Company lists · Data refreshed November 2026

Top 25 Wealth & asset management companies worldwide

Name: Wealth & asset management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 43,895 companies tracked

RevenueBase identified 43,895 company matches for wealth & asset management companies worldwide as of November 2026 and tracks 1,769,528 professional contacts across them, including 683,232 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth & asset management companies 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 3, 2026. Country and city lists for wealth & asset management companies 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 3, 2026 How this list was built

43,895Companies

1,769,528Contacts tracked

683,232Verified emails

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The 25 largest wealth & asset management companies worldwide

Ranked by team size

Top 25 of 43,895 company matches for wealth & asset management companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Nov 3, 2026	10001+	232,303 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	Morgan Stanley	Exact match	New York, United StatesHQ recorded Nov 3, 2026	10001+	98,024 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
3	UBS	Exact match	Zurich, SwitzerlandHQ recorded Nov 3, 2026	10001+	94,612 contacts →
	Exact match “From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
4	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Nov 3, 2026	10001+	85,842 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Nov 3, 2026	10001+	63,125 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
6	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Nov 3, 2026	10001+	45,187 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Nov 3, 2026	n/a	38,883 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 · Nov 3, 2026 · View company records in RevenueBase
8	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 3, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
9	Manulife	Exact match	Toronto, ON, CanadaHQ recorded Nov 3, 2026	10001+	31,839 contacts →
	Exact match “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Northern Trust	Exact match	Chicago, United StatesHQ recorded Nov 3, 2026	10001+	28,820 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
11	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 3, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 3, 2026	5,001-10,000	25,536 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 · Nov 3, 2026 · View company records in RevenueBase
13	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Nov 3, 2026	10001+	14,986 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 · Nov 3, 2026 · View company records in RevenueBase
14	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 3, 2026	5,001-10,000	14,339 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Iifl India Infoline Group	Exact match	Mumbai, IndiaHQ recorded Nov 3, 2026	10001+	12,604 contacts →
	Exact match “IIFL group is one of India's largest diversified financial services conglomerates with three listed entities - IIFL Finance, IIFL Securities and 360 ONE Wealth & Asset Management.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
16	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Nov 3, 2026	10001+	11,866 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	Franklin Templeton	Exact match	San Mateo, United StatesHQ recorded Nov 3, 2026	5,001-10,000	11,394 contacts →
	Exact match “Franklin Templeton, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
18	Investec	Exact match	London, GermanyHQ recorded Nov 3, 2026	5,001-10,000	9,517 contacts →
	Exact match “We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 3, 2026	10001+	8,874 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
20	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Nov 3, 2026	5,001-10,000	8,672 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
21	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Nov 3, 2026	5,001-10,000	7,264 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
22	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 3, 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 3, 2026 · View company records in RevenueBase
23	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 3, 2026	10001+	6,726 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
24	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 3, 2026	1,001-5,000	6,718 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
25	CICC	Exact match	Beijing, ChinaHQ recorded Nov 3, 2026	10001+	5,973 contacts →
	Exact match “China International Capital Corporation Limited (CICC, 03908.HK601995.SH) is a top tier investment bank, founded in China in 1995, providing first-class financial services to…” Recorded in the RevenueBase company graph · Nov 3, 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 & asset management companies”. 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 43,895 wealth & asset management companies worldwide

See the full list, filter by size, metro and specialty, and access 683,232 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth & asset management companies worldwide at a glance

As of Nov 3, 2026

38.6%Verified-email coverage

40.3Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · London

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

29,354

11-50

10,516

51-200

2,336

201-500

673

501-1,000

292

1,001-5,000

261

5,001-10,000

10001+

100

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 & asset management companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth & asset management companies” 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 683,232 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 3, 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 & asset management companies by location

265 lists · largest first

Every Wealth & asset management companies 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 & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there worldwide?

RevenueBase identified 43,895 company matches for wealth & asset management companies 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?

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

Which country has the most wealth & asset management companies?

The United States leads with 18,161 companies, followed by the United Kingdom (2,964) and India (2,846). Every wealth & asset management companies list by country and city is linked on this page.

Which city has the most wealth & asset management companies?

London leads with 943 company records, followed by Paris (648) and New York (585).

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 683,232 professional contacts with verified work emails tracked across these 43,895 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 3, 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.