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 company matches for millennial wealth management companies associated with 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 company matches for millennial wealth management companies 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 17, 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 17, 2026 How this list was built

6,611Companies

189,135Contacts tracked

82,825Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 6,611 company matches for millennial wealth management companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 17, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	10001+	27,212 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,898 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,071 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,885 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,663 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,346 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 17, 2026	1,001-5,000	992 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 17, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Sep 17, 2026	10001+	676 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	629 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Sep 17, 2026	501-1,000	586 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 17, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	501-1,000	517 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Cresset	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	501-1,000	472 contacts →
	Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Sep 17, 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 “millennial wealth management companies”. 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 6,611 millennial wealth management companies based in the United States

See the full list, filter by size, metro and specialty, and access 82,825 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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)

3.3%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

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 “millennial wealth management companies” 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 82,825 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 17, 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in the United States?

RevenueBase identified 6,611 company matches for millennial wealth management companies 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?

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

Which city has the most millennial wealth management companies?

New York leads with 217 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 82,825 professional contacts with verified work emails tracked across these 6,611 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 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 6,611 millennial wealth management companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Millennial wealth management companies by geography

Browse the directory

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.