Company lists · Data refreshed September 2026
Top 25 Wealth management marketing agencies worldwide
RevenueBase identified 40,748 wealth management marketing agencies worldwide as of September 2026 and tracks 748,594 professional contacts across them, including 266,861 with verified work emails. The United States is the largest market and London the largest hub.
This list covers wealth management marketing agencies 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 marketing agencies 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 marketing agencies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57,790 contacts → | ||||
Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32,808 contacts → | ||||
Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 29,246 contacts → | ||||
Indirect evidence “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27,212 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24,283 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13,475 contacts → | ||||
Strong evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9,050 contacts → | ||||
Partial evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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. | |||||
| 13 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5,197 contacts → | ||||
Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4,802 contacts → | ||||
Partial evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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. | |||||
| 17 | 3,912 contacts → | ||||
Partial evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3,006 contacts → | ||||
Strong evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,898 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,893 contacts → | ||||
Indirect evidence “Bienvenue sur la page officielle de Sanlam Maroc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,769 contacts → | ||||
Strong evidence “Pictet is an investment-led service company, offering wealth management, asset management and related services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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. | |||||
| 24 | 2,611 contacts → | ||||
Strong evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,400 contacts → | ||||
Indirect 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 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 marketing agencies. 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 marketing agencies.
- Partial evidence
- Its own public description names part of wealth management marketing agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management marketing agencies. 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 40,748 wealth management marketing agencies worldwide
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 266,861 reachable decision-makers.
Free signup · no credit card
Wealth management marketing agencies 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 marketing agencies, 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 marketing agencies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “wealth management marketing agencies”. 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 marketing agencies), 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 marketing agencies, 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, 266,861 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 marketing agencies by location
222 lists · largest firstEvery Wealth management marketing agencies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealth management marketing agencies based in the United States14,583
- Wealth management marketing agencies based in India2,943
- Wealth management marketing agencies based in the United Kingdom2,575
- Wealth management marketing agencies based in France2,230
- Wealth management marketing agencies based in Canada1,680
- Wealth management marketing agencies based in Australia1,275
- Wealth management marketing agencies based in Brazil1,206
- Wealth management marketing agencies based in Switzerland730
- Wealth management marketing agencies based in Germany715
- Wealth management marketing agencies based in South Africa548
- Wealth management marketing agencies based in the United Arab Emirates527
- Wealth management marketing agencies based in Spain371
- Wealth management marketing agencies based in Mexico334
- Wealth management marketing agencies based in the Netherlands267
- Wealth management marketing agencies based in Italy234
- Wealth management marketing agencies based in Egypt213
- Wealth management marketing agencies based in Singapore209
- Wealth management marketing agencies based in Argentina176
- Wealth management marketing agencies based in Belgium154
- Wealth management marketing agencies based in Hong Kong146
- Wealth management marketing agencies based in Israel146
- Wealth management marketing agencies based in Nigeria138
- Wealth management marketing agencies based in Malaysia124
- Wealth management marketing agencies based in Ireland120
- Wealth management marketing agencies based in Poland118
- Wealth management marketing agencies based in Colombia113
- Wealth management marketing agencies based in Türkiye104
- Wealth management marketing agencies based in Chile91
- Wealth management marketing agencies based in Saudi Arabia90
- Wealth management marketing agencies based in New Zealand88
- Wealth management marketing agencies based in Indonesia85
- Wealth management marketing agencies based in Sweden85
- Wealth management marketing agencies based in Peru81
- Wealth management marketing agencies based in Austria80
- Wealth management marketing agencies based in Luxembourg63
- Wealth management marketing agencies based in Jordan60
- Wealth management marketing agencies based in Greece55
- Wealth management marketing agencies based in Romania54
- Wealth management marketing agencies based in Portugal53
- Wealth management marketing agencies based in Mauritius50
- Wealth management marketing agencies based in Cyprus47
- Wealth management marketing agencies based in Denmark46
- Wealth management marketing agencies based in Finland45
- Wealth management marketing agencies based in Panama42
- Wealth management marketing agencies based in Bulgaria41
- Wealth management marketing agencies based in Hungary41
- Wealth management marketing agencies based in Lebanon39
- Wealth management marketing agencies based in Thailand33
- Wealth management marketing agencies based in Norway30
- Wealth management marketing agencies based in Uruguay29
Cities
- Wealth management marketing agencies based in London, United Kingdom805
- Wealth management marketing agencies based in Paris, France518
- Wealth management marketing agencies based in New York, United States512
- Wealth management marketing agencies based in Dubai, United Arab Emirates364
- Wealth management marketing agencies based in Mumbai, India364
- Wealth management marketing agencies based in Toronto, Canada333
- Wealth management marketing agencies based in Sao Paulo, Brazil328
- Wealth management marketing agencies based in Sydney, Australia277
- Wealth management marketing agencies based in Bangalore, India226
- Wealth management marketing agencies based in Atlanta, United States223
- Wealth management marketing agencies based in New Delhi, India220
- Wealth management marketing agencies based in Houston, United States218
- Wealth management marketing agencies based in Chicago, United States205
- Wealth management marketing agencies based in Pune, India204
- Wealth management marketing agencies based in Miami, United States203
- Wealth management marketing agencies based in Singapore, Singapore189
- Wealth management marketing agencies based in Dallas, United States187
- Wealth management marketing agencies based in Geneva, Switzerland185
- Wealth management marketing agencies based in Los Angeles, United States184
- Wealth management marketing agencies based in Zurich, Switzerland175
- Wealth management marketing agencies based in Austin, United States167
- Wealth management marketing agencies based in San Diego, United States167
- Wealth management marketing agencies based in Melbourne, Australia159
- Wealth management marketing agencies based in Denver, United States155
- Wealth management marketing agencies based in Vancouver, Canada130
- Wealth management marketing agencies based in Boston, United States129
- Wealth management marketing agencies based in Charlotte, United States129
- Wealth management marketing agencies based in Scottsdale, United States127
- Wealth management marketing agencies based in Calgary, Canada126
- Wealth management marketing agencies based in San Francisco, United States123
- Wealth management marketing agencies based in Hyderabad, India113
- Wealth management marketing agencies based in Tampa, United States112
- Wealth management marketing agencies based in Noida, India109
- Wealth management marketing agencies based in Ahmedabad, India108
- Wealth management marketing agencies based in Cape Town, South Africa108
- Wealth management marketing agencies based in Cairo, Egypt107
- Wealth management marketing agencies based in Madrid, Spain107
- Wealth management marketing agencies based in Kolkata, India106
- Wealth management marketing agencies based in Johannesburg, South Africa103
- Wealth management marketing agencies based in Gurgaon, India101
- Wealth management marketing agencies based in Lyon, France96
- Wealth management marketing agencies based in Delhi, India94
- Wealth management marketing agencies based in Montreal, Canada92
- Wealth management marketing agencies based in Chennai, India90
- Wealth management marketing agencies based in Rio De Janeiro, Brazil89
- Wealth management marketing agencies based in Phoenix, United States81
- Wealth management marketing agencies based in Hong Kong, Hong Kong80
- Wealth management marketing agencies based in Seattle, United States79
- Wealth management marketing agencies based in Portland, United States78
- Wealth management marketing agencies based in Toulouse, France77
- Wealth management marketing agencies based in Buenos Aires, Argentina74
- Wealth management marketing agencies based in Minneapolis, United States74
- Wealth management marketing agencies based in Irvine, United States73
- Wealth management marketing agencies based in Nashville, United States73
- Wealth management marketing agencies based in Raleigh, United States73
- Wealth management marketing agencies based in St. Louis, United States73
- Wealth management marketing agencies based in Indianapolis, United States72
- Wealth management marketing agencies based in Newport Beach, United States72
- Wealth management marketing agencies based in Bordeaux, France71
- Wealth management marketing agencies based in Boca Raton, United States70
- Wealth management marketing agencies based in Cincinnati, United States69
- Wealth management marketing agencies based in Columbus, United States69
- Wealth management marketing agencies based in Las Vegas, United States69
- Wealth management marketing agencies based in Brisbane, Australia68
- Wealth management marketing agencies based in Manchester, United Kingdom64
- Wealth management marketing agencies based in Barcelona, Spain61
- Wealth management marketing agencies based in Curitiba, Brazil61
- Wealth management marketing agencies based in Munich, Germany61
- Wealth management marketing agencies based in Orlando, United States61
- Wealth management marketing agencies based in Mexico City, Mexico60
- Wealth management marketing agencies based in Milan, Italy58
- Wealth management marketing agencies based in Omaha, United States57
- Wealth management marketing agencies based in San Antonio, United States56
- Wealth management marketing agencies based in Washington, United States56
- Wealth management marketing agencies based in Mississauga, Canada55
- Wealth management marketing agencies based in Birmingham, United States54
- Wealth management marketing agencies based in Overland Park, United States54
- Wealth management marketing agencies based in Jacksonville, United States53
- Wealth management marketing agencies based in Madison, United States53
- Wealth management marketing agencies based in Pittsburgh, United States53
- Wealth management marketing agencies based in Fort Lauderdale, United States52
- Wealth management marketing agencies based in Cleveland, United States50
- Wealth management marketing agencies based in Lugano, Switzerland50
- Wealth management marketing agencies based in Edmonton, Canada49
- Wealth management marketing agencies based in Fort Worth, United States49
- Wealth management marketing agencies based in Ottawa, Canada49
- Wealth management marketing agencies based in Richmond, United States49
- Wealth management marketing agencies based in Winnipeg, Canada49
- Wealth management marketing agencies based in Greenville, United States48
- Wealth management marketing agencies based in Louisville, United States48
- Wealth management marketing agencies based in Grand Rapids, United States47
- Wealth management marketing agencies based in Salt Lake City, United States47
- Wealth management marketing agencies based in Belo Horizonte, Brazil46
- Wealth management marketing agencies based in Leeds, United Kingdom46
- Wealth management marketing agencies based in Philadelphia, United States46
- Wealth management marketing agencies based in Pretoria, South Africa46
- Wealth management marketing agencies based in Wilmington, United States46
- Wealth management marketing agencies based in Bellevue, United States45
- Wealth management marketing agencies based in Columbia, United States45
- Wealth management marketing agencies based in Hamburg, Germany43
- Wealth management marketing agencies based in Naples, United States43
- Wealth management marketing agencies based in Istanbul, Türkiye42
- Wealth management marketing agencies based in Rochester, United States41
- Wealth management marketing agencies based in Sarasota, United States41
- Wealth management marketing agencies based in Springfield, United States41
- Wealth management marketing agencies based in Lexington, United States40
- Wealth management marketing agencies based in Colorado Springs, United States39
- Wealth management marketing agencies based in Stockholm, Sweden39
- Wealth management marketing agencies based in Glasgow, United Kingdom38
- Wealth management marketing agencies based in Luxembourg, Luxembourg38
- Wealth management marketing agencies based in Charleston, United States37
- Wealth management marketing agencies based in Greenwood Village, United States37
- Wealth management marketing agencies based in Tulsa, United States37
- Wealth management marketing agencies based in Auckland, New Zealand36
- Wealth management marketing agencies based in Berlin, Germany36
- Wealth management marketing agencies based in Tel Aviv, Israel36
- Wealth management marketing agencies based in Coral Gables, United States35
- Wealth management marketing agencies based in Kansas City, United States35
- Wealth management marketing agencies based in Memphis, United States35
- Wealth management marketing agencies based in Perth, Australia35
- Wealth management marketing agencies based in Alpharetta, United States34
- Wealth management marketing agencies based in Birmingham, United Kingdom34
- Wealth management marketing agencies based in Walnut Creek, United States34
- Wealth management marketing agencies based in Plano, United States33
- Wealth management marketing agencies based in San Jose, United States32
- Wealth management marketing agencies based in Baton Rouge, United States31
- Wealth management marketing agencies based in Edinburgh, United Kingdom31
- Wealth management marketing agencies based in Santiago, Chile31
- Wealth management marketing agencies based in Strasbourg, France31
- Wealth management marketing agencies based in Troy, United States31
- Wealth management marketing agencies based in Clearwater, United States30
- Wealth management marketing agencies based in Franklin, United States30
- Wealth management marketing agencies based in Vienna, Austria30
- Wealth management marketing agencies based in Bristol, United Kingdom29
- Wealth management marketing agencies based in Campinas, Brazil29
- Wealth management marketing agencies based in Little Rock, United States29
- Wealth management marketing agencies based in London, Canada29
- Wealth management marketing agencies based in Amsterdam, Netherlands28
- Wealth management marketing agencies based in Boulder, United States28
- Wealth management marketing agencies based in Buffalo, United States28
- Wealth management marketing agencies based in Greensboro, United States28
- Wealth management marketing agencies based in Porto Alegre, Brazil28
- Wealth management marketing agencies based in Sacramento, United States28
- Wealth management marketing agencies based in The Woodlands, United States28
- Wealth management marketing agencies based in Tucson, United States28
- Wealth management marketing agencies based in Dublin, Ireland27
- Wealth management marketing agencies based in Frankfurt, Germany27
- Wealth management marketing agencies based in Markham, Canada27
- Wealth management marketing agencies based in Milwaukee, United States27
- Wealth management marketing agencies based in Montevideo, Uruguay27
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 marketing agencies, 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 marketing agencies are there worldwide?
RevenueBase identified 40,748 wealth management marketing agencies 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?
J.P. Morgan, headquartered in New York, tops this list with the largest team on record.
Which country has the most wealth management marketing agencies?
The United States leads with 14,583 companies, followed by India (2,943) and the United Kingdom (2,575). Every wealth management marketing agencies list by country and city is linked on this page.
Which city has the most wealth management marketing agencies?
London leads with 838 headquartered companies, followed by Paris (518) and New York (512).
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 266,861 verified decision-maker contacts tracked across these 40,748 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.
Ready to reach these companies? Verified emails and direct dials for all 40,748 wealth management marketing agencies worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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.