Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in New York, United States

Name: Asset and wealth management consulting firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 747 companies tracked

RevenueBase identified 747 company matches for asset and wealth management consulting firms associated with New York, United States as of September 2026 and tracks 460,936 professional contacts across them, including 199,766 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for asset and wealth management consulting firms associated with New York, 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

747Companies

460,936Contacts tracked

199,766Verified emails

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The 25 largest asset and wealth management consulting firms based in New York, United States

Ranked by team size

Top 25 of 747 company matches for asset and wealth management consulting firms based in New York, 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	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	91,146 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	57,790 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Jefferies	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	7,353 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Brown Brothers Harriman	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	6,324 contacts →
	Exact match “Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	2,898 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
14	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	501-1,000	1,420 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,346 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
19	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	501-1,000	629 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	WISS	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	464 contacts →
	Exact match “At Wiss, we believe there’s more to accounting than just balancing the books.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
23	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	Maxim Group LLC	Exact match	New York, United StatesHQ recorded Sep 21, 2026	201-500	430 contacts →
	Exact match “Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” 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 747 asset and wealth management consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 199,766 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 New York, United States at a glance

As of Sep 21, 2026

43.3%Verified-email coverage

617.0Average contacts per company

11-50Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

362

11-50

235

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

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 New York, 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 199,766 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 in the United States

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 New York, United States?

RevenueBase identified 747 company matches for asset and wealth management consulting firms associated with New York, 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?

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

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

New York leads the United States 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 199,766 professional contacts with verified work emails tracked across these 747 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.