Company lists · Data refreshed September 2026

Top 25 Fund manager companies based in the United States

RevenueBase identified 10,695 fund manager companies headquartered in the United States as of September 2026 and tracks 389,693 professional contacts across them, including 180,742 with verified work emails. New York is the largest hub.

This list covers fund manager companies 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
10,695Companies
389,693Contacts tracked
180,742Verified emails
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The 25 largest fund manager companies based in the United States

Ranked by team size
Top 25 of 10,695 fund manager companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+32,808 contacts →

Partial evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 19, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20265,001-10,00024,283 contacts →

Indirect evidence

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20265,001-10,00013,475 contacts →

Partial evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceSan Mateo, CA, United StatesHQ checked Sep 19, 20265,001-10,00010,517 contacts →

Partial evidence

“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 19, 20265,001-10,0009,836 contacts →

Indirect evidence

“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20265,001-10,0008,422 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 19, 20265,001-10,0005,330 contacts →

Indirect evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidencePlano, TX, United StatesHQ checked Sep 19, 20265,001-10,0005,152 contacts →

Indirect evidence

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceNashville, TN, United StatesHQ checked Sep 19, 20261,001-5,0004,862 contacts →

Partial evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 20261,001-5,0004,261 contacts →

Indirect evidence

“Our ambition at Citadel is to be the most successful investment firm of all time.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0003,912 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 20261,001-5,0003,436 contacts →

Indirect evidence

“For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 20261,001-5,0002,738 contacts →

Partial evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0002,623 contacts →

Partial evidence

“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidencePhiladelphia, United StatesHQ checked Sep 19, 20261,001-5,0002,611 contacts →

Partial evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceChicago, IL, United StatesHQ checked Sep 19, 20261,001-5,0002,253 contacts →

Partial evidence

“Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceNewark, United StatesHQ checked Sep 19, 20261,001-5,0002,172 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceWilmington, DE, United StatesHQ checked Sep 19, 20261,001-5,0001,951 contacts →

Indirect evidence

“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261,001-5,0001,922 contacts →

Indirect evidence

“Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and…”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261,001-5,0001,885 contacts →

Partial evidence

“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 10,695 fund manager companies based in the United States

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Fund manager companies based in the United States at a glance

As of Sep 19, 2026
46.4%Verified-email coverage
36.4Average contacts per company
1-10Median size (employees)
4.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
7,529
11-50
2,386
51-200
465
201-500
126
501-1,000
52
1,001-5,000
65
5,001-10,000
16
10001+
30

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 10,695 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 fund manager companies, 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 “fund manager companies”. 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 fund manager companies), 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 fund manager companies, 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, 180,742 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 19, 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.

Fund manager companies by metro

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 fund manager companies, 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 fund manager companies are there based in the United States?

RevenueBase identified 10,695 fund manager companies 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most fund manager companies?

New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).

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 180,742 verified decision-maker contacts tracked across these 10,695 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 19, 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.