Company lists · Data refreshed November 2026

Top 25 Hedge fund advisory services based in the United States

RevenueBase identified 2,786 company matches for hedge fund advisory services associated with the United States as of November 2026 and tracks 28,893 professional contacts across them, including 14,332 with verified work emails. New York is the largest hub.

This list covers company matches for hedge fund 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
2,786Companies
28,893Contacts tracked
14,332Verified emails
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The 25 largest hedge fund advisory services based in the United States

Ranked by team size
Top 25 of 2,786 company matches for hedge fund 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOverland Park, KS, United StatesHQ recorded Nov 6, 20261,001-5,0002,054 contacts →

Exact match

“Your wealth plan shouldn’t sit still.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Nov 6, 20261,001-5,0001,889 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
3Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,745 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchBoston, NV, United StatesHQ recorded Nov 6, 2026201-500504 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
5Exact matchDallas, TX, United StatesHQ recorded Nov 6, 2026501-1,000491 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
6Exact matchSan Diego, CA, United StatesHQ recorded Nov 6, 2026201-500452 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
7Exact matchOmaha, NE, United StatesHQ recorded Nov 6, 202651-200373 contacts →

Exact match

“Progress isn't defined by a single milestone.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchOverland Park, NC, United StatesHQ recorded Nov 6, 2026201-500363 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
9Exact matchAustin, CA, United StatesHQ recorded Nov 6, 202651-200334 contacts →

Exact match

“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchHartford, CT, United StatesHQ recorded Nov 6, 2026201-500314 contacts →

Exact match

“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchWestwood, OR, United StatesHQ recorded Nov 6, 2026201-500281 contacts →

Exact match

“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026n/a261 contacts →

Exact match

“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchCleveland, OH, United StatesHQ recorded Nov 6, 2026201-500233 contacts →

Exact match

“Clearstead is a financial advisory firm serving wealthy families and leading institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, OR, United StatesHQ recorded Nov 6, 202651-200220 contacts →

Exact match

“Callan was founded as an employee-owned investment consulting firm in 1973.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchTampa, CO, United StatesHQ recorded Nov 6, 202651-200193 contacts →

Exact match

“Maximizing Value.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-200179 contacts →

Exact match

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-200167 contacts →

Exact match

“For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchDublin, OH, United StatesHQ recorded Nov 6, 202651-200160 contacts →

Exact match

“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchChicago, MD, United StatesHQ recorded Nov 6, 202651-200159 contacts →

Exact match

“Marquette Associates provides our clients with independent and thoughtful investment guidance.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMclean, VA, United StatesHQ recorded Nov 6, 202651-200149 contacts →

Exact match

“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchCincinnati, OH, United StatesHQ recorded Nov 6, 202651-200145 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-200138 contacts →

Exact match

“NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchLos Angeles, CA, United StatesHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchDubuque, MN, United StatesHQ recorded Nov 6, 202651-200130 contacts →

Exact match

“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Nov 6, 202651-200125 contacts →

Exact match

“Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 2,786 hedge fund advisory services based in the United States

See the full list, filter by size, metro and specialty, and access 14,332 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Hedge fund advisory services based in the United States at a glance

As of Nov 6, 2026
49.6%Verified-email coverage
10.4Average contacts per company
1-10Median size (employees)
9.8%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
2,115
11-50
518
51-200
113
201-500
22
501-1,000
2
1,001-5,000
7
5,001-10,000
2
10001+
2

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 2,786 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 “hedge fund 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 14,332 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.

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

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

RevenueBase identified 2,786 company matches for hedge fund 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?

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

Which city has the most hedge fund advisory services?

New York leads with 273 company records, followed by Chicago (57) and Dallas (51).

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 14,332 professional contacts with verified work emails tracked across these 2,786 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.

Ready to reach these companies? Verified emails and direct dials for all 2,786 hedge fund advisory services based in the United States. Start with a free account, no credit card.

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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.