Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in New York, United States

Name: Mutual funds companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 173 companies tracked

RevenueBase identified 173 mutual funds companies headquartered in New York, United States as of September 2026 and tracks 46,642 professional contacts across them, including 18,230 with verified work emails. New York is the largest hub.

This list covers mutual funds companies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 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

173Companies

46,642Contacts tracked

18,230Verified emails

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The 25 largest mutual funds companies based in New York, United States

Ranked by team size

Top 25 of 173 mutual funds companies based in New York, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	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
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026
3	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,623 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
4	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 19, 2026
5	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 19, 2026
6	Guggenheim Investments	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	239 contacts →
	Indirect evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 19, 2026
7	First Manhattan	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	173 contacts →
	Indirect evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 19, 2026
8	Forte Capital Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	142 contacts →
	Indirect evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Sep 19, 2026
9	Gilder Gagnon Howe & Co. LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	116 contacts →
	Indirect evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 19, 2026
10	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 19, 2026
11	Ingalls & Snyder	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	68 contacts →
	Indirect evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
12	Advent Capital Management, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	67 contacts →
	Indirect evidence “Advent Capital Management, LLC is a registered investment advisor dedicated to providing our clients with superior investment performance.” Source: RevenueBase Database · checked Sep 19, 2026
13	Ruane Cunniff LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	57 contacts →
	Indirect evidence “Ruane Cunniff LP is a registered investment adviser best known for managing Sequoia Fund.” Source: RevenueBase Database · checked Sep 19, 2026
14	RF Lafferty & Co., INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	52 contacts →
	Indirect evidence “It’s not an accident that R.F.” Source: RevenueBase Database · checked Sep 19, 2026
15	Ramirez Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “Ramirez Asset Management (“RAM”) specializes in the management of fixed income, equity, and private credit securities, RAM offers customized investment programs to each of its…” Source: RevenueBase Database · checked Sep 19, 2026
16	Compass Rose Asset Management, LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	43 contacts →
	Indirect evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 19, 2026
17	Revere Securities LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	42 contacts →
	Indirect evidence “Revere Securities is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026
18	Andrew Garrett, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	42 contacts →
	Indirect evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
19	Klingenstein Fields Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Indirect 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 19, 2026
20	Timessquare Capital Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Indirect evidence “TimesSquare Capital Management, a registered investment adviser headquartered in New York, manages assets primarily for institutional clients including corporate pension plans…” Source: RevenueBase Database · checked Sep 19, 2026
21	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 19, 2026
22	Williams Jones Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
23	Douglas C. Lane & Associates, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Douglas C.” Source: RevenueBase Database · checked Sep 19, 2026
24	Concord International Investments, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	26 contacts →
	Indirect evidence “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Source: RevenueBase Database · checked Sep 19, 2026
25	Middlegate Securities INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Middlegate Securities is a financial services company based out of 8 West 40th Street, New York, NY 10018.” Source: RevenueBase Database · checked Sep 19, 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: mutual funds companies. 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 mutual funds companies.
Partial evidence: Its own public description names part of mutual funds companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual funds companies. 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 173 mutual funds companies based in New York, United States

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Mutual funds companies based in New York, United States at a glance

As of Sep 19, 2026

39.1%Verified-email coverage

269.6Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 173 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 New York, 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 New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 18,230 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.

Mutual funds companies by metro in the United States

Mutual funds companies in New York173
Mutual funds companies in Dallas54
Mutual funds companies in Chicago53
Mutual funds companies in Boston52
Mutual funds companies in Atlanta50
Mutual funds companies in San Francisco49
Mutual funds companies in Miami44
Mutual funds companies in Houston42
Mutual funds companies in San Diego40
Mutual funds companies in Los Angeles34
Mutual funds companies in Portland31
Mutual funds companies in Austin30
Mutual funds companies in Charlotte27
Mutual funds companies in Denver26
Mutual funds companies in Minneapolis26
Mutual funds companies in Scottsdale25

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 New York, United States?

RevenueBase identified 173 mutual funds companies headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, 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 18,230 verified decision-maker contacts tracked across these 173 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.

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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.