Company lists · Data refreshed September 2026
Top 25 Portfolio accounting firms based in the United States
RevenueBase identified 590 company matches for portfolio accounting firms associated with the United States as of September 2026 and tracks 10,802 professional contacts across them, including 5,334 with verified work emails and 4,918 with mobile numbers. New York is the largest hub.
This list covers company matches for portfolio accounting firms 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 5, 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.
The 25 largest portfolio accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,114 contacts → | ||||
Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,792 contacts → | ||||
Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 430 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 281 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 182 contacts → | ||||
Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 139 contacts → | ||||
Exact match “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 130 contacts → | ||||
Exact match “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 116 contacts → | ||||
Exact match “Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 115 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 101 contacts → | ||||
Exact match “Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 96 contacts → | ||||
Exact match “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 85 contacts → | ||||
Exact match “TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 83 contacts → | ||||
Exact match “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 79 contacts → | ||||
Exact match “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 72 contacts → | ||||
Exact match “Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 65 contacts → | ||||
Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 56 contacts → | ||||
Exact match “With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 55 contacts → | ||||
Exact match “Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 54 contacts → | ||||
Exact match “Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 21 | 54 contacts → | ||||
Exact match “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 22 | 53 contacts → | ||||
Exact match “Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $33B in assets* across the capitalization spectrum.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 23 | 48 contacts → | ||||
Exact match “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “Compass Rose Asset Management LP” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 25 | 40 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 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 “portfolio accounting firms”. 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 590 portfolio accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 5,334 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting firms based in the United States at a glance
As of Sep 5, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 “portfolio accounting firms” 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 5,334 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 5, 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.
Portfolio accounting firms 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 “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in the United States?
RevenueBase identified 590 company matches for portfolio accounting firms 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?
Invesco US tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio accounting firms?
New York leads with 33 company records, followed by Atlanta (14) and San Francisco (14).
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 5,334 professional contacts with verified work emails tracked across these 590 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 590 portfolio accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio accounting firms by geography
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
Company intelligence · public preview
Top 25 portfolio accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 590 matching company records for portfolio accounting firms based in the United States, with 10,802 tracked contacts and 5,334 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Invesco USinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,114 contacts → |
“Invesco is dedicated to helping investors around the world rethink possibility.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cambridge Associatescambridgeassociates.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,792 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vestmarkvestmark.comHQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 430 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | City National Rochdalecnr.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 182 contacts → |
“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Boyd Watterson Asset Managementboydwatterson.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 139 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Zacks Investment Managementzacksim.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 130 contacts → |
“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  LOS Angeles Capital Managementlacapm.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 116 contacts → |
“Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ONE Capital Management, LLConecapital.comHQ: Westlake Village, CA, United StatesReported employees: 51-200 | Westlake Village, CA, United States | 51-200 | Exact match | 101 contacts → |
“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  TAG Associatestagassoc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 85 contacts → |
“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fi-Tek Wealth Solutionsfws.fi-tek.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 83 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cssi Solutionscssisolutions.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Foundations Investment Advisors, LLCfiwealth.comHQ: Phoenix, AZ, United StatesReported employees: 201-500 | Phoenix, AZ, United States | 201-500 | Exact match | 72 contacts → |
“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Appleton Partners, INCappletonpartners.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 65 contacts → |
“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CV Advisorscv-advisors.comHQ: Aventura, FL, United StatesReported employees: 51-200 | Aventura, FL, United States | 51-200 | Exact match | 56 contacts → |
“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Osterweis Capital Managementosterweis.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Destination Wealth Managementdestinationwm.comHQ: Walnut Creek, CA, United StatesReported employees: 51-200 | Walnut Creek, CA, United States | 51-200 | Exact match | 55 contacts → |
“Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Shelton Capital Managementsheltoncap.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 54 contacts → |
“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Anchor Capital Advisors LLCanchorcapital.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 54 contacts → |
“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The London Companytlcadvisory.comHQ: Richmond, VA, United StatesReported employees: 51-200 | Richmond, VA, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $33B in assets* across the capitalization spectrum.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Drake & Associates, LLCdrakeandassociates.netHQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 48 contacts → |
“Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Compass Rose Asset Management, LPcompassroseam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 590 company matches
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
589 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio accounting firms by metro
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in the United States?
The saved snapshot records 590 matching company records, 10,802 tracked contacts and 5,334 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio accounting firms by geography
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in the United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
Company intelligence · public preview
Top 25 portfolio accounting firms based in the United States
RevenueBase records 590 matching company records for portfolio accounting firms based in the United States, with 10,802 tracked contacts and 5,334 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Invesco USinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 3,114 contacts → |
“Invesco is dedicated to helping investors around the world rethink possibility.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cambridge Associatescambridgeassociates.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,792 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vestmarkvestmark.com HQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 430 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | City National Rochdalecnr.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 182 contacts → |
“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Boyd Watterson Asset Managementboydwatterson.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 139 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Zacks Investment Managementzacksim.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 130 contacts → |
“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | LOS Angeles Capital Managementlacapm.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 116 contacts → |
“Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ONE Capital Management, LLConecapital.com HQ: Westlake Village, CA, United StatesReported employees: 51-200 | Westlake Village, CA, United States | 51-200 | Exact match | 101 contacts → |
“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | TAG Associatestagassoc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 85 contacts → |
“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fi-Tek Wealth Solutionsfws.fi-tek.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 83 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cssi Solutionscssisolutions.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Foundations Investment Advisors, LLCfiwealth.com HQ: Phoenix, AZ, United StatesReported employees: 201-500 | Phoenix, AZ, United States | 201-500 | Exact match | 72 contacts → |
“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Appleton Partners, INCappletonpartners.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 65 contacts → |
“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CV Advisorscv-advisors.com HQ: Aventura, FL, United StatesReported employees: 51-200 | Aventura, FL, United States | 51-200 | Exact match | 56 contacts → |
“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Osterweis Capital Managementosterweis.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Destination Wealth Managementdestinationwm.com HQ: Walnut Creek, CA, United StatesReported employees: 51-200 | Walnut Creek, CA, United States | 51-200 | Exact match | 55 contacts → |
“Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Shelton Capital Managementsheltoncap.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 54 contacts → |
“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Anchor Capital Advisors LLCanchorcapital.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 54 contacts → |
“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The London Companytlcadvisory.com HQ: Richmond, VA, United StatesReported employees: 51-200 | Richmond, VA, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $33B in assets* across the capitalization spectrum.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Drake & Associates, LLCdrakeandassociates.net HQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 48 contacts → |
“Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Compass Rose Asset Management, LPcompassroseam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
589 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio accounting firms by metro
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in the United States?
The saved snapshot records 590 matching company records, 10,802 tracked contacts and 5,334 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in the United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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