Company lists · Data refreshed September 2026

Top 25 Alternative asset consulting firms based in the United States

Name: Alternative asset consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 4,337 companies tracked

RevenueBase identified 4,337 alternative asset consulting firms headquartered in the United States as of September 2026 and tracks 103,639 professional contacts across them, including 49,772 with verified work emails. New York is the largest hub.

This list covers alternative asset consulting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

4,337Companies

103,639Contacts tracked

49,772Verified emails

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The 25 largest alternative asset consulting firms based in the United States

Ranked by team size

Top 25 of 4,337 alternative asset consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to alternative asset consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Brown Brothers Harriman	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	5,001-10,000	6,324 contacts →
	Indirect evidence “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Source: RevenueBase Database · checked Sep 27, 2026
2	Fisher Investments	Indirect evidence	Plano, TX, United StatesHQ checked Sep 27, 2026	5,001-10,000	5,152 contacts →
	Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 27, 2026
3	Alliancebernstein	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 27, 2026	1,001-5,000	4,862 contacts →
	Indirect evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 27, 2026
4	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 27, 2026
5	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
6	Evercore	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	3,296 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 27, 2026
7	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,623 contacts →
	Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 27, 2026
8	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 27, 2026
9	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 27, 2026
10	Oaktree Capital Management, L.P	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,716 contacts →
	Strong evidence “Oaktree is a leader among global investment managers specializing in alternative investments, with $223 billion in assets under management as of December 31, 2025.” Source: RevenueBase Database · checked Sep 27, 2026
11	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
12	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 27, 2026
13	Stepstone Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,323 contacts →
	Indirect evidence “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Source: RevenueBase Database · checked Sep 27, 2026
14	Brown Advisory	Indirect evidence	Baltimore, MD, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,157 contacts →
	Indirect evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 27, 2026
15	Lasalle Investment Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	501-1,000	985 contacts →
	Indirect evidence “LaSalle is one of the world's leading investment managers.” Source: RevenueBase Database · checked Sep 27, 2026
16	Hamilton Lane	Indirect evidence	Conshohocken, PA, United StatesHQ checked Sep 27, 2026	501-1,000	891 contacts →
	Indirect evidence “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Source: RevenueBase Database · checked Sep 27, 2026
17	GMO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	780 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
18	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 27, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 27, 2026
19	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 27, 2026	501-1,000	573 contacts →
	Partial evidence “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).” Source: RevenueBase Database · checked Sep 27, 2026
20	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 27, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 27, 2026
21	Hilco Global	Partial evidence	Northbrook, IL, United StatesHQ checked Sep 27, 2026	501-1,000	528 contacts →
	Partial evidence “Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Source: RevenueBase Database · checked Sep 27, 2026
22	BDT & MSD Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	201-500	504 contacts →
	Indirect evidence “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Source: RevenueBase Database · checked Sep 27, 2026
23	AKSIA	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	463 contacts →
	Partial evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 27, 2026
24	Nepc, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	463 contacts →
	Strong evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 27, 2026
25	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 27, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: alternative asset consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names alternative asset consulting firms.
Partial evidence: Its own public description names part of alternative asset consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name alternative asset consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 4,337 alternative asset consulting firms based in the United States

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Alternative asset consulting firms based in the United States at a glance

As of Sep 27, 2026

48.0%Verified-email coverage

23.9Average contacts per company

1-10Median size (employees)

10.9%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

2,918

11-50

1,076

51-200

229

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 4,337 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among alternative asset consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “alternative asset consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names alternative asset consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among alternative asset consulting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 49,772 across the full list. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Alternative asset consulting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names alternative asset consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many alternative asset consulting firms are there based in the United States?

RevenueBase identified 4,337 alternative asset consulting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Brown Brothers Harriman, headquartered in New York, tops this list with the largest team on record.

Which city has the most alternative asset consulting firms?

New York leads with 474 headquartered companies, followed by Chicago (109) and Miami (107).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 49,772 verified decision-maker contacts tracked across these 4,337 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 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 Smart Search, 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.