Company lists · Data refreshed September 2026

Top 25 Institutional research firms based in the United States

RevenueBase identified 657 institutional research firms headquartered in the United States as of September 2026 and tracks 33,514 professional contacts across them, including 14,236 with verified work emails. New York is the largest hub.

This list covers institutional research 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 20, 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 20, 2026 86% judged on-target in blind review
657Companies
33,514Contacts tracked
14,236Verified emails
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The 25 largest institutional research firms based in the United States

Ranked by team size
Top 25 of 657 institutional research firms based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional research 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202610001+11,150 contacts →

Indirect evidence

“Morningstar, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,0007,504 contacts →

Indirect evidence

“MSCI is a leading provider of critical decision support tools and services for the global investment community.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261,001-5,0001,619 contacts →

Partial evidence

“PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceNY, United StatesHQ checked Sep 20, 2026201-500848 contacts →

Partial evidence

“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 2026201-500553 contacts →

Indirect evidence

“The Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 20, 2026501-1,000539 contacts →

Partial evidence

“Grand View Research is an end-to-end market research technology and consulting business.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceWilmington, DE, United StatesHQ checked Sep 20, 2026501-1,000508 contacts →

Partial evidence

“Driven by innovation and value addition approach, Allied Market Research is instrumental in market research and business consulting across various industry verticals since its…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 2026201-500452 contacts →

Indirect evidence

“Bates White Economic Consulting offers services to law firms, Fortune 500 companies, and government agencies.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceArlington, VA, United StatesHQ checked Sep 20, 2026201-500405 contacts →

Partial evidence

“Hanover is a leading provider of research and analytics for thousands of organizations worldwide.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceWilmington, DE, United StatesHQ checked Sep 20, 2026201-500325 contacts →

Partial evidence

“Transparency Market Research Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceNew York, United StatesHQ checked Sep 20, 2026201-500295 contacts →

Partial evidence

“ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500292 contacts →

Partial evidence

“Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service-providing timely, rigorous, and unconflicted insights from the…”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidencePurchase, NY, United StatesHQ checked Sep 20, 2026201-500274 contacts →

Strong evidence

“OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 2026201-500260 contacts →

Indirect evidence

“Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-200240 contacts →

Partial evidence

“Your trusted custom research and data analysts.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200202 contacts →

Strong evidence

“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceNew York, United StatesHQ checked Sep 20, 202651-200202 contacts →

Indirect evidence

“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceFairfax, VA, United StatesHQ checked Sep 20, 20265,001-10,000197 contacts →

Indirect evidence

“As of April of 2009, Macro International is now part of ICF.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceCharlottesville, VA, United StatesHQ checked Sep 20, 202651-200195 contacts →

Indirect evidence

“CFRA is a global leader in financial intelligence solutions and insights.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500195 contacts →

Indirect evidence

“Convergex is now Cowen!”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceArlington, VA, United StatesHQ checked Sep 20, 2026501-1,000191 contacts →

Indirect evidence

“Now Proudly Part of Cadmus.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200191 contacts →

Partial evidence

Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500187 contacts →

Partial evidence

“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 202651-200183 contacts →

Partial evidence

“Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500159 contacts →

Partial evidence

“For more than ten years, E2E Research has specialized in converting enigmas into enlightenment for researchers and business leaders around the world.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 657 institutional research firms based in the United States

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Institutional research firms based in the United States at a glance

As of Sep 20, 2026
42.5%Verified-email coverage
51.0Average contacts per company
1-10Median size (employees)
18.4%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
362
11-50
192
51-200
70
201-500
21
501-1,000
5
1,001-5,000
3
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 657 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 institutional research 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 “institutional research 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 institutional research 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 institutional research 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, 14,236 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 20, 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.

Institutional research firms by metro

  • Institutional research firms in New York121
  • Institutional research firms in Washington40

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 institutional research 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 institutional research firms are there based in the United States?

RevenueBase identified 657 institutional research 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?

Morningstar, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most institutional research firms?

New York leads with 121 headquartered companies, followed by Washington (40) and Boston (20).

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 14,236 verified decision-maker contacts tracked across these 657 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 20, 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.