Company lists · Data refreshed October 2026
Top 25 Financial asset management services based in the United States
RevenueBase identified 3,159 company matches for financial asset management services associated with the United States as of October 2026 and tracks 174,861 professional contacts across them, including 71,578 with verified work emails. New York is the largest hub.
This list covers company matches for financial asset management services 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 October 25, 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 financial asset management services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 25, 2026 · View company records in RevenueBase | |||||
| 2 | 24,802 contacts → | ||||
Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 3 | 11,120 contacts → | ||||
Exact match “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 4 | 8,482 contacts → | ||||
Exact match “T.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 5 | 5,507 contacts → | ||||
Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 6 | 5,475 contacts → | ||||
Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 7 | 5,074 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 8 | 5,048 contacts → | ||||
Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 9 | 3,863 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 10 | 3,826 contacts → | ||||
Exact match “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 11 | 3,491 contacts → | ||||
Exact match “PGIM, the global asset management business of Prudential Financial, Inc.(NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 12 | 2,534 contacts → | ||||
Exact match “Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 13 | 1,846 contacts → | ||||
Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 14 | 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 25, 2026 · View company records in RevenueBase | |||||
| 15 | 1,637 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 16 | 1,482 contacts → | ||||
Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 17 | 1,236 contacts → | ||||
Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 18 | 1,184 contacts → | ||||
Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 19 | 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 25, 2026 · View company records in RevenueBase | |||||
| 20 | 867 contacts → | ||||
Exact match “HPS Investment Partners is a leading global investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 21 | 824 contacts → | ||||
Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 22 | 625 contacts → | ||||
Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 23 | 611 contacts → | ||||
Exact match “Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 24 | 536 contacts → | ||||
Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 25 | 490 contacts → | ||||
Exact match “Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies.” Recorded in the RevenueBase company graph · Oct 25, 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 “financial asset management 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 3,159 financial asset management services based in the United States
See the full list, filter by size, metro and specialty, and access 71,578 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial asset management services based in the United States at a glance
As of Oct 25, 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 3,159 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 “financial asset management 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 71,578 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 25, 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.
Financial asset management services by metro
- Financial asset management services in New York164
- Financial asset management services in Chicago54
- Financial asset management services in Boston42
- Financial asset management services in Dallas40
- Financial asset management services in Houston38
- Financial asset management services in San Francisco36
- Financial asset management services in Atlanta35
- Financial asset management services in Miami35
- Financial asset management services in San Diego32
- Financial asset management services in Austin29
- Financial asset management services in Los Angeles26
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 “financial asset management services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial asset management services are there based in the United States?
RevenueBase identified 3,159 company matches for financial asset management services associated with the 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial asset management services?
New York leads with 164 company records, followed by Chicago (54) and Boston (42).
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 71,578 professional contacts with verified work emails tracked across these 3,159 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 25, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,159 financial asset management services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial asset management services by geography
- Financial asset management services based in Sydney, Australia
- Financial asset management services based in Rio De Janeiro, Brazil
- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong
- Financial asset management services based in Bangalore, India
- Financial asset management services based in Mumbai, India
- Financial asset management services based in New Delhi, India
- Financial asset management services based in Madrid, Spain
- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial asset management services based in Sydney, Australia
- Financial asset management services based in Rio De Janeiro, Brazil
- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 25 financial asset management services 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 3,159 matching company records for financial asset management services based in the United States, with 174,861 tracked contacts and 71,578 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: October 25, 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 financial asset management services 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 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 33,935 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,802 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Franklin Templetonfranklinresources.comHQ: San Mateo, CA, United StatesReported employees: 5,001-10,000 | San Mateo, CA, United States | 5,001-10,000 | Exact match | 11,120 contacts → |
“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  T. Rowe Pricetroweprice.comHQ: Baltimore, MD, United StatesReported employees: 5,001-10,000 | Baltimore, MD, United States | 5,001-10,000 | Exact match | 8,482 contacts → |
“T.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fisher Investmentsfisherinvestments.comHQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,507 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  BAIRDrwbaird.comHQ: Milwaukee, WI, United StatesReported employees: 5,001-10,000 | Milwaukee, WI, United States | 5,001-10,000 | Exact match | 5,475 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  J.P. Morgan Asset Managementam.jpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 5,074 contacts → |
“At J.P.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alliancebernsteinalliancebernstein.comHQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 5,048 contacts → |
“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Invescoinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,863 contacts → |
“Invesco Ltd.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,826 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PGIMpgim.comHQ: Newark, TX, United StatesReported employees: 1,001-5,000 | Newark, TX, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“PGIM, the global asset management business of Prudential Financial, Inc.(NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Balyasny Asset Management L.Pbamfunds.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,534 contacts → |
“Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cambridge Associatescambridgeassociates.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,846 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rockefeller Capital Managementrockco.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,746 contacts → |
“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 description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,637 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Focus Partnersfocuspartners.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Neuberger Bermannb.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,236 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Waddell & Reedwaddell.comHQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,184 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bernstein Private Wealth Managementbernstein.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 875 contacts → |
“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 description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  HPS Investment Partners, LLChpspartners.comHQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 867 contacts → |
“HPS Investment Partners is a leading global investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GMOgmo.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 824 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  EP Wealth Advisorsepwealth.comHQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 625 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Victory Capitalvcm.comHQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 611 contacts → |
“Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Eaton Vanceeatonvance.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 536 contacts → |
“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Calamos Investmentscalamos.comHQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 490 contacts → |
“Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,159 company matches
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Financial asset management services: dataset insights
October 25, 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
3,155 records in the displayed employee bands.
4 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 3,159 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: October 25, 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 ↗
Financial asset management services by metro
- Financial asset management services in New York164
- Financial asset management services in Chicago54
- Financial asset management services in Boston42
- Financial asset management services in Dallas40
- Financial asset management services in Houston38
- Financial asset management services in San Francisco36
- Financial asset management services in Atlanta35
- Financial asset management services in Miami35
- Financial asset management services in San Diego32
- Financial asset management services in Austin29
- Financial asset management services in Los Angeles26
Questions about this company list
What does Exact match mean for financial asset management services?
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 financial asset management services did RevenueBase find based in the United States?
The saved snapshot records 3,159 matching company records, 174,861 tracked contacts and 71,578 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: October 25, 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
Financial asset management services by geography
- Financial asset management services based in Sydney, Australia
- Financial asset management services based in Rio De Janeiro, Brazil
- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong
- Financial asset management services based in Bangalore, India
- Financial asset management services based in Mumbai, India
- Financial asset management services based in New Delhi, India
- Financial asset management services based in Madrid, Spain
- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial asset management services based in the United States. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/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
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Company intelligence · public preview
Top 25 financial asset management services based in the United States
RevenueBase records 3,159 matching company records for financial asset management services based in the United States, with 174,861 tracked contacts and 71,578 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: October 25, 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 financial asset management services 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 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 33,935 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,802 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Franklin Templetonfranklinresources.com HQ: San Mateo, CA, United StatesReported employees: 5,001-10,000 | San Mateo, CA, United States | 5,001-10,000 | Exact match | 11,120 contacts → |
“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | T. Rowe Pricetroweprice.com HQ: Baltimore, MD, United StatesReported employees: 5,001-10,000 | Baltimore, MD, United States | 5,001-10,000 | Exact match | 8,482 contacts → |
“T.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fisher Investmentsfisherinvestments.com HQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,507 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BAIRDrwbaird.com HQ: Milwaukee, WI, United StatesReported employees: 5,001-10,000 | Milwaukee, WI, United States | 5,001-10,000 | Exact match | 5,475 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | J.P. Morgan Asset Managementam.jpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 5,074 contacts → |
“At J.P.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alliancebernsteinalliancebernstein.com HQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 5,048 contacts → |
“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Invescoinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,863 contacts → |
“Invesco Ltd.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,826 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PGIMpgim.com HQ: Newark, TX, United StatesReported employees: 1,001-5,000 | Newark, TX, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“PGIM, the global asset management business of Prudential Financial, Inc.(NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Balyasny Asset Management L.Pbamfunds.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,534 contacts → |
“Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cambridge Associatescambridgeassociates.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,846 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rockefeller Capital Managementrockco.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,746 contacts → |
“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 description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,637 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Focus Partnersfocuspartners.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Neuberger Bermannb.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,236 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Waddell & Reedwaddell.com HQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,184 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bernstein Private Wealth Managementbernstein.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 875 contacts → |
“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 description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HPS Investment Partners, LLChpspartners.com HQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 867 contacts → |
“HPS Investment Partners is a leading global investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GMOgmo.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 824 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | EP Wealth Advisorsepwealth.com HQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 625 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Victory Capitalvcm.com HQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 611 contacts → |
“Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Eaton Vanceeatonvance.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 536 contacts → |
“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Calamos Investmentscalamos.com HQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 490 contacts → |
“Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,159 company matches
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Financial asset management services: dataset insights
October 25, 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
3,155 records in the displayed employee bands.
4 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 3,159 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: October 25, 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 ↗
Financial asset management services by metro
- Financial asset management services in New York164
- Financial asset management services in Chicago54
- Financial asset management services in Boston42
- Financial asset management services in Dallas40
- Financial asset management services in Houston38
- Financial asset management services in San Francisco36
- Financial asset management services in Atlanta35
- Financial asset management services in Miami35
- Financial asset management services in San Diego32
- Financial asset management services in Austin29
- Financial asset management services in Los Angeles26
Questions about this company list
What does Exact match mean for financial asset management services?
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 financial asset management services did RevenueBase find based in the United States?
The saved snapshot records 3,159 matching company records, 174,861 tracked contacts and 71,578 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: October 25, 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
Financial asset management services by geography
- Financial asset management services based in Sydney, Australia
- Financial asset management services based in Rio De Janeiro, Brazil
- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong
- Financial asset management services based in Bangalore, India
- Financial asset management services based in Mumbai, India
- Financial asset management services based in New Delhi, India
- Financial asset management services based in Madrid, Spain
- Financial asset management services based in Geneva, Switzerland
- Financial asset management services based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial asset management services based in the United States. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial asset management services based in Sydney, Australia
- Financial asset management services based in Rio De Janeiro, Brazil
- Financial asset management services based in Sao Paulo, Brazil
- Financial asset management services based in Toronto, Canada
- Financial asset management services based in Paris, France
- Financial asset management services based in Hong Kong, Hong Kong