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 company matches for low-cost investment advisors associated with 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 company matches for low-cost investment advisors 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 20, 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 20, 2026 How this list was built

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 company matches for low-cost investment advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 20, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 20, 2026	201-500	737 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	U.S. Bancorp Investments, INC	Exact match	S St Paul, MN, United StatesHQ recorded Sep 20, 2026	1,001-5,000	645 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	573 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	The Motley Fool	Exact match	Alexandria, VA, United StatesHQ recorded Sep 20, 2026	201-500	545 contacts →
	Exact match “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Five Rings Financial, LLC	Exact match	Littleton, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	537 contacts →
	Exact match “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 20, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 20, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	United Capital Financial Advisors, LLC	Exact match	Irving, TX, United StatesHQ recorded Sep 20, 2026	201-500	310 contacts →
	Exact match “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Modera Wealth Management	Exact match	Westwood, NJ, United StatesHQ recorded Sep 20, 2026	51-200	205 contacts →
	Exact match “Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Financial Engines	Exact match	Sunnyvale, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	196 contacts →
	Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Annex Wealth Management	Exact match	Brookfield, WI, United StatesHQ recorded Sep 20, 2026	51-200	191 contacts →
	Exact match “Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	David Lerner Associates, INC	Exact match	Syosset, NY, United StatesHQ recorded Sep 20, 2026	201-500	169 contacts →
	Exact match “David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	201-500	145 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	51-200	138 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Meeder Investment Management	Exact match	Dublin, OH, United StatesHQ recorded Sep 20, 2026	51-200	137 contacts →
	Exact match “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Avantax Planning Partners	Exact match	Dubuque, IA, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 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 “low-cost investment advisors”. 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 6,353 low-cost investment advisors based in the United States

See the full list, filter by size, metro and specialty, and access 30,143 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “low-cost investment advisors” 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 30,143 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 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in the United States?

RevenueBase identified 6,353 company matches for low-cost investment advisors 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?

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

Which city has the most low-cost investment advisors?

New York leads with 93 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 30,143 professional contacts with verified work emails tracked across these 6,353 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 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 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.