Company lists · Data refreshed September 2026

Top 25 Hybrid advisor platforms based in the United States

Name: Hybrid advisor platforms 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 472 companies tracked

RevenueBase identified 472 hybrid advisor platforms headquartered in the United States as of September 2026 and tracks 47,421 professional contacts across them, including 18,917 with verified work emails. New York is the largest hub.

This list covers hybrid advisor platforms 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

472Companies

47,421Contacts tracked

18,917Verified emails

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The 25 largest hybrid advisor platforms based in the United States

Ranked by team size

Top 25 of 472 hybrid advisor platforms 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 hybrid advisor platforms: 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	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 28, 2026
4	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 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
5	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
8	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
9	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
10	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 28, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 28, 2026
11	Altruist	Strong evidence	Culver City, CA, United StatesHQ checked Sep 28, 2026	201-500	582 contacts →
	Strong evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 28, 2026
12	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
13	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 28, 2026
14	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
15	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Partial 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
16	RFG Advisory	Strong evidence	Vestavia Hills, AL, United StatesHQ checked Sep 28, 2026	51-200	221 contacts →
	Strong evidence “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Source: RevenueBase Database · checked Sep 28, 2026
17	First Allied Securities, INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	201 contacts →
	Partial evidence “Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.” Source: RevenueBase Database · checked Sep 28, 2026
18	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
19	Financial Engines	Partial evidence	Sunnyvale, CA, United StatesHQ checked Sep 28, 2026	501-1,000	196 contacts →
	Partial 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
20	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
21	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 28, 2026
22	Jump - Advisor AI	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 28, 2026	201-500	180 contacts →
	Partial evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
23	Sanctuary Wealth	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	51-200	145 contacts →
	Strong evidence “Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while…” Source: RevenueBase Database · checked Sep 28, 2026
24	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 28, 2026
25	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	51-200	138 contacts →
	Partial evidence “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” 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: hybrid advisor platforms. 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 hybrid advisor platforms.
Partial evidence: Its own public description names part of hybrid advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisor platforms. 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 472 hybrid advisor platforms based in the United States

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Hybrid advisor platforms based in the United States at a glance

As of Sep 28, 2026

39.9%Verified-email coverage

100.5Average contacts per company

11-50Median size (employees)

10.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

230

11-50

149

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 472 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 hybrid advisor platforms, 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 “hybrid advisor platforms”. 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 hybrid advisor platforms), 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 hybrid advisor platforms, 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, 18,917 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.

Hybrid advisor platforms by metro

Hybrid advisor platforms in New York48

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 hybrid advisor platforms, 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 hybrid advisor platforms are there based in the United States?

RevenueBase identified 472 hybrid advisor platforms 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 hybrid advisor platforms?

New York leads with 48 headquartered companies, followed by San Francisco (22) and Chicago (14).

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 18,917 verified decision-maker contacts tracked across these 472 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.