Company lists · Data refreshed September 2026

Top 25 Investment research firms based in New York, United States

Name: Investment research 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 20, 2026 232 companies tracked

RevenueBase identified 232 investment research firms headquartered in New York, United States as of September 2026 and tracks 18,189 professional contacts across them, including 7,668 with verified work emails. New York is the largest hub.

This list covers investment research 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, 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

232Companies

18,189Contacts tracked

7,668Verified emails

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

Ranked by team size

Top 25 of 232 investment research firms based in New York, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Convergex	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	195 contacts →
	Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Sep 20, 2026
11	Value Line	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	187 contacts →
	Strong evidence “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Source: RevenueBase Database · checked Sep 20, 2026
12	Gilder Gagnon Howe & Co. LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Partial evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
13	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	93 contacts →
	Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 20, 2026
14	Sandler O'neill Partners, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	81 contacts →
	Indirect evidence “Sandler O’Neill + Partners, L.P.” Source: RevenueBase Database · checked Sep 20, 2026
15	Ridgetop Research	Strong evidence	New York, United StatesHQ checked Sep 20, 2026	11-50	74 contacts →
	Strong evidence “Ridgetop Research was created to provide a best of breed primary research platform for a select group of institutional investment firms.” Source: RevenueBase Database · checked Sep 20, 2026
16	jmi.ai	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	62 contacts →
	Partial evidence “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Source: RevenueBase Database · checked Sep 20, 2026
17	Stream By Alphasense	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	59 contacts →
	Strong evidence “Stream by AlphaSense We believe that great investment research needs conviction.” Source: RevenueBase Database · checked Sep 20, 2026
18	Sidoti & Company, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	56 contacts →
	Partial evidence “For over 25 years, Sidoti & Company, LLC has been a premier independent research provider focused on small and micro-cap companies and the institutions that invest in securities…” Source: RevenueBase Database · checked Sep 20, 2026
19	RF Lafferty & Co., INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “It’s not an accident that R.F.” Source: RevenueBase Database · checked Sep 20, 2026
20	Strategas Securities	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	51 contacts →
	Indirect evidence “Strategas is an institutional brokerage firm.” Source: RevenueBase Database · checked Sep 20, 2026
21	Freedom Capital Markets	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	51 contacts →
	Partial evidence “About Freedom Capital Markets Freedom Capital Markets is a full-service broker-dealer providing investment banking and capital markets advisory services to corporate and…” Source: RevenueBase Database · checked Sep 20, 2026
22	Argus Research	Strong evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	50 contacts →
	Strong evidence “Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
23	R.W. Pressprich & CO	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	50 contacts →
	Indirect evidence “R.” Source: RevenueBase Database · checked Sep 20, 2026
24	22v Research	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	48 contacts →
	Partial evidence “22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Source: RevenueBase Database · checked Sep 20, 2026
25	Dematteo Research LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	47 contacts →
	Strong evidence “DeMatteo Research LLC is an independent broker-dealer founded in 1997 providing research services to the institutional investment community.” 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 232 investment research firms based in New York, United States

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

As of Sep 20, 2026

42.2%Verified-email coverage

78.4Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

102

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 232 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 New York, 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 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 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, 7,668 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 in the United States

Investment research firms in New York232
Investment research firms in Chicago53
Investment research firms in Boston38
Investment research firms in Los Angeles34
Investment research firms in San Francisco33
Investment research firms in Dallas31
Investment research firms in Atlanta26
Investment research firms in Washington26

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 New York, United States?

RevenueBase identified 232 investment research 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?

Msci INC, headquartered in New York, 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 7,668 verified decision-maker contacts tracked across these 232 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.