Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms worldwide

Name: Senior financial planning firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 46,807 companies tracked

RevenueBase identified 46,807 company matches for senior financial planning firms worldwide as of September 2026 and tracks 702,177 professional contacts across them, including 259,657 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for senior financial planning firms 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 September 22, 2026. Country and city lists for senior financial planning firms 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 Sep 22, 2026 How this list was built

46,807Companies

702,177Contacts tracked

259,657Verified emails

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The 25 largest senior financial planning firms worldwide

Ranked by team size

Top 25 of 46,807 company matches for senior financial planning firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 Sep 22, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 22, 2026	n/a	38,382 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 · Sep 22, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 22, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 22, 2026	5,001-10,000	24,283 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 · Sep 22, 2026 · View company records in RevenueBase
6	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 22, 2026	10001+	14,682 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 22, 2026	10001+	13,910 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 · Sep 22, 2026 · View company records in RevenueBase
8	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 22, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 22, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Profuturo	Exact match	MexicoHQ recorded Sep 22, 2026	1,001-5,000	8,710 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 · Sep 22, 2026 · View company records in RevenueBase
11	Thrivent	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 22, 2026	5,001-10,000	8,479 contacts →
	Exact match “Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 22, 2026	5,001-10,000	6,589 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 · Sep 22, 2026 · View company records in RevenueBase
13	Bajaj Capital LTD	Exact match	Gurugram, IndiaHQ recorded Sep 22, 2026	5,001-10,000	5,197 contacts →
	Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Equitable Advisors	Exact match	United StatesHQ recorded Sep 22, 2026	5,001-10,000	4,468 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 · Sep 22, 2026 · View company records in RevenueBase
15	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,204 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	AXA US	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	5,001-10,000	2,813 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	National City Bank	Exact match	United StatesHQ recorded Sep 22, 2026	10001+	2,793 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,611 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 · Sep 22, 2026 · View company records in RevenueBase
20	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 22, 2026	1,001-5,000	2,400 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 · Sep 22, 2026 · View company records in RevenueBase
21	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 22, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	AFP Cuprum	Exact match	Santiago, ChileHQ recorded Sep 22, 2026	1,001-5,000	2,274 contacts →
	Exact match “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 22, 2026	1,001-5,000	2,058 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 · Sep 22, 2026 · View company records in RevenueBase
25	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Sep 22, 2026	5,001-10,000	2,026 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 46,807 senior financial planning firms worldwide

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Senior financial planning firms worldwide at a glance

As of Sep 22, 2026

37.0%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · London

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

34,518

11-50

9,519

51-200

1,784

201-500

434

501-1,000

145

1,001-5,000

120

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 senior financial planning firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “senior financial planning firms” 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 259,657 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 September 22, 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.

Senior financial planning firms by location

272 lists · largest first

Every Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there worldwide?

RevenueBase identified 46,807 company matches for senior financial planning firms worldwide as of September 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 senior financial planning firms?

The United States leads with 22,417 companies, followed by the United Kingdom (3,961) and India (2,536). Every senior financial planning firms list by country and city is linked on this page.

Which city has the most senior financial planning firms?

London leads with 609 company records, followed by New York (374) and Mumbai (335).

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 259,657 professional contacts with verified work emails tracked across these 46,807 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 September 22, 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.