Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in the United States

Name: Asset and wealth management 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 21, 2026 18,222 companies tracked

RevenueBase identified 18,222 company matches for asset and wealth management consulting firms associated with the United States as of September 2026 and tracks 1,017,030 professional contacts across them, including 450,195 with verified work emails. New York is the largest hub.

This list covers company matches for asset and wealth management consulting firms 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 21, 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 21, 2026 How this list was built

18,222Companies

1,017,030Contacts tracked

450,195Verified emails

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The 25 largest asset and wealth management consulting firms based in the United States

Ranked by team size

Top 25 of 18,222 company matches for asset and wealth management consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 21, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	ATA	Exact match	Jackson, TN, United StatesHQ recorded Sep 21, 2026	201-500	224 contacts →
	Exact match “ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Central Trust	Exact match	Jefferson City, MO, United StatesHQ recorded Sep 21, 2026	51-200	185 contacts →
	Exact match “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Ashford Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	51-200	171 contacts →
	Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	XP Investments	Exact match	Nova York, United StatesHQ recorded Sep 21, 2026	51-200	142 contacts →
	Exact match “XP Investments US, LLC d/b/a XP Investments, a FINRA member, is affiliated with XP Investimentos, servicing institutional clients from around the world with their equities, fixed…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Lions Financial	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	11-50	142 contacts →
	Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Empirical Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	117 contacts →
	Exact match “Complete financial peace of mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Ancora Holdings Group	Exact match	Mayfield Heights, OH, United StatesHQ recorded Sep 21, 2026	51-200	115 contacts →
	Exact match “Ancora Holdings Group LLC is a client focused investment management, wealth advisory and insurance agency firm that operates with the highest level of integrity and honesty in all…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Procyon	Exact match	Shelton, CT, United StatesHQ recorded Sep 21, 2026	51-200	69 contacts →
	Exact match “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
12	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 21, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Sterling Financial Group	Exact match	Sparta, NJ, United StatesHQ recorded Sep 21, 2026	51-200	56 contacts →
	Exact match “financial firm” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Heritage Financial Services, LLC	Exact match	Westwood, MA, United StatesHQ recorded Sep 21, 2026	11-50	53 contacts →
	Exact match “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Drake & Associates, LLC	Exact match	Waukesha, WI, United StatesHQ recorded Sep 21, 2026	11-50	48 contacts →
	Exact match “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	L&m Wealth Management	Exact match	Amherst, NY, United StatesHQ recorded Sep 21, 2026	11-50	43 contacts →
	Exact match “L&M specializes in financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Dinosaur Group Holdings	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	40 contacts →
	Exact match “With a global footprint, strategic connections in local markets and specialized emerging markets expertise, Dinosaur Group is known for its deal-making acumen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Anderson Financial Group	Exact match	Tucson, AZ, United StatesHQ recorded Sep 21, 2026	n/a	39 contacts →
	Exact match “Have you ever felt like the insurance and financial industries create a language that no one else understands?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	G & J Seiberlich & CO LLP	Exact match	Napa, CA, United StatesHQ recorded Sep 21, 2026	11-50	38 contacts →
	Exact match “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Essex Financial	Exact match	Essex, CT, United StatesHQ recorded Sep 21, 2026	11-50	37 contacts →
	Exact match “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	360 Financial	Exact match	Wayzata, MN, United StatesHQ recorded Sep 21, 2026	11-50	37 contacts →
	Exact match “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Premier Planning Group	Exact match	Phoenixville, PA, United StatesHQ recorded Sep 21, 2026	11-50	35 contacts →
	Exact match “We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Retirement & Wealth Strategies	Exact match	Farmington Hills, MI, United StatesHQ recorded Sep 21, 2026	51-200	34 contacts →
	Exact match “Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	TVAMP	Exact match	Knoxville, TN, United StatesHQ recorded Sep 21, 2026	11-50	33 contacts →
	Exact match “TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Journey Advisory Group, LLC	Exact match	Covington, KY, United StatesHQ recorded Sep 21, 2026	11-50	33 contacts →
	Exact match “Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management 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 18,222 asset and wealth management consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 450,195 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in the United States at a glance

As of Sep 21, 2026

44.3%Verified-email coverage

55.8Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

13,013

11-50

3,950

51-200

806

201-500

180

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 18,222 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 “asset and wealth management 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 450,195 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 21, 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.

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

How many asset and wealth management consulting firms are there based in the United States?

RevenueBase identified 18,222 company matches for asset and wealth management consulting firms 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?

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

Which city has the most asset and wealth management consulting firms?

New York leads with 747 company records, followed by Atlanta (249) and Chicago (243).

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 450,195 professional contacts with verified work emails tracked across these 18,222 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 21, 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.