Company lists · Data refreshed September 2026
Top 22 Investment companies based in Philadelphia, United States
RevenueBase identified 41 investment companies headquartered in Philadelphia, United States as of September 2026 and tracks 3,893 professional contacts across them, including 1,983 with verified work emails. New York is the largest hub.
This list covers investment companies headquartered in Philadelphia, 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.
The 22 largest investment companies based in Philadelphia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 306 contacts → | ||||
Indirect evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 176 contacts → | ||||
Strong evidence “Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 175 contacts → | ||||
Indirect evidence “We believe in the power of value investing.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 84 contacts → | ||||
Strong evidence “myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 76 contacts → | ||||
Strong evidence “Berwind is a sixth-generation family-owned business distinguished by its long-term investment philosophy and decentralized structure.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 68 contacts → | ||||
Indirect evidence “Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 30 contacts → | ||||
Indirect evidence “Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Strong evidence “Founded in 2009, LL Funds makes opportunistic investments in asset-backed securities (ABS) and the companies that originate them.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Strong evidence “Singer Financial Corporation has been providing the tri-state area with high yield investment certificates as well as property backed commercial loans since 1992.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “ACCOUNTABLE EQUITY is an integrated development, management, and syndication company.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “Experity Ventures, LLC was founded in 2016 as the management and holding company for the growing portfolio of platforms and funds related to technology driven, specialty and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Sugi unlocks value in real estate and real estate companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “215 Capital deploys financial capital to advance strategically targeted early and growth stage companies across a range of sectors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “2M Investment Partners was founded to invest in or acquire small and medium size businesses.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Experience in institutional asset management, expanding and opening business in developed and developing markets, global relationship management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “Golden Oak, LLC is a leading real estate investment firm, providing fully vetted, cash-flowing investment partnership opportunities in mobile home communities, RV parks, and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 22 of 41 investment companies based in Philadelphia, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,983 reachable decision-makers.
Free signup · no credit card
Investment companies based in Philadelphia, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 41 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 Philadelphia, 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 Philadelphia 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, 1,983 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 in the United States
- Investment companies in New York814
- Investment companies in Dallas215
- Investment companies in Chicago214
- Investment companies in Miami206
- Investment companies in Los Angeles173
- Investment companies in Houston166
- Investment companies in San Francisco155
- Investment companies in Atlanta147
- Investment companies in Boston136
- Investment companies in Austin112
- Investment companies in San Diego104
- Investment companies in Charlotte101
- Investment companies in Denver99
- Investment companies in Tampa73
- Investment companies in Newport Beach72
- Investment companies in Scottsdale65
- Investment companies in Las Vegas60
- Investment companies in Boca Raton58
- Investment companies in Irvine57
- Investment companies in Portland57
- Investment companies in Seattle57
- Investment companies in Indianapolis55
- Investment companies in Minneapolis55
- Investment companies in Overland Park50
- Investment companies in Phoenix50
- Investment companies in Washington49
- Investment companies in Orlando47
- Investment companies in Greenwich46
- Investment companies in Birmingham45
- Investment companies in Omaha43
- Investment companies in Raleigh42
- Investment companies in San Antonio42
- Investment companies in Cincinnati41
- Investment companies in Philadelphia41
- Investment companies in Columbus39
- Investment companies in Fort Lauderdale39
- Investment companies in Naples39
- Investment companies in Nashville39
- Investment companies in Pittsburgh39
- Investment companies in Richmond37
- Investment companies in Fort Worth36
- Investment companies in Columbia35
- Investment companies in Rochester35
- Investment companies in Wilmington35
- Investment companies in Greenwood Village33
- Investment companies in Beverly Hills32
- Investment companies in Greenville32
- Investment companies in Kansas City32
- Investment companies in Louisville32
- Investment companies in Memphis32
- Investment companies in Salt Lake City32
- Investment companies in Stamford32
- Investment companies in Sarasota31
- Investment companies in Cleveland28
- Investment companies in Springfield28
- Investment companies in St. Louis28
- Investment companies in Tucson28
- Investment companies in Alpharetta27
- Investment companies in Tulsa27
- Investment companies in Jacksonville26
- Investment companies in Lexington26
- Investment companies in Baltimore25
- Investment companies in New York City25
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 Philadelphia, United States?
RevenueBase identified 41 investment companies headquartered in Philadelphia, 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?
Janney Montgomery Scott LLC, headquartered in Philadelphia, 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 1,983 verified decision-maker contacts tracked across these 41 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 41 investment companies based in Philadelphia, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment companies by geography
- Investment companies based in Brisbane, Australia
- Investment companies based in Melbourne, Australia
- Investment companies based in Sydney, Australia
- Investment companies based in Belo Horizonte, Brazil
- Investment companies based in Curitiba, Brazil
- Investment companies based in Porto Alegre, Brazil
- Investment companies based in Rio De Janeiro, Brazil
- Investment companies based in Sao Paulo, Brazil
- Investment companies based in Calgary, Canada
- Investment companies based in Edmonton, Canada
- Investment companies based in Montreal, Canada
- Investment companies based in Toronto, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment companies based in Brisbane, Australia
- Investment companies based in Melbourne, Australia
- Investment companies based in Sydney, Australia
- Investment companies based in Belo Horizonte, Brazil
- Investment companies based in Curitiba, Brazil
- Investment companies based in Porto Alegre, Brazil