Company lists · Data refreshed October 2026

Top 25 Wealth management all-in-one advisor desktop platform companies based in the United States

Name: Wealth management all-in-one advisor desktop platform companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 6,816 companies tracked

RevenueBase identified 6,816 company matches for wealth management all-in-one advisor desktop platform companies associated with the United States as of October 2026 and tracks 342,841 professional contacts across them, including 140,974 with verified work emails. New York is the largest hub.

This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with the United States, 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 October 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 20, 2026 How this list was built

6,816Companies

342,841Contacts tracked

140,974Verified emails

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The 25 largest wealth management all-in-one advisor desktop platform companies based in the United States

Ranked by team size

Top 25 of 6,816 company matches for wealth management all-in-one advisor desktop platform companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 20, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Oct 20, 2026	10001+	43,150 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 20, 2026	5,001-10,000	24,802 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 20, 2026	5,001-10,000	13,958 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 20, 2026	5,001-10,000	3,867 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 20, 2026	5,001-10,000	3,444 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Oct 20, 2026	10001+	3,151 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	10001+	3,067 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,851 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,612 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Icapital	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,335 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,255 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,116 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,002 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,671 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 20, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Oct 20, 2026	501-1,000	1,557 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,553 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,438 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Oct 20, 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 management all-in-one advisor desktop platform companies”. 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 6,816 wealth management all-in-one advisor desktop platform companies based in the United States

See the full list, filter by size, metro and specialty, and access 140,974 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management all-in-one advisor desktop platform companies based in the United States at a glance

As of Oct 20, 2026

41.1%Verified-email coverage

50.3Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · New York

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

4,566

11-50

1,649

51-200

370

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 6,816 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 the United States whose business descriptions match “wealth management all-in-one advisor desktop platform companies” 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 140,974 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 October 20, 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 management all-in-one advisor desktop platform companies by metro

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 management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management all-in-one advisor desktop platform companies are there based in the United States?

RevenueBase identified 6,816 company matches for wealth management all-in-one advisor desktop platform companies associated with the United States as of October 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management all-in-one advisor desktop platform companies?

New York leads with 265 company records, followed by Chicago (98) and Atlanta (91).

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 140,974 professional contacts with verified work emails tracked across these 6,816 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 October 20, 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 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.