Company lists · Data refreshed September 2026

Top 25 Endowment management firms based in the United States

Name: Endowment management firms 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 1,010 companies tracked

RevenueBase identified 1,010 endowment management firms headquartered in the United States as of September 2026 and tracks 26,159 professional contacts across them, including 14,232 with verified work emails. New York is the largest hub.

This list covers endowment management 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 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

1,010Companies

26,159Contacts tracked

14,232Verified emails

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The 25 largest endowment management firms based in the United States

Ranked by team size

Top 25 of 1,010 endowment management firms 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 endowment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	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
2	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
3	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
4	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 19, 2026
5	First Eagle Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	487 contacts →
	Partial evidence “First Eagle is an independent investment management firm that manages approximately $213* billion in assets (as of 3/31/26) on behalf of institutional and individual clients.” Source: RevenueBase Database · checked Sep 19, 2026
6	Steward Partners	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	501-1,000	443 contacts →
	Indirect evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 19, 2026
7	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 19, 2026
8	Fiduciary Trust International	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	419 contacts →
	Partial evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 19, 2026
9	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
10	Farallon Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	201-500	363 contacts →
	Partial evidence “Farallon Capital Management, L.L.C.” Source: RevenueBase Database · checked Sep 19, 2026
11	MIO Partners, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	297 contacts →
	Indirect evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 19, 2026
12	Ariel Investments	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	189 contacts →
	Partial evidence “Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…” Source: RevenueBase Database · checked Sep 19, 2026
13	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
14	Chevy Chase Trust	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 19, 2026	51-200	182 contacts →
	Partial evidence “Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.” Source: RevenueBase Database · checked Sep 19, 2026
15	FEG Investment Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	51-200	166 contacts →
	Indirect evidence “FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional…” Source: RevenueBase Database · checked Sep 19, 2026
16	Johnson Investment Counsel	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	51-200	154 contacts →
	Indirect evidence “Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Source: RevenueBase Database · checked Sep 19, 2026
17	Barrow Hanley Global Investors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	151 contacts →
	Partial evidence “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Source: RevenueBase Database · checked Sep 19, 2026
18	Weiss Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	150 contacts →
	Partial evidence “For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…” Source: RevenueBase Database · checked Sep 19, 2026
19	Prime Buchholz LLC	Indirect evidence	Portsmouth, NH, United StatesHQ checked Sep 19, 2026	51-200	148 contacts →
	Indirect evidence “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
20	Jasper Ridge Partners, L.P	Partial evidence	Menlo Park, CA, United StatesHQ checked Sep 19, 2026	51-200	142 contacts →
	Partial evidence “Jasper Ridge Partners provides discretionary investment management services and customized solutions to prominent families, foundations and global institutions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Boyd Watterson Asset Management	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 19, 2026	51-200	139 contacts →
	Partial evidence “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Source: RevenueBase Database · checked Sep 19, 2026
22	Commonfund	Partial evidence	Norwalk, CT, United StatesHQ checked Sep 19, 2026	51-200	135 contacts →
	Partial evidence “Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to…” Source: RevenueBase Database · checked Sep 19, 2026
23	Fort Washington Investment Advisors, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	51-200	134 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Zacks Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	130 contacts →
	Partial evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 19, 2026
25	Forum Financial Management, LP	Indirect evidence	Lombard, IL, United StatesHQ checked Sep 19, 2026	51-200	119 contacts →
	Indirect evidence “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” 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: endowment 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 endowment management firms.
Partial evidence: Its own public description names part of endowment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment 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 1,010 endowment management firms based in the United States

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Endowment management firms based in the United States at a glance

As of Sep 19, 2026

54.4%Verified-email coverage

25.9Average contacts per company

1-10Median size (employees)

9.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

598

11-50

310

51-200

201-500

501-1,000

1,001-5,000

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 1,010 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 endowment 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “endowment 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 endowment 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 endowment management 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, 14,232 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.

Endowment management firms 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 endowment 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 endowment management firms are there based in the United States?

RevenueBase identified 1,010 endowment management 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?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

Which city has the most endowment management firms?

New York leads with 95 headquartered companies, followed by Boston (29) and Chicago (28).

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 14,232 verified decision-maker contacts tracked across these 1,010 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.