Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in the United Kingdom

RevenueBase identified 3,040 wealth management advisors headquartered in the United Kingdom as of September 2026 and tracks 57,359 professional contacts across them, including 25,020 with verified work emails. London is the largest hub.

This list covers wealth management advisors headquartered in the 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 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
3,040Companies
57,359Contacts tracked
25,020Verified emails
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The 25 largest wealth management advisors based in the United Kingdom

Ranked by team size
Top 25 of 3,040 wealth management advisors based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 19, 20265,001-10,0004,802 contacts →

Partial evidence

“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCirencester, United KingdomHQ checked Sep 19, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,0003,000 contacts →

Indirect evidence

“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceLondon, United KingdomHQ checked Sep 19, 20265,001-10,0002,717 contacts →

Strong evidence

“Barclays provides wealth management expertise to our clients in the UK.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,0001,927 contacts →

Partial evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceLondon, United KingdomHQ checked Sep 19, 20265,001-10,0001,279 contacts →

Strong evidence

“Barclays Private Bank provides comprehensive specialist investment, banking, lending and wealth advisory services to the world’s most influential people and their families in the…”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceJersey, United KingdomHQ checked Sep 19, 2026501-1,000929 contacts →

Indirect evidence

“Stonehage Fleming is now Corient.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceLondon, United KingdomHQ checked Sep 19, 2026501-1,000865 contacts →

Strong evidence

“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceLondon, United KingdomHQ checked Sep 19, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceBirmingham, United KingdomHQ checked Sep 19, 2026501-1,000689 contacts →

Indirect evidence

“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceSunderland, United KingdomHQ checked Sep 19, 20261,001-5,000593 contacts →

Strong evidence

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceUnited KingdomHQ checked Sep 19, 2026201-500517 contacts →

Partial evidence

“From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500505 contacts →

Partial evidence

“We understand the impact your wealth has today and for generations to come.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBirmingham, United KingdomHQ checked Sep 19, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500481 contacts →

Indirect evidence

“Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,000448 contacts →

Strong evidence

“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.”

Source: RevenueBase Database · checked Sep 19, 2026
19Strong evidenceLeeds, United KingdomHQ checked Sep 19, 2026201-500415 contacts →

Strong evidence

“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceLiverpool Street, United KingdomHQ checked Sep 19, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceChorley, United KingdomHQ checked Sep 19, 2026501-1,000359 contacts →

Indirect evidence

“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500346 contacts →

Indirect evidence

“We’re atomos and we’re here to make your dreams and financial ambitions a reality.”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceLeeds, United KingdomHQ checked Sep 19, 2026201-500339 contacts →

Strong evidence

“2plan wealth management is the UK's largest independent advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500311 contacts →

Partial evidence

“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceLondon, United KingdomHQ checked Sep 19, 2026201-500311 contacts →

Partial evidence

“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 3,040 wealth management advisors based in the United Kingdom

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Wealth management advisors based in the United Kingdom at a glance

As of Sep 19, 2026
43.6%Verified-email coverage
18.9Average contacts per company
1-10Median size (employees)
22.9%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
2,049
11-50
763
51-200
118
201-500
49
501-1,000
23
1,001-5,000
8
5,001-10,000
4

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 3,040 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 advisors, 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 Kingdom whose own description of what they do matches “wealth management advisors”. 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 advisors), 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 advisors, and records with no verified work email. Companies headquartered outside United Kingdom 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, 25,020 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 advisors, 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 advisors are there based in the United Kingdom?

RevenueBase identified 3,040 wealth management advisors headquartered in the 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?

FNZ, headquartered in London, tops this list with the largest team on record.

Which city has the most wealth management advisors?

London leads with 696 headquartered companies, followed by Manchester (57) and Edinburgh (47).

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 25,020 verified decision-maker contacts tracked across these 3,040 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.