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 company matches for annual fund management consultants associated with 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 company matches for annual fund management consultants associated with the 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

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 company matches for annual fund management consultants based in the 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	20,868 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 27, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	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
4	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” 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	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	501-1,000	883 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	201-500	780 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 27, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	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
12	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	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
14	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Sep 27, 2026	201-500	389 contacts →
	Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 27, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 27, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	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
19	Hartford Investment Management Co. Himco	Exact match	Hartford, CT, United StatesHQ recorded Sep 27, 2026	201-500	312 contacts →
	Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 27, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Asset Mindset Advisors	Exact match	York, United StatesHQ recorded Sep 27, 2026	51-200	296 contacts →
	Exact match “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Harris Oakmark	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	51-200	274 contacts →
	Exact match “Important disclosures.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 27, 2026	51-200	263 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Meketa Investment Group	Exact match	Westwood, MA, United StatesHQ recorded Sep 27, 2026	201-500	259 contacts →
	Exact match “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Comply Regulatory Services	Exact match	Lakeville, CT, United StatesHQ recorded Sep 27, 2026	201-500	242 contacts →
	Exact match “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” 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 “annual fund management consultants”. 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 5,608 annual fund management consultants based in the United States

See the full list, filter by size, metro and specialty, and access 42,277 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

5.0%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

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 the United States whose business descriptions match “annual fund management consultants” 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 42,277 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.

Annual fund management consultants by metro

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 “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many annual fund management consultants are there based in the United States?

RevenueBase identified 5,608 company matches for annual fund management consultants associated with the 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?

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

Which city has the most annual fund management consultants?

New York leads with 278 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 42,277 professional contacts with verified work emails tracked across these 5,608 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.