Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 23,176 companies tracked

RevenueBase identified 23,176 company matches for wealth management staffing agencies worldwide as of September 2026 and tracks 554,368 professional contacts across them, including 193,385 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth management staffing agencies 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 staffing agencies 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

23,176Companies

554,368Contacts tracked

193,385Verified emails

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The 25 largest wealth management staffing agencies worldwide

Ranked by team size

Top 25 of 23,176 company matches for wealth management staffing agencies 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	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
6	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 29, 2026	10001+	8,191 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Sep 29, 2026	5,001-10,000	6,597 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	J.P. Morgan Private Bank	Exact match	United StatesHQ recorded Sep 29, 2026	10001+	6,373 contacts →
	Exact match “Join us for a view into the elevated experience of J.P.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Fideuram	Exact match	Torino, 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
10	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 29, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Appleone Employment Services	Exact match	Glendale, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	4,627 contacts →
	Exact match “AppleOne Employment Services is a full-service employment company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Spherion	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	10001+	4,263 contacts →
	Exact match “We’re Spherion-a staffing and recruiting pioneer that’s been driving careers and helping businesses grow for over 75 years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	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
14	Beacon Hill	Exact match	Boston, MA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	3,238 contacts →
	Exact match “Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,898 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Cibc Wood Gundy	Exact match	CanadaHQ recorded Sep 29, 2026	1,001-5,000	2,838 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	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
19	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	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
21	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,324 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Sep 29, 2026	1,001-5,000	2,141 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,071 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Credicorp Capital	Exact match	Lima, PeruHQ recorded Sep 29, 2026	1,001-5,000	1,971 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” 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 staffing agencies”. 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 23,176 wealth management staffing agencies worldwide

See the full list, filter by size, metro and specialty, and access 193,385 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management staffing agencies worldwide at a glance

As of Sep 29, 2026

34.9%Verified-email coverage

23.9Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

15,218

11-50

5,670

51-200

1,423

201-500

400

501-1,000

161

1,001-5,000

149

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 staffing agencies are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth management staffing agencies” 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 193,385 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 staffing agencies by location

129 lists · largest first

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

How many wealth management staffing agencies are there worldwide?

RevenueBase identified 23,176 company matches for wealth management staffing agencies 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?

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

Which country has the most wealth management staffing agencies?

The United States leads with 10,261 companies, followed by France (1,739) and the United Kingdom (1,670). Every wealth management staffing agencies list by country and city is linked on this page.

Which city has the most wealth management staffing agencies?

London leads with 643 company records, followed by New York (508) and Paris (409).

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 193,385 professional contacts with verified work emails tracked across these 23,176 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.