Company lists · Data refreshed September 2026

Top 25 Asset management organizations based in New York, United States

Name: Asset management organizations based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 109 companies tracked

RevenueBase identified 109 asset management organizations headquartered in New York, United States as of September 2026 and tracks 39,542 professional contacts across them, including 15,358 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers asset management organizations headquartered in New York, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

109Companies

39,542Contacts tracked

15,358Verified emails

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The 25 largest asset management organizations based in New York, United States

Ranked by team size

Top 25 of 109 asset management organizations based in New York, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management organizations: 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 30, 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 30, 2026
2	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 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 30, 2026
3	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 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 30, 2026
4	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	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, 2026
5	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
6	AXA Investment Managers	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	105 contacts →
	Partial evidence “Equity and Fixed Income Products Sustainable investments (ESG) Alternative assets (e.g.” Source: RevenueBase Database · checked Sep 30, 2026
7	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 30, 2026
8	Pinnacle Associates, LTD	Indirect evidence	New York, United StatesHQ checked Sep 30, 2026	51-200	76 contacts →
	Indirect evidence “Founded in 1984, Pinnacle Associates, Ltd.” Source: RevenueBase Database · checked Sep 30, 2026
9	Ramirez Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	46 contacts →
	Strong evidence “Ramirez Asset Management (“RAM”) specializes in the management of fixed income, equity, and private credit securities, RAM offers customized investment programs to each of its…” Source: RevenueBase Database · checked Sep 30, 2026
10	AR Global Investments, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	45 contacts →
	Strong evidence “AR Global Investment, LLC is a leading full-service asset management platform that acquires, owns and operates properties predominately in the United States and Western Europe on…” Source: RevenueBase Database · checked Sep 30, 2026
11	Compass Rose Asset Management, LP	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	43 contacts →
	Strong evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 30, 2026
12	Klingenstein Fields Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 30, 2026
13	Cabot Lodge Securities	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	31 contacts →
	Indirect evidence “Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide.” Source: RevenueBase Database · checked Sep 30, 2026
14	Williams Jones Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	27 contacts →
	Indirect evidence “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
15	Concord International Investments, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	26 contacts →
	Indirect evidence “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Source: RevenueBase Database · checked Sep 30, 2026
16	American Trust Investment Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	22 contacts →
	Indirect evidence “At American Trust, we deliver exceptional financial services through a unique combination of world-class investment banking, exclusive alternative investment opportunities, and…” Source: RevenueBase Database · checked Sep 30, 2026
17	Lucid Management And Capital Partners LP	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	21 contacts →
	Strong evidence “Lucid Management and Capital Partners LP is a leading institutional asset manager, focused on cash alternatives and short-duration fixed income strategies.” Source: RevenueBase Database · checked Sep 30, 2026
18	Pontis Property Management	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	17 contacts →
	Partial evidence “Pontis Property Management is an award-winning, vertically integrated, dedicated, in-house property management company formed in 2022.” Source: RevenueBase Database · checked Sep 30, 2026
19	John W. Bristol & Co., INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	17 contacts →
	Indirect evidence “Please visit us at” Source: RevenueBase Database · checked Sep 30, 2026
20	Alexander Capital, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
21	Easterly Investment Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Strong evidence “Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across private markets, active equity and…” Source: RevenueBase Database · checked Sep 30, 2026
22	Cordoba Advisory Partners LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	12 contacts →
	Partial evidence “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Source: RevenueBase Database · checked Sep 30, 2026
23	Beck Mack Oliver	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Partial evidence “BECK, MACK & OLIVER LLC is an investment management company based out of NEW YORK, New York, United States.” Source: RevenueBase Database · checked Sep 30, 2026
24	Accu Trust Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Strong evidence “Accu Trust Capital is a New York City–based property management and asset operations firm specializing in multifamily, mixed-use, and commercial real estate.” Source: RevenueBase Database · checked Sep 30, 2026
25	Millennial Advisers, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Indirect evidence “We are an investment advisory firm offering a wide range of services to our clients.” Source: RevenueBase Database · checked Sep 30, 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 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 109 asset management organizations based in New York, United States

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Asset management organizations based in New York, United States at a glance

As of Sep 30, 2026

38.8%Verified-email coverage

362.8Average contacts per company

11-50Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 109 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 New York, 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 New York 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, 15,358 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 in the United States

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 New York, United States?

RevenueBase identified 109 asset management organizations headquartered in New York, 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 in the United States has the most asset management organizations?

New York leads the United States 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 15,358 verified decision-maker contacts tracked across these 109 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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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.