Best Asset Management Companies in United States
The 3862 best Asset Management companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: JPMorgan Chase.
The 3,862 Asset Management companies tracked here in the United States represent a sector where the revenue numbers do the talking. Across 59 validated filers, the combined revenue pool hits $249.3B, with a median company pulling $259M at roughly 7% YoY growth. That's steady, not spectacular — but look at the outliers. JPMorgan Chase logged $182.4B in revenue, generating $16.5B in net income, which is 534 times the sector median. BlackRock, Inc. posted $6.7B at a sharp 27% clip, with $2.2B in net income landing 72 times above that same median. So when you're scanning this directory for funding momentum, keep one eye on the earnings structure underneath.
The $39.6B in total disclosed funding spans five unicorns and a spread of firms from GoldenTree ($3.5B raised) down to earlier-stage players. As shown in 2014 research, institutional asset management concentration has long shaped how capital flows through the broader financial system — and frankly, nothing in today's filings contradicts that. Median app-install growth across asset management platforms runs at 18% YoY, which tells me digital distribution is catching up fast to the underlying AUM story. The firms that close that gap between funding and earned revenue are the ones worth watching here.
Ranked: Best Asset Management companies in United States
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Market signals (1y) | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase Provider of financial services to consumers and corporations | $4.3B | 82 mo ago | 256,105 256,105 → 234,130 (-9%) · sector median +43% | 2000 | Jam Akhavan Co-Founder & Managing Partner (Sales & Operations) | Adobe Experience ManagerJavaVideoJS+14 | 189 signals ▼20% Leadership · Announcements · Earnings | — |
| 2 | GoldenTree Provider of alternative investment management specializing in credit opportunities globally | $3.5B | 7 mo ago | 216 216 → 374 (+73%) · sector median +43% | 2000 | Kathy Sutherland CEO & Partner | WebflowHighchartsreCAPTCHA+11 | 4 signals ▼43% Leadership · Lawsuit | — |
| 3 | Gaming and Leisure Properties Real estate investment trust focused on gaming & leisure properties | $3.4B | 110 mo ago | 18 | 2013 | Peter M Carlino Chairman & CEO | WordPressMySQLPHP+11 | 14 signals ▲27% Earnings · Leadership · Regulatory | — |
| 4 | Pacific Life Insurance company | $2.0B | 15 mo ago | 3,138 3,138 → 4,845 (+54%) · sector median +43% | 1868 | Darryl Button President and CEO | Adobe Experience ManagerApple iCloud MailMicrosoft 365+23 | 5 signals ▲67% Leadership | 1 award |
| 5 | Argent Wealth Management Wealth management firm | $1.7B | 69 mo ago | 24 24 → 29 (+21%) · sector median +43% | 1992 | David Duchesneau Co-Founder & CEO | ContentfulYouTubeBootstrap+22 | — | — |
| 6 | Citadel Securities 🦄 Provider of financial planning services | $1.1B | 53 mo ago | 3,363 3,363 → 2,394 (-29%) · sector median +43% | 2002 | Peng Zhao CEO | WordPressMySQLPHP+29 | 10 signals ▲67% Leadership · Earnings · Lawsuit | 1 internship |
| 7 | Brown Advisory Diversified investment management firm | $1.0B | 39 mo ago | 770 770 → 1,127 (+46%) · sector median +43% | 1993 | Priyank Soni Founder | DrupalApple iCloud MailPHP+20 | 9 signals ▼44% Announcements | 1 award |
| 8 | Berkadia Provider of wealth management services | $1.0B | 30 mo ago | 988 | 2009 | — | WordPressApple iCloud MailMicrosoft 365+31 | — | 2 awards |
| 9 | Federated Hermes Provider of investment management services | $1.0B | 49 mo ago | — | 1955 | Joseph Bartolacci Co-CEO | Apple iCloud MailSalesforceJava+10 | 22 signals M&A · Earnings · Buyback | 2 launchs |
| 10 | Madison Energy Investments Provider of platform for investors 45Funding top 17%Tech top 46%Global bottom 38%Market bottom 33% All 5 signals ▾Fundingtop 17% Techtop 46% Globalbottom 38% Marketbottom 33% Newsbottom 22% Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $800M | 9 mo ago | 32 | 2019 | — | WebflowSalesforceLeaflet+18 | — | — |
| 11 | Lvrch Capital Provider of mutual fund, financial and investment management services | $600M | 34 mo ago | 142 | 2013 | — | — | — | — |
| 12 | Phoenix Capital Group Provider of oil & gas investment services | $564M | 33 mo ago | 28 | 2019 | — | — | — | — |
| 13 | Auramet Trading Investment management firm | $300M | 11 mo ago | 22 | 2004 | James Verraster CEO | WebflowTypekitjQuery+4 | — | — |
| 14 | Nukk Provider of investment management services | $280M | 3 mo ago | 6 | 2013 | — | WordPressMySQLPHP+23 | — | 2 launchs · 1 expansion |
| 15 | Alera Group Provider of HR, life & health insurance, general liability, and other services 72Tech top 24%Funding top 33%Innovation top 36%Product top 37% All 11 signals ▾Techtop 24% Fundingtop 33% Innovationtop 36% Producttop 37% Markettop 41% Partnerstop 41% Growthtop 48% Moattop 48% Talentbottom 49% Globalbottom 32% Newsbottom 24% Tech: 55 technologies across 6/8 capability areas · Cloud: Akamai, Amazon Web Services Funding: Raised $250M across 2 rounds · 2 rounds over 9 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 72/100 | $250M | 38 mo ago | 4,000 | 1995 | Alan Levitz CEO | TypeScriptJavaBootstrap+22 | — | — |
| 16 | Earned Wealth Provider of wealth and tax advisory solutions for doctors and healthcare professionals 48Funding top 25%Talent top 28%Global bottom 48%Tech bottom 47% All 5 signals ▾Fundingtop 25% Talenttop 28% Globalbottom 48% Techbottom 47% Marketbottom 28% Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) Talent: 4 named leaders on record · 4 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $212M | 23 mo ago | — | 2021 | John Clendening Co-Founder & CEO | WebflowSalesforceVimeo+15 | — | — |
| 17 | Peachtree Group Provider of asset management services | $173M | 3 mo ago | 126 | 2007 | Greg Friedman CEO | WebflowAmazon Web ServicesSleeknote+22 | 7 signals ▲600% Leadership · Capital raise · Earnings | — |
| 18 | Madison Capital Group Private investment and advisory firm | $127M | 13 mo ago | 110 | 2009 | — | WordPressMySQLPHP+23 | — | 1 launch |
| 19 | Edward Jones Diversified investment management firm | $110M | 1 mo ago | 3 | 1922 | — | WordPressBugHerdApple iCloud Mail+54 | 20 signals Announcements · New product · Earnings | 1 partnership |
| 20 | Steward Partners Global Advisory Diversified investment and wealth management firm | $106M | 5 mo ago | 293 | 2013 | Hy Saporta President And Chief Operating Officer | Apple iCloud MailYouTubeBootstrap+12 | — | 1 job opening · 2 awards |
| 21 | Residco Provider of leasing and financial solutions for aviation and rail assets 50Innovation top 20%Funding top 24%Product top 32%Talent top 38% All 7 signals ▾Innovationtop 20% Fundingtop 24% Producttop 32% Talenttop 38% Techbottom 49% Globalbottom 33% Marketbottom 14% Innovation: 4 product lines Funding: Raised $100M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $100M | 0 mo ago | 21 | 1982 | Vincent Kolber Founder&Owner | WordPressMySQLPHP+22 | — | 1 expansion |
| 22 | Ethic Provider of investment management services | $99M | 14 mo ago | 50 | 2015 | Jay Lipman Co-Founder | WebflowSentryApple iCloud Mail+25 | — | 2 awards |
| 23 | Eckard Enterprises Wealth management firm | $73M | 1 mo ago | 60 | 2010 | — | WordPress Block EditorWordPressApple iCloud Mail+32 | — | — |
| 24 | Lone Star Capital Vertically integrated multifamily real estate company that offers investment opportunities and provides a… | $69M | 3 mo ago | — | 2018 | Rob Beardsley Co-Founder & CEO | Webflow EcommerceCart FunctionalityWebflow+17 | — | — |
| 25 | Ashcroft Capital Provider of wealth management services | $50M | 19 mo ago | 51 | 2014 | Frank Roessler Co-Founder & CEO | WordPressMySQLPHP+28 | — | — |
| 26 | EB5 United Real estate investment firm | $45M | 12 mo ago | — | 2013 | Scott Fuller Co-Founder & CEO | WordPressMySQLPHP+33 | — | — |
| 27 | Innventure Diversified investment management firm | $39M | 8 mo ago | 36 | 2015 | Rick Brenner Co-Founder | DrupalPHPAmazon Web Services+26 | 6 signals ▲100% Earnings · M&A · Funding | 1 partnership |
| 28 | Strive Diversified investment management firm | $30M | 7 mo ago | 46 | 2022 | Vivek Ramaswamy Co-Founder | SentryThree.jsRecharts+18 | 30 signals ▲400% Funding · M&A · IPO | — |
| 29 | ViaWest Group Commercial real estate investment, development, and property management maximizing real estate value | $26M | 3 mo ago | 40 40 → 56 (+40%) · sector median +43% | 2003 | — | — | — | 1 partnership · 2 expansions · 2 awards |
| 30 | Overlay Capital Diversified investment management firm | $26M | 3 mo ago | — | 2016 | Julieta Moradei Managing Partner and Founder | — | — | — |
| 31 | DigitalX Blockchain technology for money transfer & trading services | $25M | 11 mo ago | 6 | 1988 | — | WordPressMySQLPHP+29 | — | 1 partnership |
| 32 | GFG Capital It is a multi-family office that offers wealth management services | $20M | 9 mo ago | — | 2003 | — | — | — | — |
| 33 | Creative Planning Provider of wealth management services | $16M | 20 mo ago | 97 | 1983 | Ryan Engelstad Audit Partner | WordPressApple iCloud MailMySQL+39 | 24 signals ▲300% M&A · Acquisition · Leadership | 1 award |
| 34 | Blue Owl Provider of alternative investment strategies across credit, real assets, and capital | $15M | 8 mo ago | 622 | 2021 | Douglas Ostrover Co-Founder & Co-CEO | DrupalSentryZendesk+33 | 92 signals ▲64% Earnings · Acquisition · Capital raise | — |
| 35 | Pave Finance Provider of financial advisory services | $14M | 9 mo ago | — | 2020 | Pascal Cevaer-Corey Co-Founder | Webflowcore-jsSlick+17 | — | — |
| 36 | Onramp Bitcoin Provider of Bitcoin financial services built on multi-institution custody | $12M | 1 mo ago | — | 2022 | Michael Tanguma Co-Founder & CEO | SanityNode.jsRadix UI+24 | — | — |
| 37 | Axiom Trust AI based platform to modernize trust administration for families and advisors | $12M | 3 mo ago | — | 2025 | David Meister Founder | — | — | — |
| 38 | Abernathey Holding Company Investment management firm | $8M | 8 mo ago | — | 2011 | Andrew Abernathey CEO & Chairman | — | — | — |
| 39 | LIV Multi-family and senior housing development and investment firm | $8M | 6 mo ago | 64 | 2012 | — | — | — | 2 job openings · 1 internship |
| 40 | PointOne Provider of multi-family office services including investment, planning, and family support | $6M | 6 mo ago | — | 2025 | Ashley McGuinness Co-Founder & Managing Director | — | — | — |
| 41 | Seeds Investor Provider of portfolio management services | $6M | 17 mo ago | 12 | 2018 | — | — | — | 1 job opening · 1 award |
| 42 | Lumint Currency hedging and technology solutions provider for institutional investors | $6M | 2 mo ago | 9 | 2013 | Alex Dunegan Co-Founder & CEO | — | — | — |
| 43 | Romano Capital Real estate fund focused on debt and equity investments | $5M | 17 mo ago | 23 | 2003 | Kess Romano President & CEO | WordPressApple iCloud MailMicrosoft 365+32 | — | 3 job openings |
| 44 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | 111 111 → 196 (+77%) · sector median +43% | 2002 | Michael Ginty Managing Director & Financial Advisor | WordPressMySQLPHP+30 | — | 2 awards |
| 45 | Datalign Advisory Platform matching individuals with financial advisors based on specific criteria | $4M | 9 mo ago | 13 | 2021 | Hilary Malecha Co-Founder | WordPressMySQLPHP+21 | — | — |
| 46 | Avistone Provider of real estate investment management services | $3M | 4 mo ago | 9 | 2012 | Michael Sihilling CEO | WordPress Block EditorWordPressMySQL+26 | — | — |
| 47 | Nemo Digital Diversified investment management firm | $3M | 15 mo ago | — | 2022 | John Hanna Chief Executive Officer | — | — | — |
| 48 | ShariaPortfolio Asset management firm specializing in Sharia-compliant investing and halal wealth management, providing… | $2M | 13 mo ago | 11 11 → 14 (+27%) · sector median +43% | 2003 | Naushad Virji Founder & CEO | WordPressMicrosoft WordMySQL+22 | — | — |
| 49 | Wealth Enhancement Diversified investment management firm | $2M | 2 mo ago | 853 853 → 1,980 (+132%) · sector median +43% | 1997 | Bruce Helmer Co-Founder | Amazon WebstoreDrupalApple iCloud Mail+28 | 17 signals ▲55% M&A | 1 job opening |
| 50 | Fourcore Provider of financial services focused on global asset, wealth, and investment management, leveraging… | $100K | 1 mo ago | — | 2024 | Jordan Waring Co-CEO | — | — | — |
Top 12 Asset Management companies in United States
#1
Funding Raised · New York City, New York · founded 2000 · 216 employees$3.5Braised▾
Provider of alternative investment management specializing in credit opportunities globally. The firm focuses on sectors including high yield bonds, leveraged loans, private credit, distressed debt, and structured credit. Investment strategies also incorporate emerging markets, real estate, private equity, and credit-themed equities. The firm's approach facilitates communication across its investment team.
- Nov 2025Conventional Debt$464.9M
- Apr 2021Conventional Debt$481.6M
- May 2020Conventional Debt$503M
- Dec 2019Conventional Debt$554M
#2
Public · Jersey City, New Jersey · founded 2013 · 6 employees$280Mraised▾
Provider of investment management services
- Feb 2026Post IPO$20M
- Sep 2025Post IPO$250M
- Dec 2024Post IPO$10M
- Feb 2024Post IPO—
#3
Series D · Atlanta, Georgia · founded 2007 · 126 employees$173.4Mraised▾
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
- Mar 2026Series D$3.2M
- Aug 2025Series D$28M
- Jan 2025Series D—
- Dec 2024Series D$16M
#4
Funding Raised · Chicago, Illinois · founded 1982 · 21 employees$100Mraised▾
Provider of leasing and financial solutions for aviation and rail assets. The company invests in commercial and corporate aircraft, engines, freight cars, and locomotives. Structuring expertise combined with an extensive network of relationships with financial institutions allows new entrants to benefit from experience in joint ventures and structured debt. The company also manages large pools of freight cars, locomotives, and aircraft for other lessors and joint venture partners. Additionally, residual support and derivative structures are provided for the benefit of other investors.
- Jan 2026Conventional Debt$100M
#5
Series F · St. Louis, Missouri · founded 1922 · 3 employees$110.4Mraised▾
Edward Jones is a full-service financial services firm offering investments and services to individual investors. The firm focuses solely on individual investors and small-business owners.In 2022, the company recorded annual revenues of $12.41B and a net profit of $1.4B.
- Apr 2026Series F$675K
- Jul 2025Series F$1.5M
- Jan 2025Series F$55.5M
#6
Series B · Allen, Texas · founded 2010 · 60 employees$72.9Mraised▾
Eckard Enterprises, LLC ("Eckard") is a family-owned and operated energy asset management firm, focused on the U.S. oil and gas industry. Our managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, and other natural resource related opportunities.
- Apr 2026Series B$13M
- Sep 2025Conventional Debt$5.6M
- Sep 2025Series A$3.9M
- May 2025Series A$22.2M
#7
Acquired · New York City, New York · founded 2019 · 32 employees$800Mraised▾
Provider of platform for investors
- Sep 2025Conventional Debt$800M
#8
Series B · New York City, New York · founded 2018$69.1Mraised▾
Lone Star Capital is a vertically integrated multifamily real estate company that focuses on investing in and operating multifamily properties. The company is led by experienced professionals with a deep understanding of the real estate industry, and its investment approach is centered around identifying undervalued properties and implementing operational improvements to drive value creation.
- Mar 2026Series B$21.1M
- Oct 2025Series B$16.5M
- Oct 2024Series B$15.9M
- Jul 2024Series B$15.5M
#9
Series C · Washington, DC, District of Columbia · founded 2013 · 293 employees$106Mraised▾
Diversified investment and wealth management firm
- Dec 2025Conventional Debt—
- Dec 2025Series C$475M
- Jun 2021Series B$100M
- Apr 2019Series A—
#10
Late Stage · Newport Beach, California · founded 1868 · 3138 employees$2Braised▾
Pacific Life is an insurance company. Their products include life insurance products, annuities, and mutual funds. The company also offers investment products and services to individuals, businesses, and pension plans. In 2022, the company recorded annual revenues of $13.36B and a net profit of $0.76B.
#11
Late Stage · Teaneck, New Jersey · founded 2004 · 22 employees$300Mraised▾
Investment management firm
- Jun 2025Conventional Debt$350M
- Jul 2024Convertible Debt$300M
- Aug 2023Conventional Debt$275M
- Jul 2022Conventional Debt$350M
#12
Series B · Alpharetta, Georgia · founded 2016$25.5Mraised▾
Diversified investment management firm
- Mar 2026Series B$1.6M
- Jan 2026Series B$22.9M
- Dec 2025Seed$1M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.