Company lists · Data refreshed November 2026
Top 25 Financial advisory networks based in the United States
RevenueBase identified 22,029 company matches for financial advisory networks associated with the United States as of November 2026 and tracks 660,905 professional contacts across them, including 285,618 with verified work emails. New York is the largest hub.
This list covers company matches for financial advisory networks 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 November 6, 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.
The 25 largest financial advisory networks based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 85,842 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 45,187 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 38,883 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 34,536 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 34,197 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 27,175 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 25,536 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 14,986 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 14,339 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 12,182 contacts → | ||||
Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8,927 contacts → | ||||
Exact match “Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7,198 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6,726 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3,986 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3,537 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3,449 contacts → | ||||
Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3,326 contacts → | ||||
Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3,155 contacts → | ||||
Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2,921 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2,882 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 2,674 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 2,331 contacts → | ||||
Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 2,174 contacts → | ||||
Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 2,098 contacts → | ||||
Exact match “We’re enablers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 2,054 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 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 “financial advisory networks”. 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 22,029 financial advisory networks based in the United States
See the full list, filter by size, metro and specialty, and access 285,618 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisory networks based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 22,029 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 “financial advisory networks” 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 285,618 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 November 6, 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.
Financial advisory networks by metro
- Financial advisory networks in New York433
- Financial advisory networks in Houston268
- Financial advisory networks in Atlanta267
- Financial advisory networks in Dallas227
- Financial advisory networks in San Diego210
- Financial advisory networks in Chicago198
- Financial advisory networks in Austin189
- Financial advisory networks in Scottsdale180
- Financial advisory networks in Charlotte176
- Financial advisory networks in Denver155
- Financial advisory networks in Tampa148
- Financial advisory networks in Los Angeles140
- Financial advisory networks in San Francisco129
- Financial advisory networks in Boston127
- Financial advisory networks in Cincinnati124
- Financial advisory networks in Miami118
- Financial advisory networks in Columbus115
- Financial advisory networks in Phoenix113
- Financial advisory networks in Portland111
- Financial advisory networks in Irvine109
- Financial advisory networks in Raleigh108
- Financial advisory networks in Overland Park103
- Financial advisory networks in San Antonio102
- Financial advisory networks in Indianapolis101
- Financial advisory networks in Newport Beach96
- Financial advisory networks in St. Louis94
- Financial advisory networks in Minneapolis91
- Financial advisory networks in Birmingham90
- Financial advisory networks in Columbia89
- Financial advisory networks in Las Vegas87
- Financial advisory networks in Omaha87
- Financial advisory networks in Boca Raton86
- Financial advisory networks in Seattle83
- Financial advisory networks in Pittsburgh81
- Financial advisory networks in Jacksonville80
- Financial advisory networks in Bellevue79
- Financial advisory networks in Rochester79
- Financial advisory networks in Greenville77
- Financial advisory networks in Louisville77
- Financial advisory networks in Grand Rapids75
- Financial advisory networks in Richmond74
- Financial advisory networks in Sarasota70
- Financial advisory networks in Colorado Springs69
- Financial advisory networks in Fort Worth69
- Financial advisory networks in Lexington69
- Financial advisory networks in Nashville69
- Financial advisory networks in Orlando68
- Financial advisory networks in Fort Lauderdale67
- Financial advisory networks in Madison67
- Financial advisory networks in Springfield65
- Financial advisory networks in Greenwood Village64
- Financial advisory networks in Naples64
- Financial advisory networks in Wilmington64
- Financial advisory networks in Plano63
- Financial advisory networks in Tulsa63
- Financial advisory networks in Troy62
- Financial advisory networks in Washington60
- Financial advisory networks in Memphis56
- Financial advisory networks in Walnut Creek55
- Financial advisory networks in Pasadena54
- Financial advisory networks in Philadelphia54
- Financial advisory networks in Salt Lake City54
- Financial advisory networks in Tucson54
- Financial advisory networks in Alpharetta53
- Financial advisory networks in Knoxville53
- Financial advisory networks in San Jose51
- Financial advisory networks in Brentwood50
- Financial advisory networks in Lincoln50
- Financial advisory networks in Franklin49
- Financial advisory networks in Lafayette49
- Financial advisory networks in Bloomington48
- Financial advisory networks in Charleston47
- Financial advisory networks in Virginia Beach47
- Financial advisory networks in West Des Moines47
- Financial advisory networks in Ann Arbor46
- Financial advisory networks in Frisco46
- Financial advisory networks in Greensboro46
- Financial advisory networks in Baton Rouge45
- Financial advisory networks in Oklahoma City45
- Financial advisory networks in Roseville45
- Financial advisory networks in Bethesda44
- Financial advisory networks in Cleveland44
- Financial advisory networks in Lake Oswego43
- Financial advisory networks in Pittsford43
- Financial advisory networks in Mclean42
- Financial advisory networks in Melville42
- Financial advisory networks in The Woodlands42
- Financial advisory networks in Honolulu41
- Financial advisory networks in Jackson41
- Financial advisory networks in Westlake Village41
- Financial advisory networks in Buffalo40
- Financial advisory networks in Fort Collins40
- Financial advisory networks in Kansas City40
- Financial advisory networks in St. Petersburg40
- Financial advisory networks in Marietta39
- Financial advisory networks in Plymouth39
- Financial advisory networks in Reston39
- Financial advisory networks in Arlington38
- Financial advisory networks in Coral Gables38
- Financial advisory networks in Fort Myers38
- Financial advisory networks in Minnetonka38
- Financial advisory networks in Red Bank38
- Financial advisory networks in Rockville38
- Financial advisory networks in Boise37
- Financial advisory networks in Little Rock37
- Financial advisory networks in Littleton37
- Financial advisory networks in Southlake37
- Financial advisory networks in Albuquerque36
- Financial advisory networks in Baltimore36
- Financial advisory networks in Carmel36
- Financial advisory networks in Milwaukee36
- Financial advisory networks in Reno36
- Financial advisory networks in Dublin35
- Financial advisory networks in Lancaster35
- Financial advisory networks in Wichita35
- Financial advisory networks in Chesterfield34
- Financial advisory networks in West Chester34
- Financial advisory networks in Albany33
- Financial advisory networks in Centennial33
- Financial advisory networks in Chandler33
- Financial advisory networks in Metairie33
- Financial advisory networks in Alexandria32
- Financial advisory networks in Annapolis32
- Financial advisory networks in Bloomfield Hills32
- Financial advisory networks in Concord32
- Financial advisory networks in Fort Wayne32
- Financial advisory networks in Lakewood32
- Financial advisory networks in San Ramon32
- Financial advisory networks in Westport32
- Financial advisory networks in Cary31
- Financial advisory networks in Edina31
- Financial advisory networks in Englewood31
- Financial advisory networks in Fairfield31
- Financial advisory networks in Sacramento31
- Financial advisory networks in Santa Barbara31
- Financial advisory networks in Westlake31
- Financial advisory networks in Beverly Hills30
- Financial advisory networks in Boulder30
- Financial advisory networks in Naperville30
- Financial advisory networks in Southfield30
- Financial advisory networks in Towson30
- Financial advisory networks in Vienna30
- Financial advisory networks in Woodbury30
- Financial advisory networks in Carlsbad29
- Financial advisory networks in Clearwater29
- Financial advisory networks in Princeton29
- Financial advisory networks in Spokane29
- Financial advisory networks in Stamford29
- Financial advisory networks in Wayne29
- Financial advisory networks in Burlington28
- Financial advisory networks in Charlottesville28
- Financial advisory networks in Chattanooga28
- Financial advisory networks in Durham28
- Financial advisory networks in Glen Allen28
- Financial advisory networks in Henderson28
- Financial advisory networks in Huntsville28
- Financial advisory networks in Oak Brook28
- Financial advisory networks in Appleton27
- Financial advisory networks in Fayetteville27
- Financial advisory networks in Fresno27
- Financial advisory networks in Portsmouth27
- Financial advisory networks in Salem27
- Financial advisory networks in Brookfield26
- Financial advisory networks in Gainesville26
- Financial advisory networks in Gilbert26
- Financial advisory networks in Tallahassee26
- Financial advisory networks in Bend25
- Financial advisory networks in Canton25
- Financial advisory networks in Glendale25
- Financial advisory networks in Meridian25
- Financial advisory networks in Palm Beach Gardens25
- Financial advisory networks in Tempe25
- Financial advisory networks in Torrance25
- Financial advisory networks in Woodstock25
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 “financial advisory networks”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory networks are there based in the United States?
RevenueBase identified 22,029 company matches for financial advisory networks associated with the United States as of November 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 financial advisory networks?
New York leads with 433 company records, followed by Houston (268) and Atlanta (267).
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 285,618 professional contacts with verified work emails tracked across these 22,029 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 22,029 financial advisory networks based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory networks by geography
- Financial advisory networks based in Buenos Aires, Argentina
- Financial advisory networks based in Adelaide, Australia
- Financial advisory networks based in Brisbane City, Australia
- Financial advisory networks based in Brisbane, Australia
- Financial advisory networks based in Melbourne, Australia
- Financial advisory networks based in North Sydney, Australia
- Financial advisory networks based in Perth, Australia
- Financial advisory networks based in Sydney, Australia
- Financial advisory networks based in West Perth, Australia
- Financial advisory networks based in Belo Horizonte, Brazil
- Financial advisory networks based in Porto Alegre, Brazil
- Financial advisory networks based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
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- Financial advisory networks based in Buenos Aires, Argentina
- Financial advisory networks based in Adelaide, Australia
- Financial advisory networks based in Brisbane City, Australia
- Financial advisory networks based in Brisbane, Australia
- Financial advisory networks based in Melbourne, Australia
- Financial advisory networks based in North Sydney, Australia
Company intelligence · public preview
Top 25 financial advisory networks based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 22,029 matching company records for financial advisory networks based in the United States, with 660,905 tracked contacts and 285,618 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory networks based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Fidelity Investmentsfidelity.comHQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 85,842 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Edward Jonesedwardjones.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Northwestern Mutualnorthwesternmutual.comHQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,883 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Merrill Lynchml.comHQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Charles Schwababoutschwab.comHQ: Westlake, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vanguardvanguard.comHQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wells Fargo Advisorswellsfargoadvisors.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  LPL Financiallpl.comHQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Transamericatransamerica.comHQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Thriventthrivent.comHQ: Minneapolis, WI, United StatesReported employees: 5,001-10,000 | Minneapolis, WI, United States | 5,001-10,000 | Exact match | 8,927 contacts → |
“Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stifel Financial Corpstifel.comHQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 7,198 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Empowerempower.comHQ: Greenwood Village, CO, United StatesReported employees: 10001+ | Greenwood Village, CO, United States | 10001+ | Exact match | 6,726 contacts → |
“Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  TD Ameritradetdameritrade.comHQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  BNY Pershingbny.comHQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,537 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nylife Securities LLCnylifesecurities.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,449 contacts → |
“NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  BOK Financialbokfinancial.comHQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,326 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Equitableequitable.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 3,155 contacts → |
“Equitable is one of America’s leading financial services companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Western & Southern Financial Groupwesternsouthern.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 2,882 contacts → |
“Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Janney Montgomery Scott LLCjanney.comHQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Creative Planningcreativeplanning.comHQ: Overland Park, TX, United StatesReported employees: 1,001-5,000 | Overland Park, TX, United States | 1,001-5,000 | Exact match | 2,331 contacts → |
“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  OSAICosaic.comHQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,174 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Cetera Financial Groupcetera.comHQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 22,029 company matches
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Financial advisory networks: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
21,963 records in the displayed employee bands.
66 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 22,029 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory networks by metro
- Financial advisory networks in New York433
- Financial advisory networks in Houston268
- Financial advisory networks in Atlanta267
- Financial advisory networks in Dallas227
- Financial advisory networks in San Diego210
- Financial advisory networks in Chicago198
- Financial advisory networks in Austin189
- Financial advisory networks in Scottsdale180
- Financial advisory networks in Charlotte176
- Financial advisory networks in Denver155
- Financial advisory networks in Tampa148
- Financial advisory networks in Los Angeles140
- Financial advisory networks in San Francisco129
- Financial advisory networks in Boston127
- Financial advisory networks in Cincinnati124
- Financial advisory networks in Miami118
- Financial advisory networks in Columbus115
- Financial advisory networks in Phoenix113
- Financial advisory networks in Portland111
- Financial advisory networks in Irvine109
- Financial advisory networks in Raleigh108
- Financial advisory networks in Overland Park103
- Financial advisory networks in San Antonio102
- Financial advisory networks in Indianapolis101
- Financial advisory networks in Newport Beach96
- Financial advisory networks in St. Louis94
- Financial advisory networks in Minneapolis91
- Financial advisory networks in Birmingham90
- Financial advisory networks in Columbia89
- Financial advisory networks in Las Vegas87
- Financial advisory networks in Omaha87
- Financial advisory networks in Boca Raton86
- Financial advisory networks in Seattle83
- Financial advisory networks in Pittsburgh81
- Financial advisory networks in Jacksonville80
- Financial advisory networks in Bellevue79
- Financial advisory networks in Rochester79
- Financial advisory networks in Greenville77
- Financial advisory networks in Louisville77
- Financial advisory networks in Grand Rapids75
- Financial advisory networks in Richmond74
- Financial advisory networks in Sarasota70
- Financial advisory networks in Colorado Springs69
- Financial advisory networks in Fort Worth69
- Financial advisory networks in Lexington69
- Financial advisory networks in Nashville69
- Financial advisory networks in Orlando68
- Financial advisory networks in Fort Lauderdale67
- Financial advisory networks in Madison67
- Financial advisory networks in Springfield65
- Financial advisory networks in Greenwood Village64
- Financial advisory networks in Naples64
- Financial advisory networks in Wilmington64
- Financial advisory networks in Plano63
- Financial advisory networks in Tulsa63
- Financial advisory networks in Troy62
- Financial advisory networks in Washington60
- Financial advisory networks in Memphis56
- Financial advisory networks in Walnut Creek55
- Financial advisory networks in Pasadena54
- Financial advisory networks in Philadelphia54
- Financial advisory networks in Salt Lake City54
- Financial advisory networks in Tucson54
- Financial advisory networks in Alpharetta53
- Financial advisory networks in Knoxville53
- Financial advisory networks in San Jose51
- Financial advisory networks in Brentwood50
- Financial advisory networks in Lincoln50
- Financial advisory networks in Franklin49
- Financial advisory networks in Lafayette49
- Financial advisory networks in Bloomington48
- Financial advisory networks in Charleston47
- Financial advisory networks in Virginia Beach47
- Financial advisory networks in West Des Moines47
- Financial advisory networks in Ann Arbor46
- Financial advisory networks in Frisco46
- Financial advisory networks in Greensboro46
- Financial advisory networks in Baton Rouge45
- Financial advisory networks in Oklahoma City45
- Financial advisory networks in Roseville45
- Financial advisory networks in Bethesda44
- Financial advisory networks in Cleveland44
- Financial advisory networks in Lake Oswego43
- Financial advisory networks in Pittsford43
- Financial advisory networks in Mclean42
- Financial advisory networks in Melville42
- Financial advisory networks in The Woodlands42
- Financial advisory networks in Honolulu41
- Financial advisory networks in Jackson41
- Financial advisory networks in Westlake Village41
- Financial advisory networks in Buffalo40
- Financial advisory networks in Fort Collins40
- Financial advisory networks in Kansas City40
- Financial advisory networks in St. Petersburg40
- Financial advisory networks in Marietta39
- Financial advisory networks in Plymouth39
- Financial advisory networks in Reston39
- Financial advisory networks in Arlington38
- Financial advisory networks in Coral Gables38
- Financial advisory networks in Fort Myers38
- Financial advisory networks in Minnetonka38
- Financial advisory networks in Red Bank38
- Financial advisory networks in Rockville38
- Financial advisory networks in Boise37
- Financial advisory networks in Little Rock37
- Financial advisory networks in Littleton37
- Financial advisory networks in Southlake37
- Financial advisory networks in Albuquerque36
- Financial advisory networks in Baltimore36
- Financial advisory networks in Carmel36
- Financial advisory networks in Milwaukee36
- Financial advisory networks in Reno36
- Financial advisory networks in Dublin35
- Financial advisory networks in Lancaster35
- Financial advisory networks in Wichita35
- Financial advisory networks in Chesterfield34
- Financial advisory networks in West Chester34
- Financial advisory networks in Albany33
- Financial advisory networks in Centennial33
- Financial advisory networks in Chandler33
- Financial advisory networks in Metairie33
- Financial advisory networks in Alexandria32
- Financial advisory networks in Annapolis32
- Financial advisory networks in Bloomfield Hills32
- Financial advisory networks in Concord32
- Financial advisory networks in Fort Wayne32
- Financial advisory networks in Lakewood32
- Financial advisory networks in San Ramon32
- Financial advisory networks in Westport32
- Financial advisory networks in Cary31
- Financial advisory networks in Edina31
- Financial advisory networks in Englewood31
- Financial advisory networks in Fairfield31
- Financial advisory networks in Sacramento31
- Financial advisory networks in Santa Barbara31
- Financial advisory networks in Westlake31
- Financial advisory networks in Beverly Hills30
- Financial advisory networks in Boulder30
- Financial advisory networks in Naperville30
- Financial advisory networks in Southfield30
- Financial advisory networks in Towson30
- Financial advisory networks in Vienna30
- Financial advisory networks in Woodbury30
- Financial advisory networks in Carlsbad29
- Financial advisory networks in Clearwater29
- Financial advisory networks in Princeton29
- Financial advisory networks in Spokane29
- Financial advisory networks in Stamford29
- Financial advisory networks in Wayne29
- Financial advisory networks in Burlington28
- Financial advisory networks in Charlottesville28
- Financial advisory networks in Chattanooga28
- Financial advisory networks in Durham28
- Financial advisory networks in Glen Allen28
- Financial advisory networks in Henderson28
- Financial advisory networks in Huntsville28
- Financial advisory networks in Oak Brook28
- Financial advisory networks in Appleton27
- Financial advisory networks in Fayetteville27
- Financial advisory networks in Fresno27
- Financial advisory networks in Portsmouth27
- Financial advisory networks in Salem27
- Financial advisory networks in Brookfield26
- Financial advisory networks in Gainesville26
- Financial advisory networks in Gilbert26
- Financial advisory networks in Tallahassee26
- Financial advisory networks in Bend25
- Financial advisory networks in Canton25
- Financial advisory networks in Glendale25
- Financial advisory networks in Meridian25
- Financial advisory networks in Palm Beach Gardens25
- Financial advisory networks in Tempe25
- Financial advisory networks in Torrance25
- Financial advisory networks in Woodstock25
Questions about this company list
What does Exact match mean for financial advisory networks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory networks did RevenueBase find based in the United States?
The saved snapshot records 22,029 matching company records, 660,905 tracked contacts and 285,618 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory networks by geography
- Financial advisory networks based in Buenos Aires, Argentina
- Financial advisory networks based in Adelaide, Australia
- Financial advisory networks based in Brisbane City, Australia
- Financial advisory networks based in Brisbane, Australia
- Financial advisory networks based in Melbourne, Australia
- Financial advisory networks based in North Sydney, Australia
- Financial advisory networks based in Perth, Australia
- Financial advisory networks based in Sydney, Australia
- Financial advisory networks based in West Perth, Australia
- Financial advisory networks based in Belo Horizonte, Brazil
- Financial advisory networks based in Porto Alegre, Brazil
- Financial advisory networks based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 financial advisory networks based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-networks/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory networks based in Buenos Aires, Argentina
- Financial advisory networks based in Adelaide, Australia
- Financial advisory networks based in Brisbane City, Australia
- Financial advisory networks based in Brisbane, Australia
- Financial advisory networks based in Melbourne, Australia
- Financial advisory networks based in North Sydney, Australia
Company intelligence · public preview
Top 25 financial advisory networks based in the United States
RevenueBase records 22,029 matching company records for financial advisory networks based in the United States, with 660,905 tracked contacts and 285,618 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory networks based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Fidelity Investmentsfidelity.com HQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 85,842 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Edward Jonesedwardjones.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 45,187 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Northwestern Mutualnorthwesternmutual.com HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,883 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Merrill Lynchml.com HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Charles Schwababoutschwab.com HQ: Westlake, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vanguardvanguard.com HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 27,175 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 25,536 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wells Fargo Advisorswellsfargoadvisors.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | LPL Financiallpl.com HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Transamericatransamerica.com HQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Thriventthrivent.com HQ: Minneapolis, WI, United StatesReported employees: 5,001-10,000 | Minneapolis, WI, United States | 5,001-10,000 | Exact match | 8,927 contacts → |
“Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stifel Financial Corpstifel.com HQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 7,198 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Empowerempower.com HQ: Greenwood Village, CO, United StatesReported employees: 10001+ | Greenwood Village, CO, United States | 10001+ | Exact match | 6,726 contacts → |
“Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | TD Ameritradetdameritrade.com HQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BNY Pershingbny.com HQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,537 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nylife Securities LLCnylifesecurities.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,449 contacts → |
“NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | BOK Financialbokfinancial.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,326 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Equitableequitable.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 3,155 contacts → |
“Equitable is one of America’s leading financial services companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Western & Southern Financial Groupwesternsouthern.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 2,882 contacts → |
“Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Janney Montgomery Scott LLCjanney.com HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Creative Planningcreativeplanning.com HQ: Overland Park, TX, United StatesReported employees: 1,001-5,000 | Overland Park, TX, United States | 1,001-5,000 | Exact match | 2,331 contacts → |
“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | OSAICosaic.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,174 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cetera Financial Groupcetera.com HQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 2,098 contacts → |
“We’re enablers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 22,029 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial advisory networks: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
21,963 records in the displayed employee bands.
66 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 22,029 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory networks by metro
- Financial advisory networks in New York433
- Financial advisory networks in Houston268
- Financial advisory networks in Atlanta267
- Financial advisory networks in Dallas227
- Financial advisory networks in San Diego210
- Financial advisory networks in Chicago198
- Financial advisory networks in Austin189
- Financial advisory networks in Scottsdale180
- Financial advisory networks in Charlotte176
- Financial advisory networks in Denver155
- Financial advisory networks in Tampa148
- Financial advisory networks in Los Angeles140
- Financial advisory networks in San Francisco129
- Financial advisory networks in Boston127
- Financial advisory networks in Cincinnati124
- Financial advisory networks in Miami118
- Financial advisory networks in Columbus115
- Financial advisory networks in Phoenix113
- Financial advisory networks in Portland111
- Financial advisory networks in Irvine109
- Financial advisory networks in Raleigh108
- Financial advisory networks in Overland Park103
- Financial advisory networks in San Antonio102
- Financial advisory networks in Indianapolis101
- Financial advisory networks in Newport Beach96
- Financial advisory networks in St. Louis94
- Financial advisory networks in Minneapolis91
- Financial advisory networks in Birmingham90
- Financial advisory networks in Columbia89
- Financial advisory networks in Las Vegas87
- Financial advisory networks in Omaha87
- Financial advisory networks in Boca Raton86
- Financial advisory networks in Seattle83
- Financial advisory networks in Pittsburgh81
- Financial advisory networks in Jacksonville80
- Financial advisory networks in Bellevue79
- Financial advisory networks in Rochester79
- Financial advisory networks in Greenville77
- Financial advisory networks in Louisville77
- Financial advisory networks in Grand Rapids75
- Financial advisory networks in Richmond74
- Financial advisory networks in Sarasota70
- Financial advisory networks in Colorado Springs69
- Financial advisory networks in Fort Worth69
- Financial advisory networks in Lexington69
- Financial advisory networks in Nashville69
- Financial advisory networks in Orlando68
- Financial advisory networks in Fort Lauderdale67
- Financial advisory networks in Madison67
- Financial advisory networks in Springfield65
- Financial advisory networks in Greenwood Village64
- Financial advisory networks in Naples64
- Financial advisory networks in Wilmington64
- Financial advisory networks in Plano63
- Financial advisory networks in Tulsa63
- Financial advisory networks in Troy62
- Financial advisory networks in Washington60
- Financial advisory networks in Memphis56
- Financial advisory networks in Walnut Creek55
- Financial advisory networks in Pasadena54
- Financial advisory networks in Philadelphia54
- Financial advisory networks in Salt Lake City54
- Financial advisory networks in Tucson54
- Financial advisory networks in Alpharetta53
- Financial advisory networks in Knoxville53
- Financial advisory networks in San Jose51
- Financial advisory networks in Brentwood50
- Financial advisory networks in Lincoln50
- Financial advisory networks in Franklin49
- Financial advisory networks in Lafayette49
- Financial advisory networks in Bloomington48
- Financial advisory networks in Charleston47
- Financial advisory networks in Virginia Beach47
- Financial advisory networks in West Des Moines47
- Financial advisory networks in Ann Arbor46
- Financial advisory networks in Frisco46
- Financial advisory networks in Greensboro46
- Financial advisory networks in Baton Rouge45
- Financial advisory networks in Oklahoma City45
- Financial advisory networks in Roseville45
- Financial advisory networks in Bethesda44
- Financial advisory networks in Cleveland44
- Financial advisory networks in Lake Oswego43
- Financial advisory networks in Pittsford43
- Financial advisory networks in Mclean42
- Financial advisory networks in Melville42
- Financial advisory networks in The Woodlands42
- Financial advisory networks in Honolulu41
- Financial advisory networks in Jackson41
- Financial advisory networks in Westlake Village41
- Financial advisory networks in Buffalo40
- Financial advisory networks in Fort Collins40
- Financial advisory networks in Kansas City40
- Financial advisory networks in St. Petersburg40
- Financial advisory networks in Marietta39
- Financial advisory networks in Plymouth39
- Financial advisory networks in Reston39
- Financial advisory networks in Arlington38
- Financial advisory networks in Coral Gables38
- Financial advisory networks in Fort Myers38
- Financial advisory networks in Minnetonka38
- Financial advisory networks in Red Bank38
- Financial advisory networks in Rockville38
- Financial advisory networks in Boise37
- Financial advisory networks in Little Rock37
- Financial advisory networks in Littleton37
- Financial advisory networks in Southlake37
- Financial advisory networks in Albuquerque36
- Financial advisory networks in Baltimore36
- Financial advisory networks in Carmel36
- Financial advisory networks in Milwaukee36
- Financial advisory networks in Reno36
- Financial advisory networks in Dublin35
- Financial advisory networks in Lancaster35
- Financial advisory networks in Wichita35
- Financial advisory networks in Chesterfield34
- Financial advisory networks in West Chester34
- Financial advisory networks in Albany33
- Financial advisory networks in Centennial33
- Financial advisory networks in Chandler33
- Financial advisory networks in Metairie33
- Financial advisory networks in Alexandria32
- Financial advisory networks in Annapolis32
- Financial advisory networks in Bloomfield Hills32
- Financial advisory networks in Concord32
- Financial advisory networks in Fort Wayne32
- Financial advisory networks in Lakewood32
- Financial advisory networks in San Ramon32
- Financial advisory networks in Westport32
- Financial advisory networks in Cary31
- Financial advisory networks in Edina31
- Financial advisory networks in Englewood31
- Financial advisory networks in Fairfield31
- Financial advisory networks in Sacramento31
- Financial advisory networks in Santa Barbara31
- Financial advisory networks in Westlake31
- Financial advisory networks in Beverly Hills30
- Financial advisory networks in Boulder30
- Financial advisory networks in Naperville30
- Financial advisory networks in Southfield30
- Financial advisory networks in Towson30
- Financial advisory networks in Vienna30
- Financial advisory networks in Woodbury30
- Financial advisory networks in Carlsbad29
- Financial advisory networks in Clearwater29
- Financial advisory networks in Princeton29
- Financial advisory networks in Spokane29
- Financial advisory networks in Stamford29
- Financial advisory networks in Wayne29
- Financial advisory networks in Burlington28
- Financial advisory networks in Charlottesville28
- Financial advisory networks in Chattanooga28
- Financial advisory networks in Durham28
- Financial advisory networks in Glen Allen28
- Financial advisory networks in Henderson28
- Financial advisory networks in Huntsville28
- Financial advisory networks in Oak Brook28
- Financial advisory networks in Appleton27
- Financial advisory networks in Fayetteville27
- Financial advisory networks in Fresno27
- Financial advisory networks in Portsmouth27
- Financial advisory networks in Salem27
- Financial advisory networks in Brookfield26
- Financial advisory networks in Gainesville26
- Financial advisory networks in Gilbert26
- Financial advisory networks in Tallahassee26
- Financial advisory networks in Bend25
- Financial advisory networks in Canton25
- Financial advisory networks in Glendale25
- Financial advisory networks in Meridian25
- Financial advisory networks in Palm Beach Gardens25
- Financial advisory networks in Tempe25
- Financial advisory networks in Torrance25
- Financial advisory networks in Woodstock25
Questions about this company list
What does Exact match mean for financial advisory networks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory networks did RevenueBase find based in the United States?
The saved snapshot records 22,029 matching company records, 660,905 tracked contacts and 285,618 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory networks by geography
- Financial advisory networks based in Buenos Aires, Argentina
- Financial advisory networks based in Adelaide, Australia
- Financial advisory networks based in Brisbane City, Australia
- Financial advisory networks based in Brisbane, Australia
- Financial advisory networks based in Melbourne, Australia
- Financial advisory networks based in North Sydney, Australia
- Financial advisory networks based in Perth, Australia
- Financial advisory networks based in Sydney, Australia
- Financial advisory networks based in West Perth, Australia
- Financial advisory networks based in Belo Horizonte, Brazil
- Financial advisory networks based in Porto Alegre, Brazil
- Financial advisory networks based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 financial advisory networks based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-networks/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial advisory networks based in Buenos Aires, Argentina
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