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 company matches for investment advisory platforms associated with 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 company matches for investment advisory platforms 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 4, 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 4, 2026 How this list was built

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 company matches for investment advisory platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 4, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	10001+	42,993 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
2	Charles Schwab	Exact match	Westlake, FL, United StatesHQ recorded Sep 4, 2026	10001+	32,046 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
3	Vanguard	Exact match	Valley Forge, NC, United StatesHQ recorded Sep 4, 2026	10001+	24,721 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
4	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 4, 2026	5,001-10,000	24,253 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 4, 2026 · View company records in RevenueBase
5	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	10001+	14,117 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
6	LPL Financial	Exact match	San Diego, MA, United StatesHQ recorded Sep 4, 2026	5,001-10,000	13,524 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
7	E Trade From Morgan Stanley	Exact match	Sandy, UT, United States	1,001-5,000	11,045 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
8	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Sep 4, 2026	5,001-10,000	3,891 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
9	Robinhood	Exact match	Menlo Park, CA, United StatesHQ recorded Sep 4, 2026	1,001-5,000	3,869 contacts →
	Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
10	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,779 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
11	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,476 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
12	Addepar	Exact match	New York, UT, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,313 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
13	Corient	Exact match	Miami, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,201 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 4, 2026 · View company records in RevenueBase
14	Personal Capital	Exact match	Redwood City, GA, United StatesHQ recorded Sep 4, 2026	201-500	1,154 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
15	AXA Advisors, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	5,001-10,000	1,053 contacts →
	Exact match “Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
16	ORION	Exact match	Omaha, KY, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,037 contacts →
	Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
17	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Sep 4, 2026	501-1,000	973 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
18	Apex Fintech Solutions	Exact match	Dallas, IL, United StatesHQ recorded Sep 4, 2026	501-1,000	948 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
19	Seeking Alpha	Exact match	NY, United StatesHQ recorded Sep 4, 2026	201-500	844 contacts →
	Exact match “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
20	Scottrade	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	1,001-5,000	753 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
21	U.S. Bancorp Investments, INC	Exact match	S St Paul, MN, United StatesHQ recorded Sep 4, 2026	1,001-5,000	651 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
22	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 4, 2026	501-1,000	631 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 4, 2026 · View company records in RevenueBase
23	Betanxt	Exact match	New York, NC, United StatesHQ recorded Sep 4, 2026	501-1,000	624 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
24	Betterment	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	501-1,000	620 contacts →
	Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
25	Advisor360	Exact match	Needham, MA, United StatesHQ recorded Sep 4, 2026	501-1,000	598 contacts →
	Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Sep 4, 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 platforms”. 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 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)

3.9%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

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 platforms” 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 114,583 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 4, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 6,493 company matches for investment advisory platforms 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory platforms?

New York leads with 255 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 114,583 professional contacts with verified work emails tracked across these 6,493 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 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 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.