Company lists · Data refreshed October 2026
Top 25 Administrative support for investment firms based in the United States
RevenueBase identified 859 company matches for administrative support for investment firms associated with the United States as of October 2026 and tracks 42,351 professional contacts across them, including 20,825 with verified work emails. New York is the largest hub.
This list covers company matches for administrative support for investment firms 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 1, 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.
The 25 largest administrative support for investment firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 2,071 contacts → | ||||
Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 220 contacts → | ||||
Exact match “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 199 contacts → | ||||
Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 169 contacts → | ||||
Exact match “David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 130 contacts → | ||||
Exact match “Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 117 contacts → | ||||
Exact match “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 112 contacts → | ||||
Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 110 contacts → | ||||
Exact match “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 105 contacts → | ||||
Exact match “We offer end-to-end solutions for financial services firms and their counsel, providing support throughout the lifecycle of their legal matters.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 104 contacts → | ||||
Exact match “Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 87 contacts → | ||||
Exact match “NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 81 contacts → | ||||
Exact match “Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas- Compliance…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 68 contacts → | ||||
Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 68 contacts → | ||||
Exact match “Mutual was created to address a need through collaborative and authentic service.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 66 contacts → | ||||
Exact match “The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 66 contacts → | ||||
Exact match “AdvisorNet Financial has been helping independent financial advisors serve their clients and establish their reputations since 1959.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 65 contacts → | ||||
Exact match “PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 61 contacts → | ||||
Exact match “Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 59 contacts → | ||||
Exact match “USA Financial Securities, Member FINRA/SIPC.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 58 contacts → | ||||
Exact match “Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 48 contacts → | ||||
Exact match “Cole-Frieman & Mallon LLP is a leading investment management law firm known for providing top-tier, innovative, and collaborative legal solutions for complex financial services…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 48 contacts → | ||||
Exact match “About Buckman, Buckman & Reid, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 47 contacts → | ||||
Exact match “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 46 contacts → | ||||
Exact match “Vigilant is an Award Winning and Industry Leading Compliance Firm that continues to remain Independent and Privately Owned.” Recorded in the RevenueBase company graph · Oct 1, 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 “administrative support for investment firms”. 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 859 administrative support for investment firms based in the United States
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Administrative support for investment firms based in the United States at a glance
As of Oct 1, 2026Companies by employee count
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 859 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 “administrative support for investment firms” 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 20,825 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 1, 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.
Administrative support for investment firms 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 “administrative support for investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many administrative support for investment firms are there based in the United States?
RevenueBase identified 859 company matches for administrative support for investment firms 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most administrative support for investment firms?
New York leads with 32 company records, followed by Dallas (15) and Atlanta (14).
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 20,825 professional contacts with verified work emails tracked across these 859 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 859 administrative support for investment firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Administrative support for investment firms by geography
- Administrative support for investment firms based in Brazil
- Administrative support for investment firms based in France
- Administrative support for investment firms based in the United Kingdom
- Administrative support for investment firms based in the Netherlands
- Administrative support for investment firms based in Australia
- Administrative support for investment firms based in Canada
- Administrative support for investment firms based in Germany
- Administrative support for investment firms based in Switzerland
- Administrative support for investment firms based in Belgium
- Administrative support for investment firms based in Spain
- Administrative support for investment firms based in South Africa
- Administrative support for investment firms based in Sao Paulo, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Administrative support for investment firms based in Brazil
- Administrative support for investment firms based in France
- Administrative support for investment firms based in the United Kingdom
- Administrative support for investment firms based in the Netherlands
- Administrative support for investment firms based in Australia
- Administrative support for investment firms based in Canada
Company intelligence · public preview
Top 25 administrative support for investment firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 859 matching company records for administrative support for investment firms based in the United States, with 42,351 tracked contacts and 20,825 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 administrative support for investment firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  OSAICosaic.comHQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,071 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  American Portfoliosamericanportfolios.comHQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  David Lerner Associates, INCdavidlerner.comHQ: Syosset, NY, United StatesReported employees: 201-500 | Syosset, NY, United States | 201-500 | Exact match | 169 contacts → |
“David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Gateway Financial Partnersgatewayfinancialpartners.comHQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 130 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vectorglobal WMGvectorglobalwmg.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  BEL AIR Investment Advisorsbelair-llc.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 112 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DFP Partnersdfppartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bates Groupbatesgroup.comHQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 105 contacts → |
“We offer end-to-end solutions for financial services firms and their counsel, providing support throughout the lifecycle of their legal matters.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Emerson Equity Llc, Member Finra Sipcemersonequity.comHQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 104 contacts → |
“Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Newedge Advisorsnewedgeadvisors.comHQ: New Orleans, LA, United StatesReported employees: 51-200 | New Orleans, LA, United States | 51-200 | Exact match | 87 contacts → |
“NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fairview LLCfairviewinvest.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 81 contacts → |
“Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas- Compliance…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ingalls & Snyderingalls.netHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mutual Groupmutual.groupHQ: Camarillo, CA, United StatesReported employees: 51-200 | Camarillo, CA, United States | 51-200 | Exact match | 68 contacts → |
“Mutual was created to address a need through collaborative and authentic service.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  CFD Companiescfdinvestments.comHQ: Kokomo, IN, United StatesReported employees: 51-200 | Kokomo, IN, United States | 51-200 | Exact match | 66 contacts → |
“The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Advisornet Financialadvisornet.comHQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 66 contacts → |
“AdvisorNet Financial has been helping independent financial advisors serve their clients and establish their reputations since 1959.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pine Advisor Solutionspineadvisorsolutions.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 65 contacts → |
“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Berthel Fisher Companiesberthel.comHQ: Cedar Rapids, IA, United StatesReported employees: 51-200 | Cedar Rapids, IA, United States | 51-200 | Exact match | 61 contacts → |
“Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  USA Financialusafinancial.comHQ: Ada, MI, United StatesReported employees: 51-200 | Ada, MI, United States | 51-200 | Exact match | 59 contacts → |
“USA Financial Securities, Member FINRA/SIPC.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Strategic Financial Services, INCinveststrategic.comHQ: Utica, NY, United StatesReported employees: 11-50 | Utica, NY, United States | 11-50 | Exact match | 58 contacts → |
“Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Cole-Frieman & Mallon LLPcolefrieman.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 48 contacts → |
“Cole-Frieman & Mallon LLP is a leading investment management law firm known for providing top-tier, innovative, and collaborative legal solutions for complex financial services…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Buckman Buckman & Reidbuckmanbuckman.comHQ: Little Silver, NJ, United StatesReported employees: 11-50 | Little Silver, NJ, United States | 11-50 | Exact match | 48 contacts → |
“About Buckman, Buckman & Reid, Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SME Cpassmecpa.comHQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vigilant Compliancevigilantllc.comHQ: Chadds Ford, PA, United StatesReported employees: 11-50 | Chadds Ford, PA, United States | 11-50 | Exact match | 46 contacts → |
“Vigilant is an Award Winning and Industry Leading Compliance Firm that continues to remain Independent and Privately Owned.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 859 company matches
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Administrative support for investment firms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
859 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 859 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Administrative support for investment firms by metro
Questions about this company list
What does Exact match mean for administrative support for investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many administrative support for investment firms did RevenueBase find based in the United States?
The saved snapshot records 859 matching company records, 42,351 tracked contacts and 20,825 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Administrative support for investment firms by geography
- Administrative support for investment firms based in Brazil
- Administrative support for investment firms based in France
- Administrative support for investment firms based in the United Kingdom
- Administrative support for investment firms based in the Netherlands
- Administrative support for investment firms based in Australia
- Administrative support for investment firms based in Canada
- Administrative support for investment firms based in Germany
- Administrative support for investment firms based in Switzerland
- Administrative support for investment firms based in Belgium
- Administrative support for investment firms based in Spain
- Administrative support for investment firms based in South Africa
- Administrative support for investment firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 administrative support for investment firms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/administrative-support-for-investment-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Administrative support for investment firms based in Brazil
- Administrative support for investment firms based in France
- Administrative support for investment firms based in the United Kingdom
- Administrative support for investment firms based in the Netherlands
- Administrative support for investment firms based in Australia
- Administrative support for investment firms based in Canada
Company intelligence · public preview
Top 25 administrative support for investment firms based in the United States
RevenueBase records 859 matching company records for administrative support for investment firms based in the United States, with 42,351 tracked contacts and 20,825 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 administrative support for investment firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | OSAICosaic.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,071 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | American Portfoliosamericanportfolios.com HQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | David Lerner Associates, INCdavidlerner.com HQ: Syosset, NY, United StatesReported employees: 201-500 | Syosset, NY, United States | 201-500 | Exact match | 169 contacts → |
“David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Gateway Financial Partnersgatewayfinancialpartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 130 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vectorglobal WMGvectorglobalwmg.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BEL AIR Investment Advisorsbelair-llc.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 112 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DFP Partnersdfppartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bates Groupbatesgroup.com HQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 105 contacts → |
“We offer end-to-end solutions for financial services firms and their counsel, providing support throughout the lifecycle of their legal matters.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Emerson Equity Llc, Member Finra Sipcemersonequity.com HQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 104 contacts → |
“Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Newedge Advisorsnewedgeadvisors.com HQ: New Orleans, LA, United StatesReported employees: 51-200 | New Orleans, LA, United States | 51-200 | Exact match | 87 contacts → |
“NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fairview LLCfairviewinvest.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 81 contacts → |
“Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas- Compliance…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ingalls & Snyderingalls.net HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mutual Groupmutual.group HQ: Camarillo, CA, United StatesReported employees: 51-200 | Camarillo, CA, United States | 51-200 | Exact match | 68 contacts → |
“Mutual was created to address a need through collaborative and authentic service.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CFD Companiescfdinvestments.com HQ: Kokomo, IN, United StatesReported employees: 51-200 | Kokomo, IN, United States | 51-200 | Exact match | 66 contacts → |
“The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisornet Financialadvisornet.com HQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 66 contacts → |
“AdvisorNet Financial has been helping independent financial advisors serve their clients and establish their reputations since 1959.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pine Advisor Solutionspineadvisorsolutions.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 65 contacts → |
“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Berthel Fisher Companiesberthel.com HQ: Cedar Rapids, IA, United StatesReported employees: 51-200 | Cedar Rapids, IA, United States | 51-200 | Exact match | 61 contacts → |
“Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | USA Financialusafinancial.com HQ: Ada, MI, United StatesReported employees: 51-200 | Ada, MI, United States | 51-200 | Exact match | 59 contacts → |
“USA Financial Securities, Member FINRA/SIPC.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Strategic Financial Services, INCinveststrategic.com HQ: Utica, NY, United StatesReported employees: 11-50 | Utica, NY, United States | 11-50 | Exact match | 58 contacts → |
“Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cole-Frieman & Mallon LLPcolefrieman.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 48 contacts → |
“Cole-Frieman & Mallon LLP is a leading investment management law firm known for providing top-tier, innovative, and collaborative legal solutions for complex financial services…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Buckman Buckman & Reidbuckmanbuckman.com HQ: Little Silver, NJ, United StatesReported employees: 11-50 | Little Silver, NJ, United States | 11-50 | Exact match | 48 contacts → |
“About Buckman, Buckman & Reid, Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SME Cpassmecpa.com HQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vigilant Compliancevigilantllc.com HQ: Chadds Ford, PA, United StatesReported employees: 11-50 | Chadds Ford, PA, United States | 11-50 | Exact match | 46 contacts → |
“Vigilant is an Award Winning and Industry Leading Compliance Firm that continues to remain Independent and Privately Owned.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Administrative support for investment firms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
859 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 859 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Administrative support for investment firms by metro
Questions about this company list
What does Exact match mean for administrative support for investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many administrative support for investment firms did RevenueBase find based in the United States?
The saved snapshot records 859 matching company records, 42,351 tracked contacts and 20,825 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Administrative support for investment firms by geography
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- Administrative support for investment firms based in Canada
- Administrative support for investment firms based in Germany
- Administrative support for investment firms based in Switzerland
- Administrative support for investment firms based in Belgium
- Administrative support for investment firms based in Spain
- Administrative support for investment firms based in South Africa
- Administrative support for investment firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 administrative support for investment firms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/administrative-support-for-investment-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Administrative support for investment firms based in Brazil
- Administrative support for investment firms based in France
- Administrative support for investment firms based in the United Kingdom
- Administrative support for investment firms based in the Netherlands
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