Company lists · Data refreshed September 2026

Top 25 Member owned investment firms based in the United States

Name: Member owned investment firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 577 companies tracked

RevenueBase identified 577 member owned investment firms headquartered in 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 member owned investment firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

577Companies

6,652Contacts tracked

3,369Verified emails

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The 25 largest member owned investment firms based in the United States

Ranked by team size

Top 25 of 577 member owned investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to member owned investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 28, 2026
2	Steward Partners	Partial evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	501-1,000	443 contacts →
	Partial evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 28, 2026
3	Coldstream	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 28, 2026	201-500	210 contacts →
	Partial evidence “Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Source: RevenueBase Database · checked Sep 28, 2026
4	Lion Street	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	J.P. Turner & Company, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	501-1,000	108 contacts →
	Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 28, 2026
6	Purshe Kaplan Sterling Investments PKS	Partial evidence	Albany, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	99 contacts →
	Partial evidence “Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York.” Source: RevenueBase Database · checked Sep 28, 2026
7	SYM Financial Advisors	Strong evidence	Winona Lake, IN, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Strong evidence “SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Source: RevenueBase Database · checked Sep 28, 2026
8	Tocqueville Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	91 contacts →
	Partial evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 28, 2026
9	CAZ Investments	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	91 contacts →
	Partial evidence “CAZ Investments provides Exclusive Access to Unique Alternatives.” Source: RevenueBase Database · checked Sep 28, 2026
10	Sanders Morris	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	80 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	79 contacts →
	Partial evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 28, 2026
12	Balentine	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Indirect evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 28, 2026
13	Berthel Fisher Companies	Indirect evidence	Cedar Rapids, IA, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Indirect evidence “Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Source: RevenueBase Database · checked Sep 28, 2026
14	Osterweis Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	56 contacts →
	Indirect evidence “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Source: RevenueBase Database · checked Sep 28, 2026
15	Folger Nolan Fleming Douglas Incorporated	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	51-200	49 contacts →
	Indirect evidence “Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Source: RevenueBase Database · checked Sep 28, 2026
16	Titan Advisors, LLC	Partial evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	11-50	46 contacts →
	Partial evidence “Titan is an SEC registered alternative investments firm, headquartered in Stamford, CT with 26 employees.” Source: RevenueBase Database · checked Sep 28, 2026
17	Stonecrest Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	42 contacts →
	Indirect evidence “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Source: RevenueBase Database · checked Sep 28, 2026
18	Crawford Investment Counsel	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
19	Klingenstein Fields Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	40 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Summit Financial Group	Indirect evidence	Fort Wayne, IN, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
21	Landaas & Company, LLC	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Source: RevenueBase Database · checked Sep 28, 2026
22	Chilton Capital Management LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
23	Advisory Research Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Advisory Research Investment Management is a Chicago-based asset manager.” Source: RevenueBase Database · checked Sep 28, 2026
24	TRU Independence	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms-while…” Source: RevenueBase Database · checked Sep 28, 2026
25	Natalliance Securities	Strong evidence	Austin, United StatesHQ checked Sep 28, 2026	51-200	33 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 577 member owned investment firms based in the United States

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Member owned investment firms based in the United States at a glance

As of Sep 28, 2026

50.6%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

6.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

375

11-50

153

51-200

201-500

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among member owned investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “member owned investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names member owned investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among member owned investment firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,369 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Member owned investment firms by metro

Member owned investment firms in New York35

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names member owned investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many member owned investment firms are there based in the United States?

RevenueBase identified 577 member owned investment firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Brown Advisory, headquartered in Baltimore, tops this list with the largest team on record.

Which city has the most member owned investment firms?

New York leads with 35 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 3,369 verified decision-maker contacts tracked across these 577 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.