Company lists · Data refreshed September 2026

Top 25 Asset management service providers based in New York, United States

Name: Asset management service providers 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 391 companies tracked

RevenueBase identified 391 company matches for asset management service providers associated with New York, United States as of September 2026 and tracks 58,906 professional contacts across them, including 22,637 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for asset management service providers associated with New York, 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

391Companies

58,906Contacts tracked

22,637Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 391 company matches for asset management service providers based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	BNY Mellon	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	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 30, 2026 · View company records in RevenueBase
6	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Vaneck	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	376 contacts →
	Exact match “Disclosure: VanEck is a global investment manager founded in 1955 and headquartered in New York, offering active and passive investment strategies across equities, fixed income…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Guggenheim Investments	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	239 contacts →
	Exact match “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	182 contacts →
	Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	173 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Silvercrest Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	166 contacts →
	Exact match “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Forte Capital Group	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	142 contacts →
	Exact match “At Forte Capital Group, independence allows for expansive investment opportunities.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Snowden Lane Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	141 contacts →
	Exact match “Snowden Lane Partners is an independent wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	116 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	108 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	106 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 30, 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 service providers”. 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 391 asset management service providers based in New York, United States

See the full list, filter by size, metro and specialty, and access 22,637 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 30, 2026

38.4%Verified-email coverage

150.7Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

198

11-50

129

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 391 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 New York, United States whose business descriptions match “asset management service providers” 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 22,637 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 30, 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.

Asset management service providers by metro in the United States

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 service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management service providers are there based in New York, United States?

RevenueBase identified 391 company matches for asset management service providers associated with New York, 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management service providers?

New York leads the United States with 391 company records, followed by Atlanta (168) and Chicago (152).

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 22,637 professional contacts with verified work emails tracked across these 391 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 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 391 asset management service providers based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Asset management service providers by geography

Browse the directory

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.