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Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in the United States

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, how directly it supports the match, 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 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 Match evidence 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
Unlock all 6,493 companies Free signup · no credit card · 500 free credits

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. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Edward JonesIndirect evidence
St. Louis, MO, United StatesHQ checked Sep 4, 202610001+42,993

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: company website · checked Sep 4, 2026
2
Charles SchwabPartial evidence
Westlake, FL, United StatesHQ checked Sep 4, 202610001+32,046

“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: company website · checked Sep 4, 2026
3
VanguardIndirect evidence
Valley Forge, NC, United StatesHQ checked Sep 4, 202610001+24,721

“We are a community of 50 million who think-and feel-differently about investing.”

Source: company website · checked Sep 4, 2026
4
Ameriprise Financial Services, LLCIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20265,001-10,00024,253

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Source: company website · checked Sep 4, 2026
5
Wells Fargo AdvisorsPartial evidence
St. Louis, MO, United StatesHQ checked Sep 4, 202610001+14,117

“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.”

Source: company website · checked Sep 4, 2026
6
LPL FinancialIndirect evidence
San Diego, MA, United StatesHQ checked Sep 4, 20265,001-10,00013,524

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: company website · checked Sep 4, 2026
7
E Trade From Morgan StanleyIndirect evidence
Sandy, UT, United States1,001-5,00011,045

“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.”

Source: company website · checked Sep 4, 2026
8
TD AmeritradeIndirect evidence
Omaha, NE, United StatesHQ checked Sep 4, 20265,001-10,0003,891

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: company website · checked Sep 4, 2026
9
RobinhoodIndirect evidence
Menlo Park, CA, United StatesHQ checked Sep 4, 20261,001-5,0003,869

“Trade.”

Source: company website · checked Sep 4, 2026
10
EnvestnetPartial evidence
Berwyn, PA, United StatesHQ checked Sep 4, 20261,001-5,0002,779

“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.”

Source: company website · checked Sep 4, 2026
11
Edelman Financial EnginesIndirect evidence
Santa Clara, CA, United StatesHQ checked Sep 4, 20261,001-5,0001,476

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Source: company website · checked Sep 4, 2026
12
AddeparStrong evidence
New York, UT, United StatesHQ checked Sep 4, 20261,001-5,0001,313

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

Source: company website · checked Sep 4, 2026
13
CorientIndirect evidence
Miami, United StatesHQ checked Sep 4, 20261,001-5,0001,201

“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: company website · checked Sep 4, 2026
14
Personal CapitalIndirect evidence
Redwood City, GA, United StatesHQ checked Sep 4, 2026201-5001,154

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Source: company website · checked Sep 4, 2026
15
AXA Advisors, LLCIndirect evidence
New York, NY, United StatesHQ checked Sep 4, 20265,001-10,0001,053

“Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes.”

Source: company website · checked Sep 4, 2026
16
ORIONStrong evidence
Omaha, KY, United StatesHQ checked Sep 4, 20261,001-5,0001,037

“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

Source: company website · checked Sep 4, 2026
17
AssetmarkIndirect evidence
Concord, CA, United StatesHQ checked Sep 4, 2026501-1,000973

“AssetMark, Inc.”

Source: company website · checked Sep 4, 2026
18
Apex Fintech SolutionsIndirect evidence
Dallas, IL, United StatesHQ checked Sep 4, 2026501-1,000948

“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: company website · checked Sep 4, 2026
19
Seeking AlphaPartial evidence
NY, United StatesHQ checked Sep 4, 2026201-500844

“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.”

Source: company website · checked Sep 4, 2026
20
ScottradePartial evidence
Saint Louis, MO, United StatesHQ checked Sep 4, 20261,001-5,000753

“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: company website · checked Sep 4, 2026
21
U.S. Bancorp Investments, INCIndirect evidence
S St Paul, MN, United StatesHQ checked Sep 4, 20261,001-5,000651

“At U.S.”

Source: company website · checked Sep 4, 2026
22
Beacon PointeStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 4, 2026501-1,000631

“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…”

Source: company website · checked Sep 4, 2026
23
BetanxtPartial evidence
New York, NC, United StatesHQ checked Sep 4, 2026501-1,000624

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Source: company website · checked Sep 4, 2026
24
BettermentIndirect evidence
New York, NY, United StatesHQ checked Sep 4, 2026501-1,000620

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Source: company website · checked Sep 4, 2026
25
Advisor360Partial evidence
Needham, MA, United StatesHQ checked Sep 4, 2026501-1,000598

“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.”

Source: company website · checked Sep 4, 2026

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
1-10Median size (employees)
New YorkLargest hub · 243 HQs
116,381Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
4,693
11-50
1,339
51-200
289
201-500
78
501-1,000
26
1,001-5,000
24
5,001-10,000
8
10001+
13

Verified emails by last verification

0–30
0
31–60
9,844
61–90
61,156
90–180
42,531
180+
1,052

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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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Related lists

Browse: Companies home · All United States lists · All Investment advisory platforms lists · New lists

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.

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