Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in New York, United States

Name: Investment adviser law firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 155 companies tracked

RevenueBase identified 155 investment adviser law firms headquartered in New York, United States as of September 2026 and tracks 3,317 professional contacts across them, including 1,903 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers investment adviser law firms headquartered in New York, 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 28, 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 28, 2026 86% judged on-target in blind review

155Companies

3,317Contacts tracked

1,903Verified emails

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The 25 largest investment adviser law firms based in New York, United States

Ranked by team size

Top 25 of 155 investment adviser law firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment adviser law 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	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
2	TITAN	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	234 contacts →
	Partial evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Sep 28, 2026
3	Gilder Gagnon Howe & Co. LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	116 contacts →
	Strong evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026
4	DFP Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Strong evidence “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Source: RevenueBase Database · checked Sep 28, 2026
5	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 28, 2026
6	Ingalls & Snyder	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	68 contacts →
	Strong evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 28, 2026
7	Ruane Cunniff LP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Strong evidence “Ruane Cunniff LP is a registered investment adviser best known for managing Sequoia Fund.” Source: RevenueBase Database · checked Sep 28, 2026
8	Revere Securities LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	42 contacts →
	Indirect evidence “Revere Securities is a U.S.” Source: RevenueBase Database · checked Sep 28, 2026
9	Orical LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Indirect evidence “Compliance Solutions With Best in Class Operational Support Orical LLC offers the best-in-class, customized, practical and technical solutions for the compliance, operations and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Iron Road Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Source: RevenueBase Database · checked Sep 28, 2026
11	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 28, 2026
12	Next Capital Management LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Strong evidence “Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Source: RevenueBase Database · checked Sep 28, 2026
13	Williams Jones Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Strong evidence “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
14	Senvest Management, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Strong evidence “Senvest Management, LLC ("Senvest") is an investment adviser with its principal place of business in New York, NY.” Source: RevenueBase Database · checked Sep 28, 2026
15	Douglas C. Lane & Associates, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Douglas C.” Source: RevenueBase Database · checked Sep 28, 2026
16	Payne Capital Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	Compliers Consulting Services, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “SHARPEST TOOLS IN THE SHED Whether you're building a new firm, reinforcing compliance resources, or repairing compliance deficiencies, Compliers' experienced CCOs and compliance…” Source: RevenueBase Database · checked Sep 28, 2026
18	Grandfield & Dodd, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ritholtz Wealth Management	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	17 contacts →
	Strong evidence “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Senator Investment Group LP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 28, 2026
21	Castle Hill Capital Partners, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Source: RevenueBase Database · checked Sep 28, 2026
22	Marketcounsel Consulting	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their…” Source: RevenueBase Database · checked Sep 28, 2026
23	Hamburger LAW Firm	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “For almost 20 years, the Hamburger Law Firm has worked side-by-side with its affiliated consultancy, MarketCounsel, developing a stellar reputation of its own by providing a blend…” Source: RevenueBase Database · checked Sep 28, 2026
24	Marv Capital, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “MARV Capital is a boutique financial services firm and a regulated broker-dealer headquartered in New York.” Source: RevenueBase Database · checked Sep 28, 2026
25	Burkehill Global Management, LP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Strong evidence “Registered Investment Adviser” Source: RevenueBase Database · checked Sep 28, 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: investment adviser law 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 investment adviser law firms.
Partial evidence: Its own public description names part of investment adviser law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment adviser law 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 155 investment adviser law firms based in New York, United States

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Investment adviser law firms based in New York, United States at a glance

As of Sep 28, 2026

57.4%Verified-email coverage

21.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 155 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 investment adviser law 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 New York, United States whose own description of what they do matches “investment adviser law 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 investment adviser law 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 investment adviser law firms, and records with no verified work email. Companies headquartered outside New York 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, 1,903 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 28, 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.

Investment adviser law firms by metro in the United States

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 investment adviser law 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 investment adviser law firms are there based in New York, United States?

RevenueBase identified 155 investment adviser law firms headquartered in New York, 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?

Cerity Partners, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most investment adviser law firms?

New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76).

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 1,903 verified decision-maker contacts tracked across these 155 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 28, 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.