Company lists · Data refreshed September 2026

Top 25 Asset management accounting firms based in the United States

Name: Asset management accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 620 companies tracked

RevenueBase identified 620 asset management accounting firms headquartered in 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 asset management accounting firms headquartered in the 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

620Companies

25,795Contacts tracked

10,189Verified emails

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The 25 largest asset management accounting firms based in the United States

Ranked by team size

Top 25 of 620 asset management accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to asset management accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	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
2	Invesco	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 27, 2026	5,001-10,000	2,949 contacts →
	Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 27, 2026
3	BNY Mellon	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	2,033 contacts →
	Indirect evidence “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Source: RevenueBase Database · checked Sep 27, 2026
4	CAMS	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,067 contacts →
	Strong evidence “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Source: RevenueBase Database · checked Sep 27, 2026
5	Metlife Investment Management	Partial evidence	Whippany, NJ, United StatesHQ checked Sep 27, 2026	501-1,000	915 contacts →
	Partial evidence “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Source: RevenueBase Database · checked Sep 27, 2026
6	Ultimus Fund Solutions	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1,001-5,000	574 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
7	Hudson Advisors L.P	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	501-1,000	477 contacts →
	Strong evidence “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Source: RevenueBase Database · checked Sep 27, 2026
8	Nisa Investment Advisors, LLC	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 27, 2026	201-500	389 contacts →
	Indirect evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 27, 2026
9	Hartford Investment Management Co. Himco	Partial evidence	Hartford, CT, United StatesHQ checked Sep 27, 2026	201-500	312 contacts →
	Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 27, 2026
10	Princeton Financial Systems	Strong evidence	Princeton, NJ, United StatesHQ checked Sep 27, 2026	201-500	281 contacts →
	Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 27, 2026
11	Cirrus Asset Management INC	Strong evidence	Woodland Hills, CA, United StatesHQ checked Sep 27, 2026	201-500	265 contacts →
	Strong evidence “At Cirrus Asset Management, developing loyal customers is our way of life.” Source: RevenueBase Database · checked Sep 27, 2026
12	AGM INC IS NOW A Part Of LEE & Associates	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 27, 2026	n/a	250 contacts →
	Indirect evidence “AGM's brokerage team is now a part of Lee & Associates.” Source: RevenueBase Database · checked Sep 27, 2026
13	Stone Coast Fund Services	Indirect evidence	Portland, ME, United StatesHQ checked Sep 27, 2026	201-500	220 contacts →
	Indirect evidence “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Source: RevenueBase Database · checked Sep 27, 2026
14	Sterling Capital Management LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	219 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
15	Gabelli	Indirect evidence	Rye, NY, United StatesHQ checked Sep 27, 2026	201-500	190 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
16	Ariel Investments	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	189 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
17	Raymond James Investment Management	Strong evidence	St. Petersburg, FL, United StatesHQ checked Sep 27, 2026	201-500	185 contacts →
	Strong evidence “Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the…” Source: RevenueBase Database · checked Sep 27, 2026
18	Central Trust	Strong evidence	Jefferson City, MO, United StatesHQ checked Sep 27, 2026	51-200	185 contacts →
	Strong evidence “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Source: RevenueBase Database · checked Sep 27, 2026
19	State Street Global Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1,001-5,000	155 contacts →
	Indirect evidence “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
20	Commonfund	Strong evidence	Norwalk, CT, United StatesHQ checked Sep 27, 2026	51-200	135 contacts →
	Strong evidence “Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to…” Source: RevenueBase Database · checked Sep 27, 2026
21	Fort Washington Investment Advisors, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	51-200	134 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
22	Hbks Wealth Advisors	Strong evidence	Erie, PA, United StatesHQ checked Sep 27, 2026	51-200	128 contacts →
	Strong evidence “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Source: RevenueBase Database · checked Sep 27, 2026
23	Cheetah	Strong evidence	Muncie, IN, United StatesHQ checked Sep 27, 2026	201-500	115 contacts →
	Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 27, 2026
24	Flsv LLP	Partial evidence	Garden City, NY, United StatesHQ checked Sep 27, 2026	51-200	109 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
25	Rabine	Partial evidence	Schaumburg, IL, United StatesHQ checked Sep 27, 2026	201-500	106 contacts →
	Partial evidence “Rabine is a world class provider of innovative solutions for local and national property asset managers.” 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: asset management accounting firms. 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 asset management accounting firms.
Partial evidence: Its own public description names part of asset management accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management accounting firms. 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 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, 2026

39.5%Verified-email coverage

41.6Average contacts per company

1-10Median size (employees)

9.7%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

336

11-50

194

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “asset management accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset management accounting firms, and records with no verified work email. Companies headquartered outside United States 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, 10,189 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.

Asset management accounting firms by metro

Asset management accounting firms in New York60
Asset management accounting firms in Chicago26

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 asset management accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management accounting firms are there based in the United States?

RevenueBase identified 620 asset management accounting firms headquartered in the 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?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

Which city has the most asset management accounting firms?

New York leads with 60 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,189 verified decision-maker contacts tracked across these 620 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.