Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants based in the United States

Name: Annual fund management consultants 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 5,608 companies tracked

RevenueBase identified 5,608 annual fund management consultants headquartered in the United States as of September 2026 and tracks 88,070 professional contacts across them, including 42,277 with verified work emails. New York is the largest hub.

This list covers annual fund management consultants 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

5,608Companies

88,070Contacts tracked

42,277Verified emails

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The 25 largest annual fund management consultants based in the United States

Ranked by team size

Top 25 of 5,608 annual fund management consultants 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 annual fund management consultants: 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” 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	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
4	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
5	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
6	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
7	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,157 contacts →
	Partial 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
8	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	883 contacts →
	Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 27, 2026
9	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
10	Savant Wealth Management	Partial evidence	Rockford, IL, United StatesHQ checked Sep 27, 2026	501-1,000	565 contacts →
	Partial evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 27, 2026
11	AKSIA	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	463 contacts →
	Indirect 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
12	Nepc, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	463 contacts →
	Indirect 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
13	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 27, 2026
14	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 27, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 27, 2026
15	Nisa Investment Advisors, LLC	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 27, 2026	201-500	389 contacts →
	Indirect evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 27, 2026
16	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 27, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 27, 2026
17	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 27, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 27, 2026
18	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
19	Hartford Investment Management Co. Himco	Partial evidence	Hartford, CT, United StatesHQ checked Sep 27, 2026	201-500	312 contacts →
	Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 27, 2026
20	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	51-200	306 contacts →
	Indirect evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 27, 2026
21	Asset Mindset Advisors	Partial evidence	York, United StatesHQ checked Sep 27, 2026	51-200	296 contacts →
	Partial evidence “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Source: RevenueBase Database · checked Sep 27, 2026
22	Harris Oakmark	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	274 contacts →
	Indirect evidence “Important disclosures.” Source: RevenueBase Database · checked Sep 27, 2026
23	Coastal Wealth	Indirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 27, 2026	51-200	263 contacts →
	Indirect evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 27, 2026
24	Meketa Investment Group	Indirect evidence	Westwood, MA, United StatesHQ checked Sep 27, 2026	201-500	259 contacts →
	Indirect evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 27, 2026
25	Comply Regulatory Services	Partial evidence	Lakeville, CT, United StatesHQ checked Sep 27, 2026	201-500	242 contacts →
	Partial evidence “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” 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: annual fund management consultants. 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 annual fund management consultants.
Partial evidence: Its own public description names part of annual fund management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name annual fund management consultants. 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 5,608 annual fund management consultants based in the United States

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Annual fund management consultants based in the United States at a glance

As of Sep 27, 2026

48.0%Verified-email coverage

15.7Average contacts per company

1-10Median size (employees)

4.8%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

4,092

11-50

1,215

51-200

209

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 5,608 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 annual fund management consultants, 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 “annual fund management consultants”. 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 annual fund management consultants), 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 annual fund management consultants, 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, 42,277 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.

Annual fund management consultants 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 annual fund management consultants, 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 annual fund management consultants are there based in the United States?

RevenueBase identified 5,608 annual fund management consultants 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which city has the most annual fund management consultants?

New York leads with 271 headquartered companies, followed by Chicago (101) and Atlanta (77).

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 42,277 verified decision-maker contacts tracked across these 5,608 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.