Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in the United States

RevenueBase identified 14,135 specialist investment managers headquartered in the United States as of September 2026 and tracks 495,490 professional contacts across them, including 226,729 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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 22, 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 22, 2026 86% judged on-target in blind review
14,135Companies
495,490Contacts tracked
226,729Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest specialist investment managers based in the United States

Ranked by team size
Top 25 of 14,135 specialist investment managers based in the United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 22, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202610001+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 22, 2026
3Strong evidenceChicago, IL, United StatesHQ checked Sep 22, 202610001+27,212 contacts →

Strong evidence

“As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 22, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 22, 2026
5Strong evidenceSan Mateo, CA, United StatesHQ checked Sep 22, 20265,001-10,00010,517 contacts →

Strong evidence

“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 22, 20265,001-10,0009,836 contacts →

Indirect evidence

“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 22, 20265,001-10,0008,422 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 22, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 20265,001-10,0006,236 contacts →

Strong evidence

“Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.”

Source: RevenueBase Database · checked Sep 22, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0005,802 contacts →

Strong evidence

“KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 22, 20265,001-10,0005,330 contacts →

Indirect evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 22, 2026
11Partial evidencePlano, TX, United StatesHQ checked Sep 22, 20265,001-10,0005,152 contacts →

Partial evidence

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Source: RevenueBase Database · checked Sep 22, 2026
12Strong evidenceNashville, TN, United StatesHQ checked Sep 22, 20261,001-5,0004,862 contacts →

Strong evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 22, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0004,798 contacts →

Partial evidence

“Apollo is a high-growth, global alternative asset manager.”

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceMiami, FL, United StatesHQ checked Sep 22, 20261,001-5,0004,261 contacts →

Partial evidence

“Our ambition at Citadel is to be the most successful investment firm of all time.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 22, 20261,001-5,0004,035 contacts →

Indirect evidence

“PIMCO is a global leader in active fixed income with deep expertise across public and private markets.”

Source: RevenueBase Database · checked Sep 22, 2026
17Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 22, 20261,001-5,0003,975 contacts →

Strong evidence

“Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the…”

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0003,912 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceBoston, MA, United StatesHQ checked Sep 22, 20261,001-5,0003,436 contacts →

Partial evidence

“For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceStamford, CT, United StatesHQ checked Sep 22, 20261,001-5,0003,063 contacts →

Partial evidence

“Point72 is a leading global alternative investment firm led by Steven A.”

Source: RevenueBase Database · checked Sep 22, 2026
22Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0003,006 contacts →

Strong evidence

“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0002,940 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 20261,001-5,0002,898 contacts →

Indirect evidence

“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceBoston, MA, United StatesHQ checked Sep 22, 20261,001-5,0002,738 contacts →

Indirect evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 14,135 specialist investment managers based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 226,729 reachable decision-makers.

Free signup · no credit card

View the full list →

Specialist investment managers based in the United States at a glance

As of Sep 22, 2026
45.8%Verified-email coverage
35.1Average contacts per company
1-10Median size (employees)
7.2%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
9,642
11-50
3,360
51-200
727
201-500
157
501-1,000
85
1,001-5,000
86
5,001-10,000
17
10001+
32

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 14,135 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 226,729 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 22, 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.

Specialist investment managers by metro

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 specialist investment managers, 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 specialist investment managers are there based in the United States?

RevenueBase identified 14,135 specialist investment managers 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 226,729 verified decision-maker contacts tracked across these 14,135 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 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 14,135 specialist investment managers based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.