Company lists · Data refreshed September 2026
Top 25 Asset management organizations based in the United States
RevenueBase identified 1,697 asset management organizations headquartered in the United States as of September 2026 and tracks 98,568 professional contacts across them, including 40,094 with verified work emails. New York is the largest hub.
This list covers asset management organizations 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 30, 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.
The 25 largest asset management organizations based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 398 contacts → | ||||
Indirect evidence “Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1)…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 376 contacts → | ||||
Indirect evidence “In Latin, Virtus connotes the characteristics of integrity, quality and strength.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 324 contacts → | ||||
Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 312 contacts → | ||||
Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 283 contacts → | ||||
Partial evidence “Manning & Napier is a wealth and investment management firm dedicated to helping people build brighter financial futures.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 272 contacts → | ||||
Indirect evidence “At PGIM Investments, we provide access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 265 contacts → | ||||
Strong evidence “At Cirrus Asset Management, developing loyal customers is our way of life.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
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 organizations. 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 organizations.
- Partial evidence
- Its own public description names part of asset management organizations, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management organizations. 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 1,697 asset management organizations based in the United States
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Asset management organizations based in the United States at a glance
As of Sep 30, 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 1,697 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 organizations, 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 organizations”. 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 organizations), 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 organizations, 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, 40,094 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 30, 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 organizations 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 organizations, 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 organizations are there based in the United States?
RevenueBase identified 1,697 asset management organizations 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 organizations?
New York leads with 109 headquartered companies, followed by Boston (34) and San Francisco (30).
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 40,094 verified decision-maker contacts tracked across these 1,697 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 30, 2026.
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Asset management organizations by geography
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- Asset management organizations based in Mumbai, India
- Asset management organizations based in New Delhi, India
- Asset management organizations based in Pune, India
- Asset management organizations based in Cape Town, South Africa
- Asset management organizations based in Johannesburg, South Africa
- Asset management organizations based in Madrid, Spain
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.
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