Company lists · Data refreshed September 2026

Top 25 Financial services security advisors based in the United States

Name: Financial services security advisors 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 4,226 companies tracked

RevenueBase identified 4,226 company matches for financial services security advisors associated with the United States as of September 2026 and tracks 61,232 professional contacts across them, including 22,221 with verified work emails. New York is the largest hub.

This list covers company matches for financial services security advisors 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 28, 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 Sep 28, 2026 How this list was built

4,226Companies

61,232Contacts tracked

22,221Verified emails

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The 25 largest financial services security advisors based in the United States

Ranked by team size

Top 25 of 4,226 company matches for financial services security advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 Sep 28, 2026	5,001-10,000	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 28, 2026 · View company records in RevenueBase
2	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Guidepoint Security	Exact match	Reston, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,232 contacts →
	Exact match “GuidePoint Security provides trusted cybersecurity expertise, solutions, and services that help organizations make informed decisions and minimize risk.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	201-500	737 contacts →
	Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 28, 2026	1,001-5,000	595 contacts →
	Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 28, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	201-500	375 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 · Sep 28, 2026 · View company records in RevenueBase
8	IBN Technologies	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	51-200	365 contacts →
	Exact match “Welcome to IBN Technologies, LLC, Your Trusted Partner in Cybersecurity, Cloud, and Finance Solutions With 26+ years of expertise, IBN Technologies leads in delivering integrated…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Security Risk Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	315 contacts →
	Exact match “We deliver cybersecurity consulting, 24x7 operations and SaaS to leading companies in the Financial Services, Healthcare, Pharmaceuticals, Technology and Retail industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	K2 Integrity	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	311 contacts →
	Exact match “K2 Integrity is a global risk management company dedicated to helping organizations across both the public and private sectors protect their assets, reputation, and operations and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Guidepost Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	268 contacts →
	Exact match “We stand at the forefront of leadership, insight, and guidance in a world marked by complexity and uncertainty.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	264 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Baxter Clewis Cybersecurity	Exact match	Cedar Hill, TX, United StatesHQ recorded Sep 28, 2026	201-500	255 contacts →
	Exact match “Baxter Clewis Cybersecurity, we bring to the table a unique set of experiences that allow us to best serve your cybersecurity needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Pacific Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	51-200	254 contacts →
	Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Wittenbach	Exact match	Sparks, MD, United StatesHQ recorded Sep 28, 2026	201-500	244 contacts →
	Exact match “For over 50 years, Wittenbach has been a trusted leader in advanced security solutions in financial and commercial industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Transglobal Holding CO	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 28, 2026	201-500	219 contacts →
	Exact match “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Eagle Strategies	Exact match	Riverside, CA, United StatesHQ recorded Sep 28, 2026	10001+	208 contacts →
	Exact match “Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Mindpoint Group, A Quantum SKY Company	Exact match	Reston, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	204 contacts →
	Exact match “MindPoint Group, a Quantum Sky company, is a cybersecurity specialist trusted by U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Tevora	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	201-500	199 contacts →
	Exact match “Founded in 2003, Tevora is a specialized management consultancy focused on cybersecurity, risk, and compliance services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	American Portfolios	Exact match	Holbrook, NY, United StatesHQ recorded Sep 28, 2026	51-200	199 contacts →
	Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Ntirety	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	167 contacts →
	Exact match “11:11 Systems is a managed infrastructure solutions provider that empowers customers to modernize, protect, and manage mission-critical applications and data, leveraging 11:11’s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Optima Partners	Exact match	NY, United StatesHQ recorded Sep 28, 2026	51-200	145 contacts →
	Exact match “Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	201-500	145 contacts →
	Exact match “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded in the RevenueBase company graph · Sep 28, 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 security advisors”. 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 4,226 financial services security advisors based in the United States

See the full list, filter by size, metro and specialty, and access 22,221 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services security advisors based in the United States at a glance

As of Sep 28, 2026

36.3%Verified-email coverage

14.5Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,061

11-50

880

51-200

201

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 4,226 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 security advisors” 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 22,221 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 28, 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 security advisors 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 security advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services security advisors are there based in the United States?

RevenueBase identified 4,226 company matches for financial services security advisors 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?

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 security advisors?

New York leads with 78 company records, followed by Houston (59) and Atlanta (50).

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 22,221 professional contacts with verified work emails tracked across these 4,226 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 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 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.