Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in the United States

Name: Fintech investment 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 4,967 companies tracked

RevenueBase identified 4,967 company matches for fintech investment advisors associated with the United States as of September 2026 and tracks 55,474 professional contacts across them, including 23,011 with verified work emails. New York is the largest hub.

This list covers company matches for fintech investment 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

4,967Companies

55,474Contacts tracked

23,011Verified emails

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The 25 largest fintech investment advisors based in the United States

Ranked by team size

Top 25 of 4,967 company matches for fintech investment 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	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 28, 2026	201-500	1,168 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,042 contacts →
	Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	615 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 28, 2026	501-1,000	446 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 · Sep 28, 2026 · View company records in RevenueBase
7	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 28, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 28, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Allworth Financial	Exact match	Folsom, CA, United StatesHQ recorded Sep 28, 2026	201-500	364 contacts →
	Exact match “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Financial Technology Partners FT Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	201-500	335 contacts →
	Exact match “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Pontera	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	328 contacts →
	Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	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
15	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Republic	Exact match	New York, CO, United StatesHQ recorded Sep 28, 2026	201-500	279 contacts →
	Exact match “Republic is a financial technology firm specializing in private market investment services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Fi-Tek	Exact match	Edison, NJ, United StatesHQ recorded Sep 28, 2026	201-500	221 contacts →
	Exact match “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Savvy Wealth	Exact match	New York, United StatesHQ recorded Sep 28, 2026	51-200	198 contacts →
	Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Certified Financial Services	Exact match	Paramus, NJ, United StatesHQ recorded Sep 28, 2026	51-200	197 contacts →
	Exact match “Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Financial Engines	Exact match	Sunnyvale, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	196 contacts →
	Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Nitrogen	Exact match	Auburn, CA, United StatesHQ recorded Sep 28, 2026	201-500	189 contacts →
	Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Datazoic INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	183 contacts →
	Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Envestnet Tamarac	Exact match	Berwyn, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	174 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” 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 “fintech investment 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 4,967 fintech investment advisors based in the United States

See the full list, filter by size, metro and specialty, and access 23,011 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech investment advisors based in the United States at a glance

As of Sep 28, 2026

41.5%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

3.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,784

11-50

922

51-200

171

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 4,967 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 “fintech investment 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 23,011 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.

Fintech investment 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 “fintech investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech investment advisors are there based in the United States?

RevenueBase identified 4,967 company matches for fintech investment 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?

LPL Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fintech investment advisors?

New York leads with 169 company records, followed by San Francisco (68) and Houston (56).

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 23,011 professional contacts with verified work emails tracked across these 4,967 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.