Company lists · Data refreshed September 2026

Top 25 Investment research firms based in the United States

Name: Investment research 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 20, 2026 2,042 companies tracked

RevenueBase identified 2,042 company matches for investment research firms associated with the United States as of September 2026 and tracks 63,641 professional contacts across them, including 25,758 with verified work emails. New York is the largest hub.

This list covers company matches for investment research 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 20, 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 20, 2026 How this list was built

2,042Companies

63,641Contacts tracked

25,758Verified emails

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The 25 largest investment research firms based in the United States

Ranked by team size

Top 25 of 2,042 company matches for investment research firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	10001+	11,150 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	5,001-10,000	9,836 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 20, 2026 · View company records in RevenueBase
3	Msci INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	7,504 contacts →
	Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Seeking Alpha	Exact match	NY, United StatesHQ recorded Sep 20, 2026	201-500	848 contacts →
	Exact match “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	780 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Guggenheim Securities	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	699 contacts →
	Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	The Motley Fool	Exact match	Alexandria, VA, United StatesHQ recorded Sep 20, 2026	201-500	545 contacts →
	Exact match “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	KBW	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	474 contacts →
	Exact match “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 20, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	A.G.P. Alliance Global Partners	Exact match	NY, United StatesHQ recorded Sep 20, 2026	201-500	340 contacts →
	Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Hartford Investment Management Co. Himco	Exact match	Hartford, CT, United StatesHQ recorded Sep 20, 2026	201-500	312 contacts →
	Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Visible Alpha	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	304 contacts →
	Exact match “Visible Alpha is a part of S&P Global, creating a premium offering of fundamental investment research capabilities with S&P Global Market Intelligence’s Capital IQ Pro platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	ISI Group	Exact match	New York, United StatesHQ recorded Sep 20, 2026	201-500	295 contacts →
	Exact match “ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Wolfe Research, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	292 contacts →
	Exact match “Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service-providing timely, rigorous, and unconflicted insights from the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	OTR Global	Exact match	Purchase, NY, United StatesHQ recorded Sep 20, 2026	201-500	274 contacts →
	Exact match “OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Roth Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	201-500	273 contacts →
	Exact match “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Needham & Company	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	250 contacts →
	Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Aristotle	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	214 contacts →
	Exact match “Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Investor's Business Daily	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	209 contacts →
	Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	BWG Global	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	202 contacts →
	Exact match “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Callan	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	201 contacts →
	Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 20, 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 research 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 2,042 investment research firms based in the United States

See the full list, filter by size, metro and specialty, and access 25,758 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment research firms based in the United States at a glance

As of Sep 20, 2026

40.5%Verified-email coverage

31.2Average contacts per company

1-10Median size (employees)

11.8%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,305

11-50

520

51-200

145

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,042 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 the United States whose business descriptions match “investment research 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 25,758 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 20, 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 research 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 research firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 2,042 company matches for investment research 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?

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

Which city has the most investment research firms?

New York leads with 241 company records, followed by Chicago (53) and Boston (38).

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 25,758 professional contacts with verified work emails tracked across these 2,042 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 20, 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.