Company lists · Data refreshed November 2026

Top 25 Fund management advisory services based in the United States

Name: Fund management advisory services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 5,535 companies tracked

RevenueBase identified 5,535 company matches for fund management advisory services associated with the United States as of November 2026 and tracks 107,687 professional contacts across them, including 48,693 with verified work emails. New York is the largest hub.

This list covers company matches for fund management advisory 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

5,535Companies

107,687Contacts tracked

48,693Verified emails

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The 25 largest fund management advisory services based in the United States

Ranked by team size

Top 25 of 5,535 company matches for fund management advisory services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	19,302 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,127 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	n/a	1,928 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,882 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 · Nov 6, 2026 · View company records in RevenueBase
7	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,791 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 · Nov 6, 2026 · View company records in RevenueBase
8	Stepstone Group	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,439 contacts →
	Exact match “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	NAV Fund Services	Exact match	Oakbrook Terrace, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,267 contacts →
	Exact match “Founded in 1991, NAV Fund Services is a privately owned fund administrator recognized for its innovative proprietary technology and award-winning solutions for multiple fund…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,208 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 · Nov 6, 2026 · View company records in RevenueBase
11	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	899 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 · Nov 6, 2026 · View company records in RevenueBase
12	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	501-1,000	890 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Ultimus Fund Solutions	Exact match	Cincinnati, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	864 contacts →
	Exact match “Ultimus Fund Solutions is a leading provider of essential post-trade fund administration and investment operations solutions to fund and asset managers of all sizes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	GMO	Exact match	Boston, CA, United StatesHQ recorded Nov 6, 2026	201-500	840 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 · Nov 6, 2026 · View company records in RevenueBase
15	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 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 · Nov 6, 2026 · View company records in RevenueBase
16	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	613 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 6, 2026	201-500	539 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Nepc, LLC	Exact match	Boston, NV, United StatesHQ recorded Nov 6, 2026	201-500	504 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Hudson Advisors L.P	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	501-1,000	491 contacts →
	Exact match “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	AKSIA	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	456 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	201-500	452 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Farallon Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	201-500	393 contacts →
	Exact match “Farallon Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Virtus Investment Partners	Exact match	Hartford, CT, United StatesHQ recorded Nov 6, 2026	501-1,000	390 contacts →
	Exact match “In Latin, Virtus connotes the characteristics of integrity, quality and strength.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Prime Capital Financial	Exact match	Overland Park, NC, United StatesHQ recorded Nov 6, 2026	201-500	363 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 6, 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 “fund management advisory 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 5,535 fund management advisory services based in the United States

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Fund management advisory services based in the United States at a glance

As of Nov 6, 2026

45.2%Verified-email coverage

19.5Average contacts per company

1-10Median size (employees)

6.0%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

3,974

11-50

1,204

51-200

236

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 5,535 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 “fund management advisory 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 48,693 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 November 6, 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.

Fund management advisory services by metro

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 “fund management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund management advisory services are there based in the United States?

RevenueBase identified 5,535 company matches for fund management advisory services associated with the United States as of November 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?

Mercer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fund management advisory services?

New York leads with 330 company records, followed by Chicago (108) and Boston (78).

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 48,693 professional contacts with verified work emails tracked across these 5,535 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 November 6, 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 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.