Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in the United States

RevenueBase identified 18,824 investment firm recruiting companies headquartered in the United States as of September 2026 and tracks 487,966 professional contacts across them, including 218,841 with verified work emails. New York is the largest hub.

This list covers investment firm recruiting 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 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
18,824Companies
487,966Contacts tracked
218,841Verified emails
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The 25 largest investment firm recruiting companies based in the United States

Ranked by team size
Top 25 of 18,824 investment firm recruiting companies based in the 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 firm recruiting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+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 28, 2026
3Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 28, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202610001+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 28, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20265,001-10,00013,475 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 28, 2026
6Partial evidenceSan Mateo, CA, United StatesHQ checked Sep 28, 20265,001-10,00010,517 contacts →

Partial 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 28, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20265,001-10,0009,836 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 28, 2026
8Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 28, 20265,001-10,0008,422 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20265,001-10,0006,236 contacts →

Partial evidence

“Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 28, 20265,001-10,0005,330 contacts →

Indirect evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidencePlano, TX, United StatesHQ checked Sep 28, 20265,001-10,0005,152 contacts →

Partial 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 28, 2026
12Partial evidenceNashville, TN, United StatesHQ checked Sep 28, 20261,001-5,0004,862 contacts →

Partial 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 28, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261,001-5,0004,261 contacts →

Partial evidence

“Our ambition at Citadel is to be the most successful investment firm of all time.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0003,912 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 28, 2026
16Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0003,436 contacts →

Partial 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 28, 2026
17Indirect evidenceJersey City, NJ, United StatesHQ checked Sep 28, 20265,001-10,0003,420 contacts →

Indirect evidence

“BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0003,296 contacts →

Partial evidence

“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+3,292 contacts →

Partial 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 28, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0003,118 contacts →

Indirect evidence

“Jane Street is a quantitative trading firm with offices in New York, London, Hong Kong, Singapore, and Amsterdam.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0003,006 contacts →

Partial evidence

“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,940 contacts →

Partial evidence

“Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0002,738 contacts →

Indirect evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,623 contacts →

Partial 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 28, 2026

Showing 25 of 18,824 investment firm recruiting 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 218,841 reachable decision-makers.

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Investment firm recruiting companies based in the United States at a glance

As of Sep 28, 2026
44.8%Verified-email coverage
25.9Average contacts per company
1-10Median size (employees)
9.3%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
13,178
11-50
4,363
51-200
874
201-500
176
501-1,000
74
1,001-5,000
75
5,001-10,000
19
10001+
32

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 18,824 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 firm recruiting 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 firm recruiting 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 firm recruiting 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 firm recruiting 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, 218,841 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 firm recruiting 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 firm recruiting 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 firm recruiting companies are there based in the United States?

RevenueBase identified 18,824 investment firm recruiting 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most investment firm recruiting companies?

New York leads with 1746 headquartered companies, followed by Chicago (432) and Dallas (358).

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 218,841 verified decision-maker contacts tracked across these 18,824 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.