Company lists · Data refreshed September 2026

Top 25 Pension fund investment advisors based in New York, United States

RevenueBase identified 58 pension fund investment advisors headquartered in New York, United States as of September 2026 and tracks 23,229 professional contacts across them, including 10,227 with verified work emails. New York is the largest hub.

This list covers pension fund 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
58Companies
23,229Contacts tracked
10,227Verified emails
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The 25 largest pension fund investment advisors based in New York, United States

Ranked by team size
Top 25 of 58 pension fund 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 pension fund 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202610001+20,868 contacts →

Partial evidence

“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500463 contacts →

Strong evidence

“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200154 contacts →

Partial evidence

“Third Point LLC (“Third Point”) is an SEC-registered investment adviser based in New York City.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-20093 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
5Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-20057 contacts →

Strong evidence

“Ruane Cunniff LP is a registered investment adviser best known for managing Sequoia Fund.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5040 contacts →

Strong 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 20, 2026
7Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5039 contacts →

Strong 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 20, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5027 contacts →

Strong evidence

“Williams Jones was established in 1988 as a SEC registered investment advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5024 contacts →

Partial evidence

“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5022 contacts →

Partial evidence

“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5017 contacts →

Strong evidence

“Senator Investment Group LP is an investment advisor based out of 124 E.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“GIA Partners, LLC is an independent, entrepreneurial Registered Investment Advisor wholly owned by its investment team.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-1012 contacts →

Partial evidence

“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

“Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-508 contacts →

Strong evidence

“We are an investment advisory firm offering a wide range of services to our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Your needs as an institution are substantial and specific.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceNew York, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Shikiar Asset Management, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“M&A Wealth is an investment firm with offices in NY, Houston, Miami and Los Angeles.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“At Pension Parameters, we are committed to developing efficient and affordable solutions to meet your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Experienced, regulated pension and investment advice for British Expats living in the USA.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“The best Financial Advisory and Investment Management firm in the business!”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-502 contacts →

Partial evidence

“Lapa Capital Partners is an independent investment adviser headquartered in New York.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Hudson Pilot (HP) is an investment firm founded by senior management from Morgan Stanley Investment Management’s Global Pension Solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Four Points offers portfolio management services to individuals, business entities, trusts, estates, charitable organizations, pensions and profit sharing plans.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 58 pension fund investment advisors based in New York, United States

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

As of Sep 20, 2026
44.0%Verified-email coverage
400.5Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
19
51-200
7
201-500
1
501-1,000
1
10001+
1

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 58 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 pension fund 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 “pension fund 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 pension fund 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 pension fund 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, 10,227 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.

Pension fund investment advisors by metro in the United States

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 pension fund 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 pension fund investment advisors are there based in New York, United States?

RevenueBase identified 58 pension fund 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which city has the most pension fund investment advisors?

New York leads with 58 headquartered companies, followed by Houston (36) and Chicago (31).

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 10,227 verified decision-maker contacts tracked across these 58 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.