Company lists · Data refreshed September 2026

Top 25 Pe investment advisors based in the United States

Name: Pe investment advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 3,115 companies tracked

RevenueBase identified 3,115 company matches for pe investment advisors associated with the United States as of September 2026 and tracks 65,465 professional contacts across them, including 33,062 with verified work emails. New York is the largest hub.

This list covers company matches for pe investment advisors 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 20, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

3,115Companies

65,465Contacts tracked

33,062Verified emails

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The 25 largest pe investment advisors based in the United States

Ranked by team size

Top 25 of 3,115 company matches for pe investment advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Brown Brothers Harriman	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	5,001-10,000	6,324 contacts →
	Exact match “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	The Carlyle Group	Exact match	Washington, DC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	2,515 contacts →
	Exact match “Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,663 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,489 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Stepstone Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,323 contacts →
	Exact match “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	H.I.G. Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	501-1,000	1,301 contacts →
	Exact match “H.I.G.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1,001-5,000	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 20, 2026 · View company records in RevenueBase
11	Lasalle Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	985 contacts →
	Exact match “LaSalle is one of the world's leading investment managers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Hamilton Lane	Exact match	Conshohocken, PA, United StatesHQ recorded Sep 20, 2026	501-1,000	891 contacts →
	Exact match “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	TA Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	881 contacts →
	Exact match “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	780 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 20, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	BDT & MSD Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	201-500	504 contacts →
	Exact match “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	501-1,000	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 20, 2026 · View company records in RevenueBase
20	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Sep 20, 2026	201-500	389 contacts →
	Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Adams Street Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	201-500	367 contacts →
	Exact match “Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	NEW Mountain Capital	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	346 contacts →
	Exact match “New Mountain Capital (“New Mountain”) is an alternative investment manager with private equity, credit and net lease strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	W Capital Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	337 contacts →
	Exact match “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “pe investment advisors”. 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 3,115 pe investment advisors based in the United States

See the full list, filter by size, metro and specialty, and access 33,062 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pe investment advisors based in the United States at a glance

As of Sep 20, 2026

50.5%Verified-email coverage

21.0Average contacts per company

1-10Median size (employees)

15.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,989

11-50

893

51-200

162

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 3,115 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 “pe investment advisors” 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 33,062 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Pe investment advisors 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 “pe investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pe investment advisors are there based in the United States?

RevenueBase identified 3,115 company matches for pe investment advisors 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 Brothers Harriman tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most pe investment advisors?

New York leads with 467 company records, followed by Chicago (102) and Miami (91).

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 33,062 professional contacts with verified work emails tracked across these 3,115 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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 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.