Company lists · Data refreshed September 2026
Top 25 Asset consulting services based in the United States
RevenueBase identified 4,011 company matches for asset consulting services associated with the United States as of September 2026 and tracks 110,231 professional contacts across them, including 49,709 with verified work emails. New York is the largest hub.
This list covers company matches for asset consulting services 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 consulting services 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 | 4,819 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 2,949 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 2,611 contacts → | ||||
Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 1,157 contacts → | ||||
Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 692 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 583 contacts → | ||||
Exact match “Integra Realty Resources, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 575 contacts → | ||||
Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 573 contacts → | ||||
Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 542 contacts → | ||||
Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 528 contacts → | ||||
Exact match “Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 520 contacts → | ||||
Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 517 contacts → | ||||
Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 477 contacts → | ||||
Exact match “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 463 contacts → | ||||
Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 446 contacts → | ||||
Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” 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 consulting services”. 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 4,011 asset consulting services based in the United States
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Asset consulting services 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 4,011 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 consulting services” 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 49,709 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 consulting services by metro
- Asset consulting services in New York287
- Asset consulting services in Chicago83
- Asset consulting services in Miami75
- Asset consulting services in Dallas68
- Asset consulting services in Boston66
- Asset consulting services in Atlanta65
- Asset consulting services in San Francisco59
- Asset consulting services in Los Angeles57
- Asset consulting services in Houston56
- Asset consulting services in Denver49
- Asset consulting services in San Diego42
- Asset consulting services in Seattle33
- Asset consulting services in Portland32
- Asset consulting services in Newport Beach29
- Asset consulting services in Austin27
- Asset consulting services in Scottsdale27
- Asset consulting services in Charlotte25
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 consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset consulting services are there based in the United States?
RevenueBase identified 4,011 company matches for asset consulting services 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 consulting services?
New York leads with 287 company records, followed by Chicago (83) and Miami (75).
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 49,709 professional contacts with verified work emails tracked across these 4,011 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 4,011 asset consulting services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Asset consulting services by geography
- Asset consulting services based in Bordeaux, France
- Asset consulting services based in Paris, France
- Asset consulting services based in Toulouse, France
- Asset consulting services based in Berlin, Germany
- Asset consulting services based in Frankfurt, Germany
- Asset consulting services based in Mumbai, India
- Asset consulting services based in New Delhi, India
- Asset consulting services based in Pune, India
- Asset consulting services based in Geneva, Switzerland
- Asset consulting services based in Zurich, Switzerland
- Asset consulting services based in Atlanta, United States
- Asset consulting services based in Austin, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset consulting services based in Bordeaux, France
- Asset consulting services based in Paris, France
- Asset consulting services based in Toulouse, France
- Asset consulting services based in Berlin, Germany
- Asset consulting services based in Frankfurt, Germany
- Asset consulting services based in Mumbai, India
Company intelligence · public preview
Top 25 asset consulting services 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 4,011 matching company records for asset consulting services based in the United States, with 110,231 tracked contacts and 49,709 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 consulting services 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 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Janney Montgomery Scott LLCjanney.comHQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  Brown Advisorybrownadvisory.comHQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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. | |||||
| 16 |  Hightower Advisorshightoweradvisors.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 575 contacts → |
“Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  EP Wealth Advisorsepwealth.comHQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 573 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lido Advisorslidoadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hilco Globalhilcoglobal.comHQ: Northbrook, IL, United StatesReported employees: 501-1,000 | Northbrook, IL, United States | 501-1,000 | Exact match | 528 contacts → |
“Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Benjamin F. Edwardsbenjaminfedwards.comHQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 520 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Eaton Vanceeatonvance.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 517 contacts → |
“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hudson Advisors L.Phudson-advisors.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 477 contacts → |
“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  AKSIAaksia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 463 contacts → |
“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Nepc, LLCnepc.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Davenport & Company LLCinvestdavenport.comHQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,011 company matches
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Asset consulting services: 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
4,001 records in the displayed employee bands.
10 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 4,011 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 consulting services by metro
- Asset consulting services in New York287
- Asset consulting services in Chicago83
- Asset consulting services in Miami75
- Asset consulting services in Dallas68
- Asset consulting services in Boston66
- Asset consulting services in Atlanta65
- Asset consulting services in San Francisco59
- Asset consulting services in Los Angeles57
- Asset consulting services in Houston56
- Asset consulting services in Denver49
- Asset consulting services in San Diego42
- Asset consulting services in Seattle33
- Asset consulting services in Portland32
- Asset consulting services in Newport Beach29
- Asset consulting services in Austin27
- Asset consulting services in Scottsdale27
- Asset consulting services in Charlotte25
Questions about this company list
What does Exact match mean for asset consulting services?
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 consulting services did RevenueBase find based in the United States?
The saved snapshot records 4,011 matching company records, 110,231 tracked contacts and 49,709 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 consulting services by geography
- Asset consulting services based in Bordeaux, France
- Asset consulting services based in Paris, France
- Asset consulting services based in Toulouse, France
- Asset consulting services based in Berlin, Germany
- Asset consulting services based in Frankfurt, Germany
- Asset consulting services based in Mumbai, India
- Asset consulting services based in New Delhi, India
- Asset consulting services based in Pune, India
- Asset consulting services based in Geneva, Switzerland
- Asset consulting services based in Zurich, Switzerland
- Asset consulting services based in Atlanta, United States
- Asset consulting services based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 asset consulting services based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consulting-services/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 consulting services based in Bordeaux, France
- Asset consulting services based in Paris, France
- Asset consulting services based in Toulouse, France
- Asset consulting services based in Berlin, Germany
- Asset consulting services based in Frankfurt, Germany
- Asset consulting services based in Mumbai, India
Company intelligence · public preview
Top 25 asset consulting services based in the United States
RevenueBase records 4,011 matching company records for asset consulting services based in the United States, with 110,231 tracked contacts and 49,709 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 consulting services 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Janney Montgomery Scott LLCjanney.com HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | Brown Advisorybrownadvisory.com HQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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. | |||||
| 16 | Hightower Advisorshightoweradvisors.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 575 contacts → |
“Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EP Wealth Advisorsepwealth.com HQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 573 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lido Advisorslidoadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hilco Globalhilcoglobal.com HQ: Northbrook, IL, United StatesReported employees: 501-1,000 | Northbrook, IL, United States | 501-1,000 | Exact match | 528 contacts → |
“Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Benjamin F. Edwardsbenjaminfedwards.com HQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 520 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Eaton Vanceeatonvance.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 517 contacts → |
“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hudson Advisors L.Phudson-advisors.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 477 contacts → |
“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | AKSIAaksia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 463 contacts → |
“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Nepc, LLCnepc.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Davenport & Company LLCinvestdavenport.com HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,011 company matches
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Asset consulting services: 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
4,001 records in the displayed employee bands.
10 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 4,011 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 consulting services by metro
- Asset consulting services in New York287
- Asset consulting services in Chicago83
- Asset consulting services in Miami75
- Asset consulting services in Dallas68
- Asset consulting services in Boston66
- Asset consulting services in Atlanta65
- Asset consulting services in San Francisco59
- Asset consulting services in Los Angeles57
- Asset consulting services in Houston56
- Asset consulting services in Denver49
- Asset consulting services in San Diego42
- Asset consulting services in Seattle33
- Asset consulting services in Portland32
- Asset consulting services in Newport Beach29
- Asset consulting services in Austin27
- Asset consulting services in Scottsdale27
- Asset consulting services in Charlotte25
Questions about this company list
What does Exact match mean for asset consulting services?
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 consulting services did RevenueBase find based in the United States?
The saved snapshot records 4,011 matching company records, 110,231 tracked contacts and 49,709 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 consulting services by geography
- Asset consulting services based in Bordeaux, France
- Asset consulting services based in Paris, France
- Asset consulting services based in Toulouse, France
- Asset consulting services based in Berlin, Germany
- Asset consulting services based in Frankfurt, Germany
- Asset consulting services based in Mumbai, India
- Asset consulting services based in New Delhi, India
- Asset consulting services based in Pune, India
- Asset consulting services based in Geneva, Switzerland
- Asset consulting services based in Zurich, Switzerland
- Asset consulting services based in Atlanta, United States
- Asset consulting services based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 asset consulting services based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consulting-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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