Company lists · Data refreshed September 2026

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

Name: Wealth management consulting firms based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 885 companies tracked

RevenueBase identified 885 wealth management consulting firms headquartered in London, United Kingdom as of September 2026 and tracks 38,567 professional contacts across them, including 17,570 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers wealth management consulting firms headquartered in London, 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

885Companies

38,567Contacts tracked

17,570Verified emails

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The 25 largest wealth management consulting firms based in London, United Kingdom

Ranked by team size

Top 25 of 885 wealth management consulting firms based in London, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNZ	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	5,001-10,000	4,802 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 29, 2026
2	Barclays Wealth Management	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	5,001-10,000	2,717 contacts →
	Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 29, 2026
3	Evelyn Partners	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	1,001-5,000	2,096 contacts →
	Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 29, 2026
4	RBC Brewin Dolphin	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	1,001-5,000	1,927 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 29, 2026
5	Barclays Private Bank	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	5,001-10,000	1,279 contacts →
	Partial 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 29, 2026
6	Charles Stanley	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	501-1,000	865 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 29, 2026
7	Schroders Personal Wealth	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	501-1,000	721 contacts →
	Partial evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 29, 2026
8	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 29, 2026
9	Cazenove Capital	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	505 contacts →
	Partial evidence “We understand the impact your wealth has today and for generations to come.” Source: RevenueBase Database · checked Sep 29, 2026
10	Titan Wealth	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	1,001-5,000	448 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 29, 2026
11	Atomos Wealth	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	346 contacts →
	Indirect evidence “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: RevenueBase Database · checked Sep 29, 2026
12	Mercer UK	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	10001+	329 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 29, 2026
13	Killik & CO	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	311 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 29, 2026
14	JM Finn	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	311 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 29, 2026
15	Saltus	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	501-1,000	284 contacts →
	Partial evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 29, 2026
16	Fisher Investments UK	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	244 contacts →
	Partial evidence “Fisher Investments UK is a private investment advice and management company, offering the discretionary investment management services of our US-based parent company, Fisher…” Source: RevenueBase Database · checked Sep 29, 2026
17	Kingswood Group	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	232 contacts →
	Partial evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
18	Investec Wealth & Investment UK	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	501-1,000	207 contacts →
	Partial evidence “Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Source: RevenueBase Database · checked Sep 29, 2026
19	WH Ireland	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	198 contacts →
	Strong evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 29, 2026
20	Handelsbanken Wealth & Asset Management	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	192 contacts →
	Strong evidence “Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Source: RevenueBase Database · checked Sep 29, 2026
21	James Hambro & Partners	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	183 contacts →
	Strong evidence “An independently-owned wealth management group that combines professional financial planning and investment management expertise to deliver a comprehensive client service.” Source: RevenueBase Database · checked Sep 29, 2026
22	Walker Crips	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	174 contacts →
	Strong evidence “Walker Crips is a UK wealth and investment management firm providing discretionary portfolio management, financial planning and structured investment solutions for private…” Source: RevenueBase Database · checked Sep 29, 2026
23	Partners Wealth Management	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	171 contacts →
	Indirect evidence “To us, a partnership is ‘an enduring relationship based on trust’.” Source: RevenueBase Database · checked Sep 29, 2026
24	Wealth Dynamix	Strong evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	156 contacts →
	Strong evidence “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Source: RevenueBase Database · checked Sep 29, 2026
25	Acuity Professional Group	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	138 contacts →
	Indirect evidence “We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Source: RevenueBase Database · checked Sep 29, 2026

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 consulting 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 consulting firms.
Partial evidence: Its own public description names part of wealth management consulting 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 consulting 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 25 of 885 wealth management consulting firms based in London, United Kingdom

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

As of Sep 29, 2026

45.6%Verified-email coverage

43.6Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

534

11-50

239

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 885 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 London, 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 London 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, 17,570 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 consulting 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 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 London, United Kingdom?

RevenueBase identified 885 wealth management consulting firms headquartered in London, 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 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 17,570 verified decision-maker contacts tracked across these 885 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.