Company lists · Data refreshed October 2026

Top 25 Investment firms worldwide

Name: Investment firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 38,170 companies tracked

RevenueBase identified 38,170 company matches for investment firms worldwide as of October 2026 and tracks 1,357,764 professional contacts across them, including 499,481 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for investment firms 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 October 1, 2026. Country and city lists for investment firms 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 Oct 1, 2026 How this list was built

38,170Companies

1,357,764Contacts tracked

499,481Verified emails

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The 25 largest investment firms worldwide

Ranked by team size

Top 25 of 38,170 company matches for investment firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	10001+	80,843 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 1, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 1, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 1, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Oct 1, 2026	10001+	10,838 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	RBC Capital Markets	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 2026	5,001-10,000	10,594 contacts →
	Exact match “RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Franklin Templeton	Exact match	San Mateo, CA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	10,517 contacts →
	Exact match “Franklin Resources, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Fidelity International	Exact match	London, United KingdomHQ recorded Oct 1, 2026	5,001-10,000	9,398 contacts →
	Exact match “Fidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Investec	Exact match	London, GermanyHQ recorded Oct 1, 2026	5,001-10,000	9,050 contacts →
	Exact match “We bring an Out of the Ordinary approach to creating and managing wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Profuturo	Exact match	MexicoHQ recorded Oct 1, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Oct 1, 2026	5,001-10,000	8,422 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 2026	10001+	8,191 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	5,001-10,000	6,913 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	6,610 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Oct 1, 2026	5,001-10,000	6,597 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 1, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	5,438 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 · Oct 1, 2026 · View company records in RevenueBase
25	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 1, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment firms”. 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 38,170 investment firms worldwide

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Investment firms worldwide at a glance

As of Oct 1, 2026

36.8%Verified-email coverage

35.6Average contacts per company

1-10Median size (employees)

2.7%Largest-city concentration · New York

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

24,610

11-50

9,592

51-200

2,380

201-500

741

501-1,000

282

1,001-5,000

274

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 investment firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “investment firms” 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 499,481 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 October 1, 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.

Investment firms by location

242 lists · largest first

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

How many investment firms are there worldwide?

RevenueBase identified 38,170 company matches for investment firms worldwide as of October 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?

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

Which country has the most investment firms?

The United States leads with 16,502 companies, followed by India (2,965) and the United Kingdom (2,116). Every investment firms list by country and city is linked on this page.

Which city has the most investment firms?

New York leads with 1039 company records, followed by London (1011) and Mumbai (538).

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 499,481 professional contacts with verified work emails tracked across these 38,170 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 October 1, 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.