Company lists · Data refreshed November 2026

Top 25 Veteran-owned investment managers worldwide

RevenueBase identified 3,673 company matches for veteran-owned investment managers worldwide as of November 2026 and tracks 97,969 professional contacts across them, including 34,608 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for veteran-owned investment managers 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 November 6, 2026. Country and city lists for veteran-owned investment managers follow the table.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
3,673Companies
97,969Contacts tracked
34,608Verified emails
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The 25 largest veteran-owned investment managers worldwide

Ranked by team size
Top 25 of 3,673 company matches for veteran-owned investment managers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNashville, PA, United StatesHQ recorded Nov 6, 20261,001-5,0005,150 contacts →

Exact match

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchAtlanta, United StatesHQ recorded Nov 6, 20265,001-10,0004,344 contacts →

Exact match

“Invesco Ltd.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchZürich, SwitzerlandHQ recorded Nov 6, 20261,001-5,0002,215 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261,001-5,0002,083 contacts →

Exact match

“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchPittsburgh, PA, United StatesHQ recorded Nov 6, 20261,001-5,0001,770 contacts →

Exact match

“Federated Hermes, Inc.(FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,0001,663 contacts →

Exact match

“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchVictoria, NY, CanadaHQ recorded Nov 6, 2026501-1,0001,467 contacts →

Exact match

“British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchNew York, United StatesHQ recorded Nov 6, 2026501-1,0001,291 contacts →

Exact match

“At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,208 contacts →

Exact match

“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSingaporeHQ recorded Nov 6, 20261,001-5,0001,193 contacts →

Exact match

“For Every Life, For Every Future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchBaltimore, United StatesHQ recorded Nov 6, 20261,001-5,0001,189 contacts →

Exact match

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSantiago, ChileHQ recorded Nov 6, 2026501-1,0001,177 contacts →

Exact match

“En Banchile Inversiones hemos construido una reputación sólida y de sostenido liderazgo en el país durante más de 40 años.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBoston, United StatesHQ recorded Nov 6, 2026501-1,0001,059 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 · Nov 6, 2026 · View company records in RevenueBase
14Exact matchBoston, CA, United StatesHQ recorded Nov 6, 2026201-500840 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 · Nov 6, 2026 · View company records in RevenueBase
15Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 2026501-1,000699 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 · Nov 6, 2026 · View company records in RevenueBase
16Exact matchWinnipeg, MB, CanadaHQ recorded Nov 6, 20265,001-10,000678 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchTorrance, CA, United StatesHQ recorded Nov 6, 2026501-1,000648 contacts →

Exact match

“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).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 2026501-1,000569 contacts →

Exact match

“With nearly three decades of experience and twelve offices across Latin America and the United States, our expertise spans Private Equity, Credit, Real Estate, Infrastructure…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchToronto, ON, CanadaHQ recorded Nov 6, 2026501-1,000552 contacts →

Exact match

“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSt. Petersburg, FL, United StatesHQ recorded Nov 6, 202610001+550 contacts →

Exact match

“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchUnited StatesHQ recorded Nov 6, 2026201-500544 contacts →

Exact match

“Our firm was founded in 1930 in the wake of the Roaring Twenties.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 2026201-500537 contacts →

Exact match

“AHAM Asset Management Berhad (“AHAM Capital”) is an asset and wealth management firm and a subsidiary of Amova Asset Management, a global asset manager headquartered in Japan and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchVancouver, BC, CanadaHQ recorded Nov 6, 2026501-1,000503 contacts →

Exact match

“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchCaba, IndiaHQ recorded Nov 6, 2026201-500496 contacts →

Exact match

“Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchRichmond, NC, United StatesHQ recorded Nov 6, 2026501-1,000464 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 3,673 veteran-owned investment managers worldwide

See the full list, filter by size, metro and specialty, and access 34,608 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Veteran-owned investment managers worldwide at a glance

As of Nov 6, 2026
35.3%Verified-email coverage
26.7Average contacts per company
1-10Median size (employees)
3.1%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
2,202
11-50
993
51-200
267
201-500
84
501-1,000
42
1,001-5,000
32
5,001-10,000
8
10001+
8

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 veteran-owned investment managers are linked below.
What qualifies
Company records worldwide whose business descriptions match “veteran-owned investment managers” 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 34,608 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 November 6, 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.

Veteran-owned investment managers by location

25 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “veteran-owned investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many veteran-owned investment managers are there worldwide?

RevenueBase identified 3,673 company matches for veteran-owned investment managers worldwide as of November 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?

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

Which country has the most veteran-owned investment managers?

The United States leads with 1,729 companies, followed by the United Kingdom (199) and India (186). Every veteran-owned investment managers list by country and city is linked on this page.

Which city has the most veteran-owned investment managers?

London leads with 114 company records, followed by New York (113) and Toronto (55).

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 34,608 professional contacts with verified work emails tracked across these 3,673 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 November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.