Company lists · Data refreshed September 2026
Top 25 Member owned investment firms based in the United States
RevenueBase identified 577 company matches for member owned investment firms associated with the United States as of September 2026 and tracks 6,652 professional contacts across them, including 3,369 with verified work emails. New York is the largest hub.
This list covers company matches for member owned investment firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 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 member owned investment firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,157 contacts → | ||||
Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 443 contacts → | ||||
Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 210 contacts → | ||||
Exact match “Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 134 contacts → | ||||
Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 108 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 99 contacts → | ||||
Exact match “Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 96 contacts → | ||||
Exact match “SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 91 contacts → | ||||
Exact match “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 91 contacts → | ||||
Exact match “CAZ Investments provides Exclusive Access to Unique Alternatives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 80 contacts → | ||||
Exact match “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 79 contacts → | ||||
Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 77 contacts → | ||||
Exact match “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 61 contacts → | ||||
Exact match “Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 56 contacts → | ||||
Exact match “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 49 contacts → | ||||
Exact match “Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 46 contacts → | ||||
Exact match “Titan is an SEC registered alternative investments firm, headquartered in Stamford, CT with 26 employees.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 42 contacts → | ||||
Exact match “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant assets for both private and institutional investors throughout the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 40 contacts → | ||||
Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 39 contacts → | ||||
Exact match “Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 38 contacts → | ||||
Exact match “Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 37 contacts → | ||||
Exact match “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 36 contacts → | ||||
Exact match “Advisory Research Investment Management is a Chicago-based asset manager.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 33 contacts → | ||||
Exact match “tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms-while…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 33 contacts → | ||||
Exact match “NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin…” Recorded in the RevenueBase company graph · Sep 28, 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 “member owned investment 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 577 member owned investment firms based in the United States
See the full list, filter by size, metro and specialty, and access 3,369 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Member owned investment firms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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 577 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “member owned investment 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 3,369 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 28, 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.
Member owned investment firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “member owned investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many member owned investment firms are there based in the United States?
RevenueBase identified 577 company matches for member owned investment firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Brown Advisory tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most member owned investment firms?
New York leads with 35 company records, followed by Chicago (15) and Atlanta (11).
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 3,369 professional contacts with verified work emails tracked across these 577 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 577 member owned investment firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Member owned investment firms by geography
- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India
- Member owned investment firms based in the United Kingdom
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
- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India
Company intelligence · public preview
Top 25 member owned investment firms based in the 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 577 matching company records for member owned investment firms based in the United States, with 6,652 tracked contacts and 3,369 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 28, 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 member owned investment firms based in the 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 |  Brown Advisorybrownadvisory.comHQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Steward Partnersstewardpartners.comHQ: Stamford, CT, United StatesReported employees: 501-1,000 | Stamford, CT, United States | 501-1,000 | Exact match | 443 contacts → |
“Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Coldstreamcoldstream.comHQ: Bellevue, WA, United StatesReported employees: 201-500 | Bellevue, WA, United States | 201-500 | Exact match | 210 contacts → |
“Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lion Streetlionstreet.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 134 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  J.P. Turner & Company, LLCjpturner.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 108 contacts → |
“J.P.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Purshe Kaplan Sterling Investments PKSpksinvest.com HQ: Albany, NY, United StatesReported employees: 1,001-5,000 | Albany, NY, United States | 1,001-5,000 | Exact match | 99 contacts → |
“Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | SYM Financial Advisorssym.com HQ: Winona Lake, IN, United StatesReported employees: 51-200 | Winona Lake, IN, United States | 51-200 | Exact match | 96 contacts → |
“SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tocqueville Asset Managementtocqueville.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 91 contacts → |
“Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CAZ Investmentscazinvestments.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 91 contacts → |
“CAZ Investments provides Exclusive Access to Unique Alternatives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sanders Morrissandersmorris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Offit Capitaloffitcapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Balentinebalentine.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 contacts → |
“Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Berthel Fisher Companiesberthel.comHQ: Cedar Rapids, IA, United StatesReported employees: 51-200 | Cedar Rapids, IA, United States | 51-200 | Exact match | 61 contacts → |
“Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Osterweis Capital Managementosterweis.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 49 contacts → |
“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Titan Advisors, LLCtitanadvisors.comHQ: Stamford, CT, United StatesReported employees: 11-50 | Stamford, CT, United States | 11-50 | Exact match | 46 contacts → |
“Titan is an SEC registered alternative investments firm, headquartered in Stamford, CT with 26 employees.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stonecrest Partnersstonecrestpartners.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 42 contacts → |
“Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Crawford Investment Counselcrawfordinvestment.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 40 contacts → |
“Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant assets for both private and institutional investors throughout the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Summit Financial Groupsummit.nm.comHQ: Fort Wayne, IN, United StatesReported employees: 11-50 | Fort Wayne, IN, United States | 11-50 | Exact match | 39 contacts → |
“Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Landaas & Company, LLClandaas.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 38 contacts → |
“Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Chilton Capital Management LLCchiltoncapital.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 37 contacts → |
“Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Advisory Research Investment Managementadvisoryresearch.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 36 contacts → |
“Advisory Research Investment Management is a Chicago-based asset manager.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TRU Independencetru-ind.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 33 contacts → |
“tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms-while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Natalliance Securitiesnatalliance.comHQ: Austin, United StatesReported employees: 51-200 | Austin, United States | 51-200 | Exact match | 33 contacts → |
“NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 577 company matches
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Member owned investment firms: dataset insights
September 28, 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
576 records in the displayed employee bands.
1 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 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 577 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 28, 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 ↗
Member owned investment firms by metro
Questions about this company list
What does Exact match mean for member owned investment 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 member owned investment firms did RevenueBase find based in the United States?
The saved snapshot records 577 matching company records, 6,652 tracked contacts and 3,369 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 28, 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
Member owned investment firms by geography
- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India
- Member owned investment firms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 member owned investment firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/member-owned-investment-firms/united-states.
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
- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India
Company intelligence · public preview
Top 25 member owned investment firms based in the United States
RevenueBase records 577 matching company records for member owned investment firms based in the United States, with 6,652 tracked contacts and 3,369 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 28, 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 member owned investment firms based in the 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 | Brown Advisorybrownadvisory.com HQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Steward Partnersstewardpartners.com HQ: Stamford, CT, United StatesReported employees: 501-1,000 | Stamford, CT, United States | 501-1,000 | Exact match | 443 contacts → |
“Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Coldstreamcoldstream.com HQ: Bellevue, WA, United StatesReported employees: 201-500 | Bellevue, WA, United States | 201-500 | Exact match | 210 contacts → |
“Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lion Streetlionstreet.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 134 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | J.P. Turner & Company, LLCjpturner.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 108 contacts → |
“J.P.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Purshe Kaplan Sterling Investments PKSpksinvest.com HQ: Albany, NY, United StatesReported employees: 1,001-5,000 | Albany, NY, United States | 1,001-5,000 | Exact match | 99 contacts → |
“Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | SYM Financial Advisorssym.com HQ: Winona Lake, IN, United StatesReported employees: 51-200 | Winona Lake, IN, United States | 51-200 | Exact match | 96 contacts → |
“SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tocqueville Asset Managementtocqueville.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 91 contacts → |
“Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CAZ Investmentscazinvestments.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 91 contacts → |
“CAZ Investments provides Exclusive Access to Unique Alternatives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sanders Morrissandersmorris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Offit Capitaloffitcapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Balentinebalentine.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 contacts → |
“Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Berthel Fisher Companiesberthel.com HQ: Cedar Rapids, IA, United StatesReported employees: 51-200 | Cedar Rapids, IA, United States | 51-200 | Exact match | 61 contacts → |
“Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Osterweis Capital Managementosterweis.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 49 contacts → |
“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Titan Advisors, LLCtitanadvisors.com HQ: Stamford, CT, United StatesReported employees: 11-50 | Stamford, CT, United States | 11-50 | Exact match | 46 contacts → |
“Titan is an SEC registered alternative investments firm, headquartered in Stamford, CT with 26 employees.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stonecrest Partnersstonecrestpartners.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 42 contacts → |
“Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Crawford Investment Counselcrawfordinvestment.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 40 contacts → |
“Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant assets for both private and institutional investors throughout the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Summit Financial Groupsummit.nm.com HQ: Fort Wayne, IN, United StatesReported employees: 11-50 | Fort Wayne, IN, United States | 11-50 | Exact match | 39 contacts → |
“Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Landaas & Company, LLClandaas.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 38 contacts → |
“Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Chilton Capital Management LLCchiltoncapital.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 37 contacts → |
“Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Advisory Research Investment Managementadvisoryresearch.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 36 contacts → |
“Advisory Research Investment Management is a Chicago-based asset manager.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TRU Independencetru-ind.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 33 contacts → |
“tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms-while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Natalliance Securitiesnatalliance.com HQ: Austin, United StatesReported employees: 51-200 | Austin, United States | 51-200 | Exact match | 33 contacts → |
“NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Member owned investment firms: dataset insights
September 28, 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
576 records in the displayed employee bands.
1 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 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 577 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 28, 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 ↗
Member owned investment firms by metro
Questions about this company list
What does Exact match mean for member owned investment 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 member owned investment firms did RevenueBase find based in the United States?
The saved snapshot records 577 matching company records, 6,652 tracked contacts and 3,369 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 28, 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
Member owned investment firms by geography
- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India
- Member owned investment firms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 member owned investment firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/member-owned-investment-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Member owned investment firms based in Sao Paulo, Brazil
- Member owned investment firms based in London, United Kingdom
- Member owned investment firms based in New York, United States
- Member owned investment firms based in Brazil
- Member owned investment firms based in Canada
- Member owned investment firms based in India