{"source":"Breaknorm","page":"https://breaknorm.co/market/business_finance_services/wealth_management_investment/us","license":"https://breaknorm.co/terms","vertical":"business_finance_services","subvertical":"wealth_management_investment","country":"US","companies":51876,"by_leaf":[["independent_financial_advisers",26908],["wealth_management_general",25078],["private_asset_managers",5369],["corporate_finance_advisers",4807],["other_wealth_management_investment",4558],["property_investment_advisers",1958],["general_management_consulting",1022],["private_equity_firms",779],["real_estate_investment_firms",575],["other_management_business_consulting",380],["specialist_tax_advisers",339],["sme_accounting_tax_practice",325],["outsourced_cfo_finance_bpo",302],["wills_estates_probate_law",279],["general_insurance_brokerage",244],["venture_capital_firms",237],["mortgage_and_property_finance",226],["insurance_companies_underwriters",176],["other_insurance_brokerage_agency",164],["retail_investment_brokerages",153]],"by_headcount":[["2-10",26001],["0-1",16634],["11-50",7288],["51-200",1256],["201-500",424],["501-1000",127],["1001-5000",99],["10001+",25],["5001-10000",22]],"by_city":[["New York",2491],["Miami",690],["Houston",665],["Chicago",623],["Atlanta",616],["Dallas",581],["San Francisco",476],["Austin",442],["San Diego",404],["Boston",379],["Scottsdale",348],["Denver",343]],"hiring":{"companies":716,"new_30d":336,"by_headcount":[["51-200",214],["11-50",190],["2-10",95],["201-500",93],["1001-5000",42],["501-1000",39],["0-1",19],["10001+",12],["5001-10000",12]]},"tech":[["microsoft_365",23588],["cloudflare",16867],["microsoft_teams",10404],["google_workspace",9445],["microsoft_entra_id",7733],["microsoft_intune",7710],["sendgrid",3566],["proofpoint",3548],["mailchimp",3322],["proofpoint_essentials",2975],["hubspot",2777],["smarsh",2147]],"top_note":"The largest companies of the segment, by headcount; job boards and portals left out.","top":[{"domain":"vanguard.com","name":"Vanguard","country":"US","city":null,"headcount":"10001+","leaf":"wealth_management_general","summary":"Vanguard is an investment management company that provides investment management, financial advice, and retirement planning for personal investors, retirement p."},{"domain":"bny.com","name":"BNY","country":"US","city":"Atlanta","headcount":"10001+","leaf":"wealth_management_general","summary":"BNY is a global financial services firm that provides wealth management, investment management, payments, trading, custody and clearing for businesses, institut."},{"domain":"morganstanley.com","name":"Morgan Stanley","country":"US","city":"New York","headcount":"10001+","leaf":"wealth_management_general","summary":"Morgan Stanley is a financial services firm that provides wealth management, investment banking and capital markets, sales and trading, research, and investment."},{"domain":"ally.com","name":"Ally Bank","country":"US","city":"Old Bethpage","headcount":"10001+","leaf":"retail_and_commercial_banks","summary":"Ally Bank is a bank that provides spending, savings, and investing services to consumers."},{"domain":"statestreet.com","name":"State Street Global Advisors","country":"US","city":"Boston","headcount":"10001+","leaf":"wealth_management_general","summary":"State Street Global Advisors is an investment services company that provides investment management, investment servicing, markets trading and financing, and dat."},{"domain":"jpmorgan.com","name":"J.P. 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Rowe Price","country":"US","city":null,"headcount":"5001-10000","leaf":"other_wealth_management_investment","summary":"T."},{"domain":"kroll.com","name":"Kroll","country":"US","city":"New York","headcount":"5001-10000","leaf":"other_management_business_consulting","summary":"Kroll is a global financial and risk advisory firm that provides valuation, risk, and transaction advisory for companies facing complex, contested decisions wit."}],"as_of":"2026-11-04","updated_at":"2026-11-04","hash":"a56d859ae29e1b04","index_tier":2}