Company lists · Data refreshed September 2026
Top 25 Personal finance companies based in the United States
RevenueBase identified 3,940 company matches for personal finance companies associated with the United States as of September 2026 and tracks 184,696 professional contacts across them, including 70,541 with verified work emails. New York is the largest hub.
This list covers company matches for personal finance 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 19, 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.
The 25 largest personal finance companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 19, 2026 · View company records in RevenueBase | |||||
| 2 | 31,927 contacts → | ||||
Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 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 19, 2026 · View company records in RevenueBase | |||||
| 4 | 24,283 contacts → | ||||
Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 13,910 contacts → | ||||
Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 5,298 contacts → | ||||
Exact match “OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 3,874 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 3,189 contacts → | ||||
Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 1,688 contacts → | ||||
Exact match “Founded in 2002 by a group of leading experts in the consumer finance industry, Mariner Finance was established to provide customers with creative, flexible, and convenient…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 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 19, 2026 · View company records in RevenueBase | |||||
| 11 | 1,482 contacts → | ||||
Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 1,322 contacts → | ||||
Exact match “Lendmark Financial Services is a consumer finance company that provides personal loans, auto loans, and retail sales financing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 1,260 contacts → | ||||
Exact match “Our organization is a growing near-prime consumer finance company operating across 20 states, dedicated to expanding responsible credit opportunities for underserved customers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 893 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 810 contacts → | ||||
Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 645 contacts → | ||||
Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 635 contacts → | ||||
Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 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 19, 2026 · View company records in RevenueBase | |||||
| 21 | 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 19, 2026 · View company records in RevenueBase | |||||
| 22 | 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 19, 2026 · View company records in RevenueBase | |||||
| 23 | 357 contacts → | ||||
Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 348 contacts → | ||||
Exact match “1936-Tower Loan opens and experiences prosperity and growth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 348 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 19, 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 “personal finance 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 3,940 personal finance companies based in the United States
See the full list, filter by size, metro and specialty, and access 70,541 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance companies based in the United States at a glance
As of Sep 19, 2026Companies by employee count
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 3,940 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 “personal finance 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 70,541 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 19, 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.
Personal finance companies by metro
- Personal finance companies in New York74
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Boston27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
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 “personal finance companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance companies are there based in the United States?
RevenueBase identified 3,940 company matches for personal finance 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance companies?
New York leads with 74 company records, followed by Atlanta (52) and Dallas (38).
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 70,541 professional contacts with verified work emails tracked across these 3,940 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,940 personal finance companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,940 matching company records for personal finance companies based in the United States, with 184,696 tracked contacts and 70,541 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal finance companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vanguardvanguard.comHQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wells Fargo Advisorswellsfargoadvisors.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Onemain Financialonemainfinancial.comHQ: Baltimore, IN, United StatesReported employees: 10001+ | Baltimore, IN, United States | 10001+ | Exact match | 5,298 contacts → |
“OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  TD Ameritradetdameritrade.comHQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BOK Financialbokfinancial.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,189 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mariner Financemarinerfinance.comHQ: Nottingham, MD, United StatesReported employees: 1,001-5,000 | Nottingham, MD, United States | 1,001-5,000 | Exact match | 1,688 contacts → |
“Founded in 2002 by a group of leading experts in the consumer finance industry, Mariner Finance was established to provide customers with creative, flexible, and convenient…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Rockefeller Capital Managementrockco.comHQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Edelman Financial Enginesedelmanfinancialengines.comHQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lendmark Financial Serviceslendmarkfinancial.comHQ: Lawrenceville, GA, United StatesReported employees: 1,001-5,000 | Lawrenceville, GA, United States | 1,001-5,000 | Exact match | 1,322 contacts → |
“Lendmark Financial Services is a consumer finance company that provides personal loans, auto loans, and retail sales financing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Regional Finance Regional Management Corpregionalfinance.com HQ: Greer, SC, United StatesReported employees: 1,001-5,000 | Greer, SC, United States | 1,001-5,000 | Exact match | 1,260 contacts → |
“Our organization is a growing near-prime consumer finance company operating across 20 states, dedicated to expanding responsible credit opportunities for underserved customers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Edward Jonesedwardjones.comHQ: Palm Beach, FL, United StatesReported employees: Not recorded | Palm Beach, FL, United States | Not recorded | Exact match | 893 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  TAX & Financial Grouptfgroup.comHQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  U.S. Bancorp Investments, INCusbank.comHQ: S St Paul, MN, United StatesReported employees: 1,001-5,000 | S St Paul, MN, United States | 1,001-5,000 | Exact match | 645 contacts → |
“At U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Motley Foolfool.comHQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Davenport & Company LLCinvestdavenport.comHQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Raymond James & Associates, INCraymondjames.comHQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Huntington Financial Advisorshuntington.comHQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 357 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Tower Loantowerloan.com HQ: Flowood, MS, United StatesReported employees: 501-1,000 | Flowood, MS, United States | 501-1,000 | Exact match | 348 contacts → |
“1936-Tower Loan opens and experiences prosperity and growth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MONEYmoney.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,940 company matches
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Personal finance companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,930 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 3,940 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance companies by metro
- Personal finance companies in New York74
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Boston27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
Questions about this company list
What does Exact match mean for personal finance companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance companies did RevenueBase find based in the United States?
The saved snapshot records 3,940 matching company records, 184,696 tracked contacts and 70,541 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies based in the United States
RevenueBase records 3,940 matching company records for personal finance companies based in the United States, with 184,696 tracked contacts and 70,541 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal finance companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vanguardvanguard.com HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wells Fargo Advisorswellsfargoadvisors.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Onemain Financialonemainfinancial.com HQ: Baltimore, IN, United StatesReported employees: 10001+ | Baltimore, IN, United States | 10001+ | Exact match | 5,298 contacts → |
“OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TD Ameritradetdameritrade.com HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BOK Financialbokfinancial.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,189 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mariner Financemarinerfinance.com HQ: Nottingham, MD, United StatesReported employees: 1,001-5,000 | Nottingham, MD, United States | 1,001-5,000 | Exact match | 1,688 contacts → |
“Founded in 2002 by a group of leading experts in the consumer finance industry, Mariner Finance was established to provide customers with creative, flexible, and convenient…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rockefeller Capital Managementrockco.com HQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Edelman Financial Enginesedelmanfinancialengines.com HQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lendmark Financial Serviceslendmarkfinancial.com HQ: Lawrenceville, GA, United StatesReported employees: 1,001-5,000 | Lawrenceville, GA, United States | 1,001-5,000 | Exact match | 1,322 contacts → |
“Lendmark Financial Services is a consumer finance company that provides personal loans, auto loans, and retail sales financing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Regional Finance Regional Management Corpregionalfinance.com HQ: Greer, SC, United StatesReported employees: 1,001-5,000 | Greer, SC, United States | 1,001-5,000 | Exact match | 1,260 contacts → |
“Our organization is a growing near-prime consumer finance company operating across 20 states, dedicated to expanding responsible credit opportunities for underserved customers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Edward Jonesedwardjones.com HQ: Palm Beach, FL, United StatesReported employees: Not recorded | Palm Beach, FL, United States | Not recorded | Exact match | 893 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | TAX & Financial Grouptfgroup.com HQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 810 contacts → |
“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | U.S. Bancorp Investments, INCusbank.com HQ: S St Paul, MN, United StatesReported employees: 1,001-5,000 | S St Paul, MN, United States | 1,001-5,000 | Exact match | 645 contacts → |
“At U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Motley Foolfool.com HQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Davenport & Company LLCinvestdavenport.com HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Raymond James & Associates, INCraymondjames.com HQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Huntington Financial Advisorshuntington.com HQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 357 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Tower Loantowerloan.com HQ: Flowood, MS, United StatesReported employees: 501-1,000 | Flowood, MS, United States | 501-1,000 | Exact match | 348 contacts → |
“1936-Tower Loan opens and experiences prosperity and growth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MONEYmoney.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,940 company matches
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Personal finance companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,930 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 3,940 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance companies by metro
- Personal finance companies in New York74
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Boston27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
Questions about this company list
What does Exact match mean for personal finance companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance companies did RevenueBase find based in the United States?
The saved snapshot records 3,940 matching company records, 184,696 tracked contacts and 70,541 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
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