Company lists · Data refreshed September 2026

Top 15 Investment research firms based in Los Angeles, United States

RevenueBase identified 34 investment research firms headquartered in Los Angeles, United States as of September 2026 and tracks 10,728 professional contacts across them, including 3,870 with verified work emails. New York is the largest hub.

This list covers investment research firms headquartered in Los Angeles, 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
34Companies
10,728Contacts tracked
3,870Verified emails
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The 15 largest investment research firms based in Los Angeles, United States

Ranked by team size
Top 15 of 34 investment research firms based in Los Angeles, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20265,001-10,0009,836 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
2Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 2026201-500214 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
3Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 2026201-500209 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
4Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 2026201-500130 contacts →

Partial evidence

“Imperial Capital, founded in 1997, is a full-service investment bank with offices in Los Angeles, New York, London, Milan, Stamford, Palm Beach, Houston, Boston, and Tel Aviv.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 202651-200128 contacts →

Partial evidence

“Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 202651-20074 contacts →

Partial evidence

“William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20261,001-5,00058 contacts →

Indirect evidence

“Avantis Investors is built on financial science.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceLos Angeles, United StatesHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“We are a boutique sell side research and financial technology firm.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“In 1996, Robert Nichols, Ph.D.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Fintel provides insightful data, analytics, and tools to over 1M investors each month.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 202611-503 contacts →

Strong evidence

“Cypress Funds, LLC is a research-driven, fundamental investment firm focused on public equities across Technology, Media & Telecom, Consumer, and Industrials.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

Investment advisory and wealth management firm based in Los Angeles, California.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Pernas Research LLC was founded by investors with deep industry experience in managing large amounts of capital.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLos Angeles, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Frew Street Capital Management LLC ("Frew Street Capital" or "FSCM") is led by its founder, Nick Rich, whose diverse background in professional investing, corporate finance, and…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 15 of 34 investment research firms based in Los Angeles, United States

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Investment research firms based in Los Angeles, United States at a glance

As of Sep 20, 2026
36.1%Verified-email coverage
315.5Average contacts per company
1-10Median size (employees)
682.4%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
10
51-200
2
201-500
3
1,001-5,000
1
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 34 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 Los Angeles, 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 Los Angeles 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, 3,870 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.

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 Los Angeles, United States?

RevenueBase identified 34 investment research firms headquartered in Los Angeles, 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?

Capital Group, headquartered in Los Angeles, 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 3,870 verified decision-maker contacts tracked across these 34 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.

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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 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.