Company lists · Data refreshed September 2026
Top 24 Wealth management accounting firms based in Edinburgh, United Kingdom
RevenueBase identified 38 wealth management accounting firms headquartered in Edinburgh, United Kingdom as of September 2026 and tracks 817 professional contacts across them, including 395 with verified work emails. Across the United Kingdom, London is the largest hub for this category (631 companies); Edinburgh has 38.
This list covers wealth management accounting firms headquartered in Edinburgh, United Kingdom, 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 24 largest wealth management accounting firms based in Edinburgh, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 189 contacts → | ||||
Indirect evidence “The truth is, you are as much CT as we are.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 155 contacts → | ||||
Indirect evidence “It’s more about you than us, but here’s a little about us.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 130 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 71 contacts → | ||||
Indirect evidence “Murray Beith Murray LLP is a leading Scottish private client law firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 28 contacts → | ||||
Strong evidence “Gilson Gray Financial Management provides bespoke wealth management advice to clients across Scotland and the UK.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 26 contacts → | ||||
Indirect evidence “Just Financial Group is one of the largest privately owned, Chartered independent financial advisory firms in the UK.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 contacts → | ||||
Indirect evidence “Forward-thinking financial planners for individuals, families and business owners.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence “Chartered Financial Planning Business” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Strong evidence “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Indirect evidence “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Straightforward financial planning and investment advice tailored to you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “We are an Accountancy & Taxation firm based in Edinburgh.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Oliver Asset Management provides world class financial planning to individuals and businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “At RSQ everything is personal.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Balmoral is renowned for its expert and detailed knowledge of investments, tax planning and pensions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Aquila Accountancy specialises in helping small to medium companies grow and thrive.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Considered financial planning and smarter investing ensures you live the life you want.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Purpose Financial Planning is an independent financial planning firm based in Edinburgh, Scotland, proudly serving clients across the UK.” 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: wealth management accounting firms. 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 wealth management accounting firms.
- Partial evidence
- Its own public description names part of wealth management accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management accounting firms. 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 24 of 38 wealth management accounting firms based in Edinburgh, United Kingdom
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Wealth management accounting firms based in Edinburgh, United Kingdom at a glance
As of Sep 29, 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 38 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 wealth management accounting firms, 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 Edinburgh, United Kingdom whose own description of what they do matches “wealth management accounting firms”. 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 wealth management accounting firms), 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 wealth management accounting firms, and records with no verified work email. Companies headquartered outside Edinburgh 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, 395 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.
Wealth management accounting firms by metro in the United Kingdom
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 wealth management accounting firms, 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 wealth management accounting firms are there based in Edinburgh, United Kingdom?
RevenueBase identified 38 wealth management accounting firms headquartered in Edinburgh, United Kingdom 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?
CT Accountants Advisers, headquartered in Edinburgh, tops this list with the largest team on record.
Which city in the United Kingdom has the most wealth management accounting firms?
London leads the United Kingdom with 631 headquartered companies, followed by Manchester (50) and Edinburgh (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 395 verified decision-maker contacts tracked across these 38 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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