Company lists · Data refreshed September 2026

Top 25 Direct indexing companies worldwide

RevenueBase identified 6,787 direct indexing companies worldwide as of September 2026 and tracks 235,140 professional contacts across them, including 88,289 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers direct indexing companies 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 September 19, 2026. Country and city lists for direct indexing companies 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
6,787Companies
235,140Contacts tracked
88,289Verified emails
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The 25 largest direct indexing companies worldwide

Ranked by team size
Top 25 of 6,787 direct indexing companies worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to direct indexing companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWestlake, TX, United StatesHQ checked Sep 19, 202610001+31,927 contacts →

Indirect 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 Sep 19, 2026
2Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 19, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 202610001+13,910 contacts →

Indirect evidence

“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261,001-5,0006,610 contacts →

Indirect evidence

“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261,001-5,0005,438 contacts →

Indirect evidence

“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidencePlano, TX, United StatesHQ checked Sep 19, 20265,001-10,0005,152 contacts →

Indirect evidence

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNashville, TN, United StatesHQ checked Sep 19, 20261,001-5,0004,862 contacts →

Indirect evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,0003,000 contacts →

Indirect evidence

“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0002,623 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 19, 2026
13Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,0002,067 contacts →

Indirect evidence

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261,001-5,0001,862 contacts →

Indirect evidence

“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceCaba, IndiaHQ checked Sep 19, 2026501-1,0001,772 contacts →

Indirect evidence

“Somos Balanz.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 19, 2026501-1,0001,571 contacts →

Indirect evidence

“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSingaporeHQ checked Sep 19, 20261,001-5,0001,069 contacts →

Indirect evidence

“For Every Life, For Every Future.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 2026501-1,0001,010 contacts →

Indirect evidence

“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceWheaton, IL, United StatesHQ checked Sep 19, 20261,001-5,000957 contacts →

Indirect evidence

“First Trust Portfolios L.P.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceTehran, IranHQ checked Sep 19, 20261,001-5,000878 contacts →

Indirect evidence

“Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceNew Delhi, IndiaHQ checked Sep 19, 2026501-1,000831 contacts →

Indirect evidence

“mastertrust Group is one of the leading financial services company in India.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 19, 2026501-1,000816 contacts →

Indirect evidence

“Connect and Converse with likeminded people, Contribute and share your thoughts.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 2026201-500780 contacts →

Indirect evidence

“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20265,001-10,000683 contacts →

Indirect evidence

“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 2026501-1,000669 contacts →

Indirect evidence

“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 6,787 direct indexing companies worldwide

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Direct indexing companies worldwide at a glance

As of Sep 19, 2026
37.5%Verified-email coverage
34.6Average contacts per company
1-10Median size (employees)
2.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
4,449
11-50
1,666
51-200
415
201-500
114
501-1,000
46
1,001-5,000
46
5,001-10,000
12
10001+
17

Email recency is reported on each country list linked below.

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 direct indexing companies, 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
Every country. Country and city lists for direct indexing companies are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “direct indexing companies”. 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 direct indexing companies), 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 direct indexing companies, 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, 88,289 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 19, 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.

Direct indexing companies by location

35 lists · largest first

Every Direct indexing companies 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 direct indexing companies, 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 direct indexing companies are there worldwide?

RevenueBase identified 6,787 direct indexing companies worldwide 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?

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

Which country has the most direct indexing companies?

The United States leads with 3,550 companies, followed by India (704) and Brazil (260). Every direct indexing companies list by country and city is linked on this page.

Which city has the most direct indexing companies?

New York leads with 136 headquartered companies, followed by London (119) and Mumbai (106).

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 88,289 verified decision-maker contacts tracked across these 6,787 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 19, 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.