Company lists · Data refreshed September 2026

Top 25 Financial advisor directories based in the United States

Name: Financial advisor directories based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 3,549 companies tracked

RevenueBase identified 3,549 financial advisor directories headquartered in the United States as of September 2026 and tracks 51,064 professional contacts across them, including 18,297 with verified work emails. New York is the largest hub.

This list covers financial advisor directories headquartered in the United States, 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 20, 2026.

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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

3,549Companies

51,064Contacts tracked

18,297Verified emails

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The 25 largest financial advisor directories based in the United States

Ranked by team size

Top 25 of 3,549 financial advisor directories based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor directories: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	5,001-10,000	24,283 contacts →
	Partial 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 20, 2026
2	Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 20, 2026	1,001-5,000	595 contacts →
	Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
3	North Star Resource Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	201-500	375 contacts →
	Partial evidence “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Source: RevenueBase Database · checked Sep 20, 2026
4	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
5	Carson Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	51-200	342 contacts →
	Indirect evidence “Progress isn't defined by a single milestone.” Source: RevenueBase Database · checked Sep 20, 2026
6	United Capital Financial Advisors, LLC	Strong evidence	Irving, TX, United StatesHQ checked Sep 20, 2026	201-500	310 contacts →
	Strong evidence “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Source: RevenueBase Database · checked Sep 20, 2026
7	Merit Financial Advisors	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 20, 2026	201-500	308 contacts →
	Strong evidence “Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Source: RevenueBase Database · checked Sep 20, 2026
8	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 20, 2026
9	Smartasset	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	286 contacts →
	Partial evidence “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: RevenueBase Database · checked Sep 20, 2026
10	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 20, 2026	51-200	263 contacts →
	Partial evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 20, 2026
11	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 20, 2026
12	Financial Engines	Strong evidence	Sunnyvale, CA, United StatesHQ checked Sep 20, 2026	501-1,000	196 contacts →
	Strong evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 20, 2026
13	Focus Financial Network, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	201-500	145 contacts →
	Partial evidence “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Source: RevenueBase Database · checked Sep 20, 2026
14	Perigon Wealth Management	Strong evidence	San Francisco, United StatesHQ checked Sep 20, 2026	51-200	138 contacts →
	Strong evidence “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Source: RevenueBase Database · checked Sep 20, 2026
15	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 20, 2026
16	Avantax Planning Partners	Partial evidence	Dubuque, IA, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Partial evidence “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Source: RevenueBase Database · checked Sep 20, 2026
17	1919 Investment Counsel	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 20, 2026	51-200	124 contacts →
	Partial evidence “1919 Investment Counsel is a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
18	Simon Quick Advisors, LLC	Indirect evidence	Morristown, NJ, United StatesHQ checked Sep 20, 2026	51-200	118 contacts →
	Indirect evidence “Our mission statement is to give our clients the freedom to pursue what matters most to them.” Source: RevenueBase Database · checked Sep 20, 2026
19	Capitol Securities Management INC	Partial evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	201-500	112 contacts →
	Partial evidence “A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Source: RevenueBase Database · checked Sep 20, 2026
20	Allegheny Financial Group	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 20, 2026	51-200	110 contacts →
	Strong evidence “Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
21	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	108 contacts →
	Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 20, 2026
22	JFS Wealth Advisors	Strong evidence	Hermitage, PA, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Strong evidence “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Source: RevenueBase Database · checked Sep 20, 2026
23	First Financial Group	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 20, 2026	201-500	106 contacts →
	Partial evidence “Financial Services for Personal and Business Planning.” Source: RevenueBase Database · checked Sep 20, 2026
24	Emerson Equity Llc, Member Finra Sipc	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 20, 2026	51-200	104 contacts →
	Indirect evidence “Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Source: RevenueBase Database · checked Sep 20, 2026
25	Connecticut Wealth Management, LLC	Strong evidence	Farmington, CT, United StatesHQ checked Sep 20, 2026	51-200	103 contacts →
	Strong evidence “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Source: RevenueBase Database · checked Sep 20, 2026

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: financial advisor directories. 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 financial advisor directories.
Partial evidence: Its own public description names part of financial advisor directories, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor directories. 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 3,549 financial advisor directories based in the United States

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Financial advisor directories based in the United States at a glance

As of Sep 20, 2026

35.8%Verified-email coverage

14.4Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

2,771

11-50

621

51-200

105

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 3,549 companies.

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 financial advisor directories, 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial advisor directories”. 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 financial advisor directories), 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 financial advisor directories, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 18,297 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 20, 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.

Financial advisor directories by metro

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 financial advisor directories, 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 financial advisor directories are there based in the United States?

RevenueBase identified 3,549 financial advisor directories headquartered in the United States 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?

Ameriprise Financial Services, LLC, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most financial advisor directories?

New York leads with 54 headquartered companies, followed by Atlanta (47) and Houston (41).

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 18,297 verified decision-maker contacts tracked across these 3,549 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 20, 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.