Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in the United States

Name: Investment adviser law firms 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 6,233 companies tracked

RevenueBase identified 6,233 investment adviser law firms headquartered in the United States as of September 2026 and tracks 64,523 professional contacts across them, including 32,860 with verified work emails. New York is the largest hub.

This list covers investment adviser law 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

6,233Companies

64,523Contacts tracked

32,860Verified emails

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The 25 largest investment adviser law firms based in the United States

Ranked by team size

Top 25 of 6,233 investment adviser law 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 investment adviser law 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Fisher Investments	Strong evidence	Plano, TX, United StatesHQ checked Sep 28, 2026	5,001-10,000	5,152 contacts →
	Strong evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 28, 2026
2	Venable LLP	Partial evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,790 contacts →
	Partial evidence “Committed to Your Success – As a law firm of more than 900 professionals, Venable delivers legal services globally in every area of regulatory compliance, government affairs…” Source: RevenueBase Database · checked Sep 28, 2026
3	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 28, 2026
4	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
5	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 28, 2026
6	Lincoln Investment	Strong evidence	Fort Washington, PA, United StatesHQ checked Sep 28, 2026	201-500	737 contacts →
	Strong evidence “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Source: RevenueBase Database · checked Sep 28, 2026
7	Beacon Pointe	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	501-1,000	640 contacts →
	Strong evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 28, 2026
8	Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	1,001-5,000	595 contacts →
	Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
9	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 28, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 28, 2026
10	Lido Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	542 contacts →
	Strong evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
11	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 28, 2026
12	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
13	North Star Resource Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	201-500	375 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
14	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	345 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
15	Carson Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	342 contacts →
	Indirect evidence “Progress isn't defined by a single milestone.” Source: RevenueBase Database · checked Sep 28, 2026
16	United Capital Financial Advisors, LLC	Strong evidence	Irving, TX, United StatesHQ checked Sep 28, 2026	201-500	310 contacts →
	Strong evidence “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Source: RevenueBase Database · checked Sep 28, 2026
17	Merit Financial Advisors	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 28, 2026	201-500	308 contacts →
	Partial evidence “Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their…” Source: RevenueBase Database · checked Sep 28, 2026
18	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
19	Waverly Advisors, LLC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	51-200	284 contacts →
	Partial evidence “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Source: RevenueBase Database · checked Sep 28, 2026
20	Comply Regulatory Services	Strong evidence	Lakeville, CT, United StatesHQ checked Sep 28, 2026	201-500	242 contacts →
	Strong evidence “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Source: RevenueBase Database · checked Sep 28, 2026
21	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 28, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 28, 2026
22	TITAN	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	234 contacts →
	Partial evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Sep 28, 2026
23	Oxford Financial Group, LTD	Partial evidence	Carmel, IN, United StatesHQ checked Sep 28, 2026	51-200	222 contacts →
	Partial evidence “Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement*(which includes assets under management).” Source: RevenueBase Database · checked Sep 28, 2026
24	The Mather Group, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	221 contacts →
	Partial evidence “You don’t get one advisor, you get The Mather Group.” Source: RevenueBase Database · checked Sep 28, 2026
25	Signature Estate & Investment Advisors, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	210 contacts →
	Strong evidence “Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique…” 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: investment adviser law firms. 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 investment adviser law firms.
Partial evidence: Its own public description names part of investment adviser law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment adviser law firms. 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 6,233 investment adviser law firms based in the United States

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Investment adviser law firms based in the United States at a glance

As of Sep 28, 2026

50.9%Verified-email coverage

10.4Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

4,740

11-50

1,195

51-200

217

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 6,233 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 investment adviser law 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 “investment adviser law 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 investment adviser law 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 investment adviser law 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, 32,860 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.

Investment adviser law firms 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 investment adviser law 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 investment adviser law firms are there based in the United States?

RevenueBase identified 6,233 investment adviser law 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?

Fisher Investments, headquartered in Plano, tops this list with the largest team on record.

Which city has the most investment adviser law firms?

New York leads with 155 headquartered companies, followed by Atlanta (80) and Houston (76).

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 32,860 verified decision-maker contacts tracked across these 6,233 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.