Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 49,576 companies tracked

RevenueBase identified 49,576 company matches for wealth management consulting firms worldwide as of September 2026 and tracks 906,513 professional contacts across them, including 335,070 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth management consulting 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 September 29, 2026. Country and city lists for wealth management consulting 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 Sep 29, 2026 How this list was built

49,576Companies

906,513Contacts tracked

335,070Verified emails

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The 25 largest wealth management consulting firms worldwide

Ranked by team size

Top 25 of 49,576 company matches for wealth management consulting firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Sep 29, 2026	10001+	10,838 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Sep 29, 2026	1,001-5,000	8,710 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 · Sep 29, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 29, 2026	5,001-10,000	6,589 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 · Sep 29, 2026 · View company records in RevenueBase
4	Fideuram	Exact match	Turin, ItalyHQ recorded Sep 29, 2026	5,001-10,000	5,750 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 · Sep 29, 2026 · View company records in RevenueBase
5	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Sanlam Maroc	Exact match	Casablanca, MoroccoHQ recorded Sep 29, 2026	1,001-5,000	2,893 contacts →
	Exact match “Bienvenue sur la page officielle de Sanlam Maroc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Sep 29, 2026	5,001-10,000	2,717 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 29, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 29, 2026	1,001-5,000	2,058 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 · Sep 29, 2026 · View company records in RevenueBase
10	Swiss Life Select	Exact match	Zug, SwitzerlandHQ recorded Sep 29, 2026	501-1,000	1,940 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 · Sep 29, 2026 · View company records in RevenueBase
11	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	1,927 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 · Sep 29, 2026 · View company records in RevenueBase
12	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 29, 2026	1,001-5,000	1,775 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 · Sep 29, 2026 · View company records in RevenueBase
13	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 29, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Sep 29, 2026	501-1,000	1,413 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 29, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Broker Consulting A.S	Exact match	Czech RepublicHQ recorded Sep 29, 2026	1,001-5,000	1,273 contacts →
	Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Perpetual Limited	Exact match	Sydney, AustraliaHQ recorded Sep 29, 2026	1,001-5,000	1,261 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 · Sep 29, 2026 · View company records in RevenueBase
18	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 29, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	IA Private Wealth	Exact match	Montréal, QC, CanadaHQ recorded Sep 29, 2026	201-500	1,050 contacts →
	Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	DAVY	Exact match	Dublin 2, IrelandHQ recorded Sep 29, 2026	501-1,000	970 contacts →
	Exact match “About Us From day one, you’ll notice there is something special about working at Davy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 29, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Capfinances	Exact match	Bois-guillaume, FranceHQ recorded Sep 29, 2026	n/a	894 contacts →
	Exact match “QUI SOMMES-NOUS?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Charles Stanley	Exact match	London, United KingdomHQ recorded Sep 29, 2026	501-1,000	865 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	4fin Better Together	Exact match	Praha 4, Czech RepublicHQ recorded Sep 29, 2026	1,001-5,000	851 contacts →
	Exact match “Profesionální a komplexní majetkové poradenství.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Investment Planning Counsel	Exact match	Mississauga, ON, CanadaHQ recorded Sep 29, 2026	501-1,000	807 contacts →
	Exact match “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded in the RevenueBase company graph · Sep 29, 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 management consulting 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 49,576 wealth management consulting firms worldwide

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Wealth management consulting firms worldwide at a glance

As of Sep 29, 2026

37.0%Verified-email coverage

18.3Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

34,949

11-50

11,140

51-200

2,230

201-500

566

501-1,000

203

1,001-5,000

191

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 wealth management consulting firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth management consulting 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 335,070 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 September 29, 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 management consulting firms by location

291 lists · largest first

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

How many wealth management consulting firms are there worldwide?

RevenueBase identified 49,576 company matches for wealth management consulting firms worldwide as of September 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?

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

Which country has the most wealth management consulting firms?

The United States leads with 20,949 companies, followed by the United Kingdom (3,465) and India (2,811). Every wealth management consulting firms list by country and city is linked on this page.

Which city has the most wealth management consulting firms?

London leads with 919 company records, followed by Paris (666) and New York (624).

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 335,070 professional contacts with verified work emails tracked across these 49,576 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 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 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.