Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in the United States

Name: Specialist investment managers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 14,135 companies tracked

RevenueBase identified 14,135 company matches for specialist investment managers associated with 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 company matches for specialist investment managers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

14,135Companies

495,490Contacts tracked

226,729Verified emails

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The 25 largest specialist investment managers based in the United States

Ranked by team size

Top 25 of 14,135 company matches for specialist investment managers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 22, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 22, 2026	10001+	27,212 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 22, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Franklin Templeton	Exact match	San Mateo, CA, United StatesHQ recorded Sep 22, 2026	5,001-10,000	10,517 contacts →
	Exact match “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Sep 22, 2026	5,001-10,000	8,422 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Millennium	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	5,001-10,000	6,236 contacts →
	Exact match “Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	KKR	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	5,802 contacts →
	Exact match “KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 22, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,862 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Apollo Global Management, INC	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,798 contacts →
	Exact match “Apollo is a high-growth, global alternative asset manager.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Citadel	Exact match	Miami, FL, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,261 contacts →
	Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	PIMCO	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,035 contacts →
	Exact match “PIMCO is a global leader in active fixed income with deep expertise across public and private markets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Ares Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,975 contacts →
	Exact match “Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,912 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 · Sep 22, 2026 · View company records in RevenueBase
19	Wellington Management	Exact match	Boston, MA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,436 contacts →
	Exact match “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 22, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Point72	Exact match	Stamford, CT, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,063 contacts →
	Exact match “Point72 is a leading global alternative investment firm led by Steven A.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Nuveen, A Tiaa Company	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,940 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 · Sep 22, 2026 · View company records in RevenueBase
24	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,898 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	MFS Investment Management	Exact match	Boston, MA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,738 contacts →
	Exact match “In 1924, MFS launched the US’ first open-end mutual fund.” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 14,135 specialist investment managers based in the United States

See the full list, filter by size, metro and specialty, and access 226,729 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

7.5%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

1,001-5,000

5,001-10,000

10001+

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

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 “specialist investment managers” 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 226,729 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 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.

Specialist investment managers by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in the United States?

RevenueBase identified 14,135 company matches for specialist investment managers associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most specialist investment managers?

New York leads with 1055 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 226,729 professional contacts with verified work emails tracked across these 14,135 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 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 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.