Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 12,620 companies tracked

RevenueBase identified 12,620 financial advisory platforms headquartered in the United States as of September 2026 and tracks 302,548 professional contacts across them, including 124,953 with verified work emails. New York is the largest hub.

This list covers financial advisory platforms 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 28, 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 28, 2026 86% judged on-target in blind review

12,620Companies

302,548Contacts tracked

124,953Verified emails

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The 25 largest financial advisory platforms based in the United States

Ranked by team size

Top 25 of 12,620 financial advisory platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory platforms: 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	State Street	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	10001+	41,744 contacts →
	Partial evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 28, 2026
2	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 28, 2026	10001+	31,927 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
3	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 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 28, 2026
4	Wells Fargo Advisors	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	10001+	13,910 contacts →
	Strong evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 28, 2026
5	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
6	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
7	TD Ameritrade	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,874 contacts →
	Partial evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 28, 2026
8	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 28, 2026
9	BNY Pershing	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,420 contacts →
	Strong evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 28, 2026
10	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
11	OSAIC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,071 contacts →
	Indirect evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
12	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
13	Cetera Financial Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,877 contacts →
	Indirect evidence “We’re enablers.” Source: RevenueBase Database · checked Sep 28, 2026
14	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026
15	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 28, 2026
16	Commonwealth Financial Network	Strong evidence	Waltham, MA, United StatesHQ checked Sep 28, 2026	501-1,000	1,614 contacts →
	Strong evidence “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Source: RevenueBase Database · checked Sep 28, 2026
17	Wealth Enhancement	Strong evidence	Plymouth, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,516 contacts →
	Strong evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 28, 2026
18	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
19	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,482 contacts →
	Partial evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 28, 2026
20	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,452 contacts →
	Partial evidence “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: RevenueBase Database · checked Sep 28, 2026
21	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
22	Advisorycloud	Strong evidence	San Rafael, CA, United StatesHQ checked Sep 28, 2026	n/a	1,309 contacts →
	Strong evidence “AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Source: RevenueBase Database · checked Sep 28, 2026
23	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
24	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 28, 2026
25	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 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 advisory platforms. 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 advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 12,620 financial advisory platforms based in the United States

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Financial advisory platforms based in the United States at a glance

As of Sep 28, 2026

41.3%Verified-email coverage

24.0Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

9,309

11-50

2,521

51-200

513

201-500

135

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 12,620 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 advisory platforms, 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 advisory platforms”. 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 advisory platforms), 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 advisory platforms, 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, 124,953 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 28, 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 advisory platforms 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 advisory platforms, 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 advisory platforms are there based in the United States?

RevenueBase identified 12,620 financial advisory platforms 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?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which city has the most financial advisory platforms?

New York leads with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159).

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 124,953 verified decision-maker contacts tracked across these 12,620 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 28, 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.