Company lists · Data refreshed November 2026

Top 25 Wealth advisory firms worldwide

Name: Wealth advisory firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 78,203 companies tracked

RevenueBase identified 78,203 company matches for wealth advisory firms worldwide as of November 2026 and tracks 1,571,079 professional contacts across them, including 585,664 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth advisory 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 November 6, 2026. Country and city lists for wealth advisory 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 Nov 6, 2026 How this list was built

78,203Companies

1,571,079Contacts tracked

585,664Verified emails

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The 25 largest wealth advisory firms worldwide

Ranked by team size

Top 25 of 78,203 company matches for wealth advisory firms 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	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Nov 6, 2026	10001+	11,866 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 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 · Nov 6, 2026 · View company records in RevenueBase
4	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
5	Fideuram	Exact match	Turin, ItalyHQ recorded Nov 6, 2026	5,001-10,000	5,957 contacts →
	Exact match “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Nov 6, 2026	501-1,000	2,882 contacts →
	Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	2,801 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	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
10	AFP Cuprum	Exact match	Santiago, ChileHQ recorded Nov 6, 2026	1,001-5,000	2,443 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 · Nov 6, 2026 · View company records in RevenueBase
11	Söderberg & Partners	Exact match	Stockholm, SwedenHQ recorded Nov 6, 2026	1,001-5,000	2,197 contacts →
	Exact match “Söderberg & Partners was founded in 2004 and is one of the leading advisors and distributors of insurance and financial products in Sweden.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Pt. Mandala Multifinance TBK	Exact match	Jakarta Pusat, IndonesiaHQ recorded Nov 6, 2026	10001+	2,189 contacts →
	Exact match “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 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 · Nov 6, 2026 · View company records in RevenueBase
14	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Nov 6, 2026	5,001-10,000	2,042 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Swiss Life Select	Exact match	Zug, SwitzerlandHQ recorded Nov 6, 2026	501-1,000	2,037 contacts →
	Exact match “Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,025 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	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
18	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Alianza Fiduciaria	Exact match	Bogotá, ColombiaHQ recorded Nov 6, 2026	1,001-5,000	1,553 contacts →
	Exact match “Alianza Fiduciaria y Alianza Valores, empresas caracterizadas por su innovación en la estructuración de negocios fiduciarios, por su amplia oferta de negocios de inversión a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Nov 6, 2026	501-1,000	1,537 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	5,001-10,000	1,521 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Perpetual Limited	Exact match	Sydney, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,367 contacts →
	Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	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
24	Quintet Private Bank	Exact match	LuxembourgHQ recorded Nov 6, 2026	1,001-5,000	1,298 contacts →
	Exact match “Operating across Europe and the UK, Quintet is a private bank for people who see the world differently and who seek a partner like us, committed to protecting and growing their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	OVB Allfinanz A.S	Exact match	Praha 4, Czech RepublicHQ recorded Nov 6, 2026	1,001-5,000	1,215 contacts →
	Exact match “Společnost OVB je přední poradenskou společností v oblasti finančních služeb v Evropě již od roku 1970.” 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 “wealth advisory 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 78,203 wealth advisory firms worldwide

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Wealth advisory firms worldwide at a glance

As of Nov 6, 2026

37.3%Verified-email coverage

20.1Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

54,312

11-50

17,990

51-200

3,590

201-500

909

501-1,000

332

1,001-5,000

287

5,001-10,000

10001+

118

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 wealth advisory firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth advisory 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 585,664 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.

Wealth advisory firms by location

439 lists · largest first

Every Wealth advisory 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 “wealth advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth advisory firms are there worldwide?

RevenueBase identified 78,203 company matches for wealth advisory firms 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 wealth advisory firms?

The United States leads with 30,890 companies, followed by the United Kingdom (5,880) and India (4,968). Every wealth advisory firms list by country and city is linked on this page.

Which city has the most wealth advisory firms?

London leads with 1606 company records, followed by New York (1135) and Mumbai (846).

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 585,664 professional contacts with verified work emails tracked across these 78,203 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.

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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.