Company lists · Data refreshed September 2026

Top 25 High net worth recruiting firms based in the United States

RevenueBase identified 2,766 high net worth recruiting firms headquartered in the United States as of September 2026 and tracks 76,975 professional contacts across them, including 32,599 with verified work emails. New York is the largest hub.

This list covers high net worth recruiting firms 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
2,766Companies
76,975Contacts tracked
32,599Verified emails
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The 25 largest high net worth recruiting firms based in the United States

Ranked by team size
Top 25 of 2,766 high net worth recruiting firms 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 high net worth recruiting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+32,808 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidencePhiladelphia, United StatesHQ checked Sep 28, 20261,001-5,0002,611 contacts →

Indirect evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,885 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidencePlymouth, MN, United StatesHQ checked Sep 28, 20261,001-5,0001,516 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 20261,001-5,0001,249 contacts →

Indirect evidence

“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+1,217 contacts →

Indirect evidence

“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 2026n/a869 contacts →

Indirect evidence

“H.P.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202610001+771 contacts →

Indirect evidence

“Any successful wealth plan begins with a thorough discussion of your ambitions.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceEnglewood, NJ, United StatesHQ checked Sep 28, 2026501-1,000692 contacts →

Indirect evidence

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202610001+676 contacts →

Indirect evidence

“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261,001-5,000575 contacts →

Indirect evidence

“Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 2026501-1,000520 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
14Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 28, 2026201-500419 contacts →

Indirect evidence

“Lifetime Financial Growth is a privately owned wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceAkron, OH, United StatesHQ checked Sep 28, 2026201-500388 contacts →

Indirect 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
16Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 2026201-500375 contacts →

Indirect 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
17Indirect evidenceColumbus, OH, United StatesHQ checked Sep 28, 20261,001-5,000357 contacts →

Indirect evidence

“Welcome to the Next Level of Investing, Advice and Planning.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 2026201-500345 contacts →

Indirect evidence

“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 2026501-1,000330 contacts →

Indirect evidence

“Alex.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500323 contacts →

Strong evidence

“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 2026201-500306 contacts →

Indirect 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
22Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,000278 contacts →

Indirect evidence

“Cambridge Trust has merged with Eastern Bank.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200242 contacts →

Indirect evidence

“BBR Partners is an independent boutique wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceMelville, NY, United StatesHQ checked Sep 28, 202651-200213 contacts →

Indirect evidence

“Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client…”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceSanta Barbara, CA, United StatesHQ checked Sep 28, 2026201-500192 contacts →

Indirect evidence

“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 2,766 high net worth recruiting firms based in the United States

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High net worth recruiting firms based in the United States at a glance

As of Sep 28, 2026
42.4%Verified-email coverage
27.8Average contacts per company
1-10Median size (employees)
5.1%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
1,926
11-50
661
51-200
111
201-500
24
501-1,000
12
1,001-5,000
13
5,001-10,000
1
10001+
12

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 2,766 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 high net worth recruiting firms, 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 “high net worth recruiting firms”. 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 high net worth recruiting firms), 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 high net worth recruiting firms, 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, 32,599 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.

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 high net worth recruiting firms, 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 high net worth recruiting firms are there based in the United States?

RevenueBase identified 2,766 high net worth recruiting firms 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most high net worth recruiting firms?

New York leads with 140 headquartered companies, followed by Atlanta (48) and Houston (48).

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 32,599 verified decision-maker contacts tracked across these 2,766 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.