Company lists · Data refreshed September 2026

Top 25 Low-cost investment management companies worldwide

RevenueBase identified 4,829 low-cost investment management companies worldwide as of September 2026 and tracks 174,232 professional contacts across them, including 67,462 with verified work emails. The United States is the largest market and Mumbai the largest hub.

This list covers low-cost investment management companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for low-cost investment management companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
4,829Companies
174,232Contacts tracked
67,462Verified emails
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The 25 largest low-cost investment management companies worldwide

Ranked by team size
Top 25 of 4,829 low-cost investment management companies worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWestlake, TX, United StatesHQ checked Sep 20, 202610001+31,927 contacts →

Partial evidence

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 20, 202610001+24,672 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202610001+13,910 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSan Diego, CA, United StatesHQ checked Sep 20, 20265,001-10,00013,475 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceOmaha, NE, United StatesHQ checked Sep 20, 20265,001-10,0003,874 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0003,000 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
7Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 2026501-1,0002,165 contacts →

Indirect evidence

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,0002,067 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20261,001-5,0001,929 contacts →

Indirect evidence

“Better than your bank.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 20, 2026201-5001,168 contacts →

Indirect evidence

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceOmaha, NE, United StatesHQ checked Sep 20, 20261,001-5,0001,042 contacts →

Partial evidence

“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceConcord, CA, United StatesHQ checked Sep 20, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceWheaton, IL, United StatesHQ checked Sep 20, 20261,001-5,000957 contacts →

Indirect evidence

“First Trust Portfolios L.P.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceMilano, ItalyHQ checked Sep 20, 2026201-500838 contacts →

Indirect evidence

“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceManchester, United KingdomHQ checked Sep 20, 2026501-1,000755 contacts →

Indirect evidence

“interactive investor (ii) has been helping people keep the money they make for over 30 years.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20265,001-10,000683 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceS St Paul, MN, United StatesHQ checked Sep 20, 20261,001-5,000645 contacts →

Indirect evidence

“At U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 2026501-1,000635 contacts →

Indirect evidence

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261,001-5,000623 contacts →

Indirect evidence

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 2026501-1,000616 contacts →

Partial evidence

“Over 40 years ago, a great idea was born-that an investment firm should operate solely in the interests of all investors to give them the best chance of success.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026501-1,000573 contacts →

Strong evidence

“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceAlexandria, VA, United StatesHQ checked Sep 20, 2026201-500545 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
23Indirect evidenceRichmond, VA, United StatesHQ checked Sep 20, 2026501-1,000446 contacts →

Indirect evidence

“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500443 contacts →

Partial evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidence香港, Hong KongHQ checked Sep 20, 20261,001-5,000441 contacts →

Indirect evidence

“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 4,829 low-cost investment management companies worldwide

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Low-cost investment management companies worldwide at a glance

As of Sep 20, 2026
38.7%Verified-email coverage
36.1Average contacts per company
1-10Median size (employees)
1.6%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
3,304
11-50
1,077
51-200
258
201-500
89
501-1,000
36
1,001-5,000
28
5,001-10,000
12
10001+
14

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for low-cost investment management companies are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “low-cost investment management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names low-cost investment management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among low-cost investment management companies, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 67,462 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.

Low-cost investment management companies by location

25 lists · largest first

Every Low-cost investment management companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

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

How many low-cost investment management companies are there worldwide?

RevenueBase identified 4,829 low-cost investment management companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which country has the most low-cost investment management companies?

The United States leads with 2,458 companies, followed by India (569) and Brazil (166). Every low-cost investment management companies list by country and city is linked on this page.

Which city has the most low-cost investment management companies?

Mumbai leads with 78 headquartered companies, followed by London (77) and New York (69).

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 67,462 verified decision-maker contacts tracked across these 4,829 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.