Company lists · Data refreshed September 2026

Top 25 Personal finance companies based in the United States

Name: Personal finance 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 19, 2026 3,940 companies tracked

RevenueBase identified 3,940 personal finance companies headquartered in 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 personal finance 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 19, 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 19, 2026 86% judged on-target in blind review

3,940Companies

184,696Contacts tracked

70,541Verified emails

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The 25 largest personal finance companies based in the United States

Ranked by team size

Top 25 of 3,940 personal finance companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 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 19, 2026
2	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 19, 2026	10001+	31,927 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
3	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 19, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 19, 2026
4	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 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 19, 2026
5	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	13,910 contacts →
	Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 19, 2026
6	Onemain Financial	Partial evidence	Baltimore, IN, United StatesHQ checked Sep 19, 2026	10001+	5,298 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
7	TD Ameritrade	Partial evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,874 contacts →
	Partial evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 19, 2026
8	BOK Financial	Partial evidence	Tulsa, OK, United StatesHQ checked Sep 19, 2026	1,001-5,000	3,189 contacts →
	Partial evidence “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Source: RevenueBase Database · checked Sep 19, 2026
9	Mariner Finance	Partial evidence	Nottingham, MD, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,688 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
10	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,663 contacts →
	Indirect 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 19, 2026
11	Edelman Financial Engines	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 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 19, 2026
12	Lendmark Financial Services	Strong evidence	Lawrenceville, GA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,322 contacts →
	Strong evidence “Lendmark Financial Services is a consumer finance company that provides personal loans, auto loans, and retail sales financing.” Source: RevenueBase Database · checked Sep 19, 2026
13	Regional Finance Regional Management Corp	Partial evidence	Greer, SC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,260 contacts →
	Partial evidence “Our organization is a growing near-prime consumer finance company operating across 20 states, dedicated to expanding responsible credit opportunities for underserved customers.” Source: RevenueBase Database · checked Sep 19, 2026
14	Personal Capital	Partial evidence	Redwood City, CA, United StatesHQ checked Sep 19, 2026	201-500	1,168 contacts →
	Partial evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 19, 2026
15	Edward Jones	Indirect evidence	Palm Beach, FL, United StatesHQ checked Sep 19, 2026	n/a	893 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 19, 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 19, 2026
17	Freedom Financial Network	Strong evidence	San Mateo, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	708 contacts →
	Strong evidence “Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: RevenueBase Database · checked Sep 19, 2026
18	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 19, 2026	1,001-5,000	645 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 19, 2026
19	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 19, 2026
20	The Motley Fool	Indirect evidence	Alexandria, VA, United StatesHQ checked Sep 19, 2026	201-500	545 contacts →
	Indirect evidence “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Source: RevenueBase Database · checked Sep 19, 2026
21	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 19, 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 19, 2026
22	Raymond James & Associates, INC	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 19, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
23	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 19, 2026
24	Tower Loan	Indirect evidence	Flowood, MS, United StatesHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Indirect evidence “1936-Tower Loan opens and experiences prosperity and growth.” Source: RevenueBase Database · checked Sep 19, 2026
25	MONEY	Partial evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	348 contacts →
	Partial evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 19, 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 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 personal finance companies.
Partial evidence: Its own public description names part of personal finance companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance 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 3,940 personal finance companies based in the United States

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Personal finance companies based in the United States at a glance

As of Sep 19, 2026

38.2%Verified-email coverage

46.9Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

3,023

11-50

668

51-200

146

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 3,940 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 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 “personal finance 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 personal finance 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 personal finance 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, 70,541 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 19, 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 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 personal finance 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 personal finance companies are there based in the United States?

RevenueBase identified 3,940 personal finance 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?

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

Which city has the most personal finance companies?

New York leads with 71 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 70,541 verified decision-maker contacts tracked across these 3,940 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 19, 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.