Company lists · Data refreshed August 2026

Top 15 Administrative support for investment firms based in New York, United States

RevenueBase identified 33 administrative support for investment firms headquartered in New York, United States as of August 2026 and tracks 279 professional contacts across them, including 127 with verified work emails and 147 with mobile numbers. New York is the largest hub.

This list covers administrative support for investment firms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed August 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Aug 30, 2026 86% judged on-target in blind review
33Companies
279Contacts tracked
127Verified emails
147Mobile numbers
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The 15 largest administrative support for investment firms based in New York, United States

Ranked by team size
Top 15 of 33 administrative support for investment firms based in New York, United States, ranked by team size, largest first. Data refreshed Aug 30, 2026. RevenueBase Smart Search rates how each company's information relates to administrative support for investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United States51-20068 contacts →

Partial evidence

“Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $11.1 billion in client assets under management or advisory*.”

Source: RevenueBase Database · checked Aug 30, 2026
2Partial evidenceNew York, NY, United States11-5040 contacts →

Partial evidence

“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…”

Source: RevenueBase Database · checked Aug 30, 2026
3Indirect evidenceNew York, NY, United States51-20029 contacts →

Indirect evidence

“Cowen Prime Services was formed in 2015 following Cowen Group’s (Nasdaq: COWN) acquisition of Concept Capital Markets, LLC.”

Source: RevenueBase Database · checked Aug 30, 2026
4Indirect evidenceNew York, NY, United States11-5018 contacts →

Indirect evidence

“For almost 20 years, the Hamburger Law Firm has worked side-by-side with its affiliated consultancy, MarketCounsel, developing a stellar reputation of its own by providing a blend…”

Source: RevenueBase Database · checked Aug 30, 2026
5Partial evidenceNew York, NY, United States11-5011 contacts →

Partial evidence

“Florio Leahy LLP ("Florio Leahy") is a full service investment management law firm with over 100 clients in the U.S.”

Source: RevenueBase Database · checked Aug 30, 2026
6Partial evidenceNew York, United States11-509 contacts →

Partial evidence

“FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may…”

Source: RevenueBase Database · checked Aug 30, 2026
7Partial evidenceNew York, NY, United States11-508 contacts →

Partial evidence

“We are an investment advisory firm offering a wide range of services to our clients.”

Source: RevenueBase Database · checked Aug 30, 2026
8Strong evidenceNew York, NY, United States1-106 contacts →

Strong evidence

“IRC, a FINRA-registered broker-dealer, delivers tailored compliance, payments, operational, marketing, and strategic support solutions to investment analysts and research…”

Source: RevenueBase Database · checked Aug 30, 2026
9Partial evidenceNew York, United States1-106 contacts →

Partial evidence

“Eagle Wealth Advisors LLC (EWA) is a registered investment advisory firm that tailors its advisory services to the unique needs, goals, and objectives of each individual.”

Source: RevenueBase Database · checked Aug 30, 2026
10Strong evidenceNew York, NY, United States1-105 contacts →

Strong evidence

“Flagship supports investment managers through all stages of growth with impactful, fractional financial management expertise and full-suite back-office support.”

Source: RevenueBase Database · checked Aug 30, 2026
11Strong evidenceNew York, NY, United States11-504 contacts →

Strong evidence

“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.”

Source: RevenueBase Database · checked Aug 30, 2026
12Indirect evidenceNew York, NY, United States1-102 contacts →

Indirect evidence

“Fortifinancial, Ltd.”

Source: RevenueBase Database · checked Aug 30, 2026
13Partial evidenceNew York, NY, United States1-102 contacts →

Partial evidence

“Filer Support Services”

Source: RevenueBase Database · checked Aug 30, 2026
14Partial evidenceNew York, NY, United States1-101 contacts →

Partial evidence

“Lampa is an investment firm based in New York.”

Source: RevenueBase Database · checked Aug 30, 2026
15Partial evidenceNew York, NY, United States1-101 contacts →

Partial evidence

“We are a Registered Investment Advisory firm.”

Source: RevenueBase Database · checked Aug 30, 2026

Showing 15 of 33 administrative support for investment firms based in New York, United States

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Administrative support for investment firms based in New York, United States at a glance

As of Aug 30, 2026
45.5%Verified-email coverage
52.7%Mobile-number coverage
8.5Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · New York
Aug 30, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
6

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among administrative support for investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in New York, United States whose own description of what they do matches “administrative support for investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names administrative support for investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among administrative support for investment firms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 127 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on August 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Administrative support for investment firms by metro in the United States

  • Administrative support for investment firms in New York33

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names administrative support for investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many administrative support for investment firms are there based in New York, United States?

RevenueBase identified 33 administrative support for investment firms headquartered in New York, United States as of August 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Ingalls & Snyder, headquartered in New York, 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 127 verified decision-maker contacts tracked across these 33 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.