Company lists · Data refreshed October 2026

Top 14 Administrative support for investment firms based in New York, United States

RevenueBase identified 32 company matches for administrative support for investment firms associated with New York, United States as of October 2026 and tracks 359 professional contacts across them, including 188 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for administrative support for investment firms associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
32Companies
359Contacts tracked
188Verified emails
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The 14 largest administrative support for investment firms based in New York, United States

Ranked by team size
Top 14 of 32 company matches for administrative support for investment firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-200110 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
2Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20068 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
3Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5040 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5017 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchNew York, United StatesHQ recorded Oct 1, 202611-5011 contacts →

Exact match

“Abide is a boutique firm focused on regulatory compliance and operational issues for registered investment advisers and broker dealers.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchNew York, United StatesHQ recorded Oct 1, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-508 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-106 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-504 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-102 contacts →

Exact match

“Filer Support Services”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-101 contacts →

Exact match

“We are a Registered Investment Advisory firm.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 14 of 32 administrative support for investment firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 188 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026
52.4%Verified-email coverage
11.2Average contacts per company
1-10Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
5

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 32 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 New York, 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 188 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.

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 New York, United States?

RevenueBase identified 32 company matches for administrative support for investment firms associated with New York, 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?

DFP Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most administrative support for investment firms?

New York leads the United States 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 188 professional contacts with verified work emails tracked across these 32 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.

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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 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.