Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in the United States

Name: Investment advisory 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 11,374 companies tracked

RevenueBase identified 11,374 company matches for investment advisory law firms associated with the United States as of September 2026 and tracks 131,702 professional contacts across them, including 59,998 with verified work emails. New York is the largest hub.

This list covers company matches for investment advisory law firms 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 September 28, 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 Sep 28, 2026 How this list was built

11,374Companies

131,702Contacts tracked

59,998Verified emails

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

Ranked by team size

Top 25 of 11,374 company matches for investment advisory law firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	5,001-10,000	24,283 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 · Sep 28, 2026 · View company records in RevenueBase
2	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,885 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Venable LLP	Exact match	Washington, DC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,790 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 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 · Sep 28, 2026 · View company records in RevenueBase
6	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,516 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 · Sep 28, 2026 · View company records in RevenueBase
7	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Corient	Exact match	Miami, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,215 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	201-500	737 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	692 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 · Sep 28, 2026 · View company records in RevenueBase
12	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 28, 2026	1,001-5,000	595 contacts →
	Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 28, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 28, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	201-500	375 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Carson Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	51-200	342 contacts →
	Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	A.G.P. Alliance Global Partners	Exact match	NY, United StatesHQ recorded Sep 28, 2026	201-500	340 contacts →
	Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 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 “investment advisory law firms”. 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 11,374 investment advisory law firms based in the United States

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

As of Sep 28, 2026

45.6%Verified-email coverage

11.6Average 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

8,613

11-50

2,242

51-200

370

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 11,374 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 “investment advisory law firms” 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 59,998 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 September 28, 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.

Investment advisory law firms 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 “investment advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory law firms are there based in the United States?

RevenueBase identified 11,374 company matches for investment advisory law firms associated with the United States as of September 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?

Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory law firms?

New York leads with 288 company records, followed by Atlanta (153) and Houston (137).

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 59,998 professional contacts with verified work emails tracked across these 11,374 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 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 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.