Company lists · Data refreshed September 2026

Top 25 Asset management firms based in the United States

Name: Asset management 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 16, 2026 2,089 companies tracked

RevenueBase identified 2,089 asset management firms headquartered in the United States as of September 2026 and tracks 113,435 professional contacts across them, including 48,354 with verified work emails. New York is the largest hub.

This list covers asset management 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 16, 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 16, 2026 86% judged on-target in blind review

2,089Companies

113,435Contacts tracked

48,354Verified emails

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The 25 largest asset management firms based in the United States

Ranked by team size

Top 25 of 2,089 asset management firms based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to asset management 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 16, 2026
2	Franklin Templeton	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 16, 2026	5,001-10,000	10,517 contacts →
	Partial evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 16, 2026
3	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 16, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 16, 2026
4	Fisher Investments	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	5,001-10,000	5,152 contacts →
	Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 16, 2026
5	Alliancebernstein	Partial evidence	Nashville, TN, United StatesHQ checked Sep 16, 2026	1,001-5,000	4,862 contacts →
	Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 16, 2026
6	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 16, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 16, 2026
7	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,623 contacts →
	Indirect 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 16, 2026
8	PGIM	Strong evidence	Newark, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,172 contacts →
	Strong evidence “PGIM, the global asset management business of Prudential Financial, Inc.(NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through…” Source: RevenueBase Database · checked Sep 16, 2026
9	Cambridge Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,792 contacts →
	Indirect evidence “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: RevenueBase Database · checked Sep 16, 2026
10	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 16, 2026
11	Focus Partners	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,249 contacts →
	Strong evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 16, 2026
12	CAMS	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 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 16, 2026
13	Metlife Investment Management	Partial evidence	Whippany, NJ, United StatesHQ checked Sep 16, 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 16, 2026
14	Highmark Residential	Partial evidence	Addison, TX, United StatesHQ checked Sep 16, 2026	1,001-5,000	886 contacts →
	Partial evidence “Highmark Residential is a national multifamily property management company with more than 30 years of experience operating apartment communities across the United States.” Source: RevenueBase Database · checked Sep 16, 2026
15	RMR Group	Partial evidence	Newton, MA, United StatesHQ checked Sep 16, 2026	501-1,000	843 contacts →
	Partial evidence “RMR Group turns overlooked assets into outperformance.” Source: RevenueBase Database · checked Sep 16, 2026
16	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
17	Gordon Brothers	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	201-500	745 contacts →
	Partial evidence “For over a century, Gordon Brothers has maximized liquidity through realizable asset value by providing the people, expertise and capital to solve business challenges.” Source: RevenueBase Database · checked Sep 16, 2026
18	Wells Fargo Private Bank	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	10001+	676 contacts →
	Partial evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 16, 2026
19	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 16, 2026	501-1,000	573 contacts →
	Strong evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 16, 2026
20	Walton Global	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	51-200	521 contacts →
	Strong evidence “Walton Global is a privately-owned, leading land asset management and global real estate investment company that concentrates on the research, acquisition, administration…” Source: RevenueBase Database · checked Sep 16, 2026
21	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 16, 2026
22	Hudson Advisors L.P	Strong evidence	Dallas, TX, United StatesHQ checked Sep 16, 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 16, 2026
23	Calamos Investments	Strong evidence	Naperville, IL, United StatesHQ checked Sep 16, 2026	201-500	473 contacts →
	Strong evidence “Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies.” Source: RevenueBase Database · checked Sep 16, 2026
24	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 16, 2026
25	Raymond James & Associates, INC	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 16, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 16, 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 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 firms.
Partial evidence: Its own public description names part of asset management 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 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 2,089 asset management firms based in the United States

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Asset management firms based in the United States at a glance

As of Sep 16, 2026

42.6%Verified-email coverage

54.3Average contacts per company

1-10Median size (employees)

6.6%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

1,295

11-50

534

51-200

151

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 2,089 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 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 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 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 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, 48,354 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 16, 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 firms by metro

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 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 firms are there based in the United States?

RevenueBase identified 2,089 asset management 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?

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

Which city has the most asset management firms?

New York leads with 138 headquartered companies, followed by Boston (37) and Chicago (37).

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 48,354 verified decision-maker contacts tracked across these 2,089 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 16, 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.