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 company matches for advisor-led investment platforms associated with 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 company matches for advisor-led investment platforms 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 September 27, 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 Sep 27, 2026 How this list was built

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 company matches for advisor-led investment platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	3,292 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Betterment	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	635 contacts →
	Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	629 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Public	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	434 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	CAIS	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	377 contacts →
	Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Pontera	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	328 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	TITAN	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	n/a	234 contacts →
	Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	182 contacts →
	Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	173 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Forte Capital Group	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	142 contacts →
	Exact match “At Forte Capital Group, independence allows for expansive investment opportunities.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Snowden Lane Partners	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	141 contacts →
	Exact match “Snowden Lane Partners is an independent wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Flourish	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	120 contacts →
	Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	116 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	106 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 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 “advisor-led investment platforms”. 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 370 advisor-led investment platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 22,983 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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

Advisor-led investment platforms by metro in the United States

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 “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 370 company matches for advisor-led investment platforms associated with New York, United States as of September 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?

Merrill Lynch 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 advisor-led investment platforms?

New York leads the United States with 370 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 22,983 professional contacts with verified work emails tracked across these 370 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 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 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.