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 company matches for investment adviser law firms associated with 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 company matches for investment adviser law firms 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 September 28, 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 Sep 28, 2026 How this list was built

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 company matches for investment adviser law firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 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 · Sep 28, 2026 · View company records in RevenueBase
2	TITAN	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	234 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 · Sep 28, 2026 · View company records in RevenueBase
3	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	116 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	DFP Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	110 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	93 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	68 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Ruane Cunniff LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Ruane Cunniff LP is a registered investment adviser best known for managing Sequoia Fund.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Revere Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	42 contacts →
	Exact match “Revere Securities is a U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Orical LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	35 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Iron Road Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Next Capital Management LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Williams Jones Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Senvest Management, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Senvest Management, LLC ("Senvest") is an investment adviser with its principal place of business in New York, NY.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Douglas C. Lane & Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “Douglas C.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Payne Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Compliers Consulting Services, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “SHARPEST TOOLS IN THE SHED Whether you're building a new firm, reinforcing compliance resources, or repairing compliance deficiencies, Compliers' experienced CCOs and compliance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Grandfield & Dodd, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Ritholtz Wealth Management	Exact match	New York, United StatesHQ recorded Sep 28, 2026	51-200	17 contacts →
	Exact match “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Senator Investment Group LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Senator Investment Group LP is an investment advisor based out of 124 E.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Castle Hill Capital Partners, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Marketcounsel Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Hamburger LAW Firm	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Marv Capital, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “MARV Capital is a boutique financial services firm and a regulated broker-dealer headquartered in New York.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Burkehill Global Management, LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Registered Investment Adviser” Recorded in the RevenueBase company graph · Sep 28, 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 “investment adviser law firms”. 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 155 investment adviser law firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,903 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “investment adviser law firms” 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 1,903 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 September 28, 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.

Investment adviser law firms 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 “investment adviser law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 155 company matches for investment adviser law firms associated with New York, United States as of September 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?

Cerity Partners 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 investment adviser law firms?

New York leads the United States with 160 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,903 professional contacts with verified work emails tracked across these 155 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 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 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.