Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants based in Boston, United States

RevenueBase identified 57 annual fund management consultants headquartered in Boston, United States as of September 2026 and tracks 1,939 professional contacts across them, including 1,077 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Boston has 57.

This list covers annual fund management consultants headquartered in Boston, 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
57Companies
1,939Contacts tracked
1,077Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest annual fund management consultants based in Boston, United States

Ranked by team size
Top 25 of 57 annual fund management consultants based in Boston, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 2026201-500780 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
2Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 2026201-500463 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
3Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-200189 contacts →

Indirect evidence

“For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5059 contacts →

Indirect evidence

“Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5054 contacts →

Indirect evidence

“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5042 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-20037 contacts →

Partial evidence

“Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-20032 contacts →

Partial evidence

“Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5027 contacts →

Partial evidence

“Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-20024 contacts →

Indirect evidence

“Experience.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5018 contacts →

Partial evidence

“Millstreet Capital Management is an SEC registered investment adviser.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5014 contacts →

Partial evidence

“Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5014 contacts →

Partial evidence

“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5014 contacts →

Indirect evidence

“Alpha Pension Group is a retirement consulting firm.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5011 contacts →

Indirect evidence

“Wealth is so much more than an account balance or portfolio pie chart.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“Windham Capital Management is an independent investment advisor located at One Federal Street, Boston, MA.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-509 contacts →

Indirect evidence

“At Sentry Hill, people are our primary focus.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-109 contacts →

Indirect evidence

“JP Marvel is an SEC-registered investment advisory firm.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“Helping Create Your Financial Plan.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceBoston, United StatesHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“Development leaders: Whether you're tasked with raising $1M or $100M, the stakes are super high.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Copley Raff is a U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“FleetStar Financial is a brand name under which the following affiliated companies operate: FleetStar Advisors, LLC, a multi-state registered investment adviser offering…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 57 annual fund management consultants based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,077 reachable decision-makers.

Free signup · no credit card

View the full list →

Annual fund management consultants based in Boston, United States at a glance

As of Sep 27, 2026
55.5%Verified-email coverage
34.0Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
19
51-200
5
201-500
3

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 57 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 Boston, 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 Boston 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, 1,077 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.

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 Boston, United States?

RevenueBase identified 57 annual fund management consultants headquartered in Boston, 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?

GMO, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most annual fund management consultants?

New York leads the United States with 271 headquartered companies, followed by Chicago (101) and Atlanta (77). Boston has 57.

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 1,077 verified decision-maker contacts tracked across these 57 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.

Ready to reach these companies? Verified emails and direct dials for all 57 annual fund management consultants based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.