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 asset and wealth management consulting firms headquartered in 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 asset and wealth management consulting firms 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 21, 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 21, 2026 86% judged on-target in blind review

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 asset and wealth management consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: 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	MAI Capital Management	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 21, 2026	501-1,000	520 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
2	National Financial Network	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	247 contacts →
	Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 21, 2026
3	ATA	Partial evidence	Jackson, TN, United StatesHQ checked Sep 21, 2026	201-500	224 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
4	Central Trust	Strong evidence	Jefferson City, MO, United StatesHQ checked Sep 21, 2026	51-200	185 contacts →
	Strong evidence “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Source: RevenueBase Database · checked Sep 21, 2026
5	Ashford Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	51-200	171 contacts →
	Indirect evidence “We strive to build meaningful relationships with our clients and within our communities.” Source: RevenueBase Database · checked Sep 21, 2026
6	XP Investments	Indirect evidence	Nova York, United StatesHQ checked Sep 21, 2026	51-200	142 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
7	Lions Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	11-50	142 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
8	Empirical Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 21, 2026	51-200	117 contacts →
	Indirect evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026
9	Ancora Holdings Group	Strong evidence	Mayfield Heights, OH, United StatesHQ checked Sep 21, 2026	51-200	115 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
10	Procyon	Indirect evidence	Shelton, CT, United StatesHQ checked Sep 21, 2026	51-200	69 contacts →
	Indirect evidence “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Source: RevenueBase Database · checked Sep 21, 2026
11	Ingalls & Snyder	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	68 contacts →
	Partial evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 21, 2026
12	Perfect Circle INC	Strong evidence	Miami, FL, United StatesHQ checked Sep 21, 2026	51-200	59 contacts →
	Strong evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 21, 2026
13	Sterling Financial Group	Indirect evidence	Sparta, NJ, United StatesHQ checked Sep 21, 2026	51-200	56 contacts →
	Indirect evidence “financial firm” Source: RevenueBase Database · checked Sep 21, 2026
14	Heritage Financial Services, LLC	Indirect evidence	Westwood, MA, United StatesHQ checked Sep 21, 2026	11-50	53 contacts →
	Indirect evidence “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Source: RevenueBase Database · checked Sep 21, 2026
15	Drake & Associates, LLC	Strong evidence	Waukesha, WI, United StatesHQ checked Sep 21, 2026	11-50	48 contacts →
	Strong evidence “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Source: RevenueBase Database · checked Sep 21, 2026
16	L&m Wealth Management	Indirect evidence	Amherst, NY, United StatesHQ checked Sep 21, 2026	11-50	43 contacts →
	Indirect evidence “L&M specializes in financial planning and investment advice.” Source: RevenueBase Database · checked Sep 21, 2026
17	Dinosaur Group Holdings	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	40 contacts →
	Indirect evidence “With a global footprint, strategic connections in local markets and specialized emerging markets expertise, Dinosaur Group is known for its deal-making acumen.” Source: RevenueBase Database · checked Sep 21, 2026
18	Anderson Financial Group	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 21, 2026	n/a	39 contacts →
	Indirect evidence “Have you ever felt like the insurance and financial industries create a language that no one else understands?” Source: RevenueBase Database · checked Sep 21, 2026
19	G & J Seiberlich & CO LLP	Indirect evidence	Napa, CA, United StatesHQ checked Sep 21, 2026	11-50	38 contacts →
	Indirect evidence “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Source: RevenueBase Database · checked Sep 21, 2026
20	Essex Financial	Indirect evidence	Essex, CT, United StatesHQ checked Sep 21, 2026	11-50	37 contacts →
	Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 21, 2026
21	360 Financial	Partial evidence	Wayzata, MN, United StatesHQ checked Sep 21, 2026	11-50	37 contacts →
	Partial evidence “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Source: RevenueBase Database · checked Sep 21, 2026
22	Premier Planning Group	Indirect evidence	Phoenixville, PA, United StatesHQ checked Sep 21, 2026	11-50	35 contacts →
	Indirect evidence “We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services.” Source: RevenueBase Database · checked Sep 21, 2026
23	Retirement & Wealth Strategies	Partial evidence	Farmington Hills, MI, United StatesHQ checked Sep 21, 2026	51-200	34 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
24	TVAMP	Indirect evidence	Knoxville, TN, United StatesHQ checked Sep 21, 2026	11-50	33 contacts →
	Indirect evidence “TVAMP helps clients get their financial life in order & make smart financial decisions.” Source: RevenueBase Database · checked Sep 21, 2026
25	Journey Advisory Group, LLC	Partial evidence	Covington, KY, United StatesHQ checked Sep 21, 2026	11-50	33 contacts →
	Partial evidence “Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning.” Source: RevenueBase Database · checked Sep 21, 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: asset and wealth management consulting firms. 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 asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. 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 18,222 asset and wealth management consulting firms based in the United States

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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)

3.9%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, 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 “asset and wealth management consulting firms”. 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 asset and wealth management consulting firms), 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 asset and wealth management consulting firms, 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, 450,195 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 21, 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.

Asset and wealth management consulting firms 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 asset and wealth management consulting firms, 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 asset and wealth management consulting firms are there based in the United States?

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

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

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

New York leads with 716 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 450,195 verified decision-maker contacts tracked across these 18,222 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 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 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.