Company lists · Data refreshed September 2026

Top 25 Stock portfolio companies based in the United States

Name: Stock portfolio companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 4,976 companies tracked

RevenueBase identified 4,976 company matches for stock portfolio companies associated with the United States as of September 2026 and tracks 114,835 professional contacts across them, including 49,890 with verified work emails. New York is the largest hub.

This list covers company matches for stock portfolio companies 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 19, 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 19, 2026 How this list was built

4,976Companies

114,835Contacts tracked

49,890Verified emails

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The 25 largest stock portfolio companies based in the United States

Ranked by team size

Top 25 of 4,976 company matches for stock portfolio companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
2	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
4	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,623 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 · Sep 19, 2026 · View company records in RevenueBase
7	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,663 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 · Sep 19, 2026 · View company records in RevenueBase
8	IAC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	5,001-10,000	1,615 contacts →
	Exact match “IAC builds companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	201-500	780 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 · Sep 19, 2026 · View company records in RevenueBase
13	U.S. Bancorp Investments, INC	Exact match	S St Paul, MN, United StatesHQ recorded Sep 19, 2026	1,001-5,000	645 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	573 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 19, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	517 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 19, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 19, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	201-500	389 contacts →
	Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Virtus Investment Partners	Exact match	Hartford, CT, United StatesHQ recorded Sep 19, 2026	501-1,000	376 contacts →
	Exact match “In Latin, Virtus connotes the characteristics of integrity, quality and strength.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	A.G.P. Alliance Global Partners	Exact match	NY, United StatesHQ recorded Sep 19, 2026	201-500	340 contacts →
	Exact match “A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer since 1980.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 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 “stock portfolio companies”. 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 4,976 stock portfolio companies based in the United States

See the full list, filter by size, metro and specialty, and access 49,890 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Stock portfolio companies based in the United States at a glance

As of Sep 19, 2026

43.4%Verified-email coverage

23.1Average contacts per company

1-10Median size (employees)

4.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

3,548

11-50

1,094

51-200

213

201-500

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 4,976 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 “stock portfolio companies” 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 49,890 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 19, 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.

Stock portfolio companies 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 “stock portfolio companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many stock portfolio companies are there based in the United States?

RevenueBase identified 4,976 company matches for stock portfolio companies 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?

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

Which city has the most stock portfolio companies?

New York leads with 245 company records, followed by Chicago (70) and Boston (68).

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 49,890 professional contacts with verified work emails tracked across these 4,976 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 19, 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.