Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in the United States

Name: Asset consulting services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 4,011 companies tracked

RevenueBase identified 4,011 asset consulting services headquartered in 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 asset consulting services headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

4,011Companies

110,231Contacts tracked

49,709Verified emails

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The 25 largest asset consulting services based in the United States

Ranked by team size

Top 25 of 4,011 asset consulting services based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 21, 2026
3	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
4	Invesco	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	2,949 contacts →
	Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 21, 2026
5	Janney Montgomery Scott LLC	Indirect evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,611 contacts →
	Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026
6	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 21, 2026
7	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026
8	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
9	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 21, 2026
10	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026
11	Brown Advisory	Indirect evidence	Baltimore, MD, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,157 contacts →
	Indirect evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 21, 2026
12	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
13	GMO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	780 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
14	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 21, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 21, 2026
15	Integra Realty Resources	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	501-1,000	583 contacts →
	Indirect evidence “Integra Realty Resources, Inc.” Source: RevenueBase Database · checked Sep 21, 2026
16	Hightower Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	1,001-5,000	575 contacts →
	Indirect evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 21, 2026
17	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 21, 2026	501-1,000	573 contacts →
	Partial evidence “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).” Source: RevenueBase Database · checked Sep 21, 2026
18	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 21, 2026
19	Hilco Global	Partial evidence	Northbrook, IL, United StatesHQ checked Sep 21, 2026	501-1,000	528 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
20	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 21, 2026
21	Eaton Vance	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	517 contacts →
	Indirect evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 21, 2026
22	Hudson Advisors L.P	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	501-1,000	477 contacts →
	Partial evidence “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Source: RevenueBase Database · checked Sep 21, 2026
23	AKSIA	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Indirect evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 21, 2026
24	Nepc, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Strong evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 21, 2026
25	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 21, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset consulting services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset consulting services.
Partial evidence: Its own public description names part of asset consulting services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset consulting services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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, 2026

45.1%Verified-email coverage

27.5Average contacts per company

1-10Median size (employees)

6.9%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

2,689

11-50

999

51-200

210

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 4,011 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset consulting services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “asset consulting services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset consulting services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset consulting services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 49,709 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset consulting services by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset consulting services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset consulting services are there based in the United States?

RevenueBase identified 4,011 asset consulting services headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most asset consulting services?

New York leads with 277 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 49,709 verified decision-maker contacts tracked across these 4,011 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.