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 fintech investment advisors headquartered in 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 fintech investment 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

4,967Companies

55,474Contacts tracked

23,011Verified emails

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

The 25 largest fintech investment advisors based in the United States

Ranked by team size

Top 25 of 4,967 fintech investment 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 fintech investment 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	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
2	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 2026
3	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
4	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
5	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 28, 2026
6	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 28, 2026
7	Raymond James & Associates, INC	Strong evidence	Saint Petersburg, FL, United StatesHQ checked Sep 28, 2026	10001+	404 contacts →
	Strong evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
8	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 28, 2026
9	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 28, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 28, 2026
10	Allworth Financial	Indirect evidence	Folsom, CA, United StatesHQ checked Sep 28, 2026	201-500	364 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
11	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 28, 2026
12	Financial Technology Partners FT Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	335 contacts →
	Strong evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 28, 2026
13	Pontera	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	306 contacts →
	Indirect 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
15	Tristate Financial Advisors	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	306 contacts →
	Partial evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 28, 2026
16	Republic	Partial evidence	New York, CO, United StatesHQ checked Sep 28, 2026	201-500	279 contacts →
	Partial evidence “Republic is a financial technology firm specializing in private market investment services.” Source: RevenueBase Database · checked Sep 28, 2026
17	Coastal Wealth	Indirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
18	Fi-Tek	Indirect evidence	Edison, NJ, United StatesHQ checked Sep 28, 2026	201-500	221 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Savvy Wealth	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	198 contacts →
	Partial evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 28, 2026
20	Certified Financial Services	Indirect evidence	Paramus, NJ, United StatesHQ checked Sep 28, 2026	51-200	197 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
21	Financial Engines	Strong evidence	Sunnyvale, CA, United StatesHQ checked Sep 28, 2026	501-1,000	196 contacts →
	Strong evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 28, 2026
22	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	191 contacts →
	Partial evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
23	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 28, 2026
24	Datazoic INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 28, 2026
25	Envestnet Tamarac	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	174 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” 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: fintech investment 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 fintech investment advisors.
Partial evidence: Its own public description names part of fintech investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment 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 4,967 fintech investment advisors based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 23,011 reachable decision-makers.

Free signup · no credit card

View the full list →

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)

3.1%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech investment 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 “fintech investment 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 fintech investment 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 fintech investment 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, 23,011 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.

Fintech investment 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 fintech investment 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 fintech investment advisors are there based in the United States?

RevenueBase identified 4,967 fintech investment 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?

LPL Financial, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most fintech investment advisors?

New York leads with 156 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 23,011 verified decision-maker contacts tracked across these 4,967 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.

Ready to reach these companies? Verified emails and direct dials for all 4,967 fintech investment advisors based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Fintech investment advisors 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 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.