Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in New York, United States

Name: Investment advisory platforms 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 4, 2026 243 companies tracked

RevenueBase identified 243 investment advisory platforms headquartered in New York, United States as of September 2026 and tracks 8,325 professional contacts across them, including 4,117 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

243Companies

8,325Contacts tracked

4,117Verified emails

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The 25 largest investment advisory platforms based in New York, United States

Ranked by team size

Top 25 of 243 investment advisory platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	AXA Advisors, LLCIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	5,001-10,000	1,053
	“Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes.” Source: company website · checked Sep 4, 2026
2	BettermentIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	501-1,000	620
	“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: company website · checked Sep 4, 2026
3	FartherIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	501-1,000	435
	“Welcome to Intelligent Wealth.” Source: company website · checked Sep 4, 2026
4	CAISStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	370
	“CAIS is the leading alternative investment platform for independent financial advisors.” Source: company website · checked Sep 4, 2026
5	DrivewealthPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	332
	“DriveWealth is a global B2B financial technology platform.” Source: company website · checked Sep 4, 2026
6	SmartassetIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	285
	“SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: company website · checked Sep 4, 2026
7	TITANStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	n/a	230
	“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: company website · checked Sep 4, 2026
8	FlourishStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	126
	“The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Source: company website · checked Sep 4, 2026
9	Gilder Gagnon Howe & Co. LLCStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	115
	“We are a registered broker dealer, and a registered investment advisor.” Source: company website · checked Sep 4, 2026
10	Crowd StreetPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	105
	“Crowd Street is a leading platform for direct-access private market investing.” Source: company website · checked Sep 4, 2026
11	ETHICPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	102
	“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: company website · checked Sep 4, 2026
12	VISEPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	99
	“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: company website · checked Sep 4, 2026
13	SaphyrePartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	88
	“Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Source: company website · checked Sep 4, 2026
14	Opto InvestmentsPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	80
	“Opto Investments (“Opto”) is engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment…” Source: company website · checked Sep 4, 2026
15	Firstrade Securities INCPartial evidence	New York, United StatesHQ checked Sep 4, 2026	51-200	80
	“Firstrade is a leading online investment firm offering a full line of investment products and tools designed to help investors take control of their financial future.” Source: company website · checked Sep 4, 2026
16	Ingalls & SnyderStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	68
	“Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $11.1 billion in client assets under management or advisory*.” Source: company website · checked Sep 4, 2026
17	ZOE FinancialPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	68
	“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: company website · checked Sep 4, 2026
18	SEEDSStrong evidence	New York, United StatesHQ checked Sep 4, 2026	11-50	57
	“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Source: company website · checked Sep 4, 2026
19	HadriusPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	51
	“Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Source: company website · checked Sep 4, 2026
20	CapitalizePartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	45
	“Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Source: company website · checked Sep 4, 2026
21	KoyfinStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	43
	“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: company website · checked Sep 4, 2026
22	Andrew Garrett, INCPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	42
	“Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: company website · checked Sep 4, 2026
23	Money Management InstituteStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	39
	“Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry.” Source: company website · checked Sep 4, 2026
24	FP AlphaPartial evidence	New York, United StatesHQ checked Sep 4, 2026	11-50	36
	“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Source: company website · checked Sep 4, 2026
25	AutopilotStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	35
	“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Source: company website · checked Sep 4, 2026

Showing 25 of 243 investment advisory platforms based in New York, United States

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Investment advisory platforms based in New York, United States at a glance

As of Sep 4, 2026

11-50Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

120

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for New York, over 243 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 advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 4,117 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 4, 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 advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in New York, United States?

RevenueBase identified 243 investment advisory platforms 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?

AXA Advisors, LLC, headquartered in New York, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 4,117 verified decision-maker contacts tracked across these 243 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 4, 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.