Company lists · Data refreshed November 2026
Top 25 Private markets advisors based in the United States
RevenueBase identified 6,028 company matches for private markets advisors associated with the United States as of November 2026 and tracks 134,822 professional contacts across them, including 66,423 with verified work emails. New York is the largest hub.
This list covers company matches for private markets advisors 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 November 6, 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 private markets advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,736 contacts → | ||||
Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 4,127 contacts → | ||||
Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 3,694 contacts → | ||||
Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 3,070 contacts → | ||||
Exact match “Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 2,811 contacts → | ||||
Exact match “Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 2,538 contacts → | ||||
Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 2,298 contacts → | ||||
Exact match “Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 2,054 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 1,928 contacts → | ||||
Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 1,899 contacts → | ||||
Exact match “As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 1,889 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 1,882 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 1,791 contacts → | ||||
Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 1,745 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 1,525 contacts → | ||||
Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 1,496 contacts → | ||||
Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1,439 contacts → | ||||
Exact match “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1,208 contacts → | ||||
Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1,151 contacts → | ||||
Exact match “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 967 contacts → | ||||
Exact match “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 890 contacts → | ||||
Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 840 contacts → | ||||
Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 829 contacts → | ||||
Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 814 contacts → | ||||
Exact match “In June 2017, B.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 774 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 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 “private markets advisors”. 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 6,028 private markets advisors based in the United States
See the full list, filter by size, metro and specialty, and access 66,423 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private markets advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,028 companies.
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 “private markets advisors” 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 66,423 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 November 6, 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.
Private markets advisors by metro
- Private markets advisors in New York824
- Private markets advisors in Chicago174
- Private markets advisors in Dallas153
- Private markets advisors in Los Angeles149
- Private markets advisors in Miami144
- Private markets advisors in Houston109
- Private markets advisors in San Francisco100
- Private markets advisors in Boston99
- Private markets advisors in Atlanta98
- Private markets advisors in Denver78
- Private markets advisors in Austin75
- Private markets advisors in Newport Beach57
- Private markets advisors in Charlotte53
- Private markets advisors in Washington51
- Private markets advisors in San Diego49
- Private markets advisors in Scottsdale44
- Private markets advisors in Seattle40
- Private markets advisors in Tampa40
- Private markets advisors in Minneapolis38
- Private markets advisors in Nashville31
- Private markets advisors in St. Louis30
- Private markets advisors in Stamford30
- Private markets advisors in Fort Lauderdale29
- Private markets advisors in Philadelphia27
- Private markets advisors in Portland27
- Private markets advisors in Birmingham26
- Private markets advisors in Coral Gables26
- Private markets advisors in Irvine26
- Private markets advisors in Santa Monica26
- Private markets advisors in Richmond25
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 “private markets advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private markets advisors are there based in the United States?
RevenueBase identified 6,028 company matches for private markets advisors associated with the United States as of November 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?
Citadel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private markets advisors?
New York leads with 824 company records, followed by Chicago (174) and Dallas (153).
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 66,423 professional contacts with verified work emails tracked across these 6,028 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 6,028 private markets advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Private markets advisors by geography
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil
- Private markets advisors based in Sao Paulo, Brazil
- Private markets advisors based in Calgary, Canada
- Private markets advisors based in Montreal, Canada
- Private markets advisors based in Toronto, Canada
- Private markets advisors based in Vancouver, Canada
- Private markets advisors based in Paris, France
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
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 private markets advisors 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 6,028 matching company records for private markets advisors based in the United States, with 134,822 tracked contacts and 66,423 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: November 6, 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 private markets advisors 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 |  Citadelcitadel.comHQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,736 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lazardlazard.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,127 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Evercoreevercore.comHQ: New York, CA, United StatesReported employees: 1,001-5,000 | New York, CA, United States | 1,001-5,000 | Exact match | 3,694 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nuveen, A Tiaa Companynuveen.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,070 contacts → |
“Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Carlyle Groupcarlyle.comHQ: Washington, DC, United StatesReported employees: 1,001-5,000 | Washington, DC, United States | 1,001-5,000 | Exact match | 2,811 contacts → |
“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  William Blairw-blair.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,538 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bain Capitalbaincapital.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,298 contacts → |
“Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nassau Street Partnersnassaustreetpartners.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,928 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Oaktreeoaktreecapital.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 1,899 contacts → |
“As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Cambridge Associatescambridgeassociates.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rockefeller Capital Managementrockco.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  PJT Partnerspjtpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,525 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Guggenheim Partnersguggenheimpartners.comHQ: New York, CA, United StatesReported employees: 1,001-5,000 | New York, CA, United States | 1,001-5,000 | Exact match | 1,496 contacts → |
“Guggenheim Partners is a global investment and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stepstone Groupstepstonegroup.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,439 contacts → |
“StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Neuberger Bermannb.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,208 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Metlife Investment Managementmetlife.comHQ: Whippany, PA, United StatesReported employees: 501-1,000 | Whippany, PA, United States | 501-1,000 | Exact match | 1,151 contacts → |
“About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hamilton Lanehamiltonlane.comHQ: Conshohocken, PA, United StatesReported employees: 501-1,000 | Conshohocken, PA, United States | 501-1,000 | Exact match | 967 contacts → |
“Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Perella Weinbergpwpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 890 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  GMOgmo.comHQ: Boston, CA, United StatesReported employees: 201-500 | Boston, CA, United States | 201-500 | Exact match | 840 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mesirowmesirow.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 829 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  FBRbrileysecurities.comHQ: Arlington, VA, United StatesReported employees: Not recorded | Arlington, VA, United States | Not recorded | Exact match | 814 contacts → |
“In June 2017, B.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 774 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,028 company matches
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Private markets advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
6,015 records in the displayed employee bands.
13 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,028 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 ↗
Private markets advisors by metro
- Private markets advisors in New York824
- Private markets advisors in Chicago174
- Private markets advisors in Dallas153
- Private markets advisors in Los Angeles149
- Private markets advisors in Miami144
- Private markets advisors in Houston109
- Private markets advisors in San Francisco100
- Private markets advisors in Boston99
- Private markets advisors in Atlanta98
- Private markets advisors in Denver78
- Private markets advisors in Austin75
- Private markets advisors in Newport Beach57
- Private markets advisors in Charlotte53
- Private markets advisors in Washington51
- Private markets advisors in San Diego49
- Private markets advisors in Scottsdale44
- Private markets advisors in Seattle40
- Private markets advisors in Tampa40
- Private markets advisors in Minneapolis38
- Private markets advisors in Nashville31
- Private markets advisors in St. Louis30
- Private markets advisors in Stamford30
- Private markets advisors in Fort Lauderdale29
- Private markets advisors in Philadelphia27
- Private markets advisors in Portland27
- Private markets advisors in Birmingham26
- Private markets advisors in Coral Gables26
- Private markets advisors in Irvine26
- Private markets advisors in Santa Monica26
- Private markets advisors in Richmond25
Questions about this company list
What does Exact match mean for private markets advisors?
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 private markets advisors did RevenueBase find based in the United States?
The saved snapshot records 6,028 matching company records, 134,822 tracked contacts and 66,423 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: November 6, 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
Private markets advisors by geography
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil
- Private markets advisors based in Sao Paulo, Brazil
- Private markets advisors based in Calgary, Canada
- Private markets advisors based in Montreal, Canada
- Private markets advisors based in Toronto, Canada
- Private markets advisors based in Vancouver, Canada
- Private markets advisors based in Paris, France
Cite this list
RevenueBase Data Team. Top 25 private markets advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-markets-advisors/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
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 private markets advisors based in the United States
RevenueBase records 6,028 matching company records for private markets advisors based in the United States, with 134,822 tracked contacts and 66,423 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: November 6, 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 private markets advisors 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 | Citadelcitadel.com HQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,736 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lazardlazard.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,127 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Evercoreevercore.com HQ: New York, CA, United StatesReported employees: 1,001-5,000 | New York, CA, United States | 1,001-5,000 | Exact match | 3,694 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nuveen, A Tiaa Companynuveen.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,070 contacts → |
“Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Carlyle Groupcarlyle.com HQ: Washington, DC, United StatesReported employees: 1,001-5,000 | Washington, DC, United States | 1,001-5,000 | Exact match | 2,811 contacts → |
“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | William Blairw-blair.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,538 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bain Capitalbaincapital.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,298 contacts → |
“Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nassau Street Partnersnassaustreetpartners.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,928 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Oaktreeoaktreecapital.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 1,899 contacts → |
“As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cambridge Associatescambridgeassociates.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rockefeller Capital Managementrockco.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PJT Partnerspjtpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,525 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guggenheim Partnersguggenheimpartners.com HQ: New York, CA, United StatesReported employees: 1,001-5,000 | New York, CA, United States | 1,001-5,000 | Exact match | 1,496 contacts → |
“Guggenheim Partners is a global investment and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stepstone Groupstepstonegroup.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,439 contacts → |
“StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Neuberger Bermannb.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,208 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Metlife Investment Managementmetlife.com HQ: Whippany, PA, United StatesReported employees: 501-1,000 | Whippany, PA, United States | 501-1,000 | Exact match | 1,151 contacts → |
“About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hamilton Lanehamiltonlane.com HQ: Conshohocken, PA, United StatesReported employees: 501-1,000 | Conshohocken, PA, United States | 501-1,000 | Exact match | 967 contacts → |
“Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Perella Weinbergpwpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 890 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | GMOgmo.com HQ: Boston, CA, United StatesReported employees: 201-500 | Boston, CA, United States | 201-500 | Exact match | 840 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mesirowmesirow.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 829 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | FBRbrileysecurities.com HQ: Arlington, VA, United StatesReported employees: Not recorded | Arlington, VA, United States | Not recorded | Exact match | 814 contacts → |
“In June 2017, B.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 774 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,028 company matches
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Private markets advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
6,015 records in the displayed employee bands.
13 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,028 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 ↗
Private markets advisors by metro
- Private markets advisors in New York824
- Private markets advisors in Chicago174
- Private markets advisors in Dallas153
- Private markets advisors in Los Angeles149
- Private markets advisors in Miami144
- Private markets advisors in Houston109
- Private markets advisors in San Francisco100
- Private markets advisors in Boston99
- Private markets advisors in Atlanta98
- Private markets advisors in Denver78
- Private markets advisors in Austin75
- Private markets advisors in Newport Beach57
- Private markets advisors in Charlotte53
- Private markets advisors in Washington51
- Private markets advisors in San Diego49
- Private markets advisors in Scottsdale44
- Private markets advisors in Seattle40
- Private markets advisors in Tampa40
- Private markets advisors in Minneapolis38
- Private markets advisors in Nashville31
- Private markets advisors in St. Louis30
- Private markets advisors in Stamford30
- Private markets advisors in Fort Lauderdale29
- Private markets advisors in Philadelphia27
- Private markets advisors in Portland27
- Private markets advisors in Birmingham26
- Private markets advisors in Coral Gables26
- Private markets advisors in Irvine26
- Private markets advisors in Santa Monica26
- Private markets advisors in Richmond25
Questions about this company list
What does Exact match mean for private markets advisors?
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 private markets advisors did RevenueBase find based in the United States?
The saved snapshot records 6,028 matching company records, 134,822 tracked contacts and 66,423 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: November 6, 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
Private markets advisors by geography
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil
- Private markets advisors based in Sao Paulo, Brazil
- Private markets advisors based in Calgary, Canada
- Private markets advisors based in Montreal, Canada
- Private markets advisors based in Toronto, Canada
- Private markets advisors based in Vancouver, Canada
- Private markets advisors based in Paris, France
Cite this list
RevenueBase Data Team. Top 25 private markets advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-markets-advisors/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
- Private markets advisors based in Buenos Aires, Argentina
- Private markets advisors based in Brisbane, Australia
- Private markets advisors based in Melbourne, Australia
- Private markets advisors based in Sydney, Australia
- Private markets advisors based in Vienna, Austria
- Private markets advisors based in Rio De Janeiro, Brazil