Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in the United States

Name: Personal finance 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 13,347 companies tracked

RevenueBase identified 13,347 personal finance advisors headquartered in the United States as of September 2026 and tracks 180,106 professional contacts across them, including 67,924 with verified work emails. New York is the largest hub.

This list covers personal finance 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

13,347Companies

180,106Contacts tracked

67,924Verified emails

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The 25 largest personal finance advisors based in the United States

Ranked by team size

Top 25 of 13,347 personal finance 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 personal finance 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	5,001-10,000	24,283 contacts →
	Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026
3	Wells Fargo Advisors	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	10001+	13,910 contacts →
	Strong evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 20, 2026
4	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 20, 2026
5	Wealth Enhancement	Strong evidence	Plymouth, MN, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,516 contacts →
	Strong evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 20, 2026
6	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,482 contacts →
	Partial evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 20, 2026
7	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026
8	Edward Jones	Indirect evidence	Palm Beach, FL, United StatesHQ checked Sep 20, 2026	n/a	893 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
9	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	837 contacts →
	Partial 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 20, 2026
10	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 20, 2026
11	Northern Trust Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	10001+	771 contacts →
	Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 20, 2026
12	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
13	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
14	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
15	Five Rings Financial, LLC	Partial evidence	Littleton, CO, United StatesHQ checked Sep 20, 2026	501-1,000	537 contacts →
	Partial 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
16	Money Management International MMI	Partial evidence	Stafford, TX, United StatesHQ checked Sep 20, 2026	201-500	533 contacts →
	Partial evidence “Money Management International (MMI) is changing the way financial challenges are solved.” Source: RevenueBase Database · checked Sep 20, 2026
17	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 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 20, 2026
18	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 20, 2026
19	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
20	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 20, 2026
21	Blue Trust	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 20, 2026	201-500	453 contacts →
	Partial evidence “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Source: RevenueBase Database · checked Sep 20, 2026
22	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 20, 2026	501-1,000	446 contacts →
	Partial 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
23	Lifetime Financial Growth	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 20, 2026	201-500	419 contacts →
	Partial evidence “Lifetime Financial Growth is a privately owned wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
24	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
25	Greenpath Financial Wellness	Partial evidence	Farmington Hills, MI, United StatesHQ checked Sep 20, 2026	201-500	394 contacts →
	Partial evidence “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” 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: personal finance 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 personal finance advisors.
Partial evidence: Its own public description names part of personal finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance 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 13,347 personal finance advisors based in the United States

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Personal finance advisors based in the United States at a glance

As of Sep 20, 2026

37.7%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

10,312

11-50

2,390

51-200

441

201-500

104

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 13,347 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 personal finance 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 “personal finance 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 personal finance 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 personal finance 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, 67,924 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.

Personal finance 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 personal finance 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 personal finance advisors are there based in the United States?

RevenueBase identified 13,347 personal finance 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most personal finance advisors?

New York leads with 215 headquartered companies, followed by Atlanta (148) and Houston (148).

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 67,924 verified decision-maker contacts tracked across these 13,347 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.