Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in the United Kingdom

RevenueBase identified 2,907 investment advisory services headquartered in the United Kingdom as of September 2026 and tracks 38,234 professional contacts across them, including 16,926 with verified work emails. London is the largest hub.

This list covers investment advisory services headquartered in the 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
2,907Companies
38,234Contacts tracked
16,926Verified emails
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The 25 largest investment advisory services based in the United Kingdom

Ranked by team size
Top 25 of 2,907 investment advisory services based in the 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 services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0003,000 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
3Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 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
5Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026501-1,000721 contacts →

Indirect evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000689 contacts →

Partial evidence

“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSunderland, United KingdomHQ checked Sep 20, 20261,001-5,000593 contacts →

Indirect evidence

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBasingstoke, United KingdomHQ checked Sep 20, 202651-200434 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceLeeds, United KingdomHQ checked Sep 20, 2026201-500415 contacts →

Partial evidence

“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceLiverpool Street, United KingdomHQ checked Sep 20, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceLeeds, United KingdomHQ checked Sep 20, 2026201-500339 contacts →

Partial evidence

“2plan wealth management is the UK's largest independent advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500311 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
15Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500311 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
16Indirect evidenceUnited KingdomHQ checked Sep 20, 2026201-500297 contacts →

Indirect evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceLondon, United KingdomHQ checked Sep 20, 2026501-1,000284 contacts →

Partial evidence

“Saltus is an independently owned financial planning and investment management company.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceNottingham, United KingdomHQ checked Sep 20, 2026201-500262 contacts →

Indirect evidence

“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 20, 202651-200244 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
20Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500232 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
21Partial evidenceLondon, United KingdomHQ checked Sep 20, 202651-200211 contacts →

Partial evidence

“Cavendish is a UK champion for ambitious growth and investment companies.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceLondon, United KingdomHQ checked Sep 20, 202651-200198 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
23Partial evidenceLondon, United KingdomHQ checked Sep 20, 202651-200192 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
24Indirect evidenceLeeds, United KingdomHQ checked Sep 20, 2026201-500188 contacts →

Indirect evidence

“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 20, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 2,907 investment advisory services based in the United Kingdom

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Investment advisory services based in the United Kingdom at a glance

As of Sep 20, 2026
44.3%Verified-email coverage
13.2Average contacts per company
1-10Median size (employees)
20.6%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
2,018
11-50
697
51-200
99
201-500
33
501-1,000
13
1,001-5,000
7
5,001-10,000
2
10001+
4

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 2,907 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 services, 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 Kingdom whose own description of what they do matches “investment advisory services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside United Kingdom 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, 16,926 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.

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 services, 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 services are there based in the United Kingdom?

RevenueBase identified 2,907 investment advisory services headquartered in the 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?

St. James's Place, headquartered in Cirencester, tops this list with the largest team on record.

Which city has the most investment advisory services?

London leads with 598 headquartered companies, followed by Edinburgh (47) and Manchester (47).

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 16,926 verified decision-maker contacts tracked across these 2,907 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.