Company lists · Data refreshed September 2026

Top 25 Investment firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 1,002 companies tracked

RevenueBase identified 1,002 investment firms headquartered in New York, United States as of September 2026 and tracks 73,107 professional contacts across them, including 26,793 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in New York, 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, how directly it supports the match, 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 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

1,002Companies

73,107Contacts tracked

26,793Verified emails

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The 25 largest investment firms based in New York, United States

Ranked by team size

Top 25 of 1,002 investment firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Merrill LynchIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	10001+	32,861
	“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: company website · checked Sep 4, 2026
2	J.P. Morgan Asset ManagementIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	10001+	4,833
	“At J.P.” Source: company website · checked Sep 4, 2026
3	Oppenheimer & Co. INCStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,996
	“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: company website · checked Sep 4, 2026
4	Neuberger BermanStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,689
	“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: company website · checked Sep 4, 2026
5	BNY MellonIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	10001+	2,368
	“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Source: company website · checked Sep 4, 2026
6	IACIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	5,001-10,000	1,613
	“IAC builds companies.” Source: company website · checked Sep 4, 2026
7	Stepstone GroupStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,304
	“StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Source: company website · checked Sep 4, 2026
8	Mutual Of America Financial GroupStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,074
	“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Source: company website · checked Sep 4, 2026
9	AXA Advisors, LLCIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	5,001-10,000	1,053
	“Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes.” Source: company website · checked Sep 4, 2026
10	Bernstein Private Wealth ManagementIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	835
	“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: company website · checked Sep 4, 2026
11	Wealthspire AdvisorsStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	428
	“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: company website · checked Sep 4, 2026
12	Maxim Group LLCStrong evidence	New York, United StatesHQ checked Sep 4, 2026	201-500	428
	“Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Source: company website · checked Sep 4, 2026
13	Cd&rStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	384
	“Founded in 1978, CD & R is an investment firm with an investment strategy predicated on building stronger, more profitable businesses.” Source: company website · checked Sep 4, 2026
14	W Capital PartnersIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	n/a	336
	“W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Source: company website · checked Sep 4, 2026
15	Jennison AssociatesIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	334
	“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: company website · checked Sep 4, 2026
16	Alex. BrownIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	501-1,000	331
	“Alex.” Source: company website · checked Sep 4, 2026
17	Lenox AdvisorsIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	318
	“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: company website · checked Sep 4, 2026
18	MIO Partners, INCStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	296
	“MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: company website · checked Sep 4, 2026
19	Tiger GlobalStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	281
	“Tiger Global is a research-driven investment firm pursuing a long-term approach to partnering with high-quality, innovative companies across different stages of their lifecycle.” Source: company website · checked Sep 4, 2026
20	ConvergexIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	200
	“Convergex is now Cowen!” Source: company website · checked Sep 4, 2026
21	Park Avenue Wealth ManagementIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	1,001-5,000	195
	“Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: company website · checked Sep 4, 2026
22	City National RochdaleStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	183
	“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: company website · checked Sep 4, 2026
23	First ManhattanStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	168
	“First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: company website · checked Sep 4, 2026
24	Star Mountain CapitalIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	167
	“Bringing large market expertise to smaller companies, Star Mountain’s philosophies include a data-driven and systematic approach to investing.” Source: company website · checked Sep 4, 2026
25	Siguler Guff & CompanyStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	163
	“Siguler Guff is a multi-strategy private markets investment firm which, together with its affiliates, has approximately $18.4 billion of assets under management, as of December…” Source: company website · checked Sep 4, 2026

Showing 25 of 1,002 investment firms based in New York, United States

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Investment firms based in New York, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

513

11-50

356

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for New York, over 1,002 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, 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.
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 New York 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 an evidence 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, 26,793 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 in the United States

Frequently asked

How many investment firms are there based in New York, United States?

RevenueBase identified 1,002 investment firms headquartered in New York, 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?

Merrill Lynch, headquartered in New York, 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 26,793 verified decision-maker contacts tracked across these 1,002 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 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.