Company lists · Data refreshed September 2026
Top 18 Investment firms based in the United Kingdom
RevenueBase identified 2,116 investment firms headquartered in the United Kingdom as of September 2026 and tracks 69,436 professional contacts across them, including 30,414 with verified work emails and 12,913 with mobile numbers. London is the largest hub.
This list covers investment firms 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, 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.
The 18 largest investment firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,121 | ||||
“There’s advice that can change your day.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,135 | ||||
“Meet the people behind your future.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,937 | ||||
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 944 | ||||
“Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 870 | ||||
“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 729 | ||||
“We are now Lloyds Wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 593 | ||||
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 592 | ||||
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | PantheonIndirect evidence | 559 | |||
“Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 488 | ||||
“Ready to make baffling jargon and unclear advice a thing of the past?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 456 | ||||
“Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | SUN Life Financial Of Canada UKIndirect evidence | 430 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 403 | ||||
“Expert investment management and financial planning.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 400 | ||||
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 344 | ||||
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Killik & COIndirect evidence | 312 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | JM FinnIndirect evidence | 309 | |||
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 280 | ||||
“Saltus is an independently owned financial planning and investment management company.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 2,116 investment firms based in the United Kingdom
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Investment firms based in the United Kingdom at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 firms, 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 Kingdom whose own description of what they do matches “investment firms”. 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 firms, 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 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, 30,414 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 firms by metro
Frequently asked
How many investment firms are there based in the United Kingdom?
RevenueBase identified 2,116 investment firms 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 Cambridge, tops this list with the largest team on record.
Which city has the most investment firms?
London leads with 970 headquartered companies, followed by Manchester (34) and Edinburgh (30).
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 30,414 verified decision-maker contacts tracked across these 2,116 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 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.