Company lists · Data refreshed October 2026

Top 25 Digital wealth management firms based in the United States

Name: Digital wealth management firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 7,060 companies tracked

RevenueBase identified 7,060 company matches for digital wealth management firms associated with the United States as of October 2026 and tracks 270,661 professional contacts across them, including 122,111 with verified work emails. New York is the largest hub.

This list covers company matches for digital wealth management firms associated with the United States, 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 October 11, 2026.

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 Oct 11, 2026 How this list was built

7,060Companies

270,661Contacts tracked

122,111Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest digital wealth management firms based in the United States

Ranked by team size

Top 25 of 7,060 company matches for digital wealth management firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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 Oct 11, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Oct 11, 2026	10001+	33,476 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 11, 2026	10001+	26,157 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 11, 2026	5,001-10,000	13,958 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 · Oct 11, 2026 · View company records in RevenueBase
6	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	11,096 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	5,001-10,000	3,867 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 11, 2026	1,001-5,000	2,612 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 · Oct 11, 2026 · View company records in RevenueBase
9	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 11, 2026	1,001-5,000	2,002 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,671 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,553 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Oct 11, 2026	201-500	1,185 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,184 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	ORION	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,081 contacts →
	Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,051 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	501-1,000	1,034 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	999 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	n/a	824 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Scottrade	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1,001-5,000	821 contacts →
	Exact match “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management 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 7,060 digital wealth management firms based in the United States

See the full list, filter by size, metro and specialty, and access 122,111 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Digital wealth management firms based in the United States at a glance

As of Oct 11, 2026

45.1%Verified-email coverage

38.3Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

5,055

11-50

1,544

51-200

282

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 7,060 companies.

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.
What qualifies: Company records associated with the United States whose business descriptions match “digital wealth management 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 122,111 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 October 11, 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.

Digital wealth management firms by metro

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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in the United States?

RevenueBase identified 7,060 company matches for digital wealth management firms associated with the United States as of October 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 city has the most digital wealth management firms?

New York leads with 232 company records, followed by Atlanta (93) and San Francisco (93).

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 122,111 professional contacts with verified work emails tracked across these 7,060 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 October 11, 2026.

Ready to reach these companies? Verified emails and direct dials for all 7,060 digital wealth management firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Digital wealth management firms by geography

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 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.