Company lists · Data refreshed September 2026
Top 25 Ultra high net worth marketing agencies based in the United States
RevenueBase identified 566 ultra high net worth marketing agencies headquartered in the United States as of September 2026 and tracks 10,073 professional contacts across them, including 4,637 with verified work emails. New York is the largest hub.
This list covers ultra high net worth marketing agencies 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 29, 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.
The 25 largest ultra high net worth marketing agencies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,217 contacts → | ||||
Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 698 contacts → | ||||
Partial evidence “Team One was founded with one philosophical focus: to construct brands of elevated aspiration and worth by attracting affluent consumers like never before.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 692 contacts → | ||||
Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 542 contacts → | ||||
Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 330 contacts → | ||||
Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 243 contacts → | ||||
Indirect evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 242 contacts → | ||||
Indirect evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 192 contacts → | ||||
Indirect evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 108 contacts → | ||||
Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 103 contacts → | ||||
Indirect evidence “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 99 contacts → | ||||
Indirect evidence “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 93 contacts → | ||||
Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 89 contacts → | ||||
Indirect evidence “JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 79 contacts → | ||||
Indirect evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 67 contacts → | ||||
Partial evidence “Interluxe Group is a unified luxury marketing agency that partners with the world’s most iconic brands to drive customer acquisition, loyalty, engagement, and advocacy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 64 contacts → | ||||
Indirect evidence “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 62 contacts → | ||||
Indirect evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 62 contacts → | ||||
Partial evidence “Philosophy Communication is a marketing and public relations firm focused on creative campaigns that reach the affluent buyer.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 54 contacts → | ||||
Indirect evidence “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 51 contacts → | ||||
Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 50 contacts → | ||||
Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 47 contacts → | ||||
Indirect evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 46 contacts → | ||||
Strong evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 45 contacts → | ||||
Strong evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 42 contacts → | ||||
Indirect evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: ultra high net worth marketing agencies. 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 ultra high net worth marketing agencies.
- Partial evidence
- Its own public description names part of ultra high net worth marketing agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name ultra high net worth marketing agencies. 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 566 ultra high net worth marketing agencies based in the United States
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Ultra high net worth marketing agencies based in the United States at a glance
As of Sep 29, 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 566 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 ultra high net worth marketing agencies, 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 “ultra high net worth marketing agencies”. 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 ultra high net worth marketing agencies), 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 ultra high net worth marketing agencies, 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, 4,637 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 29, 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.
Ultra high net worth marketing agencies 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 ultra high net worth marketing agencies, 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 ultra high net worth marketing agencies are there based in the United States?
RevenueBase identified 566 ultra high net worth marketing agencies 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?
BNY Wealth, headquartered in New York, tops this list with the largest team on record.
Which city has the most ultra high net worth marketing agencies?
New York leads with 69 headquartered companies, followed by Los Angeles (18) and Miami (17).
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 4,637 verified decision-maker contacts tracked across these 566 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 29, 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.
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