Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in New York, United States

Name: Advisor-led investment platforms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 370 companies tracked

RevenueBase identified 370 advisor-led investment platforms headquartered in New York, United States as of September 2026 and tracks 58,433 professional contacts across them, including 22,983 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers advisor-led investment platforms 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 September 27, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

370Companies

58,433Contacts tracked

22,983Verified emails

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The 25 largest advisor-led investment platforms based in New York, United States

Ranked by team size

Top 25 of 370 advisor-led investment platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 27, 2026
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 27, 2026
3	Nylife Securities LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	3,292 contacts →
	Partial evidence “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Source: RevenueBase Database · checked Sep 27, 2026
4	Neuberger Berman	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,623 contacts →
	Partial evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 27, 2026
5	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
6	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 27, 2026
7	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 27, 2026
8	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 27, 2026
9	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 27, 2026
10	Wealthspire Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	437 contacts →
	Strong evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 27, 2026
11	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 27, 2026
12	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
13	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	328 contacts →
	Partial evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 27, 2026
14	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 27, 2026
15	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 27, 2026
16	National Financial Network	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	247 contacts →
	Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 27, 2026
17	TITAN	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	n/a	234 contacts →
	Strong evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Sep 27, 2026
18	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 27, 2026
19	First Manhattan	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	173 contacts →
	Strong evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 27, 2026
20	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
21	Forte Capital Group	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	142 contacts →
	Partial evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Sep 27, 2026
22	Snowden Lane Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	141 contacts →
	Partial evidence “Snowden Lane Partners is an independent wealth advisory firm.” Source: RevenueBase Database · checked Sep 27, 2026
23	Flourish	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	120 contacts →
	Strong evidence “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Source: RevenueBase Database · checked Sep 27, 2026
24	Gilder Gagnon Howe & Co. LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	116 contacts →
	Strong evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 27, 2026
25	Kingswood U.S	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	106 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 370 advisor-led investment platforms based in New York, United States

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Advisor-led investment platforms based in New York, United States at a glance

As of Sep 27, 2026

39.3%Verified-email coverage

157.9Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

190

11-50

110

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 370 companies.

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 advisor-led investment platforms, 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 “advisor-led investment platforms”. 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 advisor-led investment platforms), 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 advisor-led investment platforms, 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, 22,983 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 September 27, 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.

Advisor-led investment platforms by metro in the United States

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 advisor-led investment platforms, 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 advisor-led investment platforms are there based in New York, United States?

RevenueBase identified 370 advisor-led investment platforms headquartered in New York, United States as of September 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most advisor-led investment platforms?

New York leads the United States with 370 headquartered companies, followed by Atlanta (150) and Chicago (143).

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 22,983 verified decision-maker contacts tracked across these 370 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 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.