Company lists · Data refreshed September 2026

Top 14 Asset and wealth management consulting firms based in Providence, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 26 companies tracked

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Providence, United States as of September 2026 and tracks 996 professional contacts across them, including 416 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Providence has 26.

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

26Companies

996Contacts tracked

416Verified emails

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The 14 largest asset and wealth management consulting firms based in Providence, United States

Ranked by team size

Top 14 of 26 company matches for asset and wealth management consulting firms based in Providence, 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	Citizens Private Bank	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	10001+	335 contacts →
	Exact match “Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above, a commitment to redefining excellence and continuously striving for more.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Strategicpoint Investment Advisors	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “StrategicPoint is an independent wealth manager, focused on financial planning and investments.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	VAN Liew Trust Company	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Founded in 1984, Van Liew Trust Company provides investment management and trust services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Coastline Trust Company	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Saunders Nydegger, PC	Exact match	Providence, UT, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “At Saunders Nydegger, PC we put our customers first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Barrett & Company, INC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Barrett & Company is a full service investment firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Sheeley & Partners Wealth Management, LLC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “OUR MISSION We partner with our clients to help them navigate from where they are now, through the ebbs and flows of the financial market, to the realization of their financial…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Efficient Capital Strategies LLC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Efficient Capital Strategies LLC is a Rhode Island based Investment Advisory Firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Newman Dignan & Sheerar, INC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Eisenhilfer Capital	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Eisenhilfer Capital LLC is a private fiduciary wealth management firm primarily focused on retirement and estate planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Providence Financial Advisors, LLC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Spend 30 minutes to an hour with one of our advisors to learn more.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Cache Financial	Exact match	Providence, UT, United StatesHQ recorded Sep 21, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Fibonacci Capital Advisors LLC	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Since its inception, Fibonacci Capital Advisors LLC has been helping asset managers put their best foot forward when approaching institutional investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Macarthur Financial	Exact match	Providence, RI, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “We specialize in very distinct, yet interconnected areas of planning: Corporate Executive Benefits: We help employers develop tax-favored nonqualified deferred compensation and…” 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 14 of 26 asset and wealth management consulting firms based in Providence, United States

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

As of Sep 21, 2026

41.8%Verified-email coverage

38.3Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for Providence, so it is reported there. Company counts and contact totals on this page are exact for Providence, over 26 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 Providence, 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 416 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 Providence, United States?

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Providence, 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?

Citizens Private Bank 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). Providence has 26.

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 416 professional contacts with verified work emails tracked across these 26 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.