Company lists · Data refreshed September 2026

Top 25 Financial services associations based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 767 companies tracked

RevenueBase identified 767 financial services associations headquartered in the United States as of September 2026 and tracks 11,692 professional contacts across them, including 3,185 with verified work emails. New York is the largest hub.

This list covers financial services associations 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 16, 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 16, 2026 86% judged on-target in blind review

767Companies

11,692Contacts tracked

3,185Verified emails

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The 25 largest financial services associations based in the United States

Ranked by team size

Top 25 of 767 financial services associations based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services associations: 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	Cetera Financial Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,877 contacts →
	Indirect evidence “We’re enablers.” Source: RevenueBase Database · checked Sep 16, 2026
2	Medi Clinic	Partial evidence	Richardson, TX, United StatesHQ checked Sep 16, 2026	n/a	632 contacts →
	Partial evidence “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Source: RevenueBase Database · checked Sep 16, 2026
3	American Bankers Association	Partial evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	201-500	569 contacts →
	Partial evidence “American Bankers Association is a banking trade association of community, regional, and money center banks, holding companies, savings associations, trust companies, and savings…” Source: RevenueBase Database · checked Sep 16, 2026
4	MDRT	Strong evidence	Park Ridge, IL, United StatesHQ checked Sep 16, 2026	51-200	552 contacts →
	Strong evidence “MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial…” Source: RevenueBase Database · checked Sep 16, 2026
5	Comply Regulatory Services	Indirect evidence	Lakeville, CT, United StatesHQ checked Sep 16, 2026	201-500	242 contacts →
	Indirect evidence “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Source: RevenueBase Database · checked Sep 16, 2026
6	HD Vest Financial Services	Partial evidence	Irving, TX, United StatesHQ checked Sep 16, 2026	201-500	229 contacts →
	Partial evidence “HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities…” Source: RevenueBase Database · checked Sep 16, 2026
7	SIFMA	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	214 contacts →
	Indirect evidence “SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, investment banks and asset managers.” Source: RevenueBase Database · checked Sep 16, 2026
8	ICBA	Indirect evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	51-200	214 contacts →
	Indirect evidence “The Independent Community Bankers of America® (ICBA) has one mission: to create and promote an environment where community banks flourish.” Source: RevenueBase Database · checked Sep 16, 2026
9	Gradient Financial Group	Partial evidence	Arden Hills, MN, United StatesHQ checked Sep 16, 2026	201-500	201 contacts →
	Partial evidence “We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial…” Source: RevenueBase Database · checked Sep 16, 2026
10	BREAD	Partial evidence	New York, United StatesHQ checked Sep 16, 2026	201-500	192 contacts →
	Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 16, 2026
11	Cetera Investors	Partial evidence	Glen Allen, VA, United StatesHQ checked Sep 16, 2026	n/a	142 contacts →
	Partial evidence “Financial Services” Source: RevenueBase Database · checked Sep 16, 2026
12	FEI Financial Executives International	Partial evidence	Morristown, NJ, United StatesHQ checked Sep 16, 2026	11-50	136 contacts →
	Partial evidence “Leading the Future of Finance and Accounting Excellence For nearly a century, Financial Executives International (FEI) has been the premier membership organization for senior…” Source: RevenueBase Database · checked Sep 16, 2026
13	Lion Street	Partial evidence	Austin, TX, United StatesHQ checked Sep 16, 2026	51-200	134 contacts →
	Partial evidence “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Source: RevenueBase Database · checked Sep 16, 2026
14	Institute Of International Finance	Strong evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	51-200	128 contacts →
	Strong evidence “The Institute of International Finance (IIF) is the global association of the financial industry, with about 400 members from more than 60 countries.” Source: RevenueBase Database · checked Sep 16, 2026
15	Prospera Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	201-500	119 contacts →
	Partial evidence “Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values.” Source: RevenueBase Database · checked Sep 16, 2026
16	J.P. Turner & Company, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 16, 2026	501-1,000	108 contacts →
	Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 16, 2026
17	NEA Member Benefits	Indirect evidence	Gaithersburg, MD, United StatesHQ checked Sep 16, 2026	51-200	99 contacts →
	Indirect evidence “For more than half a century, NEA Member Benefits has helped enhance the lives of NEA members and their families through advocacy, service and information.” Source: RevenueBase Database · checked Sep 16, 2026
18	Bluecrest Financial Alliances	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	81 contacts →
	Partial evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 16, 2026
19	Finseca	Partial evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	51-200	79 contacts →
	Partial evidence “At Finseca, or FINancial SECurity for All, our mission is to remind Americans that there are very clear steps you can take to make sure your financial situation is protected.” Source: RevenueBase Database · checked Sep 16, 2026
20	Grupo Elektra	Partial evidence	Fayetteville, NC, United StatesHQ checked Sep 16, 2026	n/a	76 contacts →
	Partial evidence “Empresa comercial con servicios financieros” Source: RevenueBase Database · checked Sep 16, 2026
21	Capital Investment Companies	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 16, 2026	201-500	70 contacts →
	Indirect evidence “Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
22	Bank Policy Institute	Indirect evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	11-50	67 contacts →
	Indirect evidence “The Bank Policy Institute (BPI) is a nonpartisan public policy, research and advocacy group, representing the nation’s leading banks.” Source: RevenueBase Database · checked Sep 16, 2026
23	CFD Companies	Indirect evidence	Kokomo, IN, United StatesHQ checked Sep 16, 2026	51-200	66 contacts →
	Indirect evidence “The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to…” Source: RevenueBase Database · checked Sep 16, 2026
24	Consumer Bankers Association	Partial evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	51-200	58 contacts →
	Partial evidence “The Consumer Bankers Association (CBA) is the only member-driven trade association focused exclusively on retail banking.” Source: RevenueBase Database · checked Sep 16, 2026
25	Equipment Leasing & Finance Association	Strong evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	11-50	56 contacts →
	Strong evidence “The Equipment Leasing and Finance Association, founded in 1961, is the trade association representing financial services companies and manufacturers in the $1 trillion U.S.” Source: RevenueBase Database · checked Sep 16, 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 services associations. 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 services associations.
Partial evidence: Its own public description names part of financial services associations, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services associations. 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 767 financial services associations based in the United States

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Financial services associations based in the United States at a glance

As of Sep 16, 2026

27.2%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

4.6%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

475

11-50

158

51-200

201-500

501-1,000

1,001-5,000

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 767 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 services associations, 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 services associations”. 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 services associations), 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 services associations, 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, 3,185 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 16, 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 services associations by metro

Financial services associations in New York35

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 services associations, 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 services associations are there based in the United States?

RevenueBase identified 767 financial services associations 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?

Cetera Financial Group, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most financial services associations?

New York leads with 35 headquartered companies, followed by Washington (21) and Atlanta (13).

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 3,185 verified decision-maker contacts tracked across these 767 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 16, 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.