Company lists · Data refreshed September 2026
Top 25 Asset consultants based in the United States
RevenueBase identified 7,450 company matches for asset consultants associated with the United States as of September 2026 and tracks 203,135 professional contacts across them, including 88,852 with verified work emails. New York is the largest hub.
This list covers company matches for asset consultants 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.
The 25 largest asset consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 24,283 contacts → | ||||
Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 20,868 contacts → | ||||
Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 9,836 contacts → | ||||
Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 6,555 contacts → | ||||
Exact match “Newmark Group, Inc.(Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leading commercial real estate advisor and service provider to large institutional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 6,287 contacts → | ||||
Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 5,152 contacts → | ||||
Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 4,819 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 2,949 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 1,951 contacts → | ||||
Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 1,663 contacts → | ||||
Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 1,516 contacts → | ||||
Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 1,482 contacts → | ||||
Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 1,249 contacts → | ||||
Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 1,112 contacts → | ||||
Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 1,036 contacts → | ||||
Exact match “Kidder Mathews is the largest fully independent commercial real estate firm in the Western U.S, with over 900 professionals in 19 offices across Washington, Oregon, California…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 1,010 contacts → | ||||
Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 785 contacts → | ||||
Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 780 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 699 contacts → | ||||
Exact match “BBG is a nationally recognized valuation and assessment firm with a reputation for personal attention, deep industry experience, and a proactive approach to meet client deadlines.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 583 contacts → | ||||
Exact match “Integra Realty Resources, Inc.” 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 consultants”. 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 7,450 asset consultants based in the United States
See the full list, filter by size, metro and specialty, and access 88,852 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset consultants based in the United States at a glance
As of Sep 21, 2026Companies by employee count
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 7,450 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 consultants” 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 88,852 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 consultants by metro
- Asset consultants in New York333
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego71
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset consultants are there based in the United States?
RevenueBase identified 7,450 company matches for asset consultants 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset consultants?
New York leads with 333 company records, followed by Chicago (120) and Atlanta (113).
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 88,852 professional contacts with verified work emails tracked across these 7,450 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.
Ready to reach these companies? Verified emails and direct dials for all 7,450 asset consultants based in the United States. Start with a free account, no credit card.
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Browse the directory
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.
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Company intelligence · public preview
Top 25 asset consultants based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 7,450 matching company records for asset consultants based in the United States, with 203,135 tracked contacts and 88,852 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mercermercer.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Capital Groupcapitalgroup.comHQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Newmarknmrk.reHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,555 contacts → |
“Newmark Group, Inc.(Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leading commercial real estate advisor and service provider to large institutional…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  KROLLkroll.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fisher Investmentsfisherinvestments.comHQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  J.P. Morgan Asset Managementam.jpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lazardlazard.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Invescoinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wilmington Trustwilmingtontrust.comHQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 1,951 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rockefeller Capital Managementrockco.comHQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealth Enhancementwealthenhancement.comHQ: Plymouth, MN, United StatesReported employees: 1,001-5,000 | Plymouth, MN, United States | 1,001-5,000 | Exact match | 1,516 contacts → |
“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Edelman Financial Enginesedelmanfinancialengines.comHQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Focus Partnersfocuspartners.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,249 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Waddell & Reedwaddell.comHQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kidder Mathewskidder.comHQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 1,036 contacts → |
“Kidder Mathews is the largest fully independent commercial real estate firm in the Western U.S, with over 900 professionals in 19 offices across Washington, Oregon, California…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Loomis, Sayles & Companyloomissayles.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bernstein Private Wealth Managementbernstein.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hilltop Securities INChilltopsecurities.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 785 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  GMOgmo.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  BBG INCbbgres.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 699 contacts → |
“BBG is a nationally recognized valuation and assessment firm with a reputation for personal attention, deep industry experience, and a proactive approach to meet client deadlines.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Integra Realty Resourcesirr.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 583 contacts → |
“Integra Realty Resources, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,450 company matches
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Asset consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
7,433 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 7,450 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset consultants by metro
- Asset consultants in New York333
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego71
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
Questions about this company list
What does Exact match mean for asset consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset consultants did RevenueBase find based in the United States?
The saved snapshot records 7,450 matching company records, 203,135 tracked contacts and 88,852 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset consultants by geography
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil
- Asset consultants based in Porto Alegre, Brazil
- Asset consultants based in Rio De Janeiro, Brazil
- Asset consultants based in Sao Paulo, Brazil
- Asset consultants based in Montreal, Canada
- Asset consultants based in Toronto, Canada
- Asset consultants based in Vancouver, Canada
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 asset consultants based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil
Company intelligence · public preview
Top 25 asset consultants based in the United States
RevenueBase records 7,450 matching company records for asset consultants based in the United States, with 203,135 tracked contacts and 88,852 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mercermercer.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Capital Groupcapitalgroup.com HQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Newmarknmrk.re HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,555 contacts → |
“Newmark Group, Inc.(Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leading commercial real estate advisor and service provider to large institutional…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | KROLLkroll.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fisher Investmentsfisherinvestments.com HQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | J.P. Morgan Asset Managementam.jpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lazardlazard.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Invescoinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 2,949 contacts → |
“Invesco Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wilmington Trustwilmingtontrust.com HQ: Wilmington, DE, United StatesReported employees: 1,001-5,000 | Wilmington, DE, United States | 1,001-5,000 | Exact match | 1,951 contacts → |
“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rockefeller Capital Managementrockco.com HQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Enhancementwealthenhancement.com HQ: Plymouth, MN, United StatesReported employees: 1,001-5,000 | Plymouth, MN, United States | 1,001-5,000 | Exact match | 1,516 contacts → |
“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Edelman Financial Enginesedelmanfinancialengines.com HQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Focus Partnersfocuspartners.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,249 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Waddell & Reedwaddell.com HQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kidder Mathewskidder.com HQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 1,036 contacts → |
“Kidder Mathews is the largest fully independent commercial real estate firm in the Western U.S, with over 900 professionals in 19 offices across Washington, Oregon, California…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Loomis, Sayles & Companyloomissayles.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bernstein Private Wealth Managementbernstein.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hilltop Securities INChilltopsecurities.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 785 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | GMOgmo.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BBG INCbbgres.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 699 contacts → |
“BBG is a nationally recognized valuation and assessment firm with a reputation for personal attention, deep industry experience, and a proactive approach to meet client deadlines.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Integra Realty Resourcesirr.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 583 contacts → |
“Integra Realty Resources, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,450 company matches
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Asset consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
7,433 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 7,450 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset consultants by metro
- Asset consultants in New York333
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego71
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
Questions about this company list
What does Exact match mean for asset consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset consultants did RevenueBase find based in the United States?
The saved snapshot records 7,450 matching company records, 203,135 tracked contacts and 88,852 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset consultants by geography
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil
- Asset consultants based in Porto Alegre, Brazil
- Asset consultants based in Rio De Janeiro, Brazil
- Asset consultants based in Sao Paulo, Brazil
- Asset consultants based in Montreal, Canada
- Asset consultants based in Toronto, Canada
- Asset consultants based in Vancouver, Canada
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 asset consultants based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil