Company lists · Data refreshed September 2026
Top 25 Investment research firms worldwide
RevenueBase identified 5,987 company matches for investment research firms worldwide as of September 2026 and tracks 143,627 professional contacts across them, including 43,740 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for investment research 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 September 20, 2026. Country and city lists for investment research 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.
The 25 largest investment research firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 7,504 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 5,009 contacts → | ||||
Exact match “Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 3,296 contacts → | ||||
Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 3,000 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 2,422 contacts → | ||||
Exact match “Third Bridge is a leading global investment research firm established in 2007.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 2,395 contacts → | ||||
Exact match “CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 1,010 contacts → | ||||
Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 974 contacts → | ||||
Exact match “Arihant Capital Markets Limited is a public limited company incorporated in 1992, with a mission to make every Indian financially independent by offering suitable investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 916 contacts → | ||||
Exact match “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 878 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 848 contacts → | ||||
Exact match “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 831 contacts → | ||||
Exact match “mastertrust Group is one of the leading financial services company in India.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 816 contacts → | ||||
Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 780 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 734 contacts → | ||||
Exact match “We are a global research analytics and advisory firm with over 20 years of experience in helping organizations take strategic business and investment decisions fearlessly and with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 699 contacts → | ||||
Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 675 contacts → | ||||
Exact match “NJ IndiaInvest Private Limited is an investment banking company based out of 901, NJ CentreUdna Udyog Nagar, Sangh Sahkari ComplexCentral Road No.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 640 contacts → | ||||
Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 607 contacts → | ||||
Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 591 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 545 contacts → | ||||
Exact match “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded in the RevenueBase company graph · Sep 20, 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 research 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 5,987 investment research firms worldwide
See the full list, filter by size, metro and specialty, and access 43,740 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment research firms worldwide at a glance
As of Sep 20, 2026Companies by employee count
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 research firms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “investment research 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 43,740 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 20, 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 research firms by location
29 lists · largest firstEvery Investment research firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment research firms based in the United States2,042
- Investment research firms based in India831
- Investment research firms based in the United Kingdom268
- Investment research firms based in Brazil170
- Investment research firms based in Canada141
- Investment research firms based in Australia116
- Investment research firms based in France116
- Investment research firms based in Germany76
- Investment research firms based in Switzerland63
- Investment research firms based in Spain58
- Investment research firms based in the United Arab Emirates52
- Investment research firms based in Italy48
- Investment research firms based in Argentina47
- Investment research firms based in the Netherlands46
- Investment research firms based in South Africa31
- Investment research firms based in Mexico27
Cities
- Investment research firms based in New York, United States232
- Investment research firms based in Mumbai, India132
- Investment research firms based in Pune, India64
- Investment research firms based in Chicago, United States53
- Investment research firms based in New Delhi, India50
- Investment research firms based in Bangalore, India39
- Investment research firms based in Boston, United States38
- Investment research firms based in Kolkata, India36
- Investment research firms based in Los Angeles, United States34
- Investment research firms based in San Francisco, United States33
- Investment research firms based in Dallas, United States31
- Investment research firms based in Atlanta, United States26
- Investment research firms based in Washington, United States26
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 research firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment research firms are there worldwide?
RevenueBase identified 5,987 company matches for investment research firms worldwide 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 country has the most investment research firms?
The United States leads with 2,042 companies, followed by India (831) and the United Kingdom (268). Every investment research firms list by country and city is linked on this page.
Which city has the most investment research firms?
New York leads with 233 company records, followed by London (183) and Mumbai (133).
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 43,740 professional contacts with verified work emails tracked across these 5,987 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 5,987 investment research firms worldwide. 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
Company intelligence · public preview
Top 25 investment research firms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,987 matching company records for investment research firms worldwide, with 143,627 tracked contacts and 43,740 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 20, 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 investment research firms worldwide
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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Capital Groupcapitalgroup.comHQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mirae Asset Sharekhansharekhan.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,438 contacts → |
“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Acuity Knowledge Partnersacuitykp.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 5,009 contacts → |
“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Evercoreevercore.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Janus Henderson Investorsjanushenderson.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Third Bridge Groupthirdbridge.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,422 contacts → |
“Third Bridge is a leading global investment research firm established in 2007.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CLSAclsa.com HQ: Hong Kong, United KingdomReported employees: 1,001-5,000 | Hong Kong, United Kingdom | 1,001-5,000 | Exact match | 2,395 contacts → |
“CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Loomis, Sayles & Companyloomissayles.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Arihant Capital Markets LTDarihantcapital.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 974 contacts → |
“Arihant Capital Markets Limited is a public limited company incorporated in 1992, with a mission to make every Indian financially independent by offering suitable investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  YES Securitiesyesinvest.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mofid Securitiesemofid.comHQ: Tehran, IranReported employees: 1,001-5,000 | Tehran, Iran | 1,001-5,000 | Exact match | 878 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Seeking Alphaseekingalpha.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 848 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mastertrustmastertrust.co.inHQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Emkay Global Financial Services LTDemkayglobal.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GMOgmo.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Arancaaranca.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 734 contacts → |
“We are a global research analytics and advisory firm with over 20 years of experience in helping organizations take strategic business and investment decisions fearlessly and with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Guggenheim Securitiesguggenheimsecurities.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NJ Indiainvest Private Limitednjgroup.inHQ: Surat, IndiaReported employees: 501-1,000 | Surat, India | 501-1,000 | Exact match | 675 contacts → |
“NJ IndiaInvest Private Limited is an investment banking company based out of 901, NJ CentreUdna Udyog Nagar, Sangh Sahkari ComplexCentral Road No.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Beacon Pointebeaconpointe.comHQ: Newport Beach, CA, United StatesReported employees: 501-1,000 | Newport Beach, CA, United States | 501-1,000 | Exact match | 640 contacts → |
“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Craigs Investment Partnerscraigsip.comHQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Motley Foolfool.comHQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,987 company matches
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Investment research firms: dataset insights
September 20, 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
5,969 records in the displayed employee bands.
18 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,987 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 20, 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 ↗
Investment research firms by location
29 lists · largest firstEvery Investment research firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment research firms based in the United States2,042
- Investment research firms based in India831
- Investment research firms based in the United Kingdom268
- Investment research firms based in Brazil170
- Investment research firms based in Canada141
- Investment research firms based in Australia116
- Investment research firms based in France116
- Investment research firms based in Germany76
- Investment research firms based in Switzerland63
- Investment research firms based in Spain58
- Investment research firms based in the United Arab Emirates52
- Investment research firms based in Italy48
- Investment research firms based in Argentina47
- Investment research firms based in the Netherlands46
- Investment research firms based in South Africa31
- Investment research firms based in Mexico27
Cities
- Investment research firms based in New York, United States232
- Investment research firms based in Mumbai, India132
- Investment research firms based in Pune, India64
- Investment research firms based in Chicago, United States53
- Investment research firms based in New Delhi, India50
- Investment research firms based in Bangalore, India39
- Investment research firms based in Boston, United States38
- Investment research firms based in Kolkata, India36
- Investment research firms based in Los Angeles, United States34
- Investment research firms based in San Francisco, United States33
- Investment research firms based in Dallas, United States31
- Investment research firms based in Atlanta, United States26
- Investment research firms based in Washington, United States26
Questions about this company list
What does Exact match mean for investment research firms?
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 investment research firms did RevenueBase find worldwide?
The saved snapshot records 5,987 matching company records, 143,627 tracked contacts and 43,740 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 20, 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
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Cite this list
RevenueBase Data Team. Top 25 investment research firms worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/investment-research-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 investment research firms worldwide
RevenueBase records 5,987 matching company records for investment research firms worldwide, with 143,627 tracked contacts and 43,740 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 20, 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 investment research firms worldwide
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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Capital Groupcapitalgroup.com HQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mirae Asset Sharekhansharekhan.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,438 contacts → |
“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Acuity Knowledge Partnersacuitykp.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 5,009 contacts → |
“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Evercoreevercore.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Janus Henderson Investorsjanushenderson.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Third Bridge Groupthirdbridge.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,422 contacts → |
“Third Bridge is a leading global investment research firm established in 2007.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CLSAclsa.com HQ: Hong Kong, United KingdomReported employees: 1,001-5,000 | Hong Kong, United Kingdom | 1,001-5,000 | Exact match | 2,395 contacts → |
“CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Loomis, Sayles & Companyloomissayles.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Arihant Capital Markets LTDarihantcapital.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 974 contacts → |
“Arihant Capital Markets Limited is a public limited company incorporated in 1992, with a mission to make every Indian financially independent by offering suitable investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | YES Securitiesyesinvest.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mofid Securitiesemofid.com HQ: Tehran, IranReported employees: 1,001-5,000 | Tehran, Iran | 1,001-5,000 | Exact match | 878 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Seeking Alphaseekingalpha.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 848 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mastertrustmastertrust.co.in HQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Emkay Global Financial Services LTDemkayglobal.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GMOgmo.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Arancaaranca.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 734 contacts → |
“We are a global research analytics and advisory firm with over 20 years of experience in helping organizations take strategic business and investment decisions fearlessly and with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Guggenheim Securitiesguggenheimsecurities.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NJ Indiainvest Private Limitednjgroup.in HQ: Surat, IndiaReported employees: 501-1,000 | Surat, India | 501-1,000 | Exact match | 675 contacts → |
“NJ IndiaInvest Private Limited is an investment banking company based out of 901, NJ CentreUdna Udyog Nagar, Sangh Sahkari ComplexCentral Road No.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Beacon Pointebeaconpointe.com HQ: Newport Beach, CA, United StatesReported employees: 501-1,000 | Newport Beach, CA, United States | 501-1,000 | Exact match | 640 contacts → |
“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Craigs Investment Partnerscraigsip.com HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Motley Foolfool.com HQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,987 company matches
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Investment research firms: dataset insights
September 20, 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
5,969 records in the displayed employee bands.
18 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,987 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 20, 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 ↗
Investment research firms by location
29 lists · largest firstEvery Investment research firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment research firms based in the United States2,042
- Investment research firms based in India831
- Investment research firms based in the United Kingdom268
- Investment research firms based in Brazil170
- Investment research firms based in Canada141
- Investment research firms based in Australia116
- Investment research firms based in France116
- Investment research firms based in Germany76
- Investment research firms based in Switzerland63
- Investment research firms based in Spain58
- Investment research firms based in the United Arab Emirates52
- Investment research firms based in Italy48
- Investment research firms based in Argentina47
- Investment research firms based in the Netherlands46
- Investment research firms based in South Africa31
- Investment research firms based in Mexico27
Cities
- Investment research firms based in New York, United States232
- Investment research firms based in Mumbai, India132
- Investment research firms based in Pune, India64
- Investment research firms based in Chicago, United States53
- Investment research firms based in New Delhi, India50
- Investment research firms based in Bangalore, India39
- Investment research firms based in Boston, United States38
- Investment research firms based in Kolkata, India36
- Investment research firms based in Los Angeles, United States34
- Investment research firms based in San Francisco, United States33
- Investment research firms based in Dallas, United States31
- Investment research firms based in Atlanta, United States26
- Investment research firms based in Washington, United States26
Questions about this company list
What does Exact match mean for investment research firms?
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 investment research firms did RevenueBase find worldwide?
The saved snapshot records 5,987 matching company records, 143,627 tracked contacts and 43,740 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 20, 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.
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Cite this list
RevenueBase Data Team. Top 25 investment research firms worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/investment-research-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗