Company lists · Data refreshed September 2026

Top 25 Investment firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 16,502 companies tracked

RevenueBase identified 16,502 company matches for investment firms associated with 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 company matches for investment firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 4, 2026 How this list was built

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 company matches for investment firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 4, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jpmorganchase	Exact match	New York, TX, United StatesHQ recorded Sep 4, 2026	10001+	214,279 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
2	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Sep 4, 2026	10001+	80,668 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
3	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	10001+	42,993 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
4	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 4, 2026	n/a	38,171 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
5	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	10001+	32,861 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
6	Vanguard	Exact match	Valley Forge, NC, United StatesHQ recorded Sep 4, 2026	10001+	24,721 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
7	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 4, 2026	5,001-10,000	24,253 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
8	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	10001+	14,117 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
9	LPL Financial	Exact match	San Diego, MA, United StatesHQ recorded Sep 4, 2026	5,001-10,000	13,524 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
10	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 4, 2026	5,001-10,000	9,812 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
11	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Sep 4, 2026	5,001-10,000	8,445 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
12	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Sep 4, 2026	5,001-10,000	6,988 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
13	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	10001+	4,833 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
14	Wellington Management	Exact match	Boston, MA, United StatesHQ recorded Sep 4, 2026	1,001-5,000	3,451 contacts →
	Exact match “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
15	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 4, 2026	5,001-10,000	3,144 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
16	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,996 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
17	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,748 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
18	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,689 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
19	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,617 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
20	The Carlyle Group	Exact match	Washington, DC, United StatesHQ recorded Sep 4, 2026	1,001-5,000	2,557 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
21	BNY Mellon	Exact match	New York, NY, United StatesHQ recorded Sep 4, 2026	10001+	2,368 contacts →
	Exact match “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
22	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,947 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
23	Creative Planning	Exact match	Overland Park, FL, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,851 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
24	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,811 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
25	Captrust	Exact match	Raleigh, AZ, United StatesHQ recorded Sep 4, 2026	1,001-5,000	1,754 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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)

6.3%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

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

29,83831–60

179,57261–90

123,21390–180

2,480180+

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 335,103 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in the United States?

RevenueBase identified 16,502 company matches for investment firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment firms?

New York leads with 1043 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 335,103 professional contacts with verified work emails tracked across these 16,502 companies; direct dials are available where recorded.

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 SmartSearch, 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.