Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in the United States

RevenueBase identified 4,264 mutual funds companies headquartered in the United States as of September 2026 and tracks 314,566 professional contacts across them, including 144,122 with verified work emails. New York is the largest hub.

This list covers mutual funds companies 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 19, 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 19, 2026 86% judged on-target in blind review
4,264Companies
314,566Contacts tracked
144,122Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest mutual funds companies based in the United States

Ranked by team size
Top 25 of 4,264 mutual funds companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+32,808 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceWestlake, TX, United StatesHQ checked Sep 19, 202610001+31,927 contacts →

Indirect evidence

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 19, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20265,001-10,00024,283 contacts →

Indirect evidence

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 202610001+13,910 contacts →

Indirect evidence

“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSan Mateo, CA, United StatesHQ checked Sep 19, 20265,001-10,00010,517 contacts →

Indirect evidence

“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20265,001-10,0008,422 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 20265,001-10,0006,913 contacts →

Indirect evidence

“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 19, 20265,001-10,0005,330 contacts →

Indirect evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidencePlano, TX, United StatesHQ checked Sep 19, 20265,001-10,0005,152 contacts →

Indirect evidence

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNashville, TN, United StatesHQ checked Sep 19, 20261,001-5,0004,862 contacts →

Indirect evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 20261,001-5,0002,738 contacts →

Partial evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0002,623 contacts →

Indirect evidence

“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261,001-5,0001,753 contacts →

Indirect evidence

“Federated Hermes, Inc.(FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceNew York, DE, United StatesHQ checked Sep 19, 20261,001-5,0001,663 contacts →

Indirect evidence

“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 19, 20261,001-5,0001,482 contacts →

Indirect evidence

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 2026501-1,0001,010 contacts →

Indirect evidence

“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 2026n/a995 contacts →

Indirect evidence

“Diversified equity-only asset manager serving clients and investors worldwide since 1937.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceWheaton, IL, United StatesHQ checked Sep 19, 20261,001-5,000957 contacts →

Indirect evidence

“First Trust Portfolios L.P.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 4,264 mutual funds companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 144,122 reachable decision-makers.

Free signup · no credit card

View the full list →

Mutual funds companies based in the United States at a glance

As of Sep 19, 2026
45.8%Verified-email coverage
73.8Average contacts per company
1-10Median size (employees)
4.1%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
2,949
11-50
954
51-200
209
201-500
61
501-1,000
20
1,001-5,000
28
5,001-10,000
14
10001+
17

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 4,264 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 mutual funds companies, 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 “mutual funds companies”. 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 mutual funds companies), 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 mutual funds companies, 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, 144,122 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names mutual funds companies, 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 mutual funds companies are there based in the United States?

RevenueBase identified 4,264 mutual funds companies 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most mutual funds companies?

New York leads with 173 headquartered companies, followed by Dallas (54) and Chicago (53).

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 144,122 verified decision-maker contacts tracked across these 4,264 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 4,264 mutual funds companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.