Company lists · Data refreshed September 2026
Top 25 Asset management survey companies based in the United States
RevenueBase identified 106 company matches for asset management survey companies associated with the United States as of September 2026 and tracks 18,749 professional contacts across them, including 8,879 with verified work emails. New York is the largest hub.
This list covers company matches for asset management survey companies associated with the 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.
The 25 largest asset management survey companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 2 | 2,949 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 3 | 1,619 contacts → | ||||
Exact match “PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 4 | 363 contacts → | ||||
Exact match “Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 5 | 312 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 6 | 274 contacts → | ||||
Exact match “OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 7 | 202 contacts → | ||||
Exact match “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 8 | 156 contacts → | ||||
Exact match “Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 9 | 138 contacts → | ||||
Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 10 | 106 contacts → | ||||
Exact match “Rabine is a world class provider of innovative solutions for local and national property asset managers.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 11 | 103 contacts → | ||||
Exact match “F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 12 | 86 contacts → | ||||
Exact match “Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 13 | 82 contacts → | ||||
Exact match “Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 14 | 71 contacts → | ||||
Exact match “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 15 | 68 contacts → | ||||
Exact match “Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 16 | 64 contacts → | ||||
Exact match “Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 20 | 30 contacts → | ||||
Exact match “Unrivalled insight.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 21 | 29 contacts → | ||||
Exact match “MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Cypress Capital provides Globally read Institutional Market Research and Asset Management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “Consultoría en Activos Fijos, Valoración Industrial, Valoracion Inmobiliaria, Valoración Financiera, Soluciones en Tecnologías de Información en el área de Activos Fijos y conteo…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “Founded in 1979 and headquartered in Irvine, CA, Financial Asset Services, Inc.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Verdad is a global asset management firm driven by an unwavering commitment to intellectual integrity through rigorous research and its practical application.” 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 survey companies”. 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 106 asset management survey companies based in the United States
See the full list, filter by size, metro and specialty, and access 8,879 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset management survey companies 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 106 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 the United States whose business descriptions match “asset management survey companies” 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 8,879 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.
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 survey companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management survey companies are there based in the United States?
RevenueBase identified 106 company matches for asset management survey companies associated with the 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?
Morningstar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset management survey companies?
New York leads with 22 company records, followed by Boston (4) and San Francisco (4).
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 8,879 professional contacts with verified work emails tracked across these 106 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 106 asset management survey companies based in the United States. Start with a free account, no credit card.
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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 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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Asset management survey companies based in London, United Kingdom
- Asset management survey companies based in Australia
- Asset management survey companies based in the United Kingdom
- AI companies based in the United States
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Company intelligence · public preview
Top 25 asset management survey companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 106 matching company records for asset management survey companies based in the United States, with 18,749 tracked contacts and 8,879 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management survey companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Morningstarmorningstar.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Invescoinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Pitchbookpitchbook.comHQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,619 contacts → |
“PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Conningconning.comHQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 363 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  OTR Globalotrglobal.comHQ: Purchase, NY, United StatesReported employees: 201-500 | Purchase, NY, United States | 201-500 | Exact match | 274 contacts → |
“OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BWG Globalbwgglobal.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nasdaq Evestmentnasdaq.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 156 contacts → |
“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ISS Market Intelligenceissmarketintelligence.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 138 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Rabinerabine.comHQ: Schaumburg, IL, United StatesReported employees: 201-500 | Schaumburg, IL, United States | 201-500 | Exact match | 106 contacts → |
“Rabine is a world class provider of innovative solutions for local and national property asset managers.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  F2 Strategyf2strategy.comHQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 103 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cutter Associatescutterassociates.com HQ: Rockland, MA, United StatesReported employees: 51-200 | Rockland, MA, United States | 51-200 | Exact match | 86 contacts → |
“Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NED Davis Researchndr.com HQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 82 contacts → |
“Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cerulli Associatescerulli.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 71 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic Insight ISS Market Intelligencestrategic-i.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 68 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pensions & Investmentspionline.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 64 contacts → |
“Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  22v Research22vresearch.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Discovery Data ISS Market Intelligencediscoverydata.com HQ: Eatontown, NJ, United StatesReported employees: 51-200 | Eatontown, NJ, United States | 51-200 | Exact match | 43 contacts → |
“Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alpha Theoryalphatheory.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | EXTELextelinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 30 contacts → |
“Unrivalled insight.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Markov Processes International MPImarkovprocesses.com HQ: Summit, NJ, United StatesReported employees: 11-50 | Summit, NJ, United States | 11-50 | Exact match | 29 contacts → |
“MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cypress Capitalcypresscapital.com HQ: Franklin, TN, United StatesReported employees: 11-50 | Franklin, TN, United States | 11-50 | Exact match | 23 contacts → |
“Cypress Capital provides Globally read Institutional Market Research and Asset Management.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | American Consultamerican-consult.com HQ: Hollywood, FL, United StatesReported employees: 11-50 | Hollywood, FL, United States | 11-50 | Exact match | 19 contacts → |
“Consultoría en Activos Fijos, Valoración Industrial, Valoracion Inmobiliaria, Valoración Financiera, Soluciones en Tecnologías de Información en el área de Activos Fijos y conteo…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Financial Asset Services, INCfasinc.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 19 contacts → |
“Founded in 1979 and headquartered in Irvine, CA, Financial Asset Services, Inc.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Verdad Advisersverdadcap.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 18 contacts → |
“Verdad is a global asset management firm driven by an unwavering commitment to intellectual integrity through rigorous research and its practical application.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 106 company matches
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Asset management survey companies: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset management survey companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management survey companies did RevenueBase find based in the United States?
The saved snapshot records 106 matching company records, 18,749 tracked contacts and 8,879 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management survey companies by geography
Cite this list
RevenueBase Data Team. Top 25 asset management survey companies based in the United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/asset-management-survey-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management survey companies based in London, United Kingdom
- Asset management survey companies based in Australia
- Asset management survey companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 asset management survey companies based in the United States
RevenueBase records 106 matching company records for asset management survey companies based in the United States, with 18,749 tracked contacts and 8,879 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management survey companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Morningstarmorningstar.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Invescoinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Pitchbookpitchbook.com HQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,619 contacts → |
“PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Conningconning.com HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 363 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | OTR Globalotrglobal.com HQ: Purchase, NY, United StatesReported employees: 201-500 | Purchase, NY, United States | 201-500 | Exact match | 274 contacts → |
“OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BWG Globalbwgglobal.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nasdaq Evestmentnasdaq.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 156 contacts → |
“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ISS Market Intelligenceissmarketintelligence.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 138 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rabinerabine.com HQ: Schaumburg, IL, United StatesReported employees: 201-500 | Schaumburg, IL, United States | 201-500 | Exact match | 106 contacts → |
“Rabine is a world class provider of innovative solutions for local and national property asset managers.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | F2 Strategyf2strategy.com HQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 103 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cutter Associatescutterassociates.com HQ: Rockland, MA, United StatesReported employees: 51-200 | Rockland, MA, United States | 51-200 | Exact match | 86 contacts → |
“Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NED Davis Researchndr.com HQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 82 contacts → |
“Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cerulli Associatescerulli.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 71 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic Insight ISS Market Intelligencestrategic-i.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 68 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pensions & Investmentspionline.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 64 contacts → |
“Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 22v Research22vresearch.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Discovery Data ISS Market Intelligencediscoverydata.com HQ: Eatontown, NJ, United StatesReported employees: 51-200 | Eatontown, NJ, United States | 51-200 | Exact match | 43 contacts → |
“Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alpha Theoryalphatheory.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | EXTELextelinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 30 contacts → |
“Unrivalled insight.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Markov Processes International MPImarkovprocesses.com HQ: Summit, NJ, United StatesReported employees: 11-50 | Summit, NJ, United States | 11-50 | Exact match | 29 contacts → |
“MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cypress Capitalcypresscapital.com HQ: Franklin, TN, United StatesReported employees: 11-50 | Franklin, TN, United States | 11-50 | Exact match | 23 contacts → |
“Cypress Capital provides Globally read Institutional Market Research and Asset Management.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | American Consultamerican-consult.com HQ: Hollywood, FL, United StatesReported employees: 11-50 | Hollywood, FL, United States | 11-50 | Exact match | 19 contacts → |
“Consultoría en Activos Fijos, Valoración Industrial, Valoracion Inmobiliaria, Valoración Financiera, Soluciones en Tecnologías de Información en el área de Activos Fijos y conteo…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Financial Asset Services, INCfasinc.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 19 contacts → |
“Founded in 1979 and headquartered in Irvine, CA, Financial Asset Services, Inc.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Verdad Advisersverdadcap.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 18 contacts → |
“Verdad is a global asset management firm driven by an unwavering commitment to intellectual integrity through rigorous research and its practical application.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 106 company matches
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Asset management survey companies: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset management survey companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management survey companies did RevenueBase find based in the United States?
The saved snapshot records 106 matching company records, 18,749 tracked contacts and 8,879 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management survey companies by geography
Cite this list
RevenueBase Data Team. Top 25 asset management survey companies based in the United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/asset-management-survey-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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