Company lists · Data refreshed September 2026
Top 25 Financial services firms based in the United States
RevenueBase identified 2,502 company matches for financial services firms associated with the United States as of September 2026 and tracks 1,495,035 professional contacts across them, including 538,805 with verified work emails. New York is the largest hub.
This list covers company matches for financial services firms 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 September 16, 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 services firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 215,533 contacts → | ||||
Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 173,088 contacts → | ||||
Exact match “Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 160,963 contacts → | ||||
Exact match “Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 91,146 contacts → | ||||
Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 80,843 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 72,258 contacts → | ||||
Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 57,790 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 42,985 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 38,382 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 30,252 contacts → | ||||
Exact match “Great companies have an enduring sense of purpose.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 27,212 contacts → | ||||
Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 24,283 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 24,278 contacts → | ||||
Exact match “Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 24,242 contacts → | ||||
Exact match “Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 20,783 contacts → | ||||
Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 18,972 contacts → | ||||
Exact match “At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 17,118 contacts → | ||||
Exact match “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 17,053 contacts → | ||||
Exact match “Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 17,026 contacts → | ||||
Exact match “At KeyBank we’ve made a promise to our clients that they will always have a champion in us.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 15,554 contacts → | ||||
Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 13,591 contacts → | ||||
Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 12,438 contacts → | ||||
Exact match “First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 10,620 contacts → | ||||
Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 8,479 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 · Sep 16, 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 services firms”. 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 2,502 financial services firms based in the United States
See the full list, filter by size, metro and specialty, and access 538,805 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services firms based in the United States at a glance
As of Sep 16, 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 2,502 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 services firms” 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 538,805 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 September 16, 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 services firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services firms are there based in the United States?
RevenueBase identified 2,502 company matches for financial services firms associated with the United States as of September 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?
Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services firms?
New York leads with 123 company records, followed by Dallas (33) and Boston (30).
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 538,805 professional contacts with verified work emails tracked across these 2,502 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 September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,502 financial services firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services firms by geography
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
- Financial services firms based in Dallas, United States
- Financial services firms based in Houston, United States
- Financial services firms based in Miami, United States
- Financial services firms based in New York, United States
- Financial services firms based in Argentina
- Financial services firms based in Australia
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
- Lists by location
- Lists A-Z
- New lists
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
Company intelligence · public preview
Top 25 financial services firms 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 2,502 matching company records for financial services firms based in the United States, with 1,495,035 tracked contacts and 538,805 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: September 16, 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 services firms 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 |  Jpmorganchasejpmorganchase.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 215,533 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wells Fargowellsfargo.comHQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 173,088 contacts → |
“Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bank Of Americabankofamerica.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 160,963 contacts → |
“Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Morgan Stanleymorganstanley.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 91,146 contacts → |
“Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fidelity Investmentsfidelity.comHQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 80,843 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  U.S. Bankusbank.comHQ: Minneapolis, MN, United StatesReported employees: 10001+ | Minneapolis, MN, United States | 10001+ | Exact match | 72,258 contacts → |
“At U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  J.P. Morganjpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Edward Jonesedwardjones.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 42,985 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Northwestern Mutualnorthwesternmutual.comHQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,382 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  M&t Bankmtb.comHQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 30,252 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Northern Trustnortherntrust.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 27,212 contacts → |
“As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Truisttruist.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 24,278 contacts → |
“Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Prudential Financialprudential.comHQ: Newark, NJ, United StatesReported employees: 10001+ | Newark, NJ, United States | 10001+ | Exact match | 24,242 contacts → |
“Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Barclays Investment Bankbarclays.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Citizenscitizensbank.comHQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 18,972 contacts → |
“At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Principal Financial Groupprincipal.comHQ: Des Moines, IA, United StatesReported employees: 10001+ | Des Moines, IA, United States | 10001+ | Exact match | 17,118 contacts → |
“Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Raymond Jamesraymondjames.comHQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 17,053 contacts → |
“Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Keybankkey.comHQ: Cleveland, OH, United StatesReported employees: 10001+ | Cleveland, OH, United States | 10001+ | Exact match | 17,026 contacts → |
“At KeyBank we’ve made a promise to our clients that they will always have a champion in us.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bank Of America Merrill Lynchbofaml.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Bb&tbbt.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 13,591 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  First Citizens Bankfirstcitizens.comHQ: Raleigh, NC, United StatesReported employees: 10001+ | Raleigh, NC, United States | 10001+ | Exact match | 12,438 contacts → |
“First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Comerica Bankcomerica.comHQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,620 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Thriventthrivent.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 8,479 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,502 company matches
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Financial services firms: dataset insights
September 16, 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
2,493 records in the displayed employee bands.
9 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 2,502 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: September 16, 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 services firms by metro
Questions about this company list
What does Exact match mean for financial services firms?
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 services firms did RevenueBase find based in the United States?
The saved snapshot records 2,502 matching company records, 1,495,035 tracked contacts and 538,805 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: September 16, 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 services firms by geography
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
- Financial services firms based in Dallas, United States
- Financial services firms based in Houston, United States
- Financial services firms based in Miami, United States
- Financial services firms based in New York, United States
- Financial services firms based in Argentina
- Financial services firms based in Australia
Cite this list
RevenueBase Data Team. Top 25 financial services firms based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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 services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
Company intelligence · public preview
Top 25 financial services firms based in the United States
RevenueBase records 2,502 matching company records for financial services firms based in the United States, with 1,495,035 tracked contacts and 538,805 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: September 16, 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 services firms 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 | Jpmorganchasejpmorganchase.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 215,533 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wells Fargowellsfargo.com HQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 173,088 contacts → |
“Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bank Of Americabankofamerica.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 160,963 contacts → |
“Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Morgan Stanleymorganstanley.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 91,146 contacts → |
“Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fidelity Investmentsfidelity.com HQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 80,843 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | U.S. Bankusbank.com HQ: Minneapolis, MN, United StatesReported employees: 10001+ | Minneapolis, MN, United States | 10001+ | Exact match | 72,258 contacts → |
“At U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | J.P. Morganjpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Edward Jonesedwardjones.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 42,985 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Northwestern Mutualnorthwesternmutual.com HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,382 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | M&t Bankmtb.com HQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 30,252 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Northern Trustnortherntrust.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 27,212 contacts → |
“As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Truisttruist.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 24,278 contacts → |
“Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Prudential Financialprudential.com HQ: Newark, NJ, United StatesReported employees: 10001+ | Newark, NJ, United States | 10001+ | Exact match | 24,242 contacts → |
“Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Barclays Investment Bankbarclays.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Citizenscitizensbank.com HQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 18,972 contacts → |
“At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Principal Financial Groupprincipal.com HQ: Des Moines, IA, United StatesReported employees: 10001+ | Des Moines, IA, United States | 10001+ | Exact match | 17,118 contacts → |
“Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Raymond Jamesraymondjames.com HQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 17,053 contacts → |
“Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Keybankkey.com HQ: Cleveland, OH, United StatesReported employees: 10001+ | Cleveland, OH, United States | 10001+ | Exact match | 17,026 contacts → |
“At KeyBank we’ve made a promise to our clients that they will always have a champion in us.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bank Of America Merrill Lynchbofaml.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bb&tbbt.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 13,591 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | First Citizens Bankfirstcitizens.com HQ: Raleigh, NC, United StatesReported employees: 10001+ | Raleigh, NC, United States | 10001+ | Exact match | 12,438 contacts → |
“First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Comerica Bankcomerica.com HQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,620 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Thriventthrivent.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 8,479 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services firms: dataset insights
September 16, 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
2,493 records in the displayed employee bands.
9 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 2,502 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: September 16, 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 services firms by metro
Questions about this company list
What does Exact match mean for financial services firms?
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 services firms did RevenueBase find based in the United States?
The saved snapshot records 2,502 matching company records, 1,495,035 tracked contacts and 538,805 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: September 16, 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 services firms by geography
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
- Financial services firms based in Dallas, United States
- Financial services firms based in Houston, United States
- Financial services firms based in Miami, United States
- Financial services firms based in New York, United States
- Financial services firms based in Argentina
- Financial services firms based in Australia
Cite this list
RevenueBase Data Team. Top 25 financial services firms based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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
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- Lists A-Z
- New lists
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States