Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in the United States

Name: Millennial wealth management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 6,611 companies tracked

RevenueBase identified 6,611 millennial wealth management companies headquartered in the United States as of September 2026 and tracks 189,135 professional contacts across them, including 82,825 with verified work emails. New York is the largest hub.

This list covers millennial wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

6,611Companies

189,135Contacts tracked

82,825Verified emails

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The 25 largest millennial wealth management companies based in the United States

Ranked by team size

Top 25 of 6,611 millennial wealth management companies based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 17, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 17, 2026
2	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	32,808 contacts →
	Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 17, 2026
3	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	10001+	27,212 contacts →
	Strong evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 17, 2026
4	Bank Of America Private Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,898 contacts →
	Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 17, 2026
5	Janney Montgomery Scott LLC	Strong evidence	Philadelphia, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,611 contacts →
	Strong evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 17, 2026
6	OSAIC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,071 contacts →
	Strong evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
7	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 17, 2026
8	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 17, 2026
9	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 17, 2026
10	Truist Wealth	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,661 contacts →
	Partial evidence “Building wealth.” Source: RevenueBase Database · checked Sep 17, 2026
11	Bessemer Trust	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,346 contacts →
	Partial evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 17, 2026
12	Focus Partners	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,249 contacts →
	Strong evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 17, 2026
13	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
14	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 17, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 17, 2026
15	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 17, 2026
16	Pathstone	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 17, 2026	501-1,000	692 contacts →
	Partial evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 17, 2026
17	Wells Fargo Private Bank	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	10001+	676 contacts →
	Strong evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 17, 2026
18	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 17, 2026
19	Moneta	Strong evidence	Clayton, MO, United StatesHQ checked Sep 17, 2026	501-1,000	586 contacts →
	Strong evidence “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Source: RevenueBase Database · checked Sep 17, 2026
20	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 17, 2026
21	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 17, 2026
22	BMO Wealth Management - U.S	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	5,001-10,000	534 contacts →
	Strong evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 17, 2026
23	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 17, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 17, 2026
24	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 17, 2026
25	Cresset	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	501-1,000	472 contacts →
	Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 17, 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: millennial wealth management companies. 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. 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 6,611 millennial wealth management companies based in the United States

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Millennial wealth management companies based in the United States at a glance

As of Sep 17, 2026

43.8%Verified-email coverage

28.6Average contacts per company

1-10Median size (employees)

3.1%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

4,875

11-50

1,358

51-200

249

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 6,611 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 82,825 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 17, 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.

Millennial wealth management companies 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 millennial wealth management companies, 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 millennial wealth management companies are there based in the United States?

RevenueBase identified 6,611 millennial wealth management companies 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 millennial wealth management companies?

New York leads with 204 headquartered companies, followed by Atlanta (103) and Houston (83).

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 82,825 verified decision-maker contacts tracked across these 6,611 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 17, 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.