Company lists · Data refreshed October 2026

Top 25 Healthcare financial advisors based in the United States

Name: Healthcare financial advisors 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 14,689 companies tracked

RevenueBase identified 14,689 company matches for healthcare financial advisors associated with the United States as of October 2026 and tracks 290,978 professional contacts across them, including 109,150 with verified work emails. New York is the largest hub.

This list covers company matches for healthcare financial 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 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

14,689Companies

290,978Contacts tracked

109,150Verified emails

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The 25 largest healthcare financial advisors based in the United States

Ranked by team size

Top 25 of 14,689 company matches for healthcare financial advisors 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	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
2	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
3	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
4	Mercer	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	20,629 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	TIAA	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	13,126 contacts →
	Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Transamerica	Exact match	Baltimore, IA, United StatesHQ recorded Oct 13, 2026	5,001-10,000	11,874 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Oct 13, 2026	10001+	2,697 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	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
9	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,002 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,865 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,671 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 13, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,553 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,429 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,184 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	Edward Jones	Exact match	Palm Beach, FL, United StatesHQ recorded Oct 13, 2026	n/a	882 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	501-1,000	824 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 13, 2026	n/a	824 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Oct 13, 2026	501-1,000	762 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	Security Benefit	Exact match	Topeka, KS, United StatesHQ recorded Oct 13, 2026	501-1,000	716 contacts →
	Exact match “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Oct 13, 2026	501-1,000	625 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” 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 “healthcare financial 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 14,689 healthcare financial advisors based in the United States

See the full list, filter by size, metro and specialty, and access 109,150 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Healthcare financial advisors based in the United States at a glance

As of Oct 13, 2026

37.5%Verified-email coverage

19.8Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · New York

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

10,913

11-50

2,984

51-200

539

201-500

122

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 14,689 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 “healthcare financial 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 109,150 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.

Healthcare financial 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 “healthcare financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 14,689 company matches for healthcare financial advisors 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?

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

Which city has the most healthcare financial advisors?

New York leads with 247 company records, followed by Houston (172) and Atlanta (162).

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 109,150 professional contacts with verified work emails tracked across these 14,689 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.

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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.