Company lists · Data refreshed September 2026

Top 25 Dividend focused investment firms based in the United States

RevenueBase identified 229 dividend focused investment firms headquartered in the United States as of September 2026 and tracks 2,735 professional contacts across them, including 1,367 with verified work emails. New York is the largest hub.

This list covers dividend focused investment firms 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 28, 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 28, 2026 86% judged on-target in blind review
229Companies
2,735Contacts tracked
1,367Verified emails
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The 25 largest dividend focused investment firms based in the United States

Ranked by team size
Top 25 of 229 dividend focused investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to dividend focused investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWellesley Hills, MA, United StatesHQ checked Sep 28, 2026501-1,000510 contacts →

Indirect evidence

“For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified…”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceSanta Fe, NM, United StatesHQ checked Sep 28, 2026201-500254 contacts →

Partial evidence

“Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 28, 202651-200118 contacts →

Indirect evidence

“What is Distinctively Active?”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceCincinnati, United StatesHQ checked Sep 28, 202651-200105 contacts →

Strong evidence

“Bahl & Gaynor is a premier, independent investment firm focused on dividend growth investing alongside innovative, trusted client service.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20093 contacts →

Partial evidence

“Since 1984, Parnassus Investments has invested differently.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20085 contacts →

Partial evidence

“Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20067 contacts →

Partial evidence

“Advent Capital Management, LLC is a registered investment advisor dedicated to providing our clients with superior investment performance.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5044 contacts →

Partial evidence

“Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceRaleigh, NC, United StatesHQ checked Sep 28, 202611-5042 contacts →

Partial evidence

“We are an Investment management company that manages and regulates multiple investments for retail investors and drive portfolio companies towards excellence.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceNewtown Square, PA, United StatesHQ checked Sep 28, 202611-5040 contacts →

Strong evidence

“Logan Capital Management is an employee-owned, Pennsylvania-based investment adviser offering a range of equity, fixed income, balanced, dividend, growth, value, global, and core…”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceKingston, NY, United StatesHQ checked Sep 28, 202611-5038 contacts →

Strong evidence

“Miller/Howard is an independent investment boutique managing dividend-focused investment strategies.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceGlen Allen, VA, United StatesHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“Dynex is a financial services company committed to ethical stewardship of stakeholders' capital, expert risk management, disciplined capital allocation, and social responsibility.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceConshohocken, PA, United StatesHQ checked Sep 28, 202611-5035 contacts →

Partial evidence

“Copeland Capital Management is a 100% employee owned firm specializing in Dividend Growth Investing.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceWinter Park, FL, United StatesHQ checked Sep 28, 202611-5034 contacts →

Indirect evidence

“DRZ is an asset management firm located in Winter Park, FL.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5031 contacts →

Partial evidence

“CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceStamford, CT, United StatesHQ checked Sep 28, 202611-5029 contacts →

Partial evidence

“Sustainable Growth Advisers, LP (SGA), is an investment firm, concentrating in wealth preservation and capital growth through disciplined portfolio management.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceRockville, MD, United StatesHQ checked Sep 28, 2026201-50028 contacts →

Indirect evidence

“For more than 20 years, Rydex|SGI has been dedicated to helping investors and financial professionals navigate diverse market conditions with confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceMemphis, TN, United StatesHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“McAdams Group, LLC has differentiated itself from the competition in numerous ways.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceNY, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Founded in 2006, Abdiel Capital Advisors, LP is a concentrated long-only value investment firm based in New York.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5022 contacts →

Indirect evidence

“Cache is a modern brokerage built for your large stock positions.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidencePalo Alto, CA, United StatesHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-1018 contacts →

Partial evidence

“Boston-based Weatherbie Capital, LLC was founded in 1995 and is focused on US small to mid-cap growth stock investing.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Please visit us at”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Adams Funds is composed of two of the country’s oldest closed-end equity funds - Adams Diversified Equity Fund, Inc.(NYSE:ADX) and Adams Natural Resources Fund, Inc.(NYSE:PEO).”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 229 dividend focused investment firms based in the United States

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Dividend focused investment firms based in the United States at a glance

As of Sep 28, 2026
50.0%Verified-email coverage
11.9Average contacts per company
1-10Median size (employees)
7.9%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
154
11-50
61
51-200
10
201-500
2
501-1,000
1

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 229 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 dividend focused investment 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “dividend focused investment 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 dividend focused investment 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 dividend focused investment firms, 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, 1,367 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 28, 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.

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 dividend focused investment 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 dividend focused investment firms are there based in the United States?

RevenueBase identified 229 dividend focused investment firms 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?

SLC Management, headquartered in Wellesley Hills, tops this list with the largest team on record.

Which city has the most dividend focused investment firms?

New York leads with 18 headquartered companies, followed by Boston (11) and Dallas (11).

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 1,367 verified decision-maker contacts tracked across these 229 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 28, 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.