Company lists · Data refreshed September 2026

Top 25 Heritage asset management firms based in the United States

Name: Heritage asset management firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 286 companies tracked

RevenueBase identified 286 heritage asset management firms headquartered in the United States as of September 2026 and tracks 3,641 professional contacts across them, including 1,575 with verified work emails. New York is the largest hub.

This list covers heritage asset management 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

286Companies

3,641Contacts tracked

1,575Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest heritage asset management firms based in the United States

Ranked by team size

Top 25 of 286 heritage asset management firms based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to heritage asset management firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Metlife Investment Management	Partial evidence	Whippany, NJ, United StatesHQ checked Sep 16, 2026	501-1,000	915 contacts →
	Partial evidence “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Source: RevenueBase Database · checked Sep 16, 2026
2	GA Group	Indirect evidence	Westlake Village, CA, United StatesHQ checked Sep 16, 2026	51-200	320 contacts →
	Indirect evidence “GA Group is a privately held financial services company offering a comprehensive set of tailored solutions to meet our clients' diverse needs.” Source: RevenueBase Database · checked Sep 16, 2026
3	Sylvan Road Capital LLC	Strong evidence	Elmsford, NY, United StatesHQ checked Sep 16, 2026	201-500	153 contacts →
	Strong evidence “Sylvan Road Capital is an asset management firm focused on single-family residential investments.” Source: RevenueBase Database · checked Sep 16, 2026
4	Bailard, INC	Strong evidence	Foster City, CA, United StatesHQ checked Sep 16, 2026	51-200	103 contacts →
	Strong evidence “Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 16, 2026
5	Ascent Private Capital Management Of U.S. Bank	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	99 contacts →
	Indirect evidence “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: RevenueBase Database · checked Sep 16, 2026
6	Prevail Strategies	Indirect evidence	Leawood, KS, United StatesHQ checked Sep 16, 2026	51-200	54 contacts →
	Indirect evidence “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 16, 2026
7	Cortland Capital Market Services LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	51 contacts →
	Indirect evidence “Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.” Source: RevenueBase Database · checked Sep 16, 2026
8	Metcalf Archaeology	Strong evidence	Lakewood, CO, United StatesHQ checked Sep 16, 2026	51-200	44 contacts →
	Strong evidence “Metcalf Archaeology is a 100% employee-owned company providing heritage management services to an expanding number of industries and partners.” Source: RevenueBase Database · checked Sep 16, 2026
9	East Rock Capital, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Indirect evidence “East Rock Capital, LLC is an investment firm based in New York City, managing over $4.5 billion on behalf of a select group of high-net-worth families.” Source: RevenueBase Database · checked Sep 16, 2026
10	Uriah Real Estate Organization	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Indirect evidence “Uriah is a boutique real estate firm that provides complete and integrated real estate investment services.” Source: RevenueBase Database · checked Sep 16, 2026
11	Advisory Research Investment Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	36 contacts →
	Strong evidence “Advisory Research Investment Management is a Chicago-based asset manager.” Source: RevenueBase Database · checked Sep 16, 2026
12	Bluespring Wealth Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 16, 2026	11-50	30 contacts →
	Partial evidence “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Source: RevenueBase Database · checked Sep 16, 2026
13	First Financial Trust & Asset Management Company	Indirect evidence	Abilene, TX, United StatesHQ checked Sep 16, 2026	1,001-5,000	28 contacts →
	Indirect evidence “First Financial Trust helps people across the state of Texas achieve their wealth-building goals.” Source: RevenueBase Database · checked Sep 16, 2026
14	Deer Park Road Management Company	Strong evidence	Steamboat Springs, CO, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Strong evidence “Deer Park Road Management Company is an alternative asset manager established in 2003 by Michael Craig-Scheckman.” Source: RevenueBase Database · checked Sep 16, 2026
15	Building Conservation Associates, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
16	Mirador Capital Partners	Partial evidence	Pleasanton, CA, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “Headquartered in Pleasanton, CA, Mirador Capital Partners is an asset manager and multifamily office focused on lifelong relationships.” Source: RevenueBase Database · checked Sep 16, 2026
17	Amzak Capital Management	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Strong evidence “Amzak Capital Management is a highly successful asset manager and private equity investor dedicated to wealth preservation and generation.” Source: RevenueBase Database · checked Sep 16, 2026
18	Gencrest Capital Partners	Indirect evidence	Greensboro, NC, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Indirect evidence “Gen: A nod to generational wealth, underscoring our dedication to preserving and enhancing your family's legacy.” Source: RevenueBase Database · checked Sep 16, 2026
19	Grandway Group	Strong evidence	Pasadena, CA, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Strong evidence “Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.” Source: RevenueBase Database · checked Sep 16, 2026
20	MIOYM	Strong evidence	Rye Brook, NY, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Strong evidence “Mioym is a residential asset management company with services like commercial lending, private lending, non performing loans and redevelopment.” Source: RevenueBase Database · checked Sep 16, 2026
21	Longwise Wealth Partners	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “Longwise Wealth Partners is a nationally recognized wealth management firm helping high net worth clients protect and prosper via an integrated planning approach to managing…” Source: RevenueBase Database · checked Sep 16, 2026
22	John G. Waite Associates, Architects Pllc	Indirect evidence	Albany, NY, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “John G.” Source: RevenueBase Database · checked Sep 16, 2026
23	Coastline Equity	Indirect evidence	Gardena, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “With over 50 years vested in guiding, advising and managing diverse real estate portfolios for corporations, individuals and families throughout California, Coastline Equity…” Source: RevenueBase Database · checked Sep 16, 2026
24	Zuckerman Investment Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Strong evidence “From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.” Source: RevenueBase Database · checked Sep 16, 2026
25	Abner, Herrman & Brock Asset Management	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Strong evidence “Founded in 1981, we are an independent asset management firm owned and managed by highly experienced investment professionals.” Source: RevenueBase Database · checked Sep 16, 2026

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: heritage asset management 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 heritage asset management firms.
Partial evidence: Its own public description names part of heritage asset management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name heritage asset management 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 286 heritage asset management firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,575 reachable decision-makers.

Free signup · no credit card

View the full list →

Heritage asset management firms based in the United States at a glance

As of Sep 16, 2026

43.3%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

9.1%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

188

11-50

51-200

201-500

501-1,000

1,001-5,000

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 286 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 heritage asset management 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 “heritage asset management 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 heritage asset management 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 heritage asset management 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, 1,575 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.

Heritage asset management firms by metro

Heritage asset management firms in New York26

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 heritage asset management 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 heritage asset management firms are there based in the United States?

RevenueBase identified 286 heritage asset management 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?

Metlife Investment Management, headquartered in Whippany, tops this list with the largest team on record.

Which city has the most heritage asset management firms?

New York leads with 26 headquartered companies, followed by Houston (9) and Los Angeles (9).

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 1,575 verified decision-maker contacts tracked across these 286 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.

Ready to reach these companies? Verified emails and direct dials for all 286 heritage asset management firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Heritage asset management firms by geography

Browse the directory

Browse: Companies home · All United States lists · All Heritage asset management firms lists · New lists

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.