Company lists · Data refreshed September 2026

Top 25 Wealth advisors for high net worth individuals worldwide

RevenueBase identified 38,468 wealth advisors for high net worth individuals worldwide as of September 2026 and tracks 568,050 professional contacts across them, including 219,148 with verified work emails. The United States is the largest market and London the largest hub.

This list covers wealth advisors for high net worth individuals 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 22, 2026. Country and city lists for wealth advisors for high net worth individuals 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 22, 2026 86% judged on-target in blind review
38,468Companies
568,050Contacts tracked
219,148Verified emails
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The 25 largest wealth advisors for high net worth individuals worldwide

Ranked by team size
Top 25 of 38,468 wealth advisors for high net worth individuals worldwide, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth advisors for high net worth individuals: 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 evidenceSt. Louis, MO, United StatesHQ checked Sep 22, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202610001+32,808 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 22, 20265,001-10,00024,283 contacts →

Indirect evidence

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 22, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceToronto, ON, CanadaHQ checked Sep 22, 202610001+8,191 contacts →

Partial evidence

“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 22, 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 22, 2026
7Indirect evidenceUnited StatesHQ checked Sep 22, 202610001+6,373 contacts →

Indirect evidence

“Join us for a view into the elevated experience of J.P.”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceUnited StatesHQ checked Sep 22, 20265,001-10,0004,468 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceCirencester, United KingdomHQ checked Sep 22, 20261,001-5,0004,111 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
10Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0002,898 contacts →

Strong evidence

“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceCanadaHQ checked Sep 22, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
12Partial evidencePhiladelphia, United StatesHQ checked Sep 22, 20261,001-5,0002,611 contacts →

Partial evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceToronto, CanadaHQ checked Sep 22, 20261,001-5,0002,400 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceBois-colombes, FranceHQ checked Sep 22, 2026501-1,0002,390 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceParis, FranceHQ checked Sep 22, 20261,001-5,0002,141 contacts →

Partial evidence

“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 22, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceWiesloch, GermanyHQ checked Sep 22, 20261,001-5,0002,058 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceWilmington, DE, United StatesHQ checked Sep 22, 20261,001-5,0001,951 contacts →

Indirect evidence

“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.”

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 22, 20261,001-5,0001,927 contacts →

Partial 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 22, 2026
20Strong evidenceOverland Park, KS, United StatesHQ checked Sep 22, 20261,001-5,0001,885 contacts →

Strong evidence

“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 22, 20261,001-5,0001,878 contacts →

Partial evidence

“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.”

Source: RevenueBase Database · checked Sep 22, 2026
22Partial evidenceOverland Park, KS, United StatesHQ checked Sep 22, 20261,001-5,0001,828 contacts →

Partial evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceRaleigh, NC, United StatesHQ checked Sep 22, 20261,001-5,0001,768 contacts →

Partial evidence

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: RevenueBase Database · checked Sep 22, 2026
24Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceNew York, DE, United StatesHQ checked Sep 22, 20261,001-5,0001,663 contacts →

Indirect evidence

“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 38,468 wealth advisors for high net worth individuals worldwide

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Wealth advisors for high net worth individuals worldwide at a glance

As of Sep 22, 2026
38.6%Verified-email coverage
14.8Average contacts per company
1-10Median size (employees)
1.7%Largest-city concentration · London
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
27,857
11-50
8,238
51-200
1,516
201-500
387
501-1,000
146
1,001-5,000
113
5,001-10,000
30
10001+
63

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 wealth advisors for high net worth individuals, 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 wealth advisors for high net worth individuals are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “wealth advisors for high net worth individuals”. 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 wealth advisors for high net worth individuals), 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 wealth advisors for high net worth individuals, 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, 219,148 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 22, 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.

Wealth advisors for high net worth individuals by location

221 lists · largest first

Every Wealth advisors for high net worth individuals 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 wealth advisors for high net worth individuals, 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 wealth advisors for high net worth individuals are there worldwide?

RevenueBase identified 38,468 wealth advisors for high net worth individuals 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which country has the most wealth advisors for high net worth individuals?

The United States leads with 18,647 companies, followed by the United Kingdom (2,901) and India (2,157). Every wealth advisors for high net worth individuals list by country and city is linked on this page.

Which city has the most wealth advisors for high net worth individuals?

London leads with 654 headquartered companies, followed by New York (430) and Paris (401).

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 219,148 verified decision-maker contacts tracked across these 38,468 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 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 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.