Company lists · Data refreshed September 2026
Top 25 Equity research firms based in the United States
RevenueBase identified 385 company matches for equity research firms associated with the United States as of September 2026 and tracks 19,980 professional contacts across them, including 7,831 with verified work emails. New York is the largest hub.
This list covers company matches for equity research firms associated with the 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 September 20, 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.
The 25 largest equity research firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 848 contacts → | ||||
Exact match “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 545 contacts → | ||||
Exact match “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 474 contacts → | ||||
Exact match “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 340 contacts → | ||||
Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 295 contacts → | ||||
Exact match “ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 292 contacts → | ||||
Exact match “Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service-providing timely, rigorous, and unconflicted insights from the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 273 contacts → | ||||
Exact match “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 209 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 202 contacts → | ||||
Exact match “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 195 contacts → | ||||
Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 187 contacts → | ||||
Exact match “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 171 contacts → | ||||
Exact match “Stansberry Research is an independent financial research firm, delivering unbiased investment intelligence to self-directed investors seeking an edge in a wide variety of sectors…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 151 contacts → | ||||
Exact match “Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 95 contacts → | ||||
Exact match “The Benchmark Company, LLC is a full-service investment banking firm with an established sales & trading platform, award-winning equity research, and highly-experienced investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 93 contacts → | ||||
Exact match “MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 82 contacts → | ||||
Exact match “Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 81 contacts → | ||||
Exact match “Sandler O’Neill + Partners, L.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 77 contacts → | ||||
Exact match “We are pioneers in the independent investment research business and a premier online financial media company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 74 contacts → | ||||
Exact match “InvestorPlace is one of the largest, smartest, fastest-moving financial publishers on the planet.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 74 contacts → | ||||
Exact match “William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 56 contacts → | ||||
Exact match “For over 25 years, Sidoti & Company, LLC has been a premier independent research provider focused on small and micro-cap companies and the institutions that invest in securities…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 50 contacts → | ||||
Exact match “Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 50 contacts → | ||||
Exact match “R.” Recorded in the RevenueBase company graph · Sep 20, 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 “equity research firms”. 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 385 equity research firms based in the United States
See the full list, filter by size, metro and specialty, and access 7,831 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Equity research firms based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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 385 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 the United States whose business descriptions match “equity research firms” 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 7,831 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 September 20, 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.
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 “equity research firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many equity research firms are there based in the United States?
RevenueBase identified 385 company matches for equity research firms associated with the United States as of September 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?
Morningstar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most equity research firms?
New York leads with 100 company records, followed by Chicago (12) and San Francisco (9).
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 7,831 professional contacts with verified work emails tracked across these 385 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 385 equity research firms based in the United States. Start with a free account, no credit card.
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Equity research firms by geography
- Equity research firms based in Mumbai, India
- Equity research firms based in Pune, India
- Equity research firms based in Australia
- Equity research firms based in Brazil
- Equity research firms based in Canada
- Equity research firms based in Germany
- Equity research firms based in India
- Equity research firms based in the United Kingdom
Browse the directory
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.
More company lists
Company intelligence · public preview
Top 25 equity research firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 385 matching company records for equity research firms based in the United States, with 19,980 tracked contacts and 7,831 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 equity research firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Morningstarmorningstar.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Seeking Alphaseekingalpha.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 848 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Motley Foolfool.comHQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  KBWkbw.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 contacts → |
“KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  A.G.P. Alliance Global Partnersallianceg.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 340 contacts → |
“A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ISI Groupisigrp.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 295 contacts → |
“ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wolfe Research, LLCwolferesearch.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service-providing timely, rigorous, and unconflicted insights from the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Roth Capital Partnersroth.comHQ: Newport Beach, CA, United StatesReported employees: 201-500 | Newport Beach, CA, United States | 201-500 | Exact match | 273 contacts → |
“ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investor's Business Dailyinvestors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BWG Globalbwgglobal.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Convergexcowen.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Value Linevalueline.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 187 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stansberry Researchstansberryresearch.com HQ: Baltimore, MD, United StatesReported employees: 201-500 | Baltimore, MD, United States | 201-500 | Exact match | 171 contacts → |
“Stansberry Research is an independent financial research firm, delivering unbiased investment intelligence to self-directed investors seeking an edge in a wide variety of sectors…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cleveland Research Companyclevelandresearch.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 151 contacts → |
“Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Benchmark Company, A Subsidiary Of Stonex Group INCbenchmarkcompany.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 95 contacts → |
“The Benchmark Company, LLC is a full-service investment banking firm with an established sales & trading platform, award-winning equity research, and highly-experienced investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Marketwisemarketwise.com HQ: Baltimore, MD, United StatesReported employees: 501-1,000 | Baltimore, MD, United States | 501-1,000 | Exact match | 93 contacts → |
“MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | NED Davis Researchndr.com HQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 82 contacts → |
“Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sandler O'neill Partners, L.Psandleroneill.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 81 contacts → |
“Sandler O’Neill + Partners, L.P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hedgeye Risk Management, LLChedgeye.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 77 contacts → |
“We are pioneers in the independent investment research business and a premier online financial media company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investorplaceinvestorplace.com HQ: Baltimore, MD, United StatesReported employees: 51-200 | Baltimore, MD, United States | 51-200 | Exact match | 74 contacts → |
“InvestorPlace is one of the largest, smartest, fastest-moving financial publishers on the planet.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | William O'neil Co., INCwilliamoneil.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 74 contacts → |
“William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sidoti & Company, LLCsidoti.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 56 contacts → |
“For over 25 years, Sidoti & Company, LLC has been a premier independent research provider focused on small and micro-cap companies and the institutions that invest in securities…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Argus Researchargusresearch.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 50 contacts → |
“Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | R.W. Pressprich & COpressprich.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“R.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 385 company matches
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Equity research firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
384 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 385 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for equity research firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many equity research firms did RevenueBase find based in the United States?
The saved snapshot records 385 matching company records, 19,980 tracked contacts and 7,831 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Equity research firms by geography
- Equity research firms based in Mumbai, India
- Equity research firms based in Pune, India
- Equity research firms based in Australia
- Equity research firms based in Brazil
- Equity research firms based in Canada
- Equity research firms based in Germany
- Equity research firms based in India
- Equity research firms based in the United Kingdom
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 equity research firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/equity-research-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 equity research firms based in the United States
RevenueBase records 385 matching company records for equity research firms based in the United States, with 19,980 tracked contacts and 7,831 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 equity research firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Morningstarmorningstar.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Seeking Alphaseekingalpha.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 848 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Motley Foolfool.com HQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 545 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KBWkbw.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 contacts → |
“KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | A.G.P. Alliance Global Partnersallianceg.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 340 contacts → |
“A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ISI Groupisigrp.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 295 contacts → |
“ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wolfe Research, LLCwolferesearch.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service-providing timely, rigorous, and unconflicted insights from the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Roth Capital Partnersroth.com HQ: Newport Beach, CA, United StatesReported employees: 201-500 | Newport Beach, CA, United States | 201-500 | Exact match | 273 contacts → |
“ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investor's Business Dailyinvestors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BWG Globalbwgglobal.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Convergexcowen.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Value Linevalueline.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 187 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stansberry Researchstansberryresearch.com HQ: Baltimore, MD, United StatesReported employees: 201-500 | Baltimore, MD, United States | 201-500 | Exact match | 171 contacts → |
“Stansberry Research is an independent financial research firm, delivering unbiased investment intelligence to self-directed investors seeking an edge in a wide variety of sectors…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cleveland Research Companyclevelandresearch.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 151 contacts → |
“Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Benchmark Company, A Subsidiary Of Stonex Group INCbenchmarkcompany.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 95 contacts → |
“The Benchmark Company, LLC is a full-service investment banking firm with an established sales & trading platform, award-winning equity research, and highly-experienced investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Marketwisemarketwise.com HQ: Baltimore, MD, United StatesReported employees: 501-1,000 | Baltimore, MD, United States | 501-1,000 | Exact match | 93 contacts → |
“MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | NED Davis Researchndr.com HQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 82 contacts → |
“Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sandler O'neill Partners, L.Psandleroneill.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 81 contacts → |
“Sandler O’Neill + Partners, L.P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hedgeye Risk Management, LLChedgeye.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 77 contacts → |
“We are pioneers in the independent investment research business and a premier online financial media company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investorplaceinvestorplace.com HQ: Baltimore, MD, United StatesReported employees: 51-200 | Baltimore, MD, United States | 51-200 | Exact match | 74 contacts → |
“InvestorPlace is one of the largest, smartest, fastest-moving financial publishers on the planet.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | William O'neil Co., INCwilliamoneil.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 74 contacts → |
“William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sidoti & Company, LLCsidoti.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 56 contacts → |
“For over 25 years, Sidoti & Company, LLC has been a premier independent research provider focused on small and micro-cap companies and the institutions that invest in securities…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Argus Researchargusresearch.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 50 contacts → |
“Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | R.W. Pressprich & COpressprich.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“R.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 385 company matches
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Equity research firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
384 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 385 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for equity research firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many equity research firms did RevenueBase find based in the United States?
The saved snapshot records 385 matching company records, 19,980 tracked contacts and 7,831 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Equity research firms by geography
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 equity research firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/equity-research-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗