Company lists · Data refreshed September 2026

Top 25 Pe investment advisors based in New York, United States

Name: Pe investment advisors 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 20, 2026 452 companies tracked

RevenueBase identified 452 pe investment advisors headquartered in New York, United States as of September 2026 and tracks 24,201 professional contacts across them, including 11,020 with verified work emails. New York is the largest hub.

This list covers pe investment advisors 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 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

452Companies

24,201Contacts tracked

11,020Verified emails

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The 25 largest pe investment advisors based in New York, United States

Ranked by team size

Top 25 of 452 pe investment advisors based in New York, 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	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
11	MIO Partners, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	297 contacts →
	Strong evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 20, 2026
12	Churchill Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	260 contacts →
	Partial evidence “Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S.” Source: RevenueBase Database · checked Sep 20, 2026
13	Needham & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	250 contacts →
	Partial evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 20, 2026
14	Carlyle Alpinvest	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	227 contacts →
	Indirect evidence “Carlyle AlpInvest is a leading global private equity investor with $107 billion of assets under management as of March 31, 2026, and employs more than 260 people in New York…” Source: RevenueBase Database · checked Sep 20, 2026
15	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
16	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	Kingfish Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	138 contacts →
	Indirect evidence “Kingfish is a different kind of private equity firm.” Source: RevenueBase Database · checked Sep 20, 2026
18	TJC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	125 contacts →
	Indirect evidence “TJC LP, formerly known as The Jordan Company, has worked for more than 40 years with CEOs, founders and entrepreneurs across a range of industries including Diversified…” Source: RevenueBase Database · checked Sep 20, 2026
19	Phoenix Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 20, 2026
20	Segal Marco Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	93 contacts →
	Strong evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 20, 2026
21	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	93 contacts →
	Partial 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 20, 2026
22	Tocqueville Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Indirect 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 20, 2026
23	Abbott Capital Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	90 contacts →
	Partial evidence “Founded in 1986, Abbott Capital Management, LLC is an independent investment adviser specializing in the creation and management of private equity investment programs spanning the…” Source: RevenueBase Database · checked Sep 20, 2026
24	EA Resig	Partial evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	86 contacts →
	Partial evidence “EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
25	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 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 452 pe investment advisors based in New York, United States

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Pe investment advisors based in New York, United States at a glance

As of Sep 20, 2026

45.5%Verified-email coverage

53.5Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

215

11-50

181

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 452 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 New York, 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 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, 11,020 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 in the United States

Pe investment advisors in New York452
Pe investment advisors in Chicago102
Pe investment advisors in Miami91
Pe investment advisors in Dallas83
Pe investment advisors in Los Angeles72
Pe investment advisors in Boston71
Pe investment advisors in Houston68
Pe investment advisors in San Francisco64
Pe investment advisors in Atlanta59
Pe investment advisors in Denver37
Pe investment advisors in Austin36
Pe investment advisors in Charlotte32
Pe investment advisors in Newport Beach31
Pe investment advisors in San Diego26

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 New York, United States?

RevenueBase identified 452 pe investment advisors 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?

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 11,020 verified decision-maker contacts tracked across these 452 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.