Company lists · Data refreshed September 2026
Top 25 Wealth management staffing worldwide
RevenueBase identified 15,998 wealth management staffing worldwide as of September 2026 and tracks 552,996 professional contacts across them, including 238,150 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers wealth management staffing 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 14, 2026. Country and city lists for wealth management staffing 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 staffing worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 88,348 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 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 14, 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 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9,050 contacts → | ||||
Partial evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,717 contacts → | ||||
Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,324 contacts → | ||||
Strong evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,141 contacts → | ||||
Strong evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,071 contacts → | ||||
Strong evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 14, 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 staffing. 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 staffing.
- Partial evidence
- Its own public description names part of wealth management staffing, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management staffing. 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 15,998 wealth management staffing worldwide
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Wealth management staffing worldwide at a glance
As of Sep 14, 2026Companies by employee count
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 staffing, 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
- 27 countries, largest first: the United States, France, the United Kingdom, India, Canada, Switzerland, Australia, Brazil, Germany, South Africa and 17 more. Country and city lists for wealth management staffing are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “wealth management staffing”. 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 staffing), 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 staffing, 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, 238,150 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 14, 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 staffing by location
95 lists · largest firstEvery Wealth management staffing list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealth management staffing based in the United States7,599
- Wealth management staffing based in France1,821
- Wealth management staffing based in the United Kingdom1,411
- Wealth management staffing based in India1,097
- Wealth management staffing based in Canada812
- Wealth management staffing based in Switzerland584
- Wealth management staffing based in Australia575
- Wealth management staffing based in Brazil361
- Wealth management staffing based in Germany334
- Wealth management staffing based in South Africa240
- Wealth management staffing based in the United Arab Emirates156
- Wealth management staffing based in Hong Kong114
- Wealth management staffing based in Spain111
- Wealth management staffing based in the Netherlands100
- Wealth management staffing based in Mexico99
- Wealth management staffing based in Italy89
- Wealth management staffing based in Belgium79
- Wealth management staffing based in Ireland64
- Wealth management staffing based in Israel63
- Wealth management staffing based in Luxembourg51
- Wealth management staffing based in Argentina42
- Wealth management staffing based in Czechia40
- Wealth management staffing based in Mauritius39
- Wealth management staffing based in Sweden32
- Wealth management staffing based in Austria30
- Wealth management staffing based in New Zealand30
- Wealth management staffing based in Chile25
Cities
- Wealth management staffing based in Paris, France434
- Wealth management staffing based in New York, United States267
- Wealth management staffing based in Mumbai, India199
- Wealth management staffing based in Geneva, Switzerland173
- Wealth management staffing based in Zurich, Switzerland156
- Wealth management staffing based in Toronto, Canada147
- Wealth management staffing based in Sydney, Australia143
- Wealth management staffing based in Atlanta, United States120
- Wealth management staffing based in Houston, United States116
- Wealth management staffing based in Chicago, United States109
- Wealth management staffing based in Dallas, United States107
- Wealth management staffing based in Bangalore, India101
- Wealth management staffing based in San Diego, United States86
- Wealth management staffing based in Boston, United States85
- Wealth management staffing based in Miami, United States83
- Wealth management staffing based in Lyon, France80
- Wealth management staffing based in Melbourne, Australia79
- Wealth management staffing based in Austin, United States76
- Wealth management staffing based in New Delhi, India76
- Wealth management staffing based in Pune, India76
- Wealth management staffing based in San Francisco, United States74
- Wealth management staffing based in Denver, United States72
- Wealth management staffing based in Scottsdale, United States71
- Wealth management staffing based in Calgary, Canada70
- Wealth management staffing based in Los Angeles, United States62
- Wealth management staffing based in Toulouse, France62
- Wealth management staffing based in Charlotte, United States60
- Wealth management staffing based in Vancouver, Canada57
- Wealth management staffing based in Tampa, United States53
- Wealth management staffing based in Bordeaux, France51
- Wealth management staffing based in Cincinnati, United States51
- Wealth management staffing based in Seattle, United States46
- Wealth management staffing based in Lugano, Switzerland44
- Wealth management staffing based in Minneapolis, United States44
- Wealth management staffing based in Kolkata, India43
- Wealth management staffing based in Newport Beach, United States43
- Wealth management staffing based in Irvine, United States41
- Wealth management staffing based in Montreal, Canada40
- Wealth management staffing based in Portland, United States38
- Wealth management staffing based in Columbus, United States37
- Wealth management staffing based in Bellevue, United States36
- Wealth management staffing based in Boca Raton, United States36
- Wealth management staffing based in Raleigh, United States36
- Wealth management staffing based in Hyderabad, India34
- Wealth management staffing based in Madison, United States32
- Wealth management staffing based in Overland Park, United States32
- Wealth management staffing based in Columbia, United States31
- Wealth management staffing based in Indianapolis, United States31
- Wealth management staffing based in Pittsburgh, United States30
- Wealth management staffing based in Richmond, United States30
- Wealth management staffing based in San Antonio, United States30
- Wealth management staffing based in Wilmington, United States30
- Wealth management staffing based in Brisbane, Australia29
- Wealth management staffing based in Jacksonville, United States29
- Wealth management staffing based in Omaha, United States29
- Wealth management staffing based in Grand Rapids, United States28
- Wealth management staffing based in Birmingham, United States27
- Wealth management staffing based in Louisville, United States27
- Wealth management staffing based in Las Vegas, United States26
- Wealth management staffing based in Ottawa, Canada26
- Wealth management staffing based in Rochester, United States26
- Wealth management staffing based in Salt Lake City, United States26
- Wealth management staffing based in Washington, United States26
- Wealth management staffing based in Fort Worth, United States25
- Wealth management staffing based in Nantes, France25
- Wealth management staffing based in Naples, United States25
- Wealth management staffing based in Sarasota, United States25
- Wealth management staffing based in Winnipeg, Canada25
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 staffing, 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 staffing are there worldwide?
RevenueBase identified 15,998 wealth management staffing 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?
UBS, headquartered in Worldwide, tops this list with the largest team on record.
Which country has the most wealth management staffing?
The United States leads with 7,599 companies, followed by France (1,821) and the United Kingdom (1,411). Every wealth management staffing list by country and city is linked on this page.
Which city has the most wealth management staffing?
London leads with 493 headquartered companies, followed by Paris (434) and New York (284).
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 238,150 verified decision-maker contacts tracked across these 15,998 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 14, 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.