Company lists · Data refreshed November 2026

Top 25 Institutional investment advisors worldwide

Name: Institutional investment advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 13,421 companies tracked

RevenueBase identified 13,421 company matches for institutional investment advisors worldwide as of November 2026 and tracks 391,233 professional contacts across them, including 154,180 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for institutional investment advisors worldwide, 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 November 6, 2026. Country and city lists for institutional investment advisors follow the table.

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 Nov 6, 2026 How this list was built

13,421Companies

391,233Contacts tracked

154,180Verified emails

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The 25 largest institutional investment advisors worldwide

Ranked by team size

Top 25 of 13,421 company matches for institutional investment advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 6, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Franklin Templeton	Exact match	San Mateo, United StatesHQ recorded Nov 6, 2026	5,001-10,000	11,394 contacts →
	Exact match “Franklin Templeton, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Nov 6, 2026	5,001-10,000	8,672 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	5,649 contacts →
	Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Fisher Investments	Exact match	Plano, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,645 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	BAIRD	Exact match	Milwaukee, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,626 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	J.P. Morgan Asset Management	Exact match	New York, United StatesHQ recorded Nov 6, 2026	10001+	5,301 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Alliancebernstein	Exact match	Nashville, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	5,150 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Citadel	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,736 contacts →
	Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Invesco	Exact match	Atlanta, United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,344 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Wellington Management	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,598 contacts →
	Exact match “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	PGIM	Exact match	Newark, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,411 contacts →
	Exact match “PGIM, the global asset management business of Prudential Financial, Inc.(NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	3,353 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Balyasny Asset Management L.P	Exact match	Chicago, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,640 contacts →
	Exact match “Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Credicorp Capital	Exact match	Lima, PeruHQ recorded Nov 6, 2026	1,001-5,000	2,234 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	1,982 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	M&g Investments	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	1,916 contacts →
	Exact match “M&G Investments is a global asset manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,882 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Aditya Birla SUN Life Mutual Fund Abslmf	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	1,807 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,791 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Federated Hermes	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,770 contacts →
	Exact match “Federated Hermes, Inc.(FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 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 “institutional investment advisors”. 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 13,421 institutional investment advisors worldwide

See the full list, filter by size, metro and specialty, and access 154,180 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Institutional investment advisors worldwide at a glance

As of Nov 6, 2026

39.4%Verified-email coverage

29.2Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

8,672

11-50

3,407

51-200

789

201-500

232

501-1,000

108

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for institutional investment advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “institutional investment advisors” 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. 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 154,180 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 November 6, 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.

Institutional investment advisors by location

191 lists · largest first

Every Institutional investment advisors 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 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 “institutional investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many institutional investment advisors are there worldwide?

RevenueBase identified 13,421 company matches for institutional investment advisors worldwide as of November 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 country has the most institutional investment advisors?

The United States leads with 7,468 companies, followed by India (831) and the United Kingdom (482). Every institutional investment advisors list by country and city is linked on this page.

Which city has the most institutional investment advisors?

New York leads with 376 company records, followed by London (266) and Mumbai (145).

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 154,180 professional contacts with verified work emails tracked across these 13,421 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 November 6, 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 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.