Company lists · Data refreshed November 2026

Top 25 Small business financial advisors worldwide

Name: Small business financial advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 53,479 companies tracked

RevenueBase identified 53,479 company matches for small business financial advisors worldwide as of November 2026 and tracks 339,237 professional contacts across them, including 108,148 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for small business financial 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 small business financial 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

53,479Companies

339,237Contacts tracked

108,148Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest small business financial advisors worldwide

Ranked by team size

Top 25 of 53,479 company matches for small business financial 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	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 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 · Nov 6, 2026 · View company records in RevenueBase
2	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
3	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
4	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
5	Inc. Magazine	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	n/a	2,245 contacts →
	Exact match “Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Nov 6, 2026	1,001-5,000	1,890 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Broker Consulting A.S	Exact match	Czech RepublicHQ recorded Nov 6, 2026	1,001-5,000	1,363 contacts →
	Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	The Bonadio Group	Exact match	Pittsford, DE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,153 contacts →
	Exact match “Founded in 1978 and led by active and engaged problem solvers, The Bonadio Group (TBG) brings a unique passion and approach to our work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	TC Group	Exact match	Steyning, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	1,052 contacts →
	Exact match “TC Group \| 0330 088 \| At TC Group, everything we do is anchored in our purpose: shaping stronger businesses and building secure and meaningful futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	1,022 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Phinance S.A	Exact match	Poznań, PolandHQ recorded Nov 6, 2026	1,001-5,000	1,000 contacts →
	Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Nov 6, 2026	n/a	835 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	501-1,000	832 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	BLKB	Exact match	Liestal, SwitzerlandHQ recorded Nov 6, 2026	501-1,000	793 contacts →
	Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	OVB Vermögensberatung AG	Exact match	Cologne, GermanyHQ recorded Nov 6, 2026	1,001-5,000	752 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	HBK Cpas & Consultants	Exact match	Canfield, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	676 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Chase DE Vere	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	613 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Registerkaro	Exact match	Bengaluru East, IndiaHQ recorded Nov 6, 2026	501-1,000	609 contacts →
	Exact match “Welcome to RegisterKaro.in!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Buzzacott	Exact match	London, United KingdomHQ recorded Nov 6, 2026	501-1,000	600 contacts →
	Exact match “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Talati And Talati LLP Chartered Accountants	Exact match	Ahmedabad, IndiaHQ recorded Nov 6, 2026	201-500	583 contacts →
	Exact match “Talati & Talati LLP is a full-service accounting, tax, financial, and management advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	569 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	501-1,000	560 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Nov 6, 2026	10001+	550 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 6, 2026	201-500	539 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Rogers Capital	Exact match	Rogers House, MauritiusHQ recorded Nov 6, 2026	501-1,000	528 contacts →
	Exact match “We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.” 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 “small business financial 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 53,479 small business financial advisors worldwide

See the full list, filter by size, metro and specialty, and access 108,148 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Small business financial advisors worldwide at a glance

As of Nov 6, 2026

31.9%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

41,070

11-50

10,115

51-200

1,440

201-500

245

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 small business financial advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “small business financial 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 108,148 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.

Small business financial advisors by location

243 lists · largest first

Every Small business financial 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 “small business financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many small business financial advisors are there worldwide?

RevenueBase identified 53,479 company matches for small business financial 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?

Sanlam tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most small business financial advisors?

The United States leads with 18,210 companies, followed by the United Kingdom (3,687) and Australia (3,155). Every small business financial advisors list by country and city is linked on this page.

Which city has the most small business financial advisors?

London leads with 768 company records, followed by Sao Paulo (549) and New York (457).

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 108,148 professional contacts with verified work emails tracked across these 53,479 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.

Ready to reach these companies? Verified emails and direct dials for all 53,479 small business financial advisors worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.