Company lists · Data refreshed September 2026

Top 25 Alternative asset consulting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 474 companies tracked

RevenueBase identified 474 company matches for alternative asset consulting firms associated with New York, United States as of September 2026 and tracks 39,267 professional contacts across them, including 16,256 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for alternative asset consulting firms associated with New York, 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 27, 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 27, 2026 How this list was built

474Companies

39,267Contacts tracked

16,256Verified emails

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The 25 largest alternative asset consulting firms based in New York, United States

Ranked by team size

Top 25 of 474 company matches for alternative asset consulting firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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	Brown Brothers Harriman	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	5,001-10,000	6,324 contacts →
	Exact match “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	3,912 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
6	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Stepstone Group	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	463 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
12	Needham & Company	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	250 contacts →
	Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Guggenheim Investments	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	239 contacts →
	Exact match “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	182 contacts →
	Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Bluerock	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	122 contacts →
	Exact match “Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Entrust Global	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	118 contacts →
	Exact match “EnTrust Global is an alternative investment firm, headquartered in New York and London, with 11 offices globally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	108 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Segal Marco Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	93 contacts →
	Exact match “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Abbott Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	90 contacts →
	Exact match “Founded in 1986, Abbott Capital Management, LLC is an independent investment adviser specializing in the creation and management of private equity investment programs spanning the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Icarus Fund LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	82 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Offit Capital	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	79 contacts →
	Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	68 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	The Beryl Consulting Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	65 contacts →
	Exact match “The Beryl Consulting Group was founded in 2004.” Recorded in the RevenueBase company graph · Sep 27, 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 “alternative asset consulting firms”. 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 474 alternative asset consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 16,256 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Alternative asset consulting firms based in New York, United States at a glance

As of Sep 27, 2026

41.4%Verified-email coverage

82.8Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

242

11-50

162

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 474 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 New York, United States whose business descriptions match “alternative asset consulting firms” 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 16,256 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 27, 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.

Alternative asset consulting firms by metro in the United States

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 “alternative asset consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many alternative asset consulting firms are there based in New York, United States?

RevenueBase identified 474 company matches for alternative asset consulting firms associated with New York, 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?

Brown Brothers Harriman tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most alternative asset consulting firms?

New York leads the United States with 500 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 16,256 professional contacts with verified work emails tracked across these 474 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 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 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.