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Top Wealth Management Companies

Name: Top Wealth Management Companies
Creator: Surfe
Published: 2025-09-24 17:43:28
License: https://creativecommons.org/licenses/by-nc/4.0/

Last updated:24 Sep 2025

Created by Surfe | Views: 81

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Companies

Key Contacts

Annual Revenue

Funding

Company Growth

Team Growth

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Annual Revenue

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1-10M

10-50M

50-100M

100-500M

500-1,000M

>1,000M

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Company Growth

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20-50%

50-100%

100%+

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Team Growth

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Location

Las Vegas, Nevada, United States

Vaduz, Liechtenstein

Birmingham, United Kingdom

Atlanta, Georgia, United States

Boston, Massachusetts, United States

Columbia, United States

Racine, Wisconsin, United States

Sydney, Australia

Stanford, United States

Cape Town, South Africa

Skipton, United Kingdom

Frankfurt, Germany

Ottawa, Canada

Madrid, Spain

Santa Clara, California, United States

Winnipeg, Canada

Kybunga, Australia

Port of Spain, Trinidad & Tobago

New York, New York, United States

Johannesburg, South Africa

Kansas City, United States

Centre Hastings, Canada

Bengaluru, India

Glastonbury, Connecticut, United States

San Diego, California, United States

Minneapolis, Minnesota, United States

St. Louis, Missouri, United States

El Segundo, California, United States

Brussels, Belgium

Chieri, Italy

Blantyre, Malawi

Little Rock, Arkansas, United States

City of London, United Kingdom

Amsterdam, Netherlands

Puerto Rico, Argentina

Brisbane, Australia

Johns Creek, Georgia, United States

Munich, Germany

Reading, United Kingdom

Hertsmere, United Kingdom

Bellevue, Washington, United States

Toronto, Canada

Regensburg, Germany

Kuala Lumpur, Malaysia

BRISTOL, United Kingdom

Kennewick, Washington, United States

Milwaukee, Wisconsin, United States

Lansing, Michigan, United States

Memphis, Tennessee, United States

Zurich, Switzerland

Provo, Utah, United States

Quebec, Canada

Paris, France

Singapore, Singapore

San Mateo, United States

Houston, Texas, United States

Chennai, India

Montréal, Canada

Cincinnati, Ohio, United States

Geneva, Switzerland

Franklin, Tennessee, United States

Westlake, Texas, United States

Orlando, FL, United States

Mumbai, India

Hamburg, Germany

Milwaukee, WI, United States

The Hague, Netherlands

Bellaire, Texas, United States

Omaha, United States

Navi Mumbai, India

Zürich, Switzerland

Seattle, Washington, United States

Heiligenhaus, Germany

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	Companies		Key Contacts		Annual Revenue	Funding	Company Growth	Management Team Growth	Hiring Status	Tech Stack	HQ Location
1	10X Investments Finance	92	Accountant, Chief Technology Officer, Compliance Associate	>100	$500-1,000M		📉 Negative Growth: -1.08% 93 ↘ 92 Employees	📊 Modest Growth: 10% 10 ↗ 11 Employees	Not Hiring	32	Cape Town, South Africa
2	Simplify Asset Management Finance	42	Investment Operations Associate, Vice President, Operations, Chief Equity Strategist	+58	$500-1,000M		⏸️ No Growth: 0% 42 Employees	📊 Modest Growth: 10% 10 ↗ 11 Employees	Not Hiring	27	Las Vegas, Nevada, United States
3	Edelman Financial Engines Advice	1,127	Senior Information Security Specialist, Consumer Insights Intern, Technical Program Manager	>100	$500-1,000M		📊 Modest Growth: 3.97% 1,084 ↗ 1,127 Employees	📊 Modest Growth: 9.52% 42 ↗ 46 Employees	Actively Hiring	10	Santa Clara, California, United States
4	Aegon Asset Management Advice	923	Marketing Executive, Lead Compliance Officer, RFP Writer	>100	$500-1,000M		📊 Modest Growth: 0.76% 916 ↗ 923 Employees	📊 Modest Growth: 5.88% 17 ↗ 18 Employees	Actively Hiring	9	The Hague, Netherlands
5	Colonial First State Finance	1,084	Edge Implementation Manager, Asset Control Analyst, Solution Delivery Manager	>100	$500-1,000M		📊 Modest Growth: 0.28% 1,081 ↗ 1,084 Employees	📊 Modest Growth: 5.56% 18 ↗ 19 Employees	Actively Hiring	13	Sydney, Australia
6	Western & Southern Financial Group Financial Services	1,500	AVP - IT Operations, Decent guy, Staff Manager	>100	$500-1,000M		📊 Modest Growth: 0.4% 1,494 ↗ 1,500 Employees	📊 Modest Growth: 4.76% 42 ↗ 44 Employees	Actively Hiring	18	Cincinnati, Ohio, United States
7	Investia Financial Services Advice	751	Représentant en épargne collective, Directrice adjointe Enregistrement et Permis/ Manager Registration and Licensing, Compliance Auditor, Team Lead Western Canada	>100	$500-1,000M		📉 Negative Growth: -0.4% 754 ↘ 751 Employees	📊 Modest Growth: 4.55% 22 ↗ 23 Employees	Not Hiring	15	Quebec, Canada
8	Stephens Advice	866	IT Digital Benefits Technology Coordinator, Mailroom staff, VP Communications	>100	$500-1,000M		📊 Modest Growth: 3.71% 835 ↗ 866 Employees	📊 Modest Growth: 4.23% 189 ↗ 197 Employees	Actively Hiring	16	Little Rock, Arkansas, United States
9	IG Wealth Management Advice	4,306	Senior Client Relations Rep, Senior Financial Consultant, Director Real Estate Delivery	>100	$500-1,000M		📊 Modest Growth: 0.42% 4,288 ↗ 4,306 Employees	📊 Modest Growth: 4.2% 119 ↗ 124 Employees	Actively Hiring	10	Winnipeg, Canada
10	Symetra Financial Services	1,654	Lead Software Engineer, Sr Program Manager, Actuarial Assistant	>100	$500-1,000M		📊 Modest Growth: 0.43% 1,647 ↗ 1,654 Employees	📊 Modest Growth: 3.95% 76 ↗ 79 Employees	Actively Hiring	42	Bellevue, Washington, United States
11	Rothschild & Co Advice	3,743	Assistant Director, Associate, Data manager	>100	$>1,000M		📊 Modest Growth: 1.55% 3,686 ↗ 3,743 Employees	📊 Modest Growth: 3.61% 415 ↗ 430 Employees	Actively Hiring	14	Paris, France
12	Phoenix Group Financial Services	3,248	Accountant, Risk Assurance Manager (Line 1 Risk & Governance, Savings & Retirement), Corporate Development Actuary	>100	$>1,000M		📉 Negative Growth: -1.19% 3,287 ↘ 3,248 Employees	📊 Modest Growth: 3.57% 28 ↗ 29 Employees	Actively Hiring	10	City of London, United Kingdom
13	Royal London Group Financial Services	2,054	Business Analyst, Project Manager, Annuities Investment Manager	>100	$500-1,000M		📊 Modest Growth: 1.43% 2,025 ↗ 2,054 Employees	📊 Modest Growth: 3.45% 29 ↗ 30 Employees	Actively Hiring	22	City of London, United Kingdom
14	Skipton Building Society Finance	1,321	Customer Service Representative, Customer Service Consultant, Financial Crime Specialist	>100	$500-1,000M		📊 Modest Growth: 2.24% 1,292 ↗ 1,321 Employees	📊 Modest Growth: 3.12% 64 ↗ 66 Employees	Actively Hiring	8	Skipton, United Kingdom
15	Iq-Eq Advice	3,754	Fund Accounting Manager, Associate Director, Operational Risk, FP&A and Project Analyst	>100	$500-1,000M		📊 Modest Growth: 1% 3,717 ↗ 3,754 Employees	📊 Modest Growth: 2.87% 209 ↗ 215 Employees	Actively Hiring	30	Paris, France
16	Van Lanschot Kempen Advice	1,175	Content manager, Graduation internship Instrument Data Management, Account Manager Semi Institutional Clients	>100	$500-1,000M		📊 Modest Growth: 2.62% 1,145 ↗ 1,175 Employees	📊 Modest Growth: 2.7% 37 ↗ 38 Employees	Actively Hiring	26	Amsterdam, Netherlands
17	Artisan Partners Finance	488	Associate Director, EMEA Client Group \| Sales Support and Client Service \| Asset Management, Business Analyst, Research Associate	>100	$500-1,000M		📊 Modest Growth: 0.21% 487 ↗ 488 Employees	📊 Modest Growth: 2.7% 37 ↗ 38 Employees	Actively Hiring	12	Milwaukee, Wisconsin, United States
18	Oppenheimer Holdings Advice	1,939	Financial Advisor, Sales & Trading Intern, Senior Director - Investments	>100	$500-1,000M		📊 Modest Growth: 2.59% 1,890 ↗ 1,939 Employees	📊 Modest Growth: 2.4% 334 ↗ 342 Employees	Actively Hiring	7	New York, New York, United States
19	Legal & General Financial Services	4,643	Reconciliation Specialist, advocate, Senior Actuarial Analyst	>100	$500-1,000M		📊 Modest Growth: 0.87% 4,603 ↗ 4,643 Employees	📊 Modest Growth: 2.38% 42 ↗ 43 Employees	Actively Hiring	22	City of London, United Kingdom
20	Vontobel Financial Services	1,583	Wealth Relationship Manager, Junior Cyber Security Operator, Investment Content Platform Manager	>100	$>1,000M		📊 Modest Growth: 0.7% 1,572 ↗ 1,583 Employees	📊 Modest Growth: 2.19% 137 ↗ 140 Employees	Actively Hiring	17	Zürich, Switzerland
21	Bethmann Bank Banking	249	stv. Niederlassungsleiter, Teamleitung Frankfurt & Wealth Manager \| Abteilungsdirektorin, ABN AMRO Group, Legal Counsel	>100	$500-1,000M		📊 Modest Growth: 1.22% 246 ↗ 249 Employees	📊 Modest Growth: 2.17% 46 ↗ 47 Employees	Actively Hiring	9	Frankfurt, Germany
22	Janney Montgomery Scott Advice	1,753	Technical Team Lead, Associate, directeur	>100	$500-1,000M		📊 Modest Growth: 0.23% 1,749 ↗ 1,753 Employees	📊 Modest Growth: 2.14% 187 ↗ 191 Employees	Actively Hiring	13	Glastonbury, Connecticut, United States
23	Lombard Odier Advice	1,833	Associé, Senior Vice President, Head HR Central Functions & HR Zurich, Senior Legal Counsel	>100	$500-1,000M		📊 Modest Growth: 1.33% 1,809 ↗ 1,833 Employees	📊 Modest Growth: 1.9% 158 ↗ 161 Employees	Actively Hiring	24	Geneva, Switzerland
24	Lgt Private Banking Finance	1,836	Assistent Relationship Manager, IT Solution Engineer, Financial Crime Compliance	>100	$500-1,000M		📊 Modest Growth: 0.71% 1,823 ↗ 1,836 Employees	📊 Modest Growth: 1.88% 160 ↗ 163 Employees	Actively Hiring	6	Vaduz, Liechtenstein
25	Bank of Singapore Advice	1,849	Associate, Project Management Intern, Competency Lead, Core Banking	>100	$500-1,000M		📉 Negative Growth: -0.16% 1,852 ↘ 1,849 Employees	📊 Modest Growth: 1.8% 278 ↗ 283 Employees	Actively Hiring	8	Singapore, Singapore
26	Stifel Financial Corp. Advice	4,615	Vice President/ Investments - Stifel, Retired, Vice President/Investments - Stifel	>100	$>1,000M		📊 Modest Growth: 0.65% 4,585 ↗ 4,615 Employees	📊 Modest Growth: 1.59% 502 ↗ 510 Employees	Actively Hiring	22	St. Louis, Missouri, United States
27	Sanlam Finance	7,518	Network Engineer, Actuarial Specialist: IFRS 17 (Group Actuarial), Administrator	>100	$500-1,000M		📊 Modest Growth: 0.16% 7,506 ↗ 7,518 Employees	📊 Modest Growth: 1.53% 131 ↗ 133 Employees	Actively Hiring	50	Cape Town, South Africa
28	Jackson Financial Services	1,862	Human Resources Director, Strategic Support Associate, Security Intelligence Analyst	>100	$500-1,000M	$550M raised Post-IPO Equity, 03-06-2023	📊 Modest Growth: 1.31% 1,838 ↗ 1,862 Employees	📊 Modest Growth: 1.52% 132 ↗ 134 Employees	Actively Hiring	25	Lansing, Michigan, United States
29	Bernstein Private Wealth Management Advice	620	Lead Website Tester, Senior Analyst, Wealth Strategies, Vice President and Client Advisor	>100	$500-1,000M		📊 Modest Growth: 2.31% 606 ↗ 620 Employees	📊 Modest Growth: 1.34% 149 ↗ 151 Employees	Actively Hiring	10	New York, New York, United States
30	State Street Global Advisors Asset Management	1,730	Operations Manager, Assistant Vice President, Assistant Vice President	>100	$500-1,000M		📊 Modest Growth: 0.58% 1,720 ↗ 1,730 Employees	📊 Modest Growth: 1.33% 226 ↗ 229 Employees	Actively Hiring	13	Boston, Massachusetts, United States
31	Liberty Group Financial Services	4,090	Financial Planner, Claims Specialist, Medical Aid Specialist	>100	$500-1,000M		📉 Negative Growth: -0.56% 4,113 ↘ 4,090 Employees	📊 Modest Growth: 1.32% 76 ↗ 77 Employees	Actively Hiring	21	Johannesburg, South Africa
32	Tiaa Advice	9,186	Transition Data Lead, Associate, Financial Services Consultant	>100	$500-1,000M		📉 Negative Growth: -2.93% 9,463 ↘ 9,186 Employees	📊 Modest Growth: 1.29% 309 ↗ 313 Employees	Actively Hiring	40	New York, New York, United States
33	Zürcher Kantonalbank Finance	3,448	Senior Market Risk Engineer (100%), Senior Software Engineer, Produktmanager Digital Assets	>100	$500-1,000M		📊 Modest Growth: 1.89% 3,384 ↗ 3,448 Employees	📊 Modest Growth: 1.2% 83 ↗ 84 Employees	Actively Hiring	8	Zurich, Switzerland
34	Wilmington Trust Advice	1,206	Vice President, Assistant Vice President, Managing Director and Head of Wealth and Financial Planning	>100	$500-1,000M		📊 Modest Growth: 1.09% 1,193 ↗ 1,206 Employees	📊 Modest Growth: 1.17% 257 ↗ 260 Employees	Actively Hiring	16	Bellaire, Texas, United States
35	LPL Financial Advice	8,888	VP, Product Management, Vice President - Technology Sourcing, Administrative Assistant	>100	$>1,000M	$1,000M raised Post-IPO Debt, 06-03-2024	📊 Modest Growth: 0.84% 8,814 ↗ 8,888 Employees	📊 Modest Growth: 1.12% 626 ↗ 633 Employees	Actively Hiring	28	San Diego, California, United States
36	Cambridge Associates Advice	1,267	Senior Administrative Assistant, Director Project Management, Investment Performance Associate	>100	$500-1,000M		📊 Modest Growth: 0.64% 1,259 ↗ 1,267 Employees	📊 Modest Growth: 0.96% 104 ↗ 105 Employees	Actively Hiring	18	Boston, Massachusetts, United States
37	Charles Schwab Finance	21,631	Team Manager, Reconciliation Specialist, Full Stack Developer	>100	$500-1,000M	$2,484M raised Post-IPO Debt, 05-17-2023	📊 Modest Growth: 0.41% 21,542 ↗ 21,631 Employees	📊 Modest Growth: 0.48% 625 ↗ 628 Employees	Actively Hiring	26	Omaha, United States
38	Schwab Finance	21,631	Compensation Manager, Client Relationship Specialist, Vendor Management	>100	$>1,000M	$2,484M raised Post-IPO Debt, 05-17-2023	📊 Modest Growth: 0.41% 21,542 ↗ 21,631 Employees	📊 Modest Growth: 0.48% 625 ↗ 628 Employees	Actively Hiring	23	Westlake, Texas, United States
39	Ameriprise Financial Advice	16,831	Administrative Assistant, Administrative Assistant, Financial Advisor	>100	$>1,000M		📊 Modest Growth: 0.69% 16,716 ↗ 16,831 Employees	📊 Modest Growth: 0.47% 856 ↗ 860 Employees	Actively Hiring	9	Minneapolis, Minnesota, United States
40	New York Life Insurance Company Financial Services	23,885	Office Manager, Agent, Licensed Agent	>100	$500-1,000M		📉 Negative Growth: -0.47% 23,998 ↘ 23,885 Employees	📊 Modest Growth: 0.35% 1,736 ↗ 1,742 Employees	Actively Hiring	18	New York, New York, United States
41	Northwestern Mutual Advice	24,131	Financial Advisor, Operations Manager, Lead Experience Design Strategy	>100	$500-1,000M		📉 Negative Growth: -0.56% 24,266 ↘ 24,131 Employees	📊 Modest Growth: 0.33% 607 ↗ 609 Employees	Actively Hiring	28	Milwaukee, Wisconsin, United States
42	First Horizon Finance	3,898	Relationship Banker, Financial Center Manager, Financial Service Rep	>100	$>1,000M		📊 Modest Growth: 0.21% 3,890 ↗ 3,898 Employees	📊 Modest Growth: 0.31% 323 ↗ 324 Employees	Actively Hiring	27	Memphis, Tennessee, United States
43	Julius Baer Advice	4,650	Team Leader Account Review Team & Deputy Head, Client Documentation Services, Director - Intermediaries Iberia, Client Outcomes & Controls Officer	>100	$500-1,000M		📊 Modest Growth: 0.39% 4,632 ↗ 4,650 Employees	📊 Modest Growth: 0.3% 662 ↗ 664 Employees	Actively Hiring	4	Zurich, Switzerland
44	RBC Wealth Management Advice	5,686	Manager, KYC Compliance, Manager, Business Communications, Vice President and Portfolio Manager	>100	$500-1,000M		📊 Modest Growth: 0.42% 5,662 ↗ 5,686 Employees	📊 Modest Growth: 0.21% 487 ↗ 488 Employees	Not Hiring	20	Toronto, Canada
45	Merrill Lynch Advice	21,894	First Vice President, Wealth Management Advisor, and Portfolio Manager, Wealth Management Advisor, Financial Solutions Advisor	>100	$500-1,000M		📉 Negative Growth: -0.07% 21,910 ↘ 21,894 Employees	📊 Modest Growth: 0.06% 3,446 ↗ 3,448 Employees	Actively Hiring	6	New York, New York, United States
46	Eagle Strategies, LLC Advice	537	Senior Associate -Learning & Development, Financial Advisor, Financial Advisor	>100	$500-1,000M		📊 Modest Growth: 0.37% 535 ↗ 537 Employees	⏸️ No Growth: 0% 7 Employees	Not Hiring	24	New York, New York, United States
47	Fnz Finance	3,332	Compliance Business Partner, Production Support Developer, ETL developer, Data Warehouse team	>100	$500-1,000M	$1,400M raised Private Equity Round, 02-11-2022	📊 Modest Growth: 0.48% 3,316 ↗ 3,332 Employees	⏸️ No Growth: 0% 59 Employees	Actively Hiring	14	City of London, United Kingdom
48	EntreLeadership Financial Services		Associate Director of Marketing, Vice President of W/MBE Markets, Director of Coaching	+81	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	22	Franklin, Tennessee, United States
49	GAM Investments Asset Management	345	Manager - Marketing & Client Experience - North America, US International, Nordics, responsable Clientele, Teacher	>100	$500-1,000M		📉 Negative Growth: -0.29% 346 ↘ 345 Employees	⏸️ No Growth: 0% 16 Employees	Actively Hiring	12	Zürich, Switzerland
50	L'Assurance retraite Financial Services	349	PATRICIAROMASTIN, Assistant technique & Formateur métier, Retraité	>100	$500-1,000M		📊 Modest Growth: 1.75% 343 ↗ 349 Employees	⏸️ No Growth: 0% 3 Employees	Actively Hiring	12	Paris, France
51	Principal Malaysia Financial Services	289	Wealth Advisor, Retirement Specialist, Agency Manager, Unit Trust Consultant	>100	$500-1,000M		📉 Negative Growth: -0.69% 291 ↘ 289 Employees	⏸️ No Growth: 0% 8 Employees	Actively Hiring	33	Kuala Lumpur, Malaysia
52	Red Rock Secured Financial Services	4	Business Development Representative, Sales Associate, Consulting Software Developer	+6	$500-1,000M		⏸️ No Growth: 0% 4 Employees	⏸️ No Growth: 0% Employees	Not Hiring	1	El Segundo, California, United States
53	American Century Investments Finance		Director of Operations, Managing Director	+2	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	22	Kansas City, United States
54	Corebridge Financial Finance	2,559	Bilingual Customer Service Representative, Financial Advisor \| Retirement Plan Consultant II, Analyst	>100	$500-1,000M	$936M raised Post-IPO Secondary, 11-07-2024	📉 Negative Growth: -0.04% 2,560 ↘ 2,559 Employees	⏸️ No Growth: 0% 275 Employees	Actively Hiring	11	Houston, Texas, United States
55	Telis Finanz AG Consulting	398	Business Development Analyst, Telis-Finanzberater, Selbständig	>100	$500-1,000M		⏸️ No Growth: 0% 398 Employees	⏸️ No Growth: 0% 22 Employees	Actively Hiring	13	Regensburg, Germany
56	Realty Income Financial Services	388	Associate, International Investments, Vice President, Legal & Director, International Investments, Senior Vice President, Head of Real Estate Research	>100	$>1,000M	$927M raised Post-IPO Debt, 08-27-2024	📊 Modest Growth: 3.47% 375 ↗ 388 Employees	⏸️ No Growth: 0% 28 Employees	Actively Hiring	20	San Diego, California, United States
57	annuity.org Advice	6	Business Development Associate, Financial Writer, Senior Annuity Sales Manager	+6	$500-1,000M		📈 Strong growth: 20% 5 ↗ 6 Employees	⏸️ No Growth: 0% Employees	Not Hiring	29	Orlando, FL, United States
58	SmartMonday Financial Services	5	Investment Operations Manager, Senior smartPartner (account manager), Senior smartCoach	+6	$500-1,000M		⏸️ No Growth: 0% 5 Employees	⏸️ No Growth: 0% Employees	Not Hiring	19	Kybunga, Australia
59	Standard Life Finance	34	Acturial software developer, Senior Developer .Net	+2	$500-1,000M		📉 Negative Growth: -2.86% 35 ↘ 34 Employees	⏸️ No Growth: 0% Employees	Not Hiring	8	Frankfurt, Germany
60	Allan Gray Finance	1,110	Software Test Analyst, Investment Analyst, Senior Software Engineer	>100	$500-1,000M		📊 Modest Growth: 0.36% 1,106 ↗ 1,110 Employees	⏸️ No Growth: 0% 15 Employees	Actively Hiring	21	Cape Town, South Africa
61	Koda Capital Advice	103	Adviser, Compliance Specialist, Associate	>100	$500-1,000M		📊 Modest Growth: 3% 100 ↗ 103 Employees	⏸️ No Growth: 0% 10 Employees	Actively Hiring	20	Sydney, Australia
62	Degroof Petercam Advice	1,132	Private Banker - Segment Leader Social-Profit Clients, Managing Partner Investment Banking - Corporate Finance, General Accounting Manager	>100	$500-1,000M		📊 Modest Growth: 0.18% 1,130 ↗ 1,132 Employees	⏸️ No Growth: 0% 38 Employees	Actively Hiring	13	Brussels, Belgium
63	MD Financial Management Advice	816	Financial Consultant, MD Management Limited, Manager, Advisor Marketing, Assistant Partnership and Sponsorship Manager	>100	$500-1,000M		📊 Modest Growth: 0.25% 814 ↗ 816 Employees	⏸️ No Growth: 0% 13 Employees	Actively Hiring	26	Ottawa, Canada
64	Euro Pacific Asset Management Financial Services		Sales Associate, Atendimento ao cliente, Office Manager	+6	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	25	Puerto Rico, Argentina
65	passiveinvesting.com Financial Services	20	Managing Partner, Director of Investor Relations, Vice President	+24	$500-1,000M		📊 Modest Growth: 5.26% 19 ↗ 20 Employees	⏸️ No Growth: 0% 4 Employees	Not Hiring	33	Columbia, United States
66	Johnson Financial Group Finance	5	Officer Relationship Manager, Wealth Retirement Plan Services, Senior Mortgage Loan Officer, SVP, Chief of Staff	>100	$500-1,000M		⏸️ No Growth: 0% 5 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	42	Racine, Wisconsin, United States
67	QSuper Financial Services	212	Mortgage Adviser, Claims Manager, Snr Program Co-ordinator	>100	$500-1,000M		📉 Negative Growth: -1.4% 215 ↘ 212 Employees	⏸️ No Growth: 0% Employees	Not Hiring	24	Brisbane, Australia
68	The Annuity Expert Financial Services	3	Chief Executive Officer	+1	$500-1,000M		⏸️ No Growth: 0% 3 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	33	Atlanta, Georgia, United States
69	Avenue des Investisseurs Finance	3	Rédacteur de site Web, Rédacteur	+2	$500-1,000M		⏸️ No Growth: 0% 3 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	34	Paris, France
70	Integrated India Finance	84	Equity Trader, Relationship Executive, Senior Software Developer	>100	$500-1,000M		📊 Modest Growth: 3.7% 81 ↗ 84 Employees	⏸️ No Growth: 0% 9 Employees	Not Hiring	9	Chennai, India
71	OVB Allfinanz España S.A. Advice	2	Financial Consultant, Consultor financiero, Consultora financiera	>100	$500-1,000M		⏸️ No Growth: 0% 2 Employees	⏸️ No Growth: 0% Employees	Not Hiring	25	Madrid, Spain
72	IA Private Wealth Advice	764	Compliance Coordinator, Bilingual Managed Account Supervisor, BOND TRADER	>100	$500-1,000M		📊 Modest Growth: 1.06% 756 ↗ 764 Employees	⏸️ No Growth: 0% 31 Employees	Not Hiring	17	Montréal, Canada
73	Curtis Banks Advice	228	Investment Administrator, Property Administrator, Administrator	>100	$500-1,000M		📉 Negative Growth: -3.8% 237 ↘ 228 Employees	⏸️ No Growth: 0% 6 Employees	Not Hiring	28	BRISTOL, United Kingdom
74	Quantum Mutual Fund Finance	104	Mutual Fund Representative, Customer Service Representative, Relationship Manager	>100	$500-1,000M		📉 Negative Growth: -0.95% 105 ↘ 104 Employees	⏸️ No Growth: 0% 10 Employees	Not Hiring	22	Mumbai, India
75	TauRes Gesellschaft für Investmentberatung mbH Finance	372	Teamleiter und Junior Partner, Vertriebsmanager & Gesellschafter, Consultant	>100	$500-1,000M		📉 Negative Growth: -0.53% 374 ↘ 372 Employees	⏸️ No Growth: 0% 23 Employees	Actively Hiring	5	Hamburg, Germany
76	Migros Bank Finance	1,143	Leiter Business Platforms, Conseillère Clientèle Entreprises, Business Engineer	>100	$500-1,000M		📊 Modest Growth: 1.42% 1,127 ↗ 1,143 Employees	⏸️ No Growth: 0% 32 Employees	Actively Hiring	12	Zürich, Switzerland
77	Insight Investment Advice	857	Development Lead, Head of Cyber Defence, Senior Responible Investment Analyst	>100	$500-1,000M		📊 Modest Growth: 0.71% 851 ↗ 857 Employees	⏸️ No Growth: 0% 21 Employees	Actively Hiring	12	New York, New York, United States
78	Community First Bank Finance	55	Vice President & Senior Commercial Loan Officer, Retired, Systems Liaison	+70	$500-1,000M		⏸️ No Growth: 0% 55 Employees	⏸️ No Growth: 0% 10 Employees	Not Hiring	36	Kennewick, Washington, United States
79	AdviserLogic Advice	6	UI Developer, Business Process Associate, Business Process Associate	+12	$500-1,000M		⏸️ No Growth: 0% 6 Employees	⏸️ No Growth: 0% Employees	Not Hiring	33	Sydney, Australia
80	VZ VermögensZentrum Deutschland Finance	22	Senior Consultant, CEO / Vorstandsvorsitzender bei VZ VermögensZentrum Bank AG, Junior Consultant	+28	$500-1,000M		📊 Modest Growth: 4.76% 21 ↗ 22 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	10	Munich, Germany
81	Northern Credit Union Banking	130	Manager of Virtual Delivery, Administrative Coordinator - Wealth Managament, Senior Vice Present & Chief Financial Officer	>100	$500-1,000M		📊 Modest Growth: 0.78% 129 ↗ 130 Employees	⏸️ No Growth: 0% 13 Employees	Not Hiring	25	Centre Hastings, Canada
82	Russell Investments Consulting		Investment Analyst, Manager, EMEA Client Team, Talent Acquisition Partner	>100	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	13	Seattle, Washington, United States
83	Protect Wealth Academy Advice	2	Co-Founder, Sales Associate, Partner	+4	$500-1,000M		⏸️ No Growth: 0% 2 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	24	Provo, Utah, United States
84	First Southern National Bank Banking	55	Photographer & Media Production Coordinator, Bank Teller, Community President	+91	$500-1,000M		📊 Modest Growth: 1.85% 54 ↗ 55 Employees	⏸️ No Growth: 0% 8 Employees	Actively Hiring	28	Stanford, United States
85	Eaton Vance Advice	332	Print / Direct Marketing Project Manager, RIA Wholesaler, Associate Wealth Strategies Specialist	>100	$>1,000M		📊 Modest Growth: 0.3% 331 ↗ 332 Employees	⏸️ No Growth: 0% 47 Employees	Not Hiring	14	Boston, Massachusetts, United States
86	Segreti Bancari Finance	3	Consulente finanziario indipendente, Fondatore e Direttore, Collaboratore	+3	$500-1,000M		⏸️ No Growth: 0% 3 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	28	Chieri, Italy
87	Cannex Financial Exchanges Finance	27	Relationship Manager, Product Manager, Consultant	+31	$500-1,000M		⏸️ No Growth: 0% 27 Employees	⏸️ No Growth: 0% 3 Employees	Not Hiring	11	Toronto, Canada
88	Scripbox Finance	1	Senior Operations Manager, Software Engineer, Associate Manager	>100	$500-1,000M		⏸️ No Growth: 0% 1 Employees	⏸️ No Growth: 0% Employees	Not Hiring	38	Bengaluru, India
89	Hilliard Lyons - A Baird Company Advice		Sr V-P Financial Consultant, Operations-cashier, investments	>100	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	19	Milwaukee, WI, United States
90	Deutsche Vermögensberatung AG Advice	1	Consultante, Vermögensberater für Deutsche Vermögensberatung AG, Vermögensberater	+25	$500-1,000M		⏸️ No Growth: 0% 1 Employees	⏸️ No Growth: 0% Employees	Not Hiring	6	Heiligenhaus, Germany
91	Trinidad and Tobago Unit Trust Finance	115	Call Center Representative, Data Entry Assistant, Business Development Officer	>100	$500-1,000M		📊 Modest Growth: 1.77% 113 ↗ 115 Employees	⏸️ No Growth: 0% 4 Employees	Not Hiring	25	Port of Spain, Trinidad & Tobago
92	National Bank of Malawi Finance	379	Investment and Settlement Analyst, Credit Analyst, Account Relationship Manager	>100	$500-1,000M	$100M raised Post-IPO Debt, 09-25-2024	📉 Negative Growth: -0.52% 381 ↘ 379 Employees	⏸️ No Growth: 0% 7 Employees	Not Hiring	17	Blantyre, Malawi
93	WealthWave Financial Services	648	Financial Educator and Entrepreneur, Profesional de Servicios Financieros, Leadership Development Expert/ Financial Literacy Advocate/ Speaker/ Business Owner	>100	$500-1,000M		📉 Negative Growth: -0.61% 652 ↘ 648 Employees	⏸️ No Growth: 0% 17 Employees	Actively Hiring	20	Johns Creek, Georgia, United States
94	Xps Group Financial Services	1,028	Secretary, IT, Senior Calculations Programmer	>100	$500-1,000M		📊 Modest Growth: 0.69% 1,021 ↗ 1,028 Employees	⏸️ No Growth: 0% 48 Employees	Actively Hiring	19	Reading, United Kingdom
95	ICICI Prudential Mutual Fund Finance	2,924	Assistant Manager, Zonal Head - Institutional Sales East, Relationship manger	>100	$500-1,000M		📉 Negative Growth: -1.28% 2,962 ↘ 2,924 Employees	⏸️ No Growth: 0% 165 Employees	Not Hiring	21	Navi Mumbai, India
96	Old Mutual Investment Group Finance	595	Client Liaison Officer, Personal Financial Advisor, Office Adiministrator	>100	$500-1,000M		📉 Negative Growth: -0.34% 597 ↘ 595 Employees	⏸️ No Growth: 0% 16 Employees	Not Hiring	19	Cape Town, South Africa
97	Canada Life Financial Services	163	Head of Product & Proposition Strategy, Administrator, Senior Marketing Executive	>100	$500-1,000M		📊 Modest Growth: 0.62% 162 ↗ 163 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	12	Hertsmere, United Kingdom
98	Challenger Advice		Senior Business Development Associate, Asset Administrator, Senior Project Manager	>100	$>1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	8	Sydney, Australia
99	Franklin Resources Inc. Advice	239	Human Resources Governance Associate, wira suwastra, Financial Advisor	>100	$500-1,000M		⏸️ No Growth: 0% 239 Employees	⏸️ No Growth: 0% 30 Employees	Not Hiring	10	San Mateo, United States
100	Wesleyan Advice	849	FP&A accountant, Specialist Dental Financial Adviser, Medical underwriting support	>100	$500-1,000M		📉 Negative Growth: -0.47% 853 ↘ 849 Employees	⏸️ No Growth: 0% 24 Employees	Actively Hiring	11	Birmingham, United Kingdom

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Intelligent Prospecting, Backed by Signals

How can understanding the buying cycle of top wealth management companies enhance your sales strategy?

Want shorter cycles and fewer no-decisions? Sell to the calendar, not the org chart. Top wealth management firms run on tight rhythms: budget set in late Q3, freezes in Q4, risk reviews that can eat 60 to 90 days, and pilots that gate enterprise rollouts. When you map your outreach to that buying cycle, you stop pushing uphill. You prioritize accounts where a renewal is 90 days out, an audit just flagged a gap, or a new growth mandate just landed from the board. The payoff is concrete. Faster multi-threading, cleaner handoffs into legal and vendor risk, and fewer stalls at the one-yard line. Timing beats features.

Here is the cycle to anchor your strategy. Stage 1 is sponsor creation with the Head of Wealth, COO, or Head of Advisor Experience. Stage 2 is validation with frontline leaders who own advisor productivity and client experience. Stage 3 is InfoSec and vendor risk. Stage 4 is pilot in one region or desk. Stage 5 is procurement and board-level visibility for material spend. Align messages to each stage. Early stage, lead with business outcomes advisors feel: higher wallet share, lower time-to-first-meeting, cleaner KYC. Mid stage, preempt objections with proof of control: SOC reports, reference architectures, measurable pilot KPIs. Late stage, make the CFO’s math obvious: payback tied to AUM lift or meeting velocity. A simple line to use: If adoption is the risk, make adoption the proof.

Use questions that advance the deal and reveal timing:
- Which initiatives are already budgeted for the next two quarters?
- When does vendor risk need packages to hit this fiscal year?
- What must a pilot prove for enterprise sign-off, and who signs the scorecard?
- Which advisor segment is bleeding time or leaving money on the table right now?
- What renewals or consolidations are coming up for CRM, data, or client portals?
- After the last SEC exam, what surfaced as a priority fix?
- When do field leaders meet to lock next quarter’s playbook?

Prospecting into the Top Wealth Management Companies, watch for triggers you can cite in your opener: leadership changes in wealth, earnings call remarks about advisor productivity, platform consolidations, M&A, or new UHNW offerings. Pair that with a crisp promise and a clear next step, like a 30-day pilot scoped to one desk with pre-agreed KPIs. One more line to keep handy: Hit their window, win their wallet.

What specific pain points are wealth management firms currently facing that your product or service directly resolves?

Sixty percent of heirs fire their parents’ advisor after inheriting assets. That is the leak. The root issue is thin personalization at scale. Advisors do not see timely life event signals, outreach is batchy, and high value households get generic touches. The business outcome is silent churn and AUM erosion. Give them this line: Quiet churn is the most expensive churn. Probe with, How many at-risk households are flagged before a wealth event, and can advisors act in the same day?

Onboarding and KYC are another drag. New households face a multi-week document chase, multiple portals, and stalled account funding. Every extra day increases drop off and delays revenue. If opening an account feels like a mortgage, prospects walk. Ask, What is your time to first trade, and what percent of applications stall for a single missing item? Practical angle to offer: reduce back-and-forth, automate document collection, and surface exceptions early so advisors spend less time chasing and more time advising.

Data is fragmented across custodians, CRM, email, and portfolio tools, so advisors cannot prioritize the next best conversation. The result is reactive service, missed cross sell, and uneven books. Contrast to use: proactive book management vs inbox roulette. Try, Can your advisors see a single list of who to call today and why, and is it consistent across teams?

Compliance overhead keeps rising, while fee pressure compresses margins. Manual audit trails and ad hoc disclosures eat hours. Each hour is a cost center, not a growth engine. One-liner to keep: Every minute on paperwork is a minute not prospecting. Ask, Which compliance workflows still require advisor keystrokes, and what is the cost per account to stay audit ready? Efficiency and clarity win.

How can B2B sales use personalization to engage decision-makers at top wealth management companies effectively?

Cold outreach rarely moves a wealth COO or Head of Advisor Experience. They live in a world where HNW clients expect a concierge lobby, not a DMV line. Personalization wins when it proves you understand their book, their advisors, and the risk they carry if onboarding stalls or an account sits unfunded. Tie your first sentence to a business metric they wake up thinking about: AUM growth, net new households, cost to serve, time to fund, audit exposure. One-liner to remember: lead with their AUM, not your acronym.

Use a simple 4-part personalization frame: Role, Firm, Trigger, Metric. Role means speak to what they own. A COO cares about advisor productivity and cycle times. A CCO cares about error rates and evidence. Firm means reflect their model. Wirehouse, RIA aggregator, or bank-owned wealth all have different pressures. Trigger means what changed in the last 90 days. New advisor recruiting class, a custody migration, an acquisition, or an earnings remark about margin pressure. Metric means the number you plan to help move. Time to onboard, incomplete paperwork rate, transfer-of-assets delays, digital completion rate. Try lines like: saw your earnings call mention margin pressure in wealth. Where are you seeing the longest lag between signed intent and funded account. Or, after the Springfield acquisition, what is the plan to keep advisor time with clients above 60 percent each week. Or, you set a target to cut onboarding to 48 hours. What is your current first-pass completion rate, and which step blows up most often.

Make your personalization do real work. Quote a public comment from the CEO. Reflect a recent branch expansion. Reference a client segment push like business-owner wealth. Then ask a metric-led question they can answer in one sentence. Personalization is proof of work, not word art.

What strategies can SDRs employ to ensure they stay relevant in conversations with senior executives at leading wealth management companies?

Senior wealth executives give time to reps who talk in basis points, not buzzwords. Lead with the metrics they report to the Street and the board: net new assets, client retention, advisor capacity, cost to serve. Fee pressure is real, so every initiative competes on whether it grows AUM or frees advisor time. Tie your point to a measurable shift. For example, reducing onboarding from 12 days to 5 often lifts funded accounts and shortens time to revenue. The next-gen wealth transfer is looming, and 70 percent of heirs switch advisors, which puts billions at risk. Use that to frame outcomes, not features. Sticky line to keep: If it does not move AUM, it is noise.

Do tight prep that maps to their world. Scan the company’s earnings call, Form ADV, and recent press for three triggers, such as a new CIO hire, an alternatives partnership, or an NPS initiative. Convert each trigger into a business hypothesis. Example: You noted advisor productivity was flat while inquiries spiked during volatility, where do prospects stall, digital funding or the advisor handoff. Put quick math on the table. If 250 advisors each reclaim 1 hour weekly for prospect meetings, and each hour yields 0.3 new households per month, what is that worth in NNM. Use plain language and be specific about the friction you remove, fewer drop-offs during KYC, faster funding, cleaner prep for review meetings. Sticky line to try: Lead with assets, not acronyms.

Conversation starters you can copy:
- Which part of your funnel bleeds the most assets, digital onboarding, funding, or first review scheduling.
- On average, how many hours per week do your top quartile advisors spend on prep versus client time, and what would a 10 percent swing mean for revenue.
- Your last call cited fee pressure, where are you lowering cost to serve without hurting the white-glove experience.
- How are you protecting heirs from churning during transfer events, and who owns that playbook today.
- What is your target time to advice from first click to funded account, and how close are you.
- If we proved a 40 to 80 bps lift in NNM on a pilot region, what would de-risk a broader rollout.

Which technologies are currently influencing the purchasing decisions at major wealth management firms?

Deals are being won by tools that make advisors faster and compliance safer, not by flashy dashboards. Buyers at large wealth firms are aligning spend around a few clear priorities. Anything that reduces advisor friction, plugs into the core stack, and lowers regulatory risk moves to the front of the line. That means AI copilot tools for note capture, meeting prep, and next best action, but only when they are provably compliant and controllable. It means a unified data layer that connects CRM, portfolio reporting, financial planning, and client portals so advisors see one client story, not five. It means tax-smart personalization at scale, like direct indexing and automated tax loss harvesting, because basis points saved beat brochures. And it means secure digital engagement, including compliant capture of email, text, chat, and social, since off-channel messages can become seven-figure headaches. Underneath it all, leaders favor platforms that integrate with Salesforce or Microsoft, support cloud security standards, and offer measurable time to value.

Two outcomes dominate the business case. First, advisor productivity, since minutes saved per meeting compound into growth. Second, risk reduction, since one lapse in communications or data privacy can erase a quarter’s AUM gains. Use questions that surface both. Where do advisors copy information between systems, and what would it mean to kill that swivel-chair work. Which client moments are still manual in onboarding, rebalancing, or alt subscriptions, and how does that show up in NPS or referrals. How do you prove compliant capture across email, text, and WhatsApp without slowing the advisor. What is your plan for AI governance, including prompt controls and data retention. If a tool cannot speak to the CRM, it will not speak to procurement. Advisors adopt what saves them minutes, not what wins awards.

How can integrating industry insights into your sales pitch increase your conversion rates with top wealth management firms?

Eighty trillion dollars is set to change hands in the Great Wealth Transfer, and fee pressure is rising at the same time. The firms on your list are optimizing for two things that never leave the board deck: net new assets and retention of next‑gen households. When you weave industry insights into your pitch, you speak directly to those priorities. You stop selling features and start addressing the scoreboard they care about. Cite the moves they are already making, like hybrid advice models, heir engagement, and advisor productivity, then tie your value to hard outcomes they track: faster onboarding, higher share of wallet, lower cost to serve, stronger household retention. Simple line to remember: context closes.

Make it practical in your outreach. Use insights to frame business conversations, not demos. Try questions like, “How many days does onboarding take for a new HNW household, and what AUM leakage happens during that wait?” “What percent of heirs and spouses have adopted your client portal, and how does that affect retention at transition?” “Where do advisors lose the most time each week, and how many more client meetings could that unlock?” “How are you balancing Reg BI, the Marketing Rule, and personalized outreach at scale without adding headcount?” Pair with a proof point that lands fast. Studies show more than half of heirs switch advisors after inheriting, and many advisor teams spend most of their week on non‑client work. If you can show how you help them engage families earlier and give advisors hours back, you move from nice to have to must have. Another line to keep: speak AUM, not acronyms.