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 pe investment advisors headquartered in 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 pe investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

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 pe investment advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pe investment advisors: 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 Brothers Harriman	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	5,001-10,000	6,324 contacts →
	Indirect evidence “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Source: RevenueBase Database · checked Sep 20, 2026
2	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
3	The Carlyle Group	Partial evidence	Washington, DC, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,515 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
4	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 20, 2026
5	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,663 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 20, 2026
6	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
7	Lincoln International	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,489 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Stepstone Group	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,323 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
9	H.I.G. Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	501-1,000	1,301 contacts →
	Indirect evidence “H.I.G.” Source: RevenueBase Database · checked Sep 20, 2026
10	Brown Advisory	Strong evidence	Baltimore, MD, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,157 contacts →
	Strong 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 20, 2026
11	Lasalle Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	501-1,000	985 contacts →
	Partial evidence “LaSalle is one of the world's leading investment managers.” Source: RevenueBase Database · checked Sep 20, 2026
12	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	904 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
13	Hamilton Lane	Indirect evidence	Conshohocken, PA, United StatesHQ checked Sep 20, 2026	501-1,000	891 contacts →
	Indirect evidence “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Source: RevenueBase Database · checked Sep 20, 2026
14	TA Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	881 contacts →
	Indirect evidence “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Source: RevenueBase Database · checked Sep 20, 2026
15	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	780 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
16	Pathstone	Strong evidence	Englewood, NJ, United StatesHQ checked Sep 20, 2026	501-1,000	692 contacts →
	Strong evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
17	BDT & MSD Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	201-500	504 contacts →
	Indirect evidence “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Source: RevenueBase Database · checked Sep 20, 2026
18	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 20, 2026
19	Steward Partners	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 20, 2026	501-1,000	443 contacts →
	Indirect evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 20, 2026
20	Wealthspire Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	437 contacts →
	Strong evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 20, 2026
21	Nisa Investment Advisors, LLC	Strong evidence	St Louis, MO, United StatesHQ checked Sep 20, 2026	201-500	389 contacts →
	Strong evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
22	Adams Street Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	201-500	367 contacts →
	Partial evidence “Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Source: RevenueBase Database · checked Sep 20, 2026
23	NEW Mountain Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	346 contacts →
	Partial evidence “New Mountain Capital (“New Mountain”) is an alternative investment manager with private equity, credit and net lease strategies.” Source: RevenueBase Database · checked Sep 20, 2026
24	W Capital Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	337 contacts →
	Indirect evidence “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Source: RevenueBase Database · checked Sep 20, 2026
25	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 20, 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: pe investment advisors. 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 pe investment advisors.
Partial evidence: Its own public description names part of pe investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pe investment advisors. 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 3,115 pe investment advisors based in the United States

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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)

14.5%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pe investment advisors, 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 “pe investment advisors”. 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 pe investment advisors), 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 pe investment advisors, 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, 33,062 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 20, 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.

Pe investment advisors by metro

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 pe investment advisors, 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 pe investment advisors are there based in the United States?

RevenueBase identified 3,115 pe investment advisors 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 Brothers Harriman, headquartered in New York, tops this list with the largest team on record.

Which city has the most pe investment advisors?

New York leads with 452 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 33,062 verified decision-maker contacts tracked across these 3,115 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 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 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.