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 financial services security advisors headquartered in 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 financial services security advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 financial services security advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services security advisors: 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	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	5,001-10,000	24,283 contacts →
	Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 28, 2026
2	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
3	Guidepoint Security	Partial evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,232 contacts →
	Partial evidence “GuidePoint Security provides trusted cybersecurity expertise, solutions, and services that help organizations make informed decisions and minimize risk.” Source: RevenueBase Database · checked Sep 28, 2026
4	Lincoln Investment	Partial evidence	Fort Washington, PA, United StatesHQ checked Sep 28, 2026	201-500	737 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	1,001-5,000	595 contacts →
	Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
6	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 28, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 28, 2026
7	North Star Resource Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	201-500	375 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	IBN Technologies	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	51-200	365 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
10	Security Risk Advisors	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	315 contacts →
	Partial evidence “We deliver cybersecurity consulting, 24x7 operations and SaaS to leading companies in the Financial Services, Healthcare, Pharmaceuticals, Technology and Retail industries.” Source: RevenueBase Database · checked Sep 28, 2026
11	K2 Integrity	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	311 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
12	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 28, 2026
13	Guidepost Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	268 contacts →
	Indirect evidence “We stand at the forefront of leadership, insight, and guidance in a world marked by complexity and uncertainty.” Source: RevenueBase Database · checked Sep 28, 2026
14	Strategies For Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	264 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
15	Baxter Clewis Cybersecurity	Indirect evidence	Cedar Hill, TX, United StatesHQ checked Sep 28, 2026	201-500	255 contacts →
	Indirect evidence “Baxter Clewis Cybersecurity, we bring to the table a unique set of experiences that allow us to best serve your cybersecurity needs.” Source: RevenueBase Database · checked Sep 28, 2026
16	Pacific Advisors	Partial evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	254 contacts →
	Partial evidence “A firm built for advisors, by advisors.” Source: RevenueBase Database · checked Sep 28, 2026
17	Wittenbach	Strong evidence	Sparks, MD, United StatesHQ checked Sep 28, 2026	201-500	244 contacts →
	Strong evidence “For over 50 years, Wittenbach has been a trusted leader in advanced security solutions in financial and commercial industries.” Source: RevenueBase Database · checked Sep 28, 2026
18	Transglobal Holding CO	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 28, 2026	201-500	219 contacts →
	Partial evidence “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Source: RevenueBase Database · checked Sep 28, 2026
19	Eagle Strategies	Partial evidence	Riverside, CA, United StatesHQ checked Sep 28, 2026	10001+	208 contacts →
	Partial evidence “Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Source: RevenueBase Database · checked Sep 28, 2026
20	Mindpoint Group, A Quantum SKY Company	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	204 contacts →
	Indirect evidence “MindPoint Group, a Quantum Sky company, is a cybersecurity specialist trusted by U.S.” Source: RevenueBase Database · checked Sep 28, 2026
21	Tevora	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	201-500	199 contacts →
	Indirect evidence “Founded in 2003, Tevora is a specialized management consultancy focused on cybersecurity, risk, and compliance services.” Source: RevenueBase Database · checked Sep 28, 2026
22	American Portfolios	Partial evidence	Holbrook, NY, United StatesHQ checked Sep 28, 2026	51-200	199 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Ntirety	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	167 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Optima Partners	Partial evidence	NY, United StatesHQ checked Sep 28, 2026	51-200	145 contacts →
	Partial evidence “Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge…” Source: RevenueBase Database · checked Sep 28, 2026
25	Focus Financial Network, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	201-500	145 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services security advisors. 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 security advisors.
Partial evidence: Its own public description names part of financial services security advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services security advisors. 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 4,226 financial services security advisors based in the United States

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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

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 security advisors, 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 security advisors”. 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 security advisors), 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 security advisors, 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, 22,221 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services security advisors by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services security advisors, 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 security advisors are there based in the United States?

RevenueBase identified 4,226 financial services security advisors 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?

Ameriprise Financial Services, LLC, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most financial services security advisors?

New York leads with 74 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 22,221 verified decision-maker contacts tracked across these 4,226 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.