Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in New York, United States

Name: Employee-owned financial services based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 168 companies tracked

RevenueBase identified 168 company matches for employee-owned financial services associated with New York, United States as of October 2026 and tracks 113,643 professional contacts across them, including 43,875 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for employee-owned financial services associated with New York, United States, 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 October 12, 2026.

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 Oct 12, 2026 How this list was built

168Companies

113,643Contacts tracked

43,875Verified emails

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The 25 largest employee-owned financial services based in New York, United States

Ranked by team size

Top 25 of 168 company matches for employee-owned financial services based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	6,051 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Mutual Of America Financial Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,086 contacts →
	Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	349 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	338 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	333 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	253 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Convergex	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	211 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	BREAD	Exact match	New York, United StatesHQ recorded Oct 12, 2026	201-500	194 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	192 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Samuel A. Ramirez & Co., INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	152 contacts →
	Exact match “Ramirez is a nationwide, full service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	138 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Tigress Financial Partners	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	108 contacts →
	Exact match “Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	97 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	92 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Tocqueville Asset Management	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	88 contacts →
	Exact match “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Offit Capital	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	80 contacts →
	Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	RF Lafferty & Co., INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	55 contacts →
	Exact match “It’s not an accident that R.F.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	47 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Andrew Garrett, INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	44 contacts →
	Exact match “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	41 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “employee-owned financial services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 168 employee-owned financial services based in New York, United States

See the full list, filter by size, metro and specialty, and access 43,875 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in New York, United States at a glance

As of Oct 12, 2026

38.6%Verified-email coverage

676.4Average contacts per company

11-50Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 168 companies.

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.
What qualifies: Company records associated with New York, United States whose business descriptions match “employee-owned financial services” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 43,875 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 October 12, 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.

Employee-owned financial services by metro in the United States

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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in New York, United States?

RevenueBase identified 168 company matches for employee-owned financial services associated with New York, United States as of October 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?

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

Which city in the United States has the most employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69).

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 43,875 professional contacts with verified work emails tracked across these 168 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 October 12, 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.