Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in the United States

Name: Investment advisory 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 4, 2026 6,493 companies tracked

RevenueBase identified 6,493 investment advisory platforms headquartered in the United States as of September 2026 and tracks 255,493 professional contacts across them, including 114,583 with verified work emails and 116,381 with mobile numbers. New York is the largest hub.

This list covers investment advisory 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 4, 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 RevenueBase Smart Search rating on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

6,493Companies

255,493Contacts tracked

114,583Verified emails

116,381Mobile numbers

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The 25 largest investment advisory platforms based in the United States

Ranked by team size

Top 25 of 6,493 investment advisory platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory 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	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 4, 2026	10001+	42,993 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 4, 2026
2	Charles Schwab	Partial evidence	Westlake, FL, United StatesHQ checked Sep 4, 2026	10001+	32,046 contacts →
	Partial evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 4, 2026
3	Vanguard	Indirect evidence	Valley Forge, NC, United StatesHQ checked Sep 4, 2026	10001+	24,721 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 4, 2026
4	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 4, 2026	5,001-10,000	24,253 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 4, 2026
5	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 4, 2026	10001+	14,117 contacts →
	Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 4, 2026
6	LPL Financial	Indirect evidence	San Diego, MA, United StatesHQ checked Sep 4, 2026	5,001-10,000	13,524 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 4, 2026
7	E Trade From Morgan Stanley	Indirect evidence	Sandy, UT, United States	1,001-5,000	11,045 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 4, 2026
8	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	5,001-10,000	3,891 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 4, 2026
9	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 4, 2026	1,001-5,000	3,869 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 4, 2026
10	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,779 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 4, 2026
11	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,476 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 4, 2026
12	Addepar	Strong evidence	New York, UT, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,313 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 4, 2026
13	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,201 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 4, 2026
14	Personal Capital	Indirect evidence	Redwood City, GA, United StatesHQ checked Sep 4, 2026	201-500	1,154 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 4, 2026
15	AXA Advisors, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	5,001-10,000	1,053 contacts →
	Indirect evidence “Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes.” Source: RevenueBase Database · checked Sep 4, 2026
16	ORION	Strong evidence	Omaha, KY, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,037 contacts →
	Strong 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 4, 2026
17	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 4, 2026	501-1,000	973 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 4, 2026
18	Apex Fintech Solutions	Indirect evidence	Dallas, IL, United StatesHQ checked Sep 4, 2026	501-1,000	948 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 4, 2026
19	Seeking Alpha	Partial evidence	NY, United StatesHQ checked Sep 4, 2026	201-500	844 contacts →
	Partial evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 4, 2026
20	Scottrade	Partial evidence	Saint Louis, MO, United StatesHQ checked Sep 4, 2026	1,001-5,000	753 contacts →
	Partial evidence “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Source: RevenueBase Database · checked Sep 4, 2026
21	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 4, 2026	1,001-5,000	651 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 4, 2026
22	Beacon Pointe	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 4, 2026	501-1,000	631 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 4, 2026
23	Betanxt	Partial evidence	New York, NC, United StatesHQ checked Sep 4, 2026	501-1,000	624 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 4, 2026
24	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	501-1,000	620 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 4, 2026
25	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 4, 2026	501-1,000	598 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 4, 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 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory 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 6,493 investment advisory platforms based in the United States

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Investment advisory platforms based in the United States at a glance

As of Sep 4, 2026

44.8%Verified-email coverage

45.6%Mobile-number coverage

39.3Average contacts per company

1-10Median size (employees)

3.7%Largest-city concentration · New York

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

4,693

11-50

1,339

51-200

289

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

9,84431–60

61,15661–90

42,53190–180

1,052180+

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 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 “investment advisory 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 investment advisory 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 investment advisory 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, 114,583 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 4, 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 platforms 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 advisory 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 investment advisory platforms are there based in the United States?

RevenueBase identified 6,493 investment advisory 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 114,583 verified decision-maker contacts tracked across these 6,493 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 4, 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.