Company lists · Data refreshed September 2026
Top 25 Financial services research firms based in the United States
RevenueBase identified 401 financial services research firms headquartered in the United States as of September 2026 and tracks 24,409 professional contacts across them, including 10,010 with verified work emails. New York is the largest hub.
This list covers financial services research firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial services research firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 4,047 contacts → | ||||
Indirect evidence “For more than 115 years, Moody’s insight and analysis has been helping to unlock potential.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 636 contacts → | ||||
Partial evidence “Crisil Coalition Greenwich is a leading provider of strategic benchmarking, analytics and insights to the financial services industry, and specializes in providing unique…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 474 contacts → | ||||
Indirect evidence “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 295 contacts → | ||||
Partial evidence “ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 257 contacts → | ||||
Strong evidence “Datos Insights is the leading research and advisory partner to the banking, insurance, securities, and payments technology industries-both the financial services firms and the…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 242 contacts → | ||||
Indirect evidence “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 202 contacts → | ||||
Strong evidence “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 202 contacts → | ||||
Indirect evidence “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 199 contacts → | ||||
Partial evidence “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 195 contacts → | ||||
Partial evidence “CFRA is a global leader in financial intelligence solutions and insights.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 195 contacts → | ||||
Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 187 contacts → | ||||
Indirect evidence “Trepp, founded in 1979, is the leading provider of data, insights, and technology solutions to the structured finance, commercial real estate, and banking markets.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 187 contacts → | ||||
Partial evidence “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 171 contacts → | ||||
Strong evidence “Stansberry Research is an independent financial research firm, delivering unbiased investment intelligence to self-directed investors seeking an edge in a wide variety of sectors…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 164 contacts → | ||||
Indirect evidence “Spherical Insights & Consulting is the company behind one of the world’s leading market data intelligence, and content marketing services portals.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 154 contacts → | ||||
Indirect evidence “SourceMedia is now Arizent.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 151 contacts → | ||||
Partial evidence “Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 138 contacts → | ||||
Partial evidence “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 134 contacts → | ||||
Partial evidence “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 87 contacts → | ||||
Partial evidence “QYResearch is the world leader in Marketing Research.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 86 contacts → | ||||
Partial evidence “Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 82 contacts → | ||||
Partial evidence “Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 82 contacts → | ||||
Indirect evidence “MarketResearch.com is a leading provider of global market intelligence products and services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 71 contacts → | ||||
Indirect evidence “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services research firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial services research firms.
- Partial evidence
- Its own public description names part of financial services research firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services research firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 401 financial services research firms based in the United States
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Financial services research firms based in the United States at a glance
As of Sep 16, 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 401 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services research firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “financial services research firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services research firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial services research firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 10,010 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial services research firms by metro
- Financial services research firms in New York73
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services research firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial services research firms are there based in the United States?
RevenueBase identified 401 financial services research firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Morningstar, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most financial services research firms?
New York leads with 73 headquartered companies, followed by Chicago (14) and Boston (12).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 10,010 verified decision-maker contacts tracked across these 401 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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