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Investment and wealth managers in the USA: 23,433 companies

Investment and wealth managers in the USA that we could find with a working website: 23,433 companies, each with website, LinkedIn page, industry, size, city, state and founding year. 23,351 have a LinkedIn page and 657 have an exact headcount.

Preview 25 below. Put in your work email and you get 1,000 of them as a CSV, the most complete rows first.

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Preview: 25 of 23,433

CompanyWebsiteEmployeesLocationFounded
Endless Holdingsendlessholdings.co201-500Jackson, Mississippi
Cutter Associatescutterassociates.com51-200Rockland, Massachusetts1998
Eco Management Group, LLCecomanagementgroupllc.com51-200Summerville, South Carolina
Ellington Management Groupellingtoncredit.com51-200Old Greenwich, Connecticut1994
Forest Investment Associatesforestinvest.com51-200Atlanta, Georgia1986
Greran Groupgrerangroup.com51-200New York, New York
Gtsf Investments Committeegtsfinvestments.com51-200Atlanta, Georgia1986
Hirtle & Co.hirtlecallaghan.com51-200Conshohocken, Pennsylvania1988
Morton Wealthmortonwealth.com51-200Calabasas, California1983
Primary Venture Partnersprimary.vc51-200New York, New York2015
Supernova (Consulting Services (B2B))1supernova.com51-200Miami, Florida2021
1791 Investments1791investments.com11-50Celebration, Florida2009
1st & Main Growth Partners1standmain.co11-50Chicago, Illinois1986
American Household Estate Salesamericanhouseholdestatesales.com11-50Rio Rancho, New Mexico
Aptus Capital Advisorsaptuscapitaladvisors.com11-50Fairhope, Alabama2013
Arch Street Capital Advisorsarchstreetcapital.com11-50New York, New York2003
Astrum Investment Management-USAastruminvest.com11-50Los Angeles, California2009
Bexley Pizza Plusbexleypizzaplus.com11-50Columbus, Ohio
Bordner, Townsend & Associatesbordnerandtownsend.com11-50Orlando, Florida
Bowden Innovation Groupbowdenaz.com11-50Phoenix, Arizona2013
Bridge Growth Partners, LLCbridgegrowthpartners.com11-50New York, New York2013
Canvas Financialcanvasfinancial.com11-50San Francisco, California2018
Capital Constellationcapitalconstellation.com11-50New York, New York2018
Capital Southwestcapitalsouthwest.com11-50Dallas, Texas1961
Capstone Financial Group - Aiccapstonefinancial.net11-50Folsom, California2001

LinkedIn URLs, industry, exact headcount and ownership are in the CSV. Get 1,000 rows free.

What's in the full list

SizeCompaniesShare
1-10 employees17,95977%
11-50 employees4,30218%
51-200 employees8234%
201-500 employees2011%
501-1000 employees690%
1000+ employees790%
Top locationsCompanies
California3,364
New York3,299
Texas2,097
Florida1,995
Illinois988
Massachusetts825
Pennsylvania683
Georgia598

Columns

  • company: Company name
  • website: Root domain, one row per website
  • linkedin_url: LinkedIn company page
  • industry: The company's own LinkedIn industry label
  • employee_range: Size band (11-50, 51-200 and so on)
  • employees: Exact headcount, where we have it
  • city, state, country: Headquarters location
  • founded: Year founded
  • ownership: Investor-backed, Private, Public or Acquired, where we have it

There are no people or emails in this file. One row per company, and every company sits in exactly one of our 24 lists.

How good is it?

A company lands here because its own LinkedIn industry label says so. Spot checks put that right 85 to 90% of the time. We dropped companies without a website, ones marked out of business, and duplicate websites and LinkedIn pages. It is a good first cut of a TAM, and it is not verified row by row.

The list stops at the company. Turning it into pipeline means finding the right people, verified emails, and a reason to reach out now. That is what I build. Want this list with the right people and verified emails? Talk to me, or price it yourself with the TAM calculator.

FAQ

Is this list really free?
Yes. Enter your first name, work email and company and you get 1,000 of the 23,433 companies as a CSV right away, plus a copy of the link by email. There is nothing to pay and no account to make.
Does the list include contacts or email addresses?
No. It is a company list: name, website, LinkedIn page, industry, size, location and founding year. If you want the right people at these companies with verified emails, that is the work OneGTM does, so reply to the email or book a call.
Where does the data come from?
Company records come from the People Data Labs Free Company Dataset (CC BY 4.0). Exact headcount and ownership come from a separate company database and are only attached when the name and size line up. We removed duplicates, dead companies and rows without a website.
How accurate is it?
A company is on this list because its own LinkedIn industry label says so. Spot checks put it right 85 to 90% of the time. Treat it as a strong starting point for your TAM, not a verified list.
Why do I need a work email?
The list goes to people building pipeline at a business, and we send a copy of the download link to the address you give. Personal inboxes like Gmail and throwaway addresses are not accepted.

Company data: People Data Labs Free Company Dataset, licensed CC BY 4.0. Filtered, deduplicated and recased by OneGTM. Lists built October 27, 2026.