Company lists · Data refreshed September 2026

Top 25 Direct indexing companies based in the United States

Name: Direct indexing companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 3,550 companies tracked

RevenueBase identified 3,550 direct indexing companies headquartered in the United States as of September 2026 and tracks 152,760 professional contacts across them, including 69,905 with verified work emails. New York is the largest hub.

This list covers direct indexing companies headquartered in the United States, 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 19, 2026.

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 19, 2026 86% judged on-target in blind review

3,550Companies

152,760Contacts tracked

69,905Verified emails

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The 25 largest direct indexing companies based in the United States

Ranked by team size

Top 25 of 3,550 direct indexing companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to direct indexing 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 19, 2026	10001+	31,927 contacts →
	Indirect 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 19, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 19, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 19, 2026
3	Wells Fargo Advisors	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	10001+	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 19, 2026
4	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
5	Fisher Investments	Indirect evidence	Plano, TX, United StatesHQ checked Sep 19, 2026	5,001-10,000	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 19, 2026
6	Alliancebernstein	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 19, 2026	1,001-5,000	4,862 contacts →
	Indirect 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 19, 2026
7	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026
8	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 19, 2026
9	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	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 19, 2026
10	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,010 contacts →
	Indirect 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 19, 2026
11	First Trust	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	957 contacts →
	Indirect evidence “First Trust Portfolios L.P.” Source: RevenueBase Database · checked Sep 19, 2026
12	GMO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	201-500	780 contacts →
	Indirect 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 19, 2026
13	Oppenheimerfunds	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	5,001-10,000	683 contacts →
	Indirect 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 19, 2026
14	Parametric	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	501-1,000	669 contacts →
	Indirect evidence “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Source: RevenueBase Database · checked Sep 19, 2026
15	EP Wealth Advisors	Indirect evidence	Torrance, CA, United StatesHQ checked Sep 19, 2026	501-1,000	573 contacts →
	Indirect 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 19, 2026
16	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 19, 2026	501-1,000	446 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 19, 2026
17	Hartford Funds	Indirect evidence	Wayne, PA, United StatesHQ checked Sep 19, 2026	201-500	396 contacts →
	Indirect evidence “At Hartford Funds, the investor is at the center of everything we do.” Source: RevenueBase Database · checked Sep 19, 2026
18	Nisa Investment Advisors, LLC	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 19, 2026	201-500	389 contacts →
	Indirect evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 19, 2026
19	Virtus Investment Partners	Indirect evidence	Hartford, CT, United StatesHQ checked Sep 19, 2026	501-1,000	376 contacts →
	Indirect evidence “In Latin, Virtus connotes the characteristics of integrity, quality and strength.” Source: RevenueBase Database · checked Sep 19, 2026
20	Carson Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	51-200	342 contacts →
	Indirect evidence “Progress isn't defined by a single milestone.” Source: RevenueBase Database · checked Sep 19, 2026
21	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	306 contacts →
	Indirect evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 19, 2026
22	BNY Investments Mellon	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	51-200	303 contacts →
	Indirect evidence “BNY Investments Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management.” Source: RevenueBase Database · checked Sep 19, 2026
23	Harris Oakmark	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	274 contacts →
	Indirect evidence “Important disclosures.” Source: RevenueBase Database · checked Sep 19, 2026
24	Pgim Investments	Indirect evidence	Newark, NJ, United StatesHQ checked Sep 19, 2026	501-1,000	272 contacts →
	Indirect evidence “At PGIM Investments, we provide access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors.” Source: RevenueBase Database · checked Sep 19, 2026
25	Advisors Asset Management, INC	Indirect evidence	Monument, CO, United StatesHQ checked Sep 19, 2026	201-500	267 contacts →
	Indirect evidence “With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial…” Source: RevenueBase Database · checked Sep 19, 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: direct indexing companies. 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 direct indexing companies.
Partial evidence: Its own public description names part of direct indexing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name direct indexing companies. 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 3,550 direct indexing companies based in the United States

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Direct indexing companies based in the United States at a glance

As of Sep 19, 2026

45.8%Verified-email coverage

43.0Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

2,506

11-50

786

51-200

171

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,550 companies.

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 direct indexing 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “direct indexing 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 direct indexing 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 direct indexing companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 69,905 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 19, 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.

Direct indexing companies by metro

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 direct indexing 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 direct indexing companies are there based in the United States?

RevenueBase identified 3,550 direct indexing companies headquartered in the United States 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 city has the most direct indexing companies?

New York leads with 136 headquartered companies, followed by Chicago (62) and Boston (54).

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 69,905 verified decision-maker contacts tracked across these 3,550 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 19, 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.