Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in Philadelphia, United States

RevenueBase identified 60 investment firm recruiting companies headquartered in Philadelphia, United States as of September 2026 and tracks 5,319 professional contacts across them, including 2,212 with verified work emails. Across the United States, New York is the largest hub for this category (1,746 companies); Philadelphia has 60.

This list covers investment firm recruiting 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 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
60Companies
5,319Contacts tracked
2,212Verified emails
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The 25 largest investment firm recruiting companies based in Philadelphia, United States

Ranked by team size
Top 25 of 60 investment firm recruiting companies based in Philadelphia, 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 evidencePhiladelphia, United StatesHQ checked Sep 28, 20261,001-5,0002,611 contacts →

Indirect evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 2026501-1,000807 contacts →

Indirect evidence

“True is modernizing executive hiring by combining global search expertise with the True AI Capability Index™, the industry’s only methodology for assessing candidate adaptability…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 2026201-500518 contacts →

Indirect evidence

“We believe every client is a universe of one.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 2026201-500306 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 28, 2026
5Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202651-200176 contacts →

Partial 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 28, 2026
6Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202651-200175 contacts →

Indirect evidence

“We believe in the power of value investing.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202651-20084 contacts →

Partial 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 28, 2026
8Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5068 contacts →

Indirect evidence

“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5042 contacts →

Partial evidence

“Penn Capital Management is a Philadelphia-based boutique investment manager offering small, small-mid, and micro cap equity and high yield credit strategies.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5031 contacts →

Partial evidence

“AJO is an independent, registered investment advisor, founded in 1984 by Ted Aronson.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5030 contacts →

Indirect evidence

“Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5026 contacts →

Indirect evidence

“HFA is one of the leading executive and board search firms in the nation.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5017 contacts →

Partial 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 28, 2026
14Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Mufson Howe Hunter is an independent investment banking firm focusing on M&A and private placements of debt and equity.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-1013 contacts →

Partial evidence

“We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent…”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“K44 Consulting LLC is an executive recruiting firm that specializes in the building materials industry and more.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“It takes movers and shakers to recruit movers and shakers.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Partnering with companies in their search for talent- Our primary goal is to facilitate great hires by matching top talent with top companies.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Dellin Investments was founded in 2010 and based on a strong belief that investing in, and working with good people is exciting, inspiring and will generate excellent returns.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-104 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 28, 2026
24Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Align Consulting Group stands at the forefront of executive search, offering bespoke recruitment strategies and exceptional candidates to fulfill the unique needs of our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 60 investment firm recruiting companies based in Philadelphia, United States

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Investment firm recruiting companies based in Philadelphia, United States at a glance

As of Sep 28, 2026
41.6%Verified-email coverage
88.7Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
13
51-200
4
201-500
4
501-1,000
2
1,001-5,000
1

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 60 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 Philadelphia, 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 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, 2,212 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 in the United States

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 Philadelphia, United States?

RevenueBase identified 60 investment firm recruiting 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 in the United States has the most investment firm recruiting companies?

New York leads the United States with 1,746 headquartered companies, followed by Chicago (432) and Dallas (358). Philadelphia has 60.

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 2,212 verified decision-maker contacts tracked across these 60 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.