Company lists · Data refreshed October 2026

Top 25 Global wealth management companies based in the United States

Name: Global wealth management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 17,251 companies tracked

RevenueBase identified 17,251 company matches for global wealth management companies associated with the United States as of October 2026 and tracks 811,606 professional contacts across them, including 355,929 with verified work emails. New York is the largest hub.

This list covers company matches for global wealth management companies 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 13, 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 13, 2026 How this list was built

17,251Companies

811,606Contacts tracked

355,929Verified emails

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

The 25 largest global wealth management companies based in the United States

Ranked by team size

Top 25 of 17,251 company matches for global wealth management companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	95,775 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 13, 2026	10001+	84,012 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	66,079 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 13, 2026	n/a	38,065 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 13, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 13, 2026	10001+	26,157 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
11	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 2026	10001+	14,554 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	13,958 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 · Oct 13, 2026 · View company records in RevenueBase
13	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	10,187 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	Thrivent	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 13, 2026	5,001-10,000	8,756 contacts →
	Exact match “Where Money Means More ™ We’re more than a financial services organization-we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Jefferies	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	5,001-10,000	7,841 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Brown Brothers Harriman	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	5,001-10,000	6,579 contacts →
	Exact match “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
18	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Oct 13, 2026	1,001-5,000	5,048 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	3,115 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,969 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 13, 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 13, 2026 · View company records in RevenueBase
22	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	2,615 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,612 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,448 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,255 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 13, 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 “global wealth management companies”. 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 17,251 global wealth management companies based in the United States

See the full list, filter by size, metro and specialty, and access 355,929 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Global wealth management companies based in the United States at a glance

As of Oct 13, 2026

43.9%Verified-email coverage

47.0Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · New York

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

12,508

11-50

3,664

51-200

703

201-500

156

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 17,251 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 “global wealth management companies” 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 355,929 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 13, 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.

Global wealth management companies 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 “global wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many global wealth management companies are there based in the United States?

RevenueBase identified 17,251 company matches for global wealth management companies 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?

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

Which city has the most global wealth management companies?

New York leads with 476 company records, followed by Atlanta (220) and Houston (219).

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 355,929 professional contacts with verified work emails tracked across these 17,251 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 13, 2026.

Ready to reach these companies? Verified emails and direct dials for all 17,251 global wealth management companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Global wealth management companies 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.