Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in London, United Kingdom

Name: Investment advisory companies based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 595 companies tracked

RevenueBase identified 595 investment advisory companies headquartered in London, United Kingdom as of September 2026 and tracks 17,267 professional contacts across them, including 8,675 with verified work emails. London is the largest hub.

This list covers investment advisory companies headquartered in London, United Kingdom, 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 20, 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 20, 2026 86% judged on-target in blind review

595Companies

17,267Contacts tracked

8,675Verified emails

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The 25 largest investment advisory companies based in London, United Kingdom

Ranked by team size

Top 25 of 595 investment advisory companies based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory companies: 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	Janus Henderson Investors	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	3,000 contacts →
	Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026
2	Evelyn Partners	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	2,096 contacts →
	Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026
3	RBC Brewin Dolphin	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	1,927 contacts →
	Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 20, 2026
4	Schroders Personal Wealth	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	501-1,000	721 contacts →
	Indirect evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 20, 2026
5	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 20, 2026
6	7im	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	403 contacts →
	Partial evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 20, 2026
7	Atomos Wealth	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	346 contacts →
	Indirect evidence “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: RevenueBase Database · checked Sep 20, 2026
8	Killik & CO	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	311 contacts →
	Indirect evidence “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
9	JM Finn	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	311 contacts →
	Indirect evidence “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Epic Investment Partners	Strong evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	301 contacts →
	Strong evidence “EPIC Investment Partners is an independent investment, administration and advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
11	Saltus	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	501-1,000	284 contacts →
	Partial evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 20, 2026
12	Fisher Investments UK	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	244 contacts →
	Partial evidence “Fisher Investments UK is a private investment advice and management company, offering the discretionary investment management services of our US-based parent company, Fisher…” Source: RevenueBase Database · checked Sep 20, 2026
13	Kingswood Group	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	232 contacts →
	Indirect evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
14	Fisher Investments Europe Limited	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	231 contacts →
	Partial evidence “Fisher Investments Europe Limited, which trades as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered…” Source: RevenueBase Database · checked Sep 20, 2026
15	WH Ireland	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	198 contacts →
	Partial evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
16	Handelsbanken Wealth & Asset Management	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	192 contacts →
	Partial evidence “Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Source: RevenueBase Database · checked Sep 20, 2026
17	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 20, 2026
18	Westminster Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	125 contacts →
	Partial evidence “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Source: RevenueBase Database · checked Sep 20, 2026
19	MKC Wealth	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	110 contacts →
	Indirect evidence “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026
20	Hfmc Wealth	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	100 contacts →
	Indirect evidence “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Source: RevenueBase Database · checked Sep 20, 2026
21	Columbia Threadneedle Investments Emea Apac	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	96 contacts →
	Partial evidence “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Source: RevenueBase Database · checked Sep 20, 2026
22	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 20, 2026
23	Timothy James & Partners LTD	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	73 contacts →
	Indirect evidence “Professional service based on old-fashioned values; phones answered by real people who recognise who you are; consultants who genuinely want to get to know you; and client-adviser…” Source: RevenueBase Database · checked Sep 20, 2026
24	Wilder COE	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	72 contacts →
	Indirect evidence “Welcome to Wilder Coe We work hard to maximise your wealth, minimise your risk, help you to meet your deadlines and support you to achieve your goals.” Source: RevenueBase Database · checked Sep 20, 2026
25	Netwealth	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Source: RevenueBase Database · checked Sep 20, 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 advisory companies. 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 advisory companies.
Partial evidence: Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory companies. 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 595 investment advisory companies based in London, United Kingdom

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Investment advisory companies based in London, United Kingdom at a glance

As of Sep 20, 2026

50.2%Verified-email coverage

29.0Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

353

11-50

160

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 595 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 advisory companies, 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 London, United Kingdom whose own description of what they do matches “investment advisory companies”. 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 advisory companies), 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 advisory companies, and records with no verified work email. Companies headquartered outside London 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, 8,675 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 20, 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 advisory companies by metro in the United Kingdom

Investment advisory companies in London595
Investment advisory companies in Edinburgh41
Investment advisory companies in Manchester40
Investment advisory companies in Bristol37
Investment advisory companies in Glasgow37
Investment advisory companies in Leeds28
Investment advisory companies in Birmingham27

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 advisory companies, 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 advisory companies are there based in London, United Kingdom?

RevenueBase identified 595 investment advisory companies headquartered in London, United Kingdom 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?

Janus Henderson Investors, headquartered in London, tops this list with the largest team on record.

Which city has the most investment advisory companies?

London leads with 595 headquartered companies, followed by Edinburgh (41) and Manchester (40).

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 8,675 verified decision-maker contacts tracked across these 595 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 20, 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.