Company lists · Data refreshed September 2026

Top 25 Robo advisor companies based in the United States

Name: Robo advisor 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 21, 2026 3,052 companies tracked

RevenueBase identified 3,052 robo advisor companies headquartered in the United States as of September 2026 and tracks 143,285 professional contacts across them, including 61,267 with verified work emails. New York is the largest hub.

This list covers robo advisor 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 21, 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 21, 2026 86% judged on-target in blind review

3,052Companies

143,285Contacts tracked

61,267Verified emails

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

The 25 largest robo advisor companies based in the United States

Ranked by team size

Top 25 of 3,052 robo advisor companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to robo advisor 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	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 21, 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 21, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 21, 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 21, 2026
3	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 21, 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 21, 2026
4	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 21, 2026
5	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 21, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 21, 2026
6	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 21, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 21, 2026
7	Squarepoint	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,979 contacts →
	Indirect evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 21, 2026
8	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 21, 2026
9	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,304 contacts →
	Indirect evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 21, 2026
10	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 21, 2026	201-500	1,168 contacts →
	Indirect 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 21, 2026
11	Waddell & Reed	Indirect evidence	Shawnee Mission, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,112 contacts →
	Indirect evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 21, 2026
12	ITG	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	1,110 contacts →
	Indirect evidence “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Source: RevenueBase Database · checked Sep 21, 2026
13	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,042 contacts →
	Indirect evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 21, 2026
14	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 21, 2026
15	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 21, 2026
16	First Trust	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 21, 2026	1,001-5,000	957 contacts →
	Indirect evidence “First Trust Portfolios L.P.” Source: RevenueBase Database · checked Sep 21, 2026
17	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 21, 2026
18	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 21, 2026
19	Freedom Financial Network	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: RevenueBase Database · checked Sep 21, 2026
20	Oppenheimerfunds	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	683 contacts →
	Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 21, 2026
21	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 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 21, 2026
22	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 21, 2026
23	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 21, 2026	501-1,000	573 contacts →
	Partial 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 21, 2026
24	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 21, 2026
25	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 21, 2026	501-1,000	446 contacts →
	Indirect 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 21, 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: robo advisor 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 robo advisor companies.
Partial evidence: Its own public description names part of robo advisor companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo advisor 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 3,052 robo advisor companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 61,267 reachable decision-makers.

Free signup · no credit card

View the full list →

Robo advisor companies based in the United States at a glance

As of Sep 21, 2026

42.8%Verified-email coverage

46.9Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

2,214

11-50

614

51-200

131

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 3,052 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 robo advisor 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 “robo advisor 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 robo advisor 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 robo advisor 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, 61,267 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 21, 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.

Robo advisor 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 robo advisor 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 robo advisor companies are there based in the United States?

RevenueBase identified 3,052 robo advisor 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most robo advisor companies?

New York leads with 119 headquartered companies, followed by San Francisco (73) and Boston (37).

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 61,267 verified decision-maker contacts tracked across these 3,052 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 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 3,052 robo advisor companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Robo advisor 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 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.