Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in the United States

Name: Low-cost investment advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 6,353 companies tracked

RevenueBase identified 6,353 low-cost investment advisors headquartered in the United States as of September 2026 and tracks 70,840 professional contacts across them, including 30,143 with verified work emails. New York is the largest hub.

This list covers low-cost investment advisors 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 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

6,353Companies

70,840Contacts tracked

30,143Verified emails

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The 25 largest low-cost investment advisors based in the United States

Ranked by team size

Top 25 of 6,353 low-cost investment advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 20, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 20, 2026
2	Lincoln Investment	Partial evidence	Fort Washington, PA, United StatesHQ checked Sep 20, 2026	201-500	737 contacts →
	Partial evidence “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Source: RevenueBase Database · checked Sep 20, 2026
3	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 20, 2026	1,001-5,000	645 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 20, 2026
4	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 20, 2026	501-1,000	573 contacts →
	Strong evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 20, 2026
5	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 20, 2026
6	The Motley Fool	Indirect evidence	Alexandria, VA, United StatesHQ checked Sep 20, 2026	201-500	545 contacts →
	Indirect evidence “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Source: RevenueBase Database · checked Sep 20, 2026
7	Five Rings Financial, LLC	Indirect evidence	Littleton, CO, United StatesHQ checked Sep 20, 2026	501-1,000	537 contacts →
	Indirect evidence “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Source: RevenueBase Database · checked Sep 20, 2026
8	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 20, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 20, 2026
9	Raymond James & Associates, INC	Strong evidence	Saint Petersburg, FL, United StatesHQ checked Sep 20, 2026	10001+	404 contacts →
	Strong evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
10	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 20, 2026
11	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 20, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 20, 2026
12	United Capital Financial Advisors, LLC	Strong evidence	Irving, TX, United StatesHQ checked Sep 20, 2026	201-500	310 contacts →
	Strong evidence “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Source: RevenueBase Database · checked Sep 20, 2026
13	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	306 contacts →
	Indirect evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 20, 2026
14	Coastal Wealth	Indirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 20, 2026	51-200	263 contacts →
	Indirect evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 20, 2026
15	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 20, 2026
16	Modera Wealth Management	Partial evidence	Westwood, NJ, United StatesHQ checked Sep 20, 2026	51-200	205 contacts →
	Partial evidence “Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Source: RevenueBase Database · checked Sep 20, 2026
17	Financial Engines	Strong evidence	Sunnyvale, CA, United StatesHQ checked Sep 20, 2026	501-1,000	196 contacts →
	Strong evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 20, 2026
18	Annex Wealth Management	Strong evidence	Brookfield, WI, United StatesHQ checked Sep 20, 2026	51-200	191 contacts →
	Strong evidence “Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.” Source: RevenueBase Database · checked Sep 20, 2026
19	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	51-200	191 contacts →
	Partial evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
20	David Lerner Associates, INC	Indirect evidence	Syosset, NY, United StatesHQ checked Sep 20, 2026	201-500	169 contacts →
	Indirect evidence “David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
21	Focus Financial Network, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	201-500	145 contacts →
	Indirect evidence “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Source: RevenueBase Database · checked Sep 20, 2026
22	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 20, 2026	51-200	138 contacts →
	Partial evidence “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Meeder Investment Management	Partial evidence	Dublin, OH, United StatesHQ checked Sep 20, 2026	51-200	137 contacts →
	Partial evidence “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Source: RevenueBase Database · checked Sep 20, 2026
24	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 20, 2026
25	Avantax Planning Partners	Strong evidence	Dubuque, IA, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Strong evidence “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Source: RevenueBase Database · checked Sep 20, 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: low-cost investment advisors. 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 low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment advisors. 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 6,353 low-cost investment advisors based in the United States

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Low-cost investment advisors based in the United States at a glance

As of Sep 20, 2026

42.6%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

5,041

11-50

1,050

51-200

179

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,353 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 low-cost investment advisors, 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 “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 30,143 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.

Low-cost investment advisors 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 low-cost investment advisors, 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 low-cost investment advisors are there based in the United States?

RevenueBase identified 6,353 low-cost investment advisors 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?

Vanguard, headquartered in Valley Forge, tops this list with the largest team on record.

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 30,143 verified decision-maker contacts tracked across these 6,353 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.