Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in New York, United States

Name: Portfolio management companies 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 289 companies tracked

RevenueBase identified 289 portfolio management companies headquartered in New York, United States as of September 2026 and tracks 51,454 professional contacts across them, including 20,773 with verified work emails. New York is the largest hub.

This list covers portfolio management companies 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

289Companies

51,454Contacts tracked

20,773Verified emails

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The 25 largest portfolio management companies based in New York, United States

Ranked by team size

Top 25 of 289 portfolio management companies 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 portfolio management companies: 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026
3	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,623 contacts →
	Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 20, 2026
4	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
5	Voya Investment Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,135 contacts →
	Indirect evidence “We deliver actively managed public and private market solutions that drive differentiated outcomes for clients worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
6	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 20, 2026
7	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	437 contacts →
	Indirect 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
8	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
9	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 20, 2026
10	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Guggenheim Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	239 contacts →
	Partial evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 20, 2026
12	City National Rochdale	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	182 contacts →
	Strong 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
13	First Manhattan	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	173 contacts →
	Indirect evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 20, 2026
14	Silvercrest Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	166 contacts →
	Partial evidence “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Source: RevenueBase Database · checked Sep 20, 2026
15	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
16	Forte Capital Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	142 contacts →
	Indirect evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Sep 20, 2026
17	Gilder Gagnon Howe & Co. LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Indirect evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
18	Wealth Advisory Group LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Indirect evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 20, 2026
19	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	93 contacts →
	Indirect 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
20	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
21	Ellevest	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	77 contacts →
	Indirect evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 20, 2026
22	Mousse Partners	Partial evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	53 contacts →
	Partial evidence “Mousse Partners oversees a proprietary global portfolio of alternative investments.” Source: RevenueBase Database · checked Sep 20, 2026
23	Pioneer Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Partial evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 20, 2026
24	Compass Rose Asset Management, LP	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	43 contacts →
	Partial evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 20, 2026
25	Revere Securities LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	42 contacts →
	Indirect evidence “Revere Securities is a U.S.” 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: portfolio management companies. 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 management companies.
Partial evidence: Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management companies. 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 289 portfolio management companies based in New York, United States

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Portfolio management companies based in New York, United States at a glance

As of Sep 20, 2026

40.4%Verified-email coverage

178.0Average 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

140

11-50

100

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 289 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 portfolio management companies, 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 “portfolio management companies”. 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 management companies), 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 management companies, 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, 20,773 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.

Portfolio management companies 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 portfolio management companies, 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 management companies are there based in New York, United States?

RevenueBase identified 289 portfolio management companies 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?

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

Which city has the most portfolio management companies?

New York leads with 289 headquartered companies, followed by Chicago (137) and Atlanta (116).

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 20,773 verified decision-maker contacts tracked across these 289 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.