth, United States28
- Personal financial coaches based in West Des Moines, United States28
- Personal financial coaches based in Alpharetta, United States27
- Personal financial coaches based in Belo Horizonte, Brazil27
- Personal financial coaches based in Brentwood, United States27
- Personal financial coaches based in Charleston, United States27
- Personal financial coaches based in Fort Wayne, United States27
- Personal financial coaches based in North Sydney, Australia27
- Personal financial coaches based in Chesterfield, United States26
- Personal financial coaches based in Littleton, United States26
- Personal financial coaches based in Southfield, United States26
- Personal financial coaches based in Westlake Village, United States26
- Personal financial coaches based in Frisco, United States25
- Personal financial coaches based in Reston, United States25
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.