Company lists · Data refreshed September 2026
Top 25 Portfolio management firms worldwide
RevenueBase identified 20,713 portfolio management firms worldwide as of September 2026 and tracks 521,282 professional contacts across them, including 201,641 with verified work emails. The United States is the largest market and London the largest hub.
This list covers portfolio management 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 portfolio management 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.
The 25 largest portfolio management firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24,283 contacts → | ||||
Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10,517 contacts → | ||||
Partial evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8,422 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6,589 contacts → | ||||
Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5,152 contacts → | ||||
Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4,862 contacts → | ||||
Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4,261 contacts → | ||||
Indirect evidence “Our ambition at Citadel is to be the most successful investment firm of all time.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3,436 contacts → | ||||
Indirect evidence “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3,000 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,623 contacts → | ||||
Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,611 contacts → | ||||
Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,253 contacts → | ||||
Partial evidence “Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,067 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
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: portfolio management 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 portfolio management firms.
- Partial evidence
- Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management 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 20,713 portfolio management firms worldwide
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Portfolio management 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management 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 portfolio management firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “portfolio management 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 portfolio management 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 portfolio management 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, 201,641 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.
Portfolio management firms by location
105 lists · largest firstEvery Portfolio management firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio management firms based in the United States10,108
- Portfolio management firms based in India1,758
- Portfolio management firms based in the United Kingdom1,037
- Portfolio management firms based in Canada789
- Portfolio management firms based in France618
- Portfolio management firms based in Brazil548
- Portfolio management firms based in Australia458
- Portfolio management firms based in Germany307
- Portfolio management firms based in South Africa256
- Portfolio management firms based in Switzerland236
- Portfolio management firms based in the United Arab Emirates145
- Portfolio management firms based in Spain114
- Portfolio management firms based in the Netherlands101
- Portfolio management firms based in Israel83
- Portfolio management firms based in Argentina82
- Portfolio management firms based in Hong Kong79
- Portfolio management firms based in Mexico78
- Portfolio management firms based in Italy74
- Portfolio management firms based in Nigeria74
- Portfolio management firms based in Türkiye66
- Portfolio management firms based in Ireland54
- Portfolio management firms based in Chile46
- Portfolio management firms based in Sweden43
- Portfolio management firms based in Belgium40
- Portfolio management firms based in New Zealand39
- Portfolio management firms based in Luxembourg33
- Portfolio management firms based in Austria28
- Portfolio management firms based in Mauritius25
Cities
- Portfolio management firms based in New York, United States328
- Portfolio management firms based in Mumbai, India282
- Portfolio management firms based in Toronto, Canada169
- Portfolio management firms based in Chicago, United States146
- Portfolio management firms based in Atlanta, United States119
- Portfolio management firms based in Dallas, United States116
- Portfolio management firms based in Houston, United States115
- Portfolio management firms based in Pune, India113
- Portfolio management firms based in New Delhi, India98
- Portfolio management firms based in San Diego, United States98
- Portfolio management firms based in Boston, United States93
- Portfolio management firms based in San Francisco, United States91
- Portfolio management firms based in Austin, United States84
- Portfolio management firms based in Bangalore, India83
- Portfolio management firms based in Miami, United States77
- Portfolio management firms based in Scottsdale, United States76
- Portfolio management firms based in Ahmedabad, India74
- Portfolio management firms based in Los Angeles, United States74
- Portfolio management firms based in Charlotte, United States69
- Portfolio management firms based in Denver, United States67
- Portfolio management firms based in Kolkata, India65
- Portfolio management firms based in Vancouver, Canada62
- Portfolio management firms based in Portland, United States60
- Portfolio management firms based in Bengaluru, India58
- Portfolio management firms based in Tampa, United States58
- Portfolio management firms based in Newport Beach, United States56
- Portfolio management firms based in Cincinnati, United States54
- Portfolio management firms based in Calgary, Canada53
- Portfolio management firms based in Minneapolis, United States52
- Portfolio management firms based in Overland Park, United States52
- Portfolio management firms based in Seattle, United States51
- Portfolio management firms based in Chennai, India50
- Portfolio management firms based in Montreal, Canada49
- Portfolio management firms based in Columbus, United States47
- Portfolio management firms based in Omaha, United States44
- Portfolio management firms based in Pittsburgh, United States44
- Portfolio management firms based in Raleigh, United States43
- Portfolio management firms based in San Antonio, United States43
- Portfolio management firms based in Greenwood Village, United States41
- Portfolio management firms based in Hyderabad, India41
- Portfolio management firms based in Irvine, United States41
- Portfolio management firms based in Phoenix, United States41
- Portfolio management firms based in Boca Raton, United States40
- Portfolio management firms based in Columbia, United States37
- Portfolio management firms based in Indianapolis, United States37
- Portfolio management firms based in Las Vegas, United States37
- Portfolio management firms based in Rochester, United States37
- Portfolio management firms based in Madison, United States36
- Portfolio management firms based in Springfield, United States36
- Portfolio management firms based in Richmond, United States35
- Portfolio management firms based in Birmingham, United States34
- Portfolio management firms based in Naples, United States34
- Portfolio management firms based in Nashville, United States34
- Portfolio management firms based in Sarasota, United States34
- Portfolio management firms based in Fort Worth, United States33
- Portfolio management firms based in Louisville, United States32
- Portfolio management firms based in Grand Rapids, United States31
- Portfolio management firms based in Tucson, United States31
- Portfolio management firms based in Washington, United States31
- Portfolio management firms based in Bellevue, United States30
- Portfolio management firms based in Greenville, United States30
- Portfolio management firms based in Plano, United States30
- Portfolio management firms based in Lexington, United States29
- Portfolio management firms based in Salt Lake City, United States29
- Portfolio management firms based in Troy, United States29
- Portfolio management firms based in Jacksonville, United States28
- Portfolio management firms based in Memphis, United States27
- Portfolio management firms based in Virginia Beach, United States26
- Portfolio management firms based in Brentwood, United States25
- Portfolio management firms based in Cleveland, United States25
- Portfolio management firms based in Colorado Springs, United States25
- Portfolio management firms based in Fort Lauderdale, United States25
- Portfolio management firms based in Pasadena, United States25
- Portfolio management firms based in Philadelphia, United States25
- Portfolio management firms based in Pittsford, United States25
- Portfolio management firms based in Stamford, United States25
- Portfolio management firms based in Winnipeg, Canada25
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 portfolio management 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 portfolio management firms are there worldwide?
RevenueBase identified 20,713 portfolio management 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most portfolio management firms?
The United States leads with 10,108 companies, followed by India (1,758) and the United Kingdom (1,037). Every portfolio management firms list by country and city is linked on this page.
Which city has the most portfolio management firms?
London leads with 376 headquartered companies, followed by New York (328) and Mumbai (282).
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 201,641 verified decision-maker contacts tracked across these 20,713 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.