Company lists · Data refreshed October 2026

Top 25 Financial services marketing firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 10,310 companies tracked

RevenueBase identified 10,310 company matches for financial services marketing firms associated with the United States as of October 2026 and tracks 141,060 professional contacts across them, including 44,549 with verified work emails. New York is the largest hub.

This list covers company matches for financial services marketing 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

10,310Companies

141,060Contacts tracked

44,549Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial services marketing firms based in the United States

Ranked by team size

Top 25 of 10,310 company matches for financial services marketing firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	5,001-10,000	24,802 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 · Oct 12, 2026 · View company records in RevenueBase
2	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,077 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 · Oct 12, 2026 · View company records in RevenueBase
3	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,813 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 · Oct 12, 2026 · View company records in RevenueBase
5	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	2,533 contacts →
	Exact match “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,203 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 12, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	TBC	Exact match	Baltimore, MD, United StatesHQ recorded Oct 12, 2026	n/a	1,309 contacts →
	Exact match “TBC is an independently owned, full-service branding, advertising and strategic communications agency with headquarters in Baltimore, Maryland, USA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,184 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Edward Jones	Exact match	Palm Beach, FL, United StatesHQ recorded Oct 12, 2026	n/a	882 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Team ONE	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	739 contacts →
	Exact match “Team One was founded with one philosophical focus: to construct brands of elevated aspiration and worth by attracting affluent consumers like never before.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Vertis Communications	Exact match	Sussex, WI, United StatesHQ recorded Oct 12, 2026	10001+	688 contacts →
	Exact match “Vertis Communications was acquired by Quad/Graphics in January 2013.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Oct 12, 2026	n/a	637 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Tombras	Exact match	Knoxville, TN, United StatesHQ recorded Oct 12, 2026	501-1,000	522 contacts →
	Exact match “Tombras is a 550+ person, full-service agency with a digital mindset.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	AWL	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	509 contacts →
	Exact match “AWL was founded in 2005 and is the nation's premier Customer Acquisition Marketing business focused on the insurance industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	504 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	FMG Suite	Exact match	Gardena, CA, United StatesHQ recorded Oct 12, 2026	201-500	487 contacts →
	Exact match “From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Sg360	Exact match	Wheeling, IL, United StatesHQ recorded Oct 12, 2026	501-1,000	481 contacts →
	Exact match “sg360° can help you identify and connect with your best prospects 1:1, both offline and on.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Moroch	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	201-500	468 contacts →
	Exact match “Since 1981, Moroch has been the multi-unit and franchise marketing experts.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 12, 2026	501-1,000	456 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	201-500	382 contacts →
	Exact match “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Westpoint Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 12, 2026	201-500	377 contacts →
	Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Tattoo Projects	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	n/a	369 contacts →
	Exact match “Bending rules.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Horizon Next	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	359 contacts →
	Exact match “Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	A.G.P. Alliance Global Partners	Exact match	NY, United StatesHQ recorded Oct 12, 2026	201-500	355 contacts →
	Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Oct 12, 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 marketing 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 10,310 financial services marketing firms based in the United States

See the full list, filter by size, metro and specialty, and access 44,549 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services marketing firms based in the United States at a glance

As of Oct 12, 2026

31.6%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

7,211

11-50

2,543

51-200

406

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 10,310 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 marketing 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 44,549 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 October 12, 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 marketing 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 marketing firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services marketing firms are there based in the United States?

RevenueBase identified 10,310 company matches for financial services marketing firms associated with the United States as of October 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?

Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services marketing firms?

New York leads with 373 company records, followed by Los Angeles (189) and Houston (169).

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 44,549 professional contacts with verified work emails tracked across these 10,310 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 October 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 10,310 financial services marketing firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services marketing firms by geography

Browse the directory

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.