Company lists · Data refreshed September 2026
Top 25 Investment research firms based in New York, United States
RevenueBase identified 232 company matches for investment research firms associated with New York, United States as of September 2026 and tracks 18,189 professional contacts across them, including 7,668 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for investment research firms associated with New York, 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.
The 25 largest investment research firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 195 contacts → | ||||
Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 187 contacts → | ||||
Exact match “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 116 contacts → | ||||
Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 93 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 81 contacts → | ||||
Exact match “Sandler O’Neill + Partners, L.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 74 contacts → | ||||
Exact match “Ridgetop Research was created to provide a best of breed primary research platform for a select group of institutional investment firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 62 contacts → | ||||
Exact match “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 59 contacts → | ||||
Exact match “Stream by AlphaSense We believe that great investment research needs conviction.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 52 contacts → | ||||
Exact match “It’s not an accident that R.F.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 51 contacts → | ||||
Exact match “Strategas is an institutional brokerage firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 51 contacts → | ||||
Exact match “About Freedom Capital Markets Freedom Capital Markets is a full-service broker-dealer providing investment banking and capital markets advisory services to corporate and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 50 contacts → | ||||
Exact match “Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 50 contacts → | ||||
Exact match “R.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 48 contacts → | ||||
Exact match “22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 47 contacts → | ||||
Exact match “DeMatteo Research LLC is an independent broker-dealer founded in 1997 providing research services to the institutional investment community.” 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 232 investment research firms based in New York, United States
See the full list, filter by size, metro and specialty, and access 7,668 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment research firms based in New York, United States at a glance
As of Sep 20, 2026Companies by employee count
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
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 New York, 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 7,668 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 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 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 New York, United States?
RevenueBase identified 232 company matches for investment research firms associated with New York, 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?
Msci INC 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 research firms?
New York leads the United States with 232 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 7,668 professional contacts with verified work emails tracked across these 232 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.
Ready to reach these companies? Verified emails and direct dials for all 232 investment research firms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment research firms by geography
- Investment research firms based in Bangalore, India
- Investment research firms based in Kolkata, India
- Investment research firms based in Mumbai, India
- Investment research firms based in New Delhi, India
- Investment research firms based in Pune, India
- Investment research firms based in Atlanta, United States
- Investment research firms based in Boston, United States
- Investment research firms based in Chicago, United States
- Investment research firms based in Dallas, United States
- Investment research firms based in Los Angeles, United States
- Investment research firms based in San Francisco, United States
- Investment research firms based in Washington, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment research firms based in Bangalore, India
- Investment research firms based in Kolkata, India
- Investment research firms based in Mumbai, India
- Investment research firms based in New Delhi, India
- Investment research firms based in Pune, India
- Investment research firms based in Atlanta, United States
Company intelligence · public preview
Top 25 investment research firms based in New York, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 232 matching company records for investment research firms based in New York, United States, with 18,189 tracked contacts and 7,668 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment research firms based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Evercoreevercore.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Guggenheim Securitiesguggenheimsecurities.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  KBWkbw.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Visible Alphavisiblealpha.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 304 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ISI Groupisigrp.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 295 contacts → |
“ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wolfe Research, LLCwolferesearch.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Needham & Companyneedhamco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 250 contacts → |
“Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  BWG Globalbwgglobal.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Convergexcowen.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Value Linevalueline.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 187 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gilder Gagnon Howe & Co. LLCgghc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 116 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Segal Marco Advisorssegalmarco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sandler O'neill Partners, L.Psandleroneill.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 81 contacts → |
“Sandler O’Neill + Partners, L.P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ridgetop Researchridgetopresearch.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 74 contacts → |
“Ridgetop Research was created to provide a best of breed primary research platform for a select group of institutional investment firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  jmi.aijmi.aiHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stream By Alphasensealpha-sense.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 59 contacts → |
“Stream by AlphaSense We believe that great investment research needs conviction.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sidoti & Company, LLCsidoti.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 52 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategas Securitiesstrategasrp.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Strategas is an institutional brokerage firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Freedom Capital Marketsfreedomcapmkts.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“About Freedom Capital Markets Freedom Capital Markets is a full-service broker-dealer providing investment banking and capital markets advisory services to corporate and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Argus Researchargusresearch.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 50 contacts → |
“Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | R.W. Pressprich & COpressprich.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“R.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  22v Research22vresearch.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dematteo Research LLCdmllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 47 contacts → |
“DeMatteo Research LLC is an independent broker-dealer founded in 1997 providing research services to the institutional investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 232 company matches
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Investment research firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
232 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment research firms by metro in the United States
Questions about this company list
What does Exact match mean for investment research firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment research firms did RevenueBase find based in New York, United States?
The saved snapshot records 232 matching company records, 18,189 tracked contacts and 7,668 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment research firms by geography
- Investment research firms based in Bangalore, India
- Investment research firms based in Kolkata, India
- Investment research firms based in Mumbai, India
- Investment research firms based in New Delhi, India
- Investment research firms based in Pune, India
- Investment research firms based in Atlanta, United States
- Investment research firms based in Boston, United States
- Investment research firms based in Chicago, United States
- Investment research firms based in Dallas, United States
- Investment research firms based in Los Angeles, United States
- Investment research firms based in San Francisco, United States
- Investment research firms based in Washington, United States
Cite this list
RevenueBase Data Team. Top 25 investment research firms based in New York, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-research-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment research firms based in Bangalore, India
- Investment research firms based in Kolkata, India
- Investment research firms based in Mumbai, India
- Investment research firms based in New Delhi, India
- Investment research firms based in Pune, India
- Investment research firms based in Atlanta, United States
Company intelligence · public preview
Top 25 investment research firms based in New York, United States
RevenueBase records 232 matching company records for investment research firms based in New York, United States, with 18,189 tracked contacts and 7,668 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment research firms based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Evercoreevercore.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Guggenheim Securitiesguggenheimsecurities.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KBWkbw.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Visible Alphavisiblealpha.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 304 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ISI Groupisigrp.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 295 contacts → |
“ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wolfe Research, LLCwolferesearch.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Needham & Companyneedhamco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 250 contacts → |
“Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BWG Globalbwgglobal.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 202 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Convergexcowen.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 195 contacts → |
“Convergex is now Cowen!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Value Linevalueline.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 187 contacts → |
“Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gilder Gagnon Howe & Co. LLCgghc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 116 contacts → |
“We are a registered broker dealer, and a registered investment advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Segal Marco Advisorssegalmarco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sandler O'neill Partners, L.Psandleroneill.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 81 contacts → |
“Sandler O’Neill + Partners, L.P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ridgetop Researchridgetopresearch.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 74 contacts → |
“Ridgetop Research was created to provide a best of breed primary research platform for a select group of institutional investment firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | jmi.aijmi.ai HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stream By Alphasensealpha-sense.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 59 contacts → |
“Stream by AlphaSense We believe that great investment research needs conviction.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sidoti & Company, LLCsidoti.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 52 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategas Securitiesstrategasrp.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Strategas is an institutional brokerage firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Freedom Capital Marketsfreedomcapmkts.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“About Freedom Capital Markets Freedom Capital Markets is a full-service broker-dealer providing investment banking and capital markets advisory services to corporate and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Argus Researchargusresearch.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 50 contacts → |
“Argus Research is a forward-thinking, long-standing independent investment research firm that offers forecasts and ratings on the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | R.W. Pressprich & COpressprich.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 50 contacts → |
“R.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 22v Research22vresearch.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dematteo Research LLCdmllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 47 contacts → |
“DeMatteo Research LLC is an independent broker-dealer founded in 1997 providing research services to the institutional investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 232 company matches
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Investment research firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
232 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment research firms by metro in the United States
Questions about this company list
What does Exact match mean for investment research firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment research firms did RevenueBase find based in New York, United States?
The saved snapshot records 232 matching company records, 18,189 tracked contacts and 7,668 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment research firms based in New York, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-research-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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