Company lists · Data refreshed September 2026

Top 25 Investment firms based in the United States

RevenueBase identified 16,502 investment firms headquartered in the United States as of September 2026 and tracks 777,451 professional contacts across them, including 335,103 with verified work emails and 315,780 with mobile numbers. New York is the largest hub.

This list covers investment firms 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 4, 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 4, 2026 86% judged on-target in blind review
16,502Companies
777,451Contacts tracked
335,103Verified emails
315,780Mobile numbers
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The 25 largest investment firms based in the United States

Ranked by team size
Top 25 of 16,502 investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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 evidenceNew York, TX, United StatesHQ checked Sep 4, 202610001+214,279 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 4, 2026
2Indirect evidenceBoston, MA, United StatesHQ checked Sep 4, 202610001+80,668 contacts →

Indirect evidence

“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.”

Source: RevenueBase Database · checked Sep 4, 2026
3Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 4, 202610001+42,993 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
4Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 4, 2026n/a38,171 contacts →

Indirect evidence

“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.”

Source: RevenueBase Database · checked Sep 4, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202610001+32,861 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 4, 2026
6Indirect evidenceValley Forge, NC, United StatesHQ checked Sep 4, 202610001+24,721 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
7Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 4, 20265,001-10,00024,253 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 4, 2026
8Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 4, 202610001+14,117 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 4, 2026
9Indirect evidenceSan Diego, MA, United StatesHQ checked Sep 4, 20265,001-10,00013,524 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 4, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 4, 20265,001-10,0009,812 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 4, 2026
11Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 4, 20265,001-10,0008,445 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 4, 2026
12Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 4, 20265,001-10,0006,988 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 4, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202610001+4,833 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 4, 2026
14Strong evidenceBoston, MA, United StatesHQ checked Sep 4, 20261,001-5,0003,451 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 4, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 4, 20265,001-10,0003,144 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
16Strong evidenceNew York, NY, United StatesHQ checked Sep 4, 20261,001-5,0002,996 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
17Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 4, 20261,001-5,0002,748 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 4, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 4, 20261,001-5,0002,689 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 4, 2026
19Indirect evidencePhiladelphia, United StatesHQ checked Sep 4, 20261,001-5,0002,617 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
20Strong evidenceWashington, DC, United StatesHQ checked Sep 4, 20261,001-5,0002,557 contacts →

Strong evidence

“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…”

Source: RevenueBase Database · checked Sep 4, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202610001+2,368 contacts →

Indirect evidence

“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).”

Source: RevenueBase Database · checked Sep 4, 2026
22Indirect evidenceWilmington, DE, United StatesHQ checked Sep 4, 20261,001-5,0001,947 contacts →

Indirect evidence

“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.”

Source: RevenueBase Database · checked Sep 4, 2026
23Indirect evidenceOverland Park, FL, United StatesHQ checked Sep 4, 20261,001-5,0001,851 contacts →

Indirect evidence

“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…”

Source: RevenueBase Database · checked Sep 4, 2026
24Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 4, 20261,001-5,0001,811 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 4, 2026
25Strong evidenceRaleigh, AZ, United StatesHQ checked Sep 4, 20261,001-5,0001,754 contacts →

Strong evidence

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: RevenueBase Database · checked Sep 4, 2026

Showing 25 of 16,502 investment firms based in the United States

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Investment firms based in the United States at a glance

As of Sep 4, 2026
43.1%Verified-email coverage
40.6%Mobile-number coverage
47.1Average contacts per company
1-10Median size (employees)
6.1%Largest-city concentration · New York
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
11,639
11-50
3,674
51-200
755
201-500
170
501-1,000
64
1,001-5,000
73
5,001-10,000
21
10001+
41

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 firms, 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 firms”. 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 firms), 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 firms, 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, 335,103 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 firms 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 firms, 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 firms are there based in the United States?

RevenueBase identified 16,502 investment firms 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 Dallas, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 335,103 verified decision-maker contacts tracked across these 16,502 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 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.