Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in the United States

Name: Employee-owned financial services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 7,205 companies tracked

RevenueBase identified 7,205 company matches for employee-owned financial services associated with the United States as of October 2026 and tracks 577,720 professional contacts across them, including 244,146 with verified work emails. New York is the largest hub.

This list covers company matches for employee-owned financial services 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 12, 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 12, 2026 How this list was built

7,205Companies

577,720Contacts tracked

244,146Verified emails

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The 25 largest employee-owned financial services based in the United States

Ranked by team size

Top 25 of 7,205 company matches for employee-owned financial services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	10001+	84,012 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
4	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	n/a	38,065 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	USAA	Exact match	San Antonio, TX, United StatesHQ recorded Oct 12, 2026	10001+	37,949 contacts →
	Exact match “Since the beginning, our mission has been to provide a range of financial services to the military community and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
7	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
8	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	5,001-10,000	24,802 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	10001+	14,554 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
11	Massmutual	Exact match	Springfield, MA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	11,464 contacts →
	Exact match “Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Oct 12, 2026	10001+	7,723 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,077 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	6,490 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	6,051 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 12, 2026	5,001-10,000	3,444 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Oportun	Exact match	San Mateo, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,416 contacts →
	Exact match “Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Pinnacle Financial Partners	Exact match	Nashville, TN, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,187 contacts →
	Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,813 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
23	Higginbotham	Exact match	Fort Worth, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,510 contacts →
	Exact match “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,448 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 · Oct 12, 2026 · View company records in RevenueBase
25	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,203 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned financial services”. 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 7,205 employee-owned financial services based in the United States

See the full list, filter by size, metro and specialty, and access 244,146 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in the United States at a glance

As of Oct 12, 2026

42.3%Verified-email coverage

80.2Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

4,943

11-50

1,555

51-200

432

201-500

117

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 7,205 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 “employee-owned financial services” 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 244,146 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 12, 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.

Employee-owned financial services 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in the United States?

RevenueBase identified 7,205 company matches for employee-owned financial services 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?

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

Which city has the most employee-owned financial services?

New York leads with 168 company records, followed by Dallas (80) and Atlanta (69).

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 244,146 professional contacts with verified work emails tracked across these 7,205 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 12, 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.