Company lists · Data refreshed September 2026
Top 25 Wealth management accounting firms worldwide
RevenueBase identified 37,473 wealth management accounting firms worldwide as of September 2026 and tracks 642,226 professional contacts across them, including 254,460 with verified work emails. The United States is the largest market and London the largest hub.
This list covers wealth management accounting firms 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 29, 2026. Country and city lists for wealth management accounting firms 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.
The 25 largest wealth management accounting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 6,589 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 2,717 contacts → | ||||
Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,058 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1,927 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1,664 contacts → | ||||
Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1,413 contacts → | ||||
Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1,405 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,261 contacts → | ||||
Indirect evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,173 contacts → | ||||
Strong evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,050 contacts → | ||||
Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 970 contacts → | ||||
Indirect evidence “About Us From day one, you’ll notice there is something special about working at Davy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 948 contacts → | ||||
Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 865 contacts → | ||||
Strong evidence “Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 708 contacts → | ||||
Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 704 contacts → | ||||
Indirect evidence “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 689 contacts → | ||||
Indirect evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 593 contacts → | ||||
Strong evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 591 contacts → | ||||
Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 589 contacts → | ||||
Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 589 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 579 contacts → | ||||
Indirect evidence “Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management accounting firms.
- Partial evidence
- Its own public description names part of wealth management accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 37,473 wealth management accounting firms worldwide
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Wealth management accounting firms worldwide at a glance
As of Sep 29, 2026Companies by employee count
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 management accounting firms, 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 management accounting firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “wealth management accounting firms”. 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 management accounting firms), 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 management accounting firms, 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, 254,460 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 29, 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 management accounting firms by location
230 lists · largest firstEvery Wealth management accounting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealth management accounting firms based in the United States17,205
- Wealth management accounting firms based in the United Kingdom2,593
- Wealth management accounting firms based in France2,309
- Wealth management accounting firms based in Australia1,814
- Wealth management accounting firms based in India1,778
- Wealth management accounting firms based in Canada1,610
- Wealth management accounting firms based in Switzerland936
- Wealth management accounting firms based in Brazil735
- Wealth management accounting firms based in Germany536
- Wealth management accounting firms based in South Africa489
- Wealth management accounting firms based in the Netherlands260
- Wealth management accounting firms based in the United Arab Emirates221
- Wealth management accounting firms based in Belgium194
- Wealth management accounting firms based in Italy193
- Wealth management accounting firms based in Spain190
- Wealth management accounting firms based in Mexico186
- Wealth management accounting firms based in Ireland141
- Wealth management accounting firms based in Hong Kong117
- Wealth management accounting firms based in Israel99
- Wealth management accounting firms based in New Zealand95
- Wealth management accounting firms based in Argentina93
- Wealth management accounting firms based in Malaysia88
- Wealth management accounting firms based in Luxembourg86
- Wealth management accounting firms based in Nigeria60
- Wealth management accounting firms based in Chile58
- Wealth management accounting firms based in Sweden58
- Wealth management accounting firms based in Austria47
- Wealth management accounting firms based in Mauritius41
- Wealth management accounting firms based in Cyprus31
- Wealth management accounting firms based in Denmark31
- Wealth management accounting firms based in Liechtenstein28
- Wealth management accounting firms based in Panama27
Cities
- Wealth management accounting firms based in London, United Kingdom631
- Wealth management accounting firms based in Paris, France497
- Wealth management accounting firms based in New York, United States428
- Wealth management accounting firms based in Mumbai, India287
- Wealth management accounting firms based in Sydney, Australia249
- Wealth management accounting firms based in Sao Paulo, Brazil247
- Wealth management accounting firms based in Toronto, Canada230
- Wealth management accounting firms based in Atlanta, United States224
- Wealth management accounting firms based in Houston, United States221
- Wealth management accounting firms based in Geneva, Switzerland202
- Wealth management accounting firms based in Dallas, United States199
- Wealth management accounting firms based in San Diego, United States193
- Wealth management accounting firms based in Chicago, United States185
- Wealth management accounting firms based in Zurich, Switzerland180
- Wealth management accounting firms based in Melbourne, Australia166
- Wealth management accounting firms based in Austin, United States160
- Wealth management accounting firms based in Scottsdale, United States146
- Wealth management accounting firms based in Dubai, United Arab Emirates144
- Wealth management accounting firms based in San Francisco, United States144
- Wealth management accounting firms based in Denver, United States137
- Wealth management accounting firms based in Los Angeles, United States133
- Wealth management accounting firms based in Bangalore, India130
- Wealth management accounting firms based in Miami, United States129
- Wealth management accounting firms based in Calgary, Canada127
- Wealth management accounting firms based in Pune, India126
- Wealth management accounting firms based in Charlotte, United States125
- Wealth management accounting firms based in New Delhi, India125
- Wealth management accounting firms based in Boston, United States120
- Wealth management accounting firms based in Lyon, France101
- Wealth management accounting firms based in Tampa, United States101
- Wealth management accounting firms based in Cincinnati, United States96
- Wealth management accounting firms based in Portland, United States92
- Wealth management accounting firms based in Irvine, United States89
- Wealth management accounting firms based in Vancouver, Canada87
- Wealth management accounting firms based in Indianapolis, United States85
- Wealth management accounting firms based in Phoenix, United States82
- Wealth management accounting firms based in Seattle, United States82
- Wealth management accounting firms based in Boca Raton, United States80
- Wealth management accounting firms based in Johannesburg, South Africa79
- Wealth management accounting firms based in Ahmedabad, India77
- Wealth management accounting firms based in Toulouse, France77
- Wealth management accounting firms based in Columbus, United States76
- Wealth management accounting firms based in Montreal, Canada76
- Wealth management accounting firms based in Overland Park, United States76
- Wealth management accounting firms based in Raleigh, United States76
- Wealth management accounting firms based in Kolkata, India75
- Wealth management accounting firms based in Newport Beach, United States74
- Wealth management accounting firms based in Minneapolis, United States73
- Wealth management accounting firms based in St. Louis, United States73
- Wealth management accounting firms based in Columbia, United States71
- Wealth management accounting firms based in Madrid, Spain71
- Wealth management accounting firms based in Cape Town, South Africa68
- Wealth management accounting firms based in San Antonio, United States68
- Wealth management accounting firms based in Birmingham, United States67
- Wealth management accounting firms based in Bordeaux, France66
- Wealth management accounting firms based in Gurgaon, India66
- Wealth management accounting firms based in Hong Kong, Hong Kong65
- Wealth management accounting firms based in Pittsburgh, United States65
- Wealth management accounting firms based in Bellevue, United States64
- Wealth management accounting firms based in Rochester, United States64
- Wealth management accounting firms based in Lugano, Switzerland63
- Wealth management accounting firms based in Las Vegas, United States62
- Wealth management accounting firms based in Mississauga, Canada62
- Wealth management accounting firms based in Fort Worth, United States61
- Wealth management accounting firms based in Nashville, United States61
- Wealth management accounting firms based in Omaha, United States60
- Wealth management accounting firms based in Jacksonville, United States59
- Wealth management accounting firms based in Brisbane, Australia58
- Wealth management accounting firms based in Grand Rapids, United States58
- Wealth management accounting firms based in Salt Lake City, United States57
- Wealth management accounting firms based in Colorado Springs, United States56
- Wealth management accounting firms based in Richmond, United States56
- Wealth management accounting firms based in Luxembourg, Luxembourg55
- Wealth management accounting firms based in Milan, Italy55
- Wealth management accounting firms based in Greenwood Village, United States54
- Wealth management accounting firms based in Louisville, United States54
- Wealth management accounting firms based in Madison, United States54
- Wealth management accounting firms based in Orlando, United States53
- Wealth management accounting firms based in Rio De Janeiro, Brazil53
- Wealth management accounting firms based in Greenville, United States52
- Wealth management accounting firms based in Wilmington, United States51
- Wealth management accounting firms based in Manchester, United Kingdom50
- Wealth management accounting firms based in Munich, Germany50
- Wealth management accounting firms based in Sarasota, United States50
- Wealth management accounting firms based in Washington, United States49
- Wealth management accounting firms based in Fort Lauderdale, United States47
- Wealth management accounting firms based in Hyderabad, India47
- Wealth management accounting firms based in Lexington, United States47
- Wealth management accounting firms based in Pasadena, United States47
- Wealth management accounting firms based in Alpharetta, United States46
- Wealth management accounting firms based in Edmonton, Canada46
- Wealth management accounting firms based in Ottawa, Canada46
- Wealth management accounting firms based in Perth, Australia46
- Wealth management accounting firms based in Plano, United States46
- Wealth management accounting firms based in Troy, United States46
- Wealth management accounting firms based in Tulsa, United States46
- Wealth management accounting firms based in Winnipeg, Canada46
- Wealth management accounting firms based in Chennai, India45
- Wealth management accounting firms based in Walnut Creek, United States45
- Wealth management accounting firms based in Buenos Aires, Argentina44
- Wealth management accounting firms based in Cleveland, United States44
- Wealth management accounting firms based in Springfield, United States44
- Wealth management accounting firms based in San Jose, United States43
- Wealth management accounting firms based in Philadelphia, United States42
- Wealth management accounting firms based in Baton Rouge, United States41
- Wealth management accounting firms based in Coral Gables, United States41
- Wealth management accounting firms based in Hamburg, Germany41
- Wealth management accounting firms based in Lake Oswego, United States41
- Wealth management accounting firms based in Memphis, United States41
- Wealth management accounting firms based in Tucson, United States41
- Wealth management accounting firms based in Auckland, New Zealand40
- Wealth management accounting firms based in Frisco, United States40
- Wealth management accounting firms based in Melville, United States40
- Wealth management accounting firms based in Knoxville, United States39
- Wealth management accounting firms based in Naples, United States39
- Wealth management accounting firms based in St. Petersburg, United States39
- Wealth management accounting firms based in Bethesda, United States38
- Wealth management accounting firms based in Edinburgh, United Kingdom38
- Wealth management accounting firms based in Oklahoma City, United States38
- Wealth management accounting firms based in Brentwood, United States37
- Wealth management accounting firms based in Mexico City, Mexico37
- Wealth management accounting firms based in Barcelona, Spain36
- Wealth management accounting firms based in Leeds, United Kingdom36
- Wealth management accounting firms based in Plymouth, United States36
- Wealth management accounting firms based in Pretoria, South Africa36
- Wealth management accounting firms based in Franklin, United States35
- Wealth management accounting firms based in Lafayette, United States35
- Wealth management accounting firms based in Roseville, United States35
- Wealth management accounting firms based in Westlake Village, United States35
- Wealth management accounting firms based in Charleston, United States34
- Wealth management accounting firms based in Glasgow, United Kingdom34
- Wealth management accounting firms based in Boulder, United States33
- Wealth management accounting firms based in Curitiba, Brazil33
- Wealth management accounting firms based in Fort Collins, United States33
- Wealth management accounting firms based in Sacramento, United States33
- Wealth management accounting firms based in Virginia Beach, United States33
- Wealth management accounting firms based in Birmingham, United Kingdom32
- Wealth management accounting firms based in Markham, Canada32
- Wealth management accounting firms based in Edina, United States31
- Wealth management accounting firms based in Santa Barbara, United States31
- Wealth management accounting firms based in The Woodlands, United States31
- Wealth management accounting firms based in Belo Horizonte, Brazil30
- Wealth management accounting firms based in Bloomington, United States30
- Wealth management accounting firms based in Bristol, United Kingdom30
- Wealth management accounting firms based in Chattanooga, United States30
- Wealth management accounting firms based in North Sydney, Australia30
- Wealth management accounting firms based in Porto Alegre, Brazil30
- Wealth management accounting firms based in Alexandria, United States29
- Wealth management accounting firms based in Beverly Hills, United States29
- Wealth management accounting firms based in Buffalo, United States29
- Wealth management accounting firms based in Fort Wayne, United States29
- Wealth management accounting firms based in Jackson, United States29
- Wealth management accounting firms based in London, Canada29
- Wealth management accounting firms based in Red Bank, United States29
- Wealth management accounting firms based in Reno, United States29
- Wealth management accounting firms based in West Chester, United States29
- Wealth management accounting firms based in Westport, United States29
- Wealth management accounting firms based in Woodbury, United States29
- Wealth management accounting firms based in Englewood, United States28
- Wealth management accounting firms based in Greensboro, United States28
- Wealth management accounting firms based in Marseille, France28
- Wealth management accounting firms based in Mclean, United States28
- Wealth management accounting firms based in Oakville, Canada28
- Wealth management accounting firms based in Annapolis, United States27
- Wealth management accounting firms based in Chesterfield, United States27
- Wealth management accounting firms based in Kansas City, United States27
- Wealth management accounting firms based in Naperville, United States27
- Wealth management accounting firms based in Princeton, United States27
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 management accounting firms, 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 management accounting firms are there worldwide?
RevenueBase identified 37,473 wealth management accounting firms 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?
SAFRA, headquartered in Sao Paulo, tops this list with the largest team on record.
Which country has the most wealth management accounting firms?
The United States leads with 17,205 companies, followed by the United Kingdom (2,593) and France (2,309). Every wealth management accounting firms list by country and city is linked on this page.
Which city has the most wealth management accounting firms?
London leads with 662 headquartered companies, followed by Paris (497) and New York (428).
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 254,460 verified decision-maker contacts tracked across these 37,473 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 29, 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.