Company lists · Data refreshed October 2026
Top 25 Financial asset management services based in New York, United States
RevenueBase identified 164 company matches for financial asset management services associated with New York, United States as of October 2026 and tracks 56,139 professional contacts across them, including 21,576 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial asset management services associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 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 New York, 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 | 5,074 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 340 contacts → | ||||
Exact match “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 9 | 338 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 10 | 192 contacts → | ||||
Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 11 | 156 contacts → | ||||
Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 12 | 117 contacts → | ||||
Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 13 | 92 contacts → | ||||
Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 14 | 77 contacts → | ||||
Exact match “Founded in 1984, Pinnacle Associates, Ltd.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 15 | 73 contacts → | ||||
Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 16 | 68 contacts → | ||||
Exact match “M.D.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 17 | 44 contacts → | ||||
Exact match “TimesSquare Capital Management, a registered investment adviser headquartered in New York, manages assets primarily for institutional clients including corporate pension plans…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 18 | 41 contacts → | ||||
Exact match “Revere Securities is a U.S.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 19 | 40 contacts → | ||||
Exact match “Compass Rose Asset Management LP” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 20 | 38 contacts → | ||||
Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 21 | 30 contacts → | ||||
Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 22 | 29 contacts → | ||||
Exact match “Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 23 | 29 contacts → | ||||
Exact match “Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Douglas C.” Recorded in the RevenueBase company graph · Oct 25, 2026 · View company records in RevenueBase | |||||
| 25 | 25 contacts → | ||||
Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” 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 164 financial asset management services based in New York, United States
See the full list, filter by size, metro and specialty, and access 21,576 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial asset management services based in New York, United States at a glance
As of Oct 25, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 164 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with New York, United States whose business descriptions match “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 21,576 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 in the United States
- 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 New York, United States?
RevenueBase identified 164 company matches for financial asset management services associated with New York, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial asset management services?
New York leads the United States 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 21,576 professional contacts with verified work emails tracked across these 164 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 164 financial asset management services based in New York, 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 New York, 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 164 matching company records for financial asset management services based in New York, United States, with 56,139 tracked contacts and 21,576 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 New York, 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 |  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. | |||||
| 3 | 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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  Guggenheim Investmentsguggenheiminvestments.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 340 contacts → |
“Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  First Manhattanfirstmanhattan.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 192 contacts → |
“First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Jennison Associatesjennison.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 156 contacts → |
“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gilder Gagnon Howe & Co. LLCgghc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 117 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Spartan Capital Securities, LLCspartancapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Pinnacle Associates, LTDpinnacle-associates.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 77 contacts → |
“Founded in 1984, Pinnacle Associates, Ltd.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ingalls & Snyderingalls.netHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 73 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | M.D. Sassmdsass.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“M.D.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Timessquare Capital Managementtscmllc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“TimesSquare Capital Management, a registered investment adviser headquartered in New York, manages assets primarily for institutional clients including corporate pension plans…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Revere Securities LLCreveresecurities.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 41 contacts → |
“Revere Securities is a U.S.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Compass Rose Asset Management, LPcompassroseam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cannell & Spearscannellspears.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 30 contacts → |
“Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Next Capital Management LLCnextcapitalmgmt.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cabot Lodge Securitiesclsecurities.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Douglas C. Lane & Associates, LLCdclainc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Douglas C.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Concord International Investments, L.Pconcordus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 25 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 164 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
164 records in the displayed employee bands.
0 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 164 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 in the United States
- 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 New York, United States?
The saved snapshot records 164 matching company records, 56,139 tracked contacts and 21,576 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 New York, United States. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/united-states/new-york.
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
Company intelligence · public preview
Top 25 financial asset management services based in New York, United States
RevenueBase records 164 matching company records for financial asset management services based in New York, United States, with 56,139 tracked contacts and 21,576 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 New York, 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | Guggenheim Investmentsguggenheiminvestments.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 340 contacts → |
“Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | First Manhattanfirstmanhattan.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 192 contacts → |
“First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Jennison Associatesjennison.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 156 contacts → |
“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gilder Gagnon Howe & Co. LLCgghc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 117 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Spartan Capital Securities, LLCspartancapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Pinnacle Associates, LTDpinnacle-associates.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 77 contacts → |
“Founded in 1984, Pinnacle Associates, Ltd.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ingalls & Snyderingalls.net HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 73 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | M.D. Sassmdsass.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“M.D.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Timessquare Capital Managementtscmllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“TimesSquare Capital Management, a registered investment adviser headquartered in New York, manages assets primarily for institutional clients including corporate pension plans…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Revere Securities LLCreveresecurities.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 41 contacts → |
“Revere Securities is a U.S.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Compass Rose Asset Management, LPcompassroseam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cannell & Spearscannellspears.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 30 contacts → |
“Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Next Capital Management LLCnextcapitalmgmt.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cabot Lodge Securitiesclsecurities.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Douglas C. Lane & Associates, LLCdclainc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Douglas C.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Concord International Investments, L.Pconcordus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 25 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · October 25, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 164 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
164 records in the displayed employee bands.
0 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 164 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 in the United States
- 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 New York, United States?
The saved snapshot records 164 matching company records, 56,139 tracked contacts and 21,576 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 New York, United States. Snapshot: October 25, 2026. https://revenuebase.ai/companies/financial-asset-management-services/united-states/new-york.
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