Company lists · Data refreshed September 2026
Top 25 Wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
RevenueBase identified 49 company matches for wealth advisors for high net worth individuals associated with Edinburgh, United Kingdom as of September 2026 and tracks 735 professional contacts across them, including 296 with verified work emails. Across the United Kingdom, London is the largest hub for this category (620 companies); Edinburgh has 49.
This list covers company matches for wealth advisors for high net worth individuals associated with Edinburgh, United Kingdom, 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 22, 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 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 155 contacts → | ||||
Exact match “It’s more about you than us, but here’s a little about us.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 130 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 95 contacts → | ||||
Exact match “We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “Just Financial Group is one of the largest privately owned, Chartered independent financial advisory firms in the UK.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “North Capital is an independent Private Investment Office located in Edinburgh.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Straightforward financial planning and investment advice tailored to you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “At RSQ everything is personal.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “LIFESTYLE FINANCIAL PLANNERS In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life…….” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Considered financial planning and smarter investing ensures you live the life you want.” Recorded in the RevenueBase company graph · Sep 22, 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 “wealth advisors for high net worth individuals”. 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 49 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
See the full list, filter by size, metro and specialty, and access 296 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth advisors for high net worth individuals based in Edinburgh, United Kingdom at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 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 Edinburgh, United Kingdom whose business descriptions match “wealth advisors for high net worth individuals” 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 296 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 22, 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.
Wealth advisors for high net worth individuals by metro in the United Kingdom
- Wealth advisors for high net worth individuals in London620
- Wealth advisors for high net worth individuals in Manchester52
- Wealth advisors for high net worth individuals in Leeds45
- Wealth advisors for high net worth individuals in Glasgow41
- Wealth advisors for high net worth individuals in Bristol39
- Wealth advisors for high net worth individuals in Birmingham31
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 “wealth advisors for high net worth individuals”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors for high net worth individuals are there based in Edinburgh, United Kingdom?
RevenueBase identified 49 company matches for wealth advisors for high net worth individuals associated with Edinburgh, United Kingdom 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?
Multrees Investor Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United Kingdom has the most wealth advisors for high net worth individuals?
London leads the United Kingdom with 620 company records, followed by Manchester (52) and Edinburgh (49).
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 296 professional contacts with verified work emails tracked across these 49 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 49 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
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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 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.
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Company intelligence · public preview
Top 25 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 49 matching company records for wealth advisors for high net worth individuals based in Edinburgh, United Kingdom, with 735 tracked contacts and 296 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 22, 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 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
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 |  Multrees Investor Servicesmultrees.comHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Adam & Company, Part Of Canaccord Wealthadamandcompany.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 130 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 |  Scotia Wealth Management LTDscotiawm.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 95 contacts → |
“We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Carbon Financial Partners LTDcarbonfinancial.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Just Financial Group LTDjustfinancialgroup.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Just Financial Group is one of the largest privately owned, Chartered independent financial advisory firms in the UK.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Anderson Strathern Asset Managementandersonstrathernam.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tweed Wealth Managementtweedwealth.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Sutherland Independentsutherlandindependent.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Waverton Wealthwavertonwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 16 contacts → |
“Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Melville Independent PLCmi-plc.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  North Capitalnorthcapital.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“North Capital is an independent Private Investment Office located in Edinburgh.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Seven Street Wealth7sw.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  336 Financial Management LTD336fm.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Hamiltonhamilton-financial.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Straightforward financial planning and investment advice tailored to you.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hastings Investment Managementhastingsinvestment.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  GMB Portfolio Services LTDgmbportfolio.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murray Asset Managementmurrayasset.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Oliver Asset Managementoliverassetmgmt.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  RSQ Wealth Management Limitedrsqwealth.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 5 contacts → |
“At RSQ everything is personal.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bluesky Independent Wealth Managerswealthatbluesky.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 3 contacts → |
“LIFESTYLE FINANCIAL PLANNERS In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life…….” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Johnston Financial Limitedjohnstonfinancial.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 2 contacts → |
“If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Principal & Prosper Limitedprincipalandprosper.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Headsup Wealthheadsupwealth.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthflow Group Limitedwealthflow.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Considered financial planning and smarter investing ensures you live the life you want.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 49 company matches
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Wealth advisors for high net worth individuals: dataset insights
September 22, 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
49 records in the displayed employee bands.
0 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 across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 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 22, 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 ↗
Wealth advisors for high net worth individuals by metro in the United Kingdom
- Wealth advisors for high net worth individuals in London620
- Wealth advisors for high net worth individuals in Manchester52
- Wealth advisors for high net worth individuals in Leeds45
- Wealth advisors for high net worth individuals in Glasgow41
- Wealth advisors for high net worth individuals in Bristol39
- Wealth advisors for high net worth individuals in Birmingham31
Questions about this company list
What does Exact match mean for wealth advisors for high net worth individuals?
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 wealth advisors for high net worth individuals did RevenueBase find based in Edinburgh, United Kingdom?
The saved snapshot records 49 matching company records, 735 tracked contacts and 296 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-advisors-for-high-net-worth-individuals/united-kingdom/edinburgh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
RevenueBase records 49 matching company records for wealth advisors for high net worth individuals based in Edinburgh, United Kingdom, with 735 tracked contacts and 296 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 22, 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 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom
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 | Multrees Investor Servicesmultrees.com HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Adam & Company, Part Of Canaccord Wealthadamandcompany.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 130 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | Scotia Wealth Management LTDscotiawm.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 95 contacts → |
“We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Carbon Financial Partners LTDcarbonfinancial.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Just Financial Group LTDjustfinancialgroup.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Just Financial Group is one of the largest privately owned, Chartered independent financial advisory firms in the UK.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Anderson Strathern Asset Managementandersonstrathernam.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tweed Wealth Managementtweedwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sutherland Independentsutherlandindependent.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Waverton Wealthwavertonwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 16 contacts → |
“Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Melville Independent PLCmi-plc.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | North Capitalnorthcapital.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“North Capital is an independent Private Investment Office located in Edinburgh.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Seven Street Wealth7sw.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 336 Financial Management LTD336fm.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hamiltonhamilton-financial.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Straightforward financial planning and investment advice tailored to you.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hastings Investment Managementhastingsinvestment.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GMB Portfolio Services LTDgmbportfolio.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murray Asset Managementmurrayasset.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Oliver Asset Managementoliverassetmgmt.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | RSQ Wealth Management Limitedrsqwealth.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 5 contacts → |
“At RSQ everything is personal.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bluesky Independent Wealth Managerswealthatbluesky.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 3 contacts → |
“LIFESTYLE FINANCIAL PLANNERS In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life…….” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Johnston Financial Limitedjohnstonfinancial.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 2 contacts → |
“If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Principal & Prosper Limitedprincipalandprosper.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Headsup Wealthheadsupwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthflow Group Limitedwealthflow.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Considered financial planning and smarter investing ensures you live the life you want.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 49 company matches
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Wealth advisors for high net worth individuals: dataset insights
September 22, 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
49 records in the displayed employee bands.
0 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 across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 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 22, 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 ↗
Wealth advisors for high net worth individuals by metro in the United Kingdom
- Wealth advisors for high net worth individuals in London620
- Wealth advisors for high net worth individuals in Manchester52
- Wealth advisors for high net worth individuals in Leeds45
- Wealth advisors for high net worth individuals in Glasgow41
- Wealth advisors for high net worth individuals in Bristol39
- Wealth advisors for high net worth individuals in Birmingham31
Questions about this company list
What does Exact match mean for wealth advisors for high net worth individuals?
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 wealth advisors for high net worth individuals did RevenueBase find based in Edinburgh, United Kingdom?
The saved snapshot records 49 matching company records, 735 tracked contacts and 296 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth advisors for high net worth individuals based in Edinburgh, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-advisors-for-high-net-worth-individuals/united-kingdom/edinburgh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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