Company lists · Data refreshed August 2026

Top 25 Administrative support for investment firms worldwide

Name: Administrative support for investment firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Aug 30, 2026 1,566 companies tracked

RevenueBase identified 1,566 administrative support for investment firms worldwide as of August 2026 and tracks 52,214 professional contacts across them, including 23,688 with verified work emails and 38 with mobile numbers. The United States is the largest market and Sao Paulo the largest hub.

This list covers administrative support for investment firms worldwide, 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 August 30, 2026. Country and city lists for administrative support for investment firms follow the table.

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 RevenueBase Smart Search rating on every row Refreshed Aug 30, 2026 86% judged on-target in blind review

1,566Companies

52,214Contacts tracked

23,688Verified emails

38Mobile numbers

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The 25 largest administrative support for investment firms worldwide

Ranked by team size

Top 25 of 1,566 administrative support for investment firms worldwide, ranked by team size, largest first. Data refreshed Aug 30, 2026. RevenueBase Smart Search rates how each company's information relates to administrative support for investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Partial evidence	Westlake, TX, United StatesHQ checked Aug 30, 2026	10001+	31,927 contacts →
	Partial evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Aug 30, 2026
2	OSAIC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Aug 30, 2026	1,001-5,000	2,071 contacts →
	Partial evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Aug 30, 2026
3	True Potential LLP	Indirect evidence	Newcastle Upon Tyne, United KingdomHQ checked Aug 30, 2026	501-1,000	1,189 contacts →
	Indirect evidence “Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market.” Source: RevenueBase Database · checked Aug 30, 2026
4	YES Securities	Partial evidence	Mumbai, IndiaHQ checked Aug 30, 2026	501-1,000	916 contacts →
	Partial evidence “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Source: RevenueBase Database · checked Aug 30, 2026
5	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Aug 30, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Aug 30, 2026
6	SVN Investimentos	Indirect evidence	Maringá, BrazilHQ checked Aug 30, 2026	201-500	526 contacts →
	Indirect evidence “A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Source: RevenueBase Database · checked Aug 30, 2026
7	Manchester Investimentos	Indirect evidence	Joinville, BrazilHQ checked Aug 30, 2026	201-500	293 contacts →
	Indirect evidence “Empresa de Agente Autônomos de Investimentos, cadastrada na CVM.” Source: RevenueBase Database · checked Aug 30, 2026
8	Lifetime Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Aug 30, 2026	201-500	267 contacts →
	Indirect evidence “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Source: RevenueBase Database · checked Aug 30, 2026
9	Stone Coast Fund Services	Strong evidence	Portland, ME, United StatesHQ checked Aug 30, 2026	201-500	220 contacts →
	Strong evidence “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Source: RevenueBase Database · checked Aug 30, 2026
10	American Portfolios	Indirect evidence	Holbrook, NY, United StatesHQ checked Aug 30, 2026	51-200	199 contacts →
	Indirect evidence “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Source: RevenueBase Database · checked Aug 30, 2026
11	David Lerner Associates, INC	Indirect evidence	Syosset, NY, United StatesHQ checked Aug 30, 2026	201-500	169 contacts →
	Indirect evidence “David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Source: RevenueBase Database · checked Aug 30, 2026
12	Gateway Financial Partners	Partial evidence	Glastonbury, CT, United StatesHQ checked Aug 30, 2026	51-200	130 contacts →
	Partial evidence “Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Source: RevenueBase Database · checked Aug 30, 2026
13	Jb3 Investimentos	Indirect evidence	Florianópolis, BrazilHQ checked Aug 30, 2026	51-200	130 contacts →
	Indirect evidence “Fundada em 2011, na cidade de Florianópolis, a JB3 Investimentos é um escritório credenciado à XP Investimentos.” Source: RevenueBase Database · checked Aug 30, 2026
14	Eastern Financiers LTD	Partial evidence	Kolkata, IndiaHQ checked Aug 30, 2026	201-500	128 contacts →
	Partial evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Aug 30, 2026
15	Vectorglobal WMG	Indirect evidence	Miami, FL, United StatesHQ checked Aug 30, 2026	51-200	117 contacts →
	Indirect evidence “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Source: RevenueBase Database · checked Aug 30, 2026
16	BEL AIR Investment Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Aug 30, 2026	11-50	112 contacts →
	Partial evidence “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Source: RevenueBase Database · checked Aug 30, 2026
17	DFP Partners	Partial evidence	New York, NY, United StatesHQ checked Aug 30, 2026	51-200	110 contacts →
	Partial evidence “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Source: RevenueBase Database · checked Aug 30, 2026
18	Bates Group	Partial evidence	Portland, OR, United StatesHQ checked Aug 30, 2026	51-200	105 contacts →
	Partial evidence “We offer end-to-end solutions for financial services firms and their counsel, providing support throughout the lifecycle of their legal matters.” Source: RevenueBase Database · checked Aug 30, 2026
19	Emerson Equity Llc, Member Finra Sipc	Partial evidence	San Mateo, CA, United StatesHQ checked Aug 30, 2026	51-200	104 contacts →
	Partial evidence “Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and…” Source: RevenueBase Database · checked Aug 30, 2026
20	Leleux Associated Brokers	Indirect evidence	Brussels, BE	51-200	104 contacts →
	Indirect evidence “Leleux Associated Brokers is a public limited company incorporated under Belgian law.” Source: RevenueBase Database · checked Aug 30, 2026
21	Monteverde Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Aug 30, 2026	51-200	101 contacts →
	Indirect evidence “A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Source: RevenueBase Database · checked Aug 30, 2026
22	Intembeko Investment Administrators	Partial evidence	Cape Town, ZA	51-200	99 contacts →
	Partial evidence “For businesses who want to focus on what they do best and need a trusted administration partner who feels like they are just down the hall, Intembeko takes a deliberate, personal…” Source: RevenueBase Database · checked Aug 30, 2026
23	Newedge Advisors	Strong evidence	New Orleans, LA, United StatesHQ checked Aug 30, 2026	51-200	87 contacts →
	Strong evidence “NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets.” Source: RevenueBase Database · checked Aug 30, 2026
24	Borwa Financial Services	Indirect evidence	Johannesburg, ZA	51-200	87 contacts →
	Indirect evidence “We are an independent financial services company with a national footprint.” Source: RevenueBase Database · checked Aug 30, 2026
25	RP Capital Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Aug 30, 2026	51-200	82 contacts →
	Indirect evidence “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: RevenueBase Database · checked Aug 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: administrative support for investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names administrative support for investment firms.
Partial evidence: Its own public description names part of administrative support for investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name administrative support for investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,566 administrative support for investment firms worldwide

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Administrative support for investment firms worldwide at a glance

As of Aug 30, 2026

45.4%Verified-email coverage

0.1%Mobile-number coverage

33.3Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · Sao Paulo

Aug 30, 2026Page data refreshed

Companies by employee count

1-10

1,125

11-50

311

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 administrative support for investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: 13 countries, largest first: the United States, Brazil, India, France, the United Kingdom, the Netherlands, Australia, Canada, Germany, Switzerland and 3 more. Country and city lists for administrative support for investment firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “administrative support for investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names administrative support for investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among administrative support for investment firms, and records with no verified work email.
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, 23,688 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 between August 30, 2026 and September 14, 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.

Administrative support for investment firms by location

17 lists · largest first

Every Administrative support for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 administrative support for investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many administrative support for investment firms are there worldwide?

RevenueBase identified 1,566 administrative support for investment firms worldwide as of August 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which country has the most administrative support for investment firms?

The United States leads with 859 companies, followed by Brazil (165) and India (103). Every administrative support for investment firms list by country and city is linked on this page.

Which city has the most administrative support for investment firms?

Sao Paulo leads with 52 headquartered companies, followed by New York (30) and London (24).

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 23,688 verified decision-maker contacts tracked across these 1,566 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between August 30, 2026 and September 14, 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.