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 investment research firms headquartered in 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 investment research 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 20, 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 20, 2026 86% judged on-target in blind review

2,042Companies

63,641Contacts tracked

25,758Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment research firms based in the United States

Ranked by team size

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

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment research firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment research firms.
Partial evidence: Its own public description names part of investment research firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment research firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,042 investment research firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 25,758 reachable decision-makers.

Free signup · no credit card

View the full list →

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)

11.4%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment research 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 research 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 research 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 research 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, 25,758 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 20, 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 research 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 research 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 research firms are there based in the United States?

RevenueBase identified 2,042 investment research 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?

Morningstar, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most investment research firms?

New York leads with 232 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 25,758 verified decision-maker contacts tracked across these 2,042 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,042 investment research firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment research firms by geography

Browse the directory

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.