Company lists · Data refreshed September 2026

Top 25 Investment companies based in the United States

Name: Investment companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 11,117 companies tracked

RevenueBase identified 11,117 investment companies headquartered in the United States as of September 2026 and tracks 650,461 professional contacts across them, including 268,943 with verified work emails. New York is the largest hub.

This list covers investment companies 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

11,117Companies

650,461Contacts tracked

268,943Verified emails

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

The 25 largest investment companies based in the United States

Ranked by team size

Top 25 of 11,117 investment companies 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 investment companies: 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	Jpmorganchase	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	215,533 contacts →
	Indirect evidence “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Source: RevenueBase Database · checked Sep 20, 2026
2	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
3	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
4	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	10001+	27,212 contacts →
	Strong evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 20, 2026
5	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 20, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 20, 2026
6	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026
7	Raymond James	Indirect evidence	St. Petersburg, FL, United StatesHQ checked Sep 20, 2026	10001+	17,053 contacts →
	Indirect evidence “Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
8	Wells Fargo Advisors	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	10001+	13,910 contacts →
	Indirect evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 20, 2026
9	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
10	Franklin Templeton	Strong evidence	San Mateo, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	10,517 contacts →
	Strong evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 20, 2026
11	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 20, 2026
12	T. Rowe Price	Indirect evidence	Baltimore, MD, United StatesHQ checked Sep 20, 2026	5,001-10,000	8,422 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 20, 2026
13	Stifel Financial Corp	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	5,001-10,000	6,913 contacts →
	Strong evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 20, 2026
14	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 20, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
15	Fisher Investments	Strong evidence	Plano, TX, United StatesHQ checked Sep 20, 2026	5,001-10,000	5,152 contacts →
	Strong evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 20, 2026
16	Alliancebernstein	Strong evidence	Nashville, TN, United StatesHQ checked Sep 20, 2026	1,001-5,000	4,862 contacts →
	Strong evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 20, 2026
17	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026
18	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 20, 2026
19	Wellington Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,436 contacts →
	Strong evidence “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Source: RevenueBase Database · checked Sep 20, 2026
20	Nylife Securities LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	3,292 contacts →
	Strong evidence “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Source: RevenueBase Database · checked Sep 20, 2026
21	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026
22	MFS Investment Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,738 contacts →
	Indirect evidence “In 1924, MFS launched the US’ first open-end mutual fund.” Source: RevenueBase Database · checked Sep 20, 2026
23	Western & Southern Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,725 contacts →
	Indirect evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
24	Neuberger Berman	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,623 contacts →
	Strong evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 20, 2026
25	Janney Montgomery Scott LLC	Indirect evidence	Philadelphia, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,611 contacts →
	Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 20, 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 companies. 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 companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. 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 11,117 investment companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 268,943 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment companies based in the United States at a glance

As of Sep 20, 2026

41.3%Verified-email coverage

58.5Average contacts per company

1-10Median size (employees)

7.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

7,632

11-50

2,559

51-200

549

201-500

150

501-1,000

1,001-5,000

5,001-10,000

10001+

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 11,117 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 companies, 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 “investment companies”. 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 companies), 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 companies, 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, 268,943 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.

Investment companies by metro

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 companies, 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 companies are there based in the United States?

RevenueBase identified 11,117 investment companies 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?

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

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 268,943 verified decision-maker contacts tracked across these 11,117 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.

Ready to reach these companies? Verified emails and direct dials for all 11,117 investment companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment companies by geography

Browse the directory

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.