Company lists · Data refreshed September 2026

Top 25 Asset management and consulting services based in the United States

Name: Asset management and 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 15,063 companies tracked

RevenueBase identified 15,063 asset management and consulting services headquartered in the United States as of September 2026 and tracks 427,537 professional contacts across them, including 193,321 with verified work emails. New York is the largest hub.

This list covers asset management and 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

15,063Companies

427,537Contacts tracked

193,321Verified emails

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The 25 largest asset management and consulting services based in the United States

Ranked by team size

Top 25 of 15,063 asset management and 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 management and 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	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 21, 2026
2	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
3	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 21, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 21, 2026
4	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 21, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 21, 2026
5	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
6	Franklin Templeton	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 21, 2026	5,001-10,000	10,517 contacts →
	Partial evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 21, 2026
7	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 21, 2026
8	T. Rowe Price	Indirect evidence	Baltimore, MD, United StatesHQ checked Sep 21, 2026	5,001-10,000	8,422 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 21, 2026
9	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 21, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
10	Fisher Investments	Indirect evidence	Plano, TX, United StatesHQ checked Sep 21, 2026	5,001-10,000	5,152 contacts →
	Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 21, 2026
11	Alliancebernstein	Partial evidence	Nashville, TN, United StatesHQ checked Sep 21, 2026	1,001-5,000	4,862 contacts →
	Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 21, 2026
12	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
13	Lazard	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,912 contacts →
	Strong 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
14	Wellington Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,436 contacts →
	Indirect evidence “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Source: RevenueBase Database · checked Sep 21, 2026
15	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 21, 2026
16	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,623 contacts →
	Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 21, 2026
17	Janney Montgomery Scott LLC	Partial evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,611 contacts →
	Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026
18	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
19	Russell Investments	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,922 contacts →
	Indirect evidence “Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and…” Source: RevenueBase Database · checked Sep 21, 2026
20	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 21, 2026
21	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 21, 2026
22	Cambridge Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,792 contacts →
	Indirect evidence “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: RevenueBase Database · checked Sep 21, 2026
23	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
24	Federated Hermes	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,753 contacts →
	Indirect evidence “Federated Hermes, Inc.(FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies.” Source: RevenueBase Database · checked Sep 21, 2026
25	Guggenheim Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,748 contacts →
	Indirect evidence “Guggenheim Partners is a global investment and advisory firm.” 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 management and 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 management and consulting services.
Partial evidence: Its own public description names part of asset management and 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 management and 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 15,063 asset management and consulting services based in the United States

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Asset management and consulting services based in the United States at a glance

As of Sep 21, 2026

45.2%Verified-email coverage

28.4Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

10,703

11-50

3,319

51-200

657

201-500

161

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 15,063 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 management and 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 management and 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 management and 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 management and 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, 193,321 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 management and 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 management and 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 management and consulting services are there based in the United States?

RevenueBase identified 15,063 asset management and 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most asset management and consulting services?

New York leads with 585 headquartered companies, followed by Chicago (218) and Atlanta (214).

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 193,321 verified decision-maker contacts tracked across these 15,063 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.