Company lists · Data verified August 2026

Top 25 Administrative support for investment firms based in the United States

Name: Administrative support for investment firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 897 companies tracked

There are 897 administrative support for investment firms headquartered in the United States (RevenueBase, August 2026). RevenueBase tracks 42,643 professional contacts across them, including 21,065 with verified work emails and 21,041 with mobile numbers. New York is the largest hub.

This list covers administrative support for investment firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Data current as of August 28, 2026.

897Companies

42,643Contacts tracked

21,065Verified emails

21,041Mobile numbers

Unlock all 897 companies Free account · no credit card · 2 minutes

The 25 largest administrative support for investment firms based in the United States

Ranked by team size

Top 25 of 897 administrative support for investment firms based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	Charles Schwab	Orlando, FL	10001+	32,046	17,254
2	OSAIC	Scottsdale, AZ	1,001-5,000	2,083	715
3	Stone Coast Fund Services	Portland, ME	201-500	220	166
4	American Portfolios	Holbrook, NY	51-200	200	67
5	David Lerner Associates, INC	Westport, CT	201-500	176	77
6	Gateway Financial Partners	Glastonbury, CT	51-200	128	96
7	Vectorglobal WMG	Miami, FL	51-200	117	58
8	DFP Partners	Boston, MA	51-200	110	56
9	Emerson Equity Llc, Member Finra Sipc	San Mateo, CA	51-200	105	56
10	Bates Group	Portland, OR	51-200	105	51
11	Focus Partners Advisor Solutions	St. Louis, MO	201-500	100	60
12	Newedge Advisors	Baton Rouge, LA	51-200	88	54
13	Fairview LLC	Raleigh, NC	51-200	80	48
14	Ingalls & Snyder	New York, NY	51-200	68	57
15	Pine Advisor Solutions	Denver, CO	51-200	65	48
16	Advisornet Financial	Duluth, MN	51-200	65	30
17	CFD Companies	Kokomo, IN	51-200	64	42
18	Berthel Fisher Companies	Cedar Rapids, IA	51-200	60	30
19	USA Financial	Ada, MI	51-200	58	34
20	FNEX	Indianapolis	51-200	40	15
21	Stonex Wealth Management	Birmingham, AL	201-500	36	22
22	Gemini Fund Services	Hauppauge, NY	201-500	36	12
23	Miura Capital	Miami, FL	501-1,000	34	12
24	Natalliance Securities	Austin	51-200	33	16
25	Householder Group Estate & Retirement Specialists, LLC	Scottsdale, AZ	51-200	33	6

Showing 25 of 897 administrative support for investment firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 21,065 reachable decision-makers.

Free account · no credit card

See all 897 companies

Administrative support for investment firms based in the United States at a glance

As of Aug 28, 2026

1-10Median size (employees)

New YorkLargest hub · 33 HQs

21,041Contacts with mobile numbers

103Emails re-verified in last 30 days

Companies by employee count

1-10

650

11-50

164

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Administrative support for investment firms by metro

Metro	Companies
Administrative support for investment firms in New York	33
Administrative support for investment firms in Atlanta	16
Administrative support for investment firms in Chicago	15
Administrative support for investment firms in Dallas	14
Administrative support for investment firms in Portland	12
Administrative support for investment firms in Charlotte	11
Administrative support for investment firms in Boston	10
Administrative support for investment firms in Miami	9

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “administrative support for investment firms”, with match quality audited by blind human judging, and headquartered in the United States.
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: Contact records re-verify on a rolling cadence; 103 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many administrative support for investment firms are there based in the United States?

There are 897 administrative support for investment firms headquartered in the United States as of August 2026 (RevenueBase).

What is the largest company on this list?

Charles Schwab, headquartered in Orlando, tops this list with the largest team on record.

Which city has the most administrative support for investment firms?

New York leads with 33 headquartered companies, followed by Atlanta (16) and Chicago (15).

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 21,065 verified decision-maker contacts tracked across these 897 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 897 administrative support for investment firms based in the United States. Start with a free account, no credit card.

Get the full list

Related lists

Administrative support for investment firms by geography

Browse the directory

Browse: Companies home · All United States lists · All Administrative support for investment firms lists · New lists

About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.