Company lists · Data refreshed September 2026
Top 25 Asset management accounting firms based in the United States
RevenueBase identified 620 company matches for asset management accounting firms associated with the United States as of September 2026 and tracks 25,795 professional contacts across them, including 10,189 with verified work emails. New York is the largest hub.
This list covers company matches for asset management accounting 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 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.
The 25 largest asset management accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,819 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 2,949 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 2,033 contacts → | ||||
Exact match “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 1,067 contacts → | ||||
Exact match “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 915 contacts → | ||||
Exact match “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 574 contacts → | ||||
Exact match “775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 477 contacts → | ||||
Exact match “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 389 contacts → | ||||
Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 312 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 281 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 265 contacts → | ||||
Exact match “At Cirrus Asset Management, developing loyal customers is our way of life.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 250 contacts → | ||||
Exact match “AGM's brokerage team is now a part of Lee & Associates.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 219 contacts → | ||||
Exact match “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 190 contacts → | ||||
Exact match “GAMCO Investors, Inc.(OTCQX: GAMI) is a pioneer in value equity and is recognized to have developed the Private Market Value with a Catalyst™ stock selection process.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 189 contacts → | ||||
Exact match “Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 185 contacts → | ||||
Exact match “Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 185 contacts → | ||||
Exact match “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 155 contacts → | ||||
Exact match “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 135 contacts → | ||||
Exact match “Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 134 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 128 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 115 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 109 contacts → | ||||
Exact match “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 106 contacts → | ||||
Exact match “Rabine is a world class provider of innovative solutions for local and national property asset managers.” 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 “asset management accounting 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 620 asset management accounting firms based in the United States
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Asset management accounting firms based in the United States at a glance
As of Sep 27, 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 620 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 “asset management accounting 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 10,189 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.
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 “asset management accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management accounting firms are there based in the United States?
RevenueBase identified 620 company matches for asset management accounting firms associated with the 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?
J.P. Morgan Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset management accounting firms?
New York leads with 62 company records, followed by Chicago (26) and Boston (15).
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 10,189 professional contacts with verified work emails tracked across these 620 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.
Ready to reach these companies? Verified emails and direct dials for all 620 asset management accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management accounting firms by geography
- Asset management accounting firms based in Australia
- Asset management accounting firms based in Brazil
- Asset management accounting firms based in Canada
- Asset management accounting firms based in Chile
- Asset management accounting firms based in France
- Asset management accounting firms based in Germany
- Asset management accounting firms based in Hong Kong
- Asset management accounting firms based in India
- Asset management accounting firms based in Italy
- Asset management accounting firms based in Japan
- Asset management accounting firms based in Mexico
- Asset management accounting firms based in the Netherlands
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
- Asset management accounting firms based in Australia
- Asset management accounting firms based in Brazil
- Asset management accounting firms based in Canada
- Asset management accounting firms based in Chile
- Asset management accounting firms based in France
- Asset management accounting firms based in Germany
Company intelligence · public preview
Top 25 asset management accounting 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 620 matching company records for asset management accounting firms based in the United States, with 25,795 tracked contacts and 10,189 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: September 27, 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 asset management accounting 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 |  J.P. Morgan Asset Managementam.jpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Invescoinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,033 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CAMScamstex.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,067 contacts → |
“Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Metlife Investment Managementmetlife.comHQ: Whippany, NJ, United StatesReported employees: 501-1,000 | Whippany, NJ, United States | 501-1,000 | Exact match | 915 contacts → |
“About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ultimus Fund Solutionsultimusfundsolutions.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Hudson Advisors L.Phudson-advisors.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 477 contacts → |
“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nisa Investment Advisors, LLCnisa.comHQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 389 contacts → |
“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cirrus Asset Management INCcirrusami.comHQ: Woodland Hills, CA, United StatesReported employees: 201-500 | Woodland Hills, CA, United States | 201-500 | Exact match | 265 contacts → |
“At Cirrus Asset Management, developing loyal customers is our way of life.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.comHQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sterling Capital Management LLCsterlingcapital.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 219 contacts → |
“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gabelligabelli.com HQ: Rye, NY, United StatesReported employees: 201-500 | Rye, NY, United States | 201-500 | Exact match | 190 contacts → |
“GAMCO Investors, Inc.(OTCQX: GAMI) is a pioneer in value equity and is recognized to have developed the Private Market Value with a Catalyst™ stock selection process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ariel Investmentsarielinvestments.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 189 contacts → |
“Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Raymond James Investment Managementrjinvestmentmanagement.com HQ: St. Petersburg, FL, United StatesReported employees: 201-500 | St. Petersburg, FL, United States | 201-500 | Exact match | 185 contacts → |
“Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Central Trustcentraltrust.netHQ: Jefferson City, MO, United StatesReported employees: 51-200 | Jefferson City, MO, United States | 51-200 | Exact match | 185 contacts → |
“Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | State Street Global Advisorsssga.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 155 contacts → |
“For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Commonfundcommonfund.org HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 135 contacts → |
“Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fort Washington Investment Advisors, INCfortwashington.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 134 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, PA, United StatesReported employees: 51-200 | Erie, PA, United States | 51-200 | Exact match | 128 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Flsv LLPflsv.comHQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rabinerabine.comHQ: Schaumburg, IL, United StatesReported employees: 201-500 | Schaumburg, IL, United States | 201-500 | Exact match | 106 contacts → |
“Rabine is a world class provider of innovative solutions for local and national property asset managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 620 company matches
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Asset management accounting firms: dataset insights
September 27, 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
619 records in the displayed employee bands.
1 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 620 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for asset management accounting 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 asset management accounting firms did RevenueBase find based in the United States?
The saved snapshot records 620 matching company records, 25,795 tracked contacts and 10,189 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: September 27, 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
Asset management accounting firms by geography
- Asset management accounting firms based in Australia
- Asset management accounting firms based in Brazil
- Asset management accounting firms based in Canada
- Asset management accounting firms based in Chile
- Asset management accounting firms based in France
- Asset management accounting firms based in Germany
- Asset management accounting firms based in Hong Kong
- Asset management accounting firms based in India
- Asset management accounting firms based in Italy
- Asset management accounting firms based in Japan
- Asset management accounting firms based in Mexico
- Asset management accounting firms based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 asset management accounting firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/asset-management-accounting-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
- Asset management accounting firms based in Australia
- Asset management accounting firms based in Brazil
- Asset management accounting firms based in Canada
- Asset management accounting firms based in Chile
- Asset management accounting firms based in France
- Asset management accounting firms based in Germany
Company intelligence · public preview
Top 25 asset management accounting firms based in the United States
RevenueBase records 620 matching company records for asset management accounting firms based in the United States, with 25,795 tracked contacts and 10,189 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: September 27, 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 asset management accounting 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 | J.P. Morgan Asset Managementam.jpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Invescoinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,033 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CAMScamstex.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,067 contacts → |
“Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Metlife Investment Managementmetlife.com HQ: Whippany, NJ, United StatesReported employees: 501-1,000 | Whippany, NJ, United States | 501-1,000 | Exact match | 915 contacts → |
“About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ultimus Fund Solutionsultimusfundsolutions.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hudson Advisors L.Phudson-advisors.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 477 contacts → |
“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nisa Investment Advisors, LLCnisa.com HQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 389 contacts → |
“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cirrus Asset Management INCcirrusami.com HQ: Woodland Hills, CA, United StatesReported employees: 201-500 | Woodland Hills, CA, United States | 201-500 | Exact match | 265 contacts → |
“At Cirrus Asset Management, developing loyal customers is our way of life.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.com HQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Capital Management LLCsterlingcapital.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 219 contacts → |
“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gabelligabelli.com HQ: Rye, NY, United StatesReported employees: 201-500 | Rye, NY, United States | 201-500 | Exact match | 190 contacts → |
“GAMCO Investors, Inc.(OTCQX: GAMI) is a pioneer in value equity and is recognized to have developed the Private Market Value with a Catalyst™ stock selection process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ariel Investmentsarielinvestments.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 189 contacts → |
“Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Raymond James Investment Managementrjinvestmentmanagement.com HQ: St. Petersburg, FL, United StatesReported employees: 201-500 | St. Petersburg, FL, United States | 201-500 | Exact match | 185 contacts → |
“Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Central Trustcentraltrust.net HQ: Jefferson City, MO, United StatesReported employees: 51-200 | Jefferson City, MO, United States | 51-200 | Exact match | 185 contacts → |
“Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | State Street Global Advisorsssga.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 155 contacts → |
“For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Commonfundcommonfund.org HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 135 contacts → |
“Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fort Washington Investment Advisors, INCfortwashington.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 134 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, PA, United StatesReported employees: 51-200 | Erie, PA, United States | 51-200 | Exact match | 128 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Flsv LLPflsv.com HQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rabinerabine.com HQ: Schaumburg, IL, United StatesReported employees: 201-500 | Schaumburg, IL, United States | 201-500 | Exact match | 106 contacts → |
“Rabine is a world class provider of innovative solutions for local and national property asset managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 620 company matches
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Asset management accounting firms: dataset insights
September 27, 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
619 records in the displayed employee bands.
1 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 620 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for asset management accounting 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 asset management accounting firms did RevenueBase find based in the United States?
The saved snapshot records 620 matching company records, 25,795 tracked contacts and 10,189 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: September 27, 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
Asset management accounting firms by geography
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Cite this list
RevenueBase Data Team. Top 25 asset management accounting firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/asset-management-accounting-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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- Asset management accounting firms based in Chile
- Asset management accounting firms based in France
- Asset management accounting firms based in Germany