Company lists · Data refreshed October 2026

Top 25 Global wealth management companies based in New York, United States

Name: Global wealth management companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 476 companies tracked

RevenueBase identified 476 company matches for global wealth management companies associated with New York, United States as of October 2026 and tracks 298,762 professional contacts across them, including 134,872 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for global wealth management companies 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 13, 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 Oct 13, 2026 How this list was built

476Companies

298,762Contacts tracked

134,872Verified emails

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The 25 largest global wealth management companies based in New York, United States

Ranked by team size

Top 25 of 476 company matches for global wealth management companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	95,775 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	66,079 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	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 13, 2026 · View company records in RevenueBase
5	Jefferies	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	5,001-10,000	7,841 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Brown Brothers Harriman	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	5,001-10,000	6,579 contacts →
	Exact match “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	3,115 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	2,969 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	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 13, 2026 · View company records in RevenueBase
10	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,714 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,558 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,412 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	1,001-5,000	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 13, 2026 · View company records in RevenueBase
15	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	501-1,000	655 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	501-1,000	539 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Maxim Group LLC	Exact match	New York, United StatesHQ recorded Oct 13, 2026	201-500	445 contacts →
	Exact match “Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18	Safra National Bank	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	430 contacts →
	Exact match “Welcome to Safra National Bank.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	428 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	349 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	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 13, 2026 · View company records in RevenueBase
22	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	501-1,000	333 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	MIO Partners, INC	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	303 contacts →
	Exact match “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	201-500	261 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	BBR Partners	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	51-200	257 contacts →
	Exact match “BBR Partners is an independent boutique wealth management firm.” Recorded in the RevenueBase company graph · Oct 13, 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 “global wealth management companies”. 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 476 global wealth management companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 134,872 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Global wealth management companies based in New York, United States at a glance

As of Oct 13, 2026

45.1%Verified-email coverage

627.7Average contacts per company

11-50Median size (employees)

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

231

11-50

150

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 476 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 “global wealth management companies” 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 134,872 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 13, 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.

Global wealth management companies by metro in the United States

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 “global wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many global wealth management companies are there based in New York, United States?

RevenueBase identified 476 company matches for global wealth management companies 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?

Morgan Stanley 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 global wealth management companies?

New York leads the United States with 476 company records, followed by Atlanta (220) and Houston (219).

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 134,872 professional contacts with verified work emails tracked across these 476 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 13, 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.