Company lists · Data refreshed September 2026

Top 12 Investment firms based in Wayne, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 27 companies tracked

RevenueBase identified 27 company matches for investment firms associated with Wayne, United States as of September 2026 and tracks 335 professional contacts across them, including 174 with verified work emails. Across the United States, New York is the largest hub for this category (1,042 companies); Wayne has 27.

This list covers company matches for investment firms associated with Wayne, 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

27Companies

335Contacts tracked

174Verified emails

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The 12 largest investment firms based in Wayne, United States

Ranked by team size

Top 12 of 27 company matches for investment firms based in Wayne, 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	Alden Investment Group	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	51-200	37 contacts →
	Exact match “Alden is a financial services company with securities & asset management solutions, our own full-service broker/dealer & registered investment advisor solutions.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
2	FRS Advisors	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	13 contacts →
	Exact match “FRS Advisors assists with the design, implementation and management of retirement plans for businesses and government entities.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
3	Bluestone Capital Management	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	10 contacts →
	Exact match “Bluestone Capital Management is an SEC Registered Investment Advisor, focused solely on providing our clients with differentiated sources of alpha.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
4	Capital Management Services, INC	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
5	Almanack Investment Partners, LLC	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	7 contacts →
	Exact match “Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
6	Walsh & Nicholson Financial Group	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	6 contacts →
	Exact match “Knowledge is power.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
7	Birch RUN Financial	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	1-10	5 contacts →
	Exact match “At Birch Run Financial, we build financial plans designed to stay in sync as your life evolves, inspired by the flexibility and strength of the adaptable birch tree.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
8	Clarity Financial Planning Group	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	1-10	5 contacts →
	Exact match “As part of Northwestern Mutual's exclusive Private Client Group, Clarity Financial Planning Group provides comprehensive wealth management and financial planning strategies…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
9	Magis Financial Partners	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	5 contacts →
	Exact match “MAGIS.pronounced "MAH-GIS".is a Latin adverb that means "better,""to do more,""to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
10	Hullson Partners	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	1-10	4 contacts →
	Exact match “Hullson is a Philadelphia-based private investment firm that was founded to invest in companies whose founders or owners may be planning an exit or seeking liquidity.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
11	Bluefox Advisors LLC	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	1-10	2 contacts →
	Exact match “Blue Fox offers access to independent research for the world's leading financial institutions - including hedge funds, long only funds, banks, insurance companies, pension and…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
12	FRS Advisors, Private Wealth Team	Exact match	Wayne, PA, United StatesHQ recorded Sep 4, 2026	11-50	1 contacts →
	Exact match “FRS Advisors offers comprehensive investment management services to individuals and families.” 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 12 of 27 investment firms based in Wayne, United States

See the full list, filter by size, metro and specialty, and access 174 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Wayne, United States at a glance

As of Sep 4, 2026

51.9%Verified-email coverage

12.4Average contacts per company

11-50Median size (employees)

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Wayne, so it is reported there. Company counts and contact totals on this page are exact for Wayne, over 27 companies.

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 Wayne, 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 174 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 in the United States

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 Wayne, United States?

RevenueBase identified 27 company matches for investment firms associated with Wayne, 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?

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

Which city in the United States has the most investment firms?

New York leads the United States with 1,042 company records, followed by Chicago (301) and Dallas (277). Wayne has 27.

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 174 professional contacts with verified work emails tracked across these 27 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.