Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms based in the United States

Name: Portfolio accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 590 companies tracked

RevenueBase identified 590 portfolio accounting firms headquartered in 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 portfolio accounting firms 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 5, 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 5, 2026 86% judged on-target in blind review

590Companies

10,802Contacts tracked

5,334Verified emails

4,918Mobile numbers

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The 25 largest portfolio accounting firms based in the United States

Ranked by team size

Top 25 of 590 portfolio accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: 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	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 5, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 5, 2026
2	Cambridge Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,792 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
3	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 5, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 5, 2026
4	Princeton Financial Systems	Partial evidence	Princeton, NJ, United StatesHQ checked Sep 5, 2026	201-500	281 contacts →
	Partial evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 5, 2026
5	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 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 5, 2026
6	Boyd Watterson Asset Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 5, 2026	51-200	139 contacts →
	Indirect evidence “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Source: RevenueBase Database · checked Sep 5, 2026
7	Zacks Investment Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	51-200	130 contacts →
	Indirect evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 5, 2026
8	LOS Angeles Capital Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 5, 2026	51-200	116 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
9	Cheetah	Strong evidence	Muncie, IN, United StatesHQ checked Sep 5, 2026	201-500	115 contacts →
	Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 5, 2026
10	ONE Capital Management, LLC	Partial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	51-200	101 contacts →
	Partial evidence “Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Source: RevenueBase Database · checked Sep 5, 2026
11	Asset Vantage	Partial evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	51-200	96 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
12	TAG Associates	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	51-200	85 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 5, 2026
13	Fi-Tek Wealth Solutions	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	51-200	83 contacts →
	Indirect evidence “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Source: RevenueBase Database · checked Sep 5, 2026
14	Cssi Solutions	Partial evidence	King Of Prussia, PA, United StatesHQ checked Sep 5, 2026	11-50	79 contacts →
	Partial evidence “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Source: RevenueBase Database · checked Sep 5, 2026
15	Foundations Investment Advisors, LLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	201-500	72 contacts →
	Indirect evidence “Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Source: RevenueBase Database · checked Sep 5, 2026
16	Appleton Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 5, 2026	51-200	65 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 5, 2026
17	CV Advisors	Indirect evidence	Aventura, FL, United StatesHQ checked Sep 5, 2026	51-200	56 contacts →
	Indirect evidence “With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Source: RevenueBase Database · checked Sep 5, 2026
18	Osterweis Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	51-200	56 contacts →
	Indirect evidence “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Source: RevenueBase Database · checked Sep 5, 2026
19	Destination Wealth Management	Partial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	51-200	55 contacts →
	Partial evidence “Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…” Source: RevenueBase Database · checked Sep 5, 2026
20	Shelton Capital Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 5, 2026	11-50	54 contacts →
	Indirect evidence “Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Source: RevenueBase Database · checked Sep 5, 2026
21	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 5, 2026	11-50	54 contacts →
	Indirect evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 5, 2026
22	The London Company	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 5, 2026	51-200	53 contacts →
	Indirect evidence “Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $33B in assets* across the capitalization spectrum.” Source: RevenueBase Database · checked Sep 5, 2026
23	Drake & Associates, LLC	Partial evidence	Waukesha, WI, United StatesHQ checked Sep 5, 2026	11-50	48 contacts →
	Partial evidence “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Source: RevenueBase Database · checked Sep 5, 2026
24	Compass Rose Asset Management, LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	11-50	43 contacts →
	Indirect evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 5, 2026
25	Klingenstein Fields Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	11-50	40 contacts →
	Indirect 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 5, 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: portfolio accounting firms. 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 portfolio accounting firms.
Partial evidence: Its own public description names part of portfolio accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio accounting firms. 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 590 portfolio accounting firms based in the United States

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Portfolio accounting firms based in the United States at a glance

As of Sep 5, 2026

49.4%Verified-email coverage

45.5%Mobile-number coverage

18.3Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · New York

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

406

11-50

145

51-200

201-500

1,001-5,000

5,001-10,000

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

4,9220–30

35431–60

261–90

290–180

54180+

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 portfolio accounting firms, 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 “portfolio accounting firms”. 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 portfolio accounting firms), 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 portfolio accounting firms, 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, 5,334 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 5, 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.

Portfolio accounting firms by metro

Portfolio accounting firms in New York32

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 portfolio accounting firms, 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 portfolio accounting firms are there based in the United States?

RevenueBase identified 590 portfolio accounting firms 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?

Invesco US, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

New York leads with 32 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 5,334 verified decision-maker contacts tracked across these 590 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 5, 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.