Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Edinburgh, United Kingdom

RevenueBase identified 50 wealth management consulting firms headquartered in Edinburgh, United Kingdom as of September 2026 and tracks 799 professional contacts across them, including 331 with verified work emails. Across the United Kingdom, London is the largest hub for this category (885 companies); Edinburgh has 50.

This list covers wealth management consulting 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
50Companies
799Contacts tracked
331Verified emails
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The 25 largest wealth management consulting firms based in Edinburgh, United Kingdom

Ranked by team size
Top 25 of 50 wealth management consulting firms based in Edinburgh, United Kingdom, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting firms: 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
1Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202651-200155 contacts →

Indirect evidence

“It’s more about you than us, but here’s a little about us.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-50130 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5095 contacts →

Indirect evidence

“We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202651-20071 contacts →

Indirect evidence

“Murray Beith Murray LLP is a leading Scottish private client law firm.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5031 contacts →

Indirect evidence

“Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceEdinburgh, United KingdomHQ checked Sep 29, 202651-20028 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, 2026
7Partial evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5024 contacts →

Partial evidence

“Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Forward-thinking financial planners for individuals, families and business owners.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“Chartered Financial Planning Business”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5016 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, 2026
11Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5015 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, 2026
12Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“North Capital is an independent Private Investment Office located in Edinburgh.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-109 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, 2026
15Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Straightforward financial planning and investment advice tailored to you.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-106 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, 2026
19Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-106 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, 2026
20Partial evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Oliver Asset Management provides world class financial planning to individuals and businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“FAB Assurance focuses and advises on tax efficient Family And Business protection, particularly for Owner Managers, Partners and Small and Medium Enterprises (SMEs).”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“At RSQ everything is personal.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“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…….”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceEdinburgh, United KingdomHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 50 wealth management consulting firms based in Edinburgh, United Kingdom

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Wealth management consulting firms based in Edinburgh, United Kingdom at a glance

As of Sep 29, 2026
41.4%Verified-email coverage
16.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
15
51-200
3

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 50 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 consulting 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 consulting 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 consulting 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 consulting 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, 331 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.

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 consulting 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 consulting firms are there based in Edinburgh, United Kingdom?

RevenueBase identified 50 wealth management consulting 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?

Multrees Investor Services, headquartered in Edinburgh, tops this list with the largest team on record.

Which city in the United Kingdom has the most wealth management consulting firms?

London leads the United Kingdom with 885 headquartered companies, followed by Manchester (61) and Edinburgh (50).

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 331 verified decision-maker contacts tracked across these 50 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.