Company lists · Data refreshed September 2026

Top 25 Investment research firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 5,987 companies tracked

RevenueBase identified 5,987 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 investment research firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed 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 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 20, 2026 86% judged on-target in blind review

5,987Companies

143,627Contacts tracked

43,740Verified emails

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The 25 largest investment research firms worldwide

Ranked by team size

Top 25 of 5,987 investment research firms worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment research firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
2	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 20, 2026
3	Msci INC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	7,504 contacts →
	Partial evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 20, 2026
4	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 20, 2026
5	Mirae Asset Sharekhan	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	5,438 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 20, 2026
6	Acuity Knowledge Partners	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	5,001-10,000	5,009 contacts →
	Partial evidence “Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Source: RevenueBase Database · checked Sep 20, 2026
7	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
8	Janus Henderson Investors	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	3,000 contacts →
	Partial 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 20, 2026
9	Third Bridge Group	Strong evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	2,422 contacts →
	Strong evidence “Third Bridge is a leading global investment research firm established in 2007.” Source: RevenueBase Database · checked Sep 20, 2026
10	CLSA	Indirect evidence	Hong Kong, United KingdomHQ checked Sep 20, 2026	1,001-5,000	2,395 contacts →
	Indirect evidence “CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.” Source: RevenueBase Database · checked Sep 20, 2026
11	Loomis, Sayles & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	1,010 contacts →
	Partial 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 20, 2026
12	Arihant Capital Markets LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	974 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
13	YES Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	916 contacts →
	Partial evidence “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Source: RevenueBase Database · checked Sep 20, 2026
14	Mofid Securities	Partial evidence	Tehran, IranHQ checked Sep 20, 2026	1,001-5,000	878 contacts →
	Partial 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 20, 2026
15	Seeking Alpha	Partial evidence	NY, United StatesHQ checked Sep 20, 2026	201-500	848 contacts →
	Partial evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 20, 2026
16	Mastertrust	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	501-1,000	831 contacts →
	Indirect evidence “mastertrust Group is one of the leading financial services company in India.” Source: RevenueBase Database · checked Sep 20, 2026
17	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 20, 2026
18	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	780 contacts →
	Partial 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 20, 2026
19	Aranca	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	734 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
20	Guggenheim Securities	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	699 contacts →
	Partial evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 20, 2026
21	NJ Indiainvest Private Limited	Partial evidence	Surat, IndiaHQ checked Sep 20, 2026	501-1,000	675 contacts →
	Partial evidence “NJ IndiaInvest Private Limited is an investment banking company based out of 901, NJ CentreUdna Udyog Nagar, Sangh Sahkari ComplexCentral Road No.” Source: RevenueBase Database · checked Sep 20, 2026
22	Beacon Pointe	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	501-1,000	640 contacts →
	Partial evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 20, 2026
23	Craigs Investment Partners	Partial evidence	Tauranga, New ZealandHQ checked Sep 20, 2026	501-1,000	607 contacts →
	Partial evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
24	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 20, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 20, 2026
25	The Motley Fool	Indirect evidence	Alexandria, VA, United StatesHQ checked Sep 20, 2026	201-500	545 contacts →
	Indirect evidence “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment research firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

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

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

Showing 25 of 5,987 investment research firms worldwide

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Investment research firms worldwide at a glance

As of Sep 20, 2026

30.5%Verified-email coverage

24.0Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

3,678

11-50

1,556

51-200

473

201-500

156

501-1,000

1,001-5,000

5,001-10,000

10001+

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for investment research firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment research firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment research firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment research firms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 43,740 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 20, 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.

Investment research firms by location

29 lists · largest first

Every Investment research firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment research firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment research firms are there worldwide?

RevenueBase identified 5,987 investment research firms 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?

Morningstar, headquartered in Chicago, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 43,740 verified decision-maker contacts tracked across these 5,987 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 20, 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.