Company lists · Data refreshed September 2026

Top 25 Asset management and consulting services based in New York, United States

Name: Asset management and consulting services based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 585 companies tracked

RevenueBase identified 585 asset management and consulting services headquartered in New York, United States as of September 2026 and tracks 87,710 professional contacts across them, including 37,643 with verified work emails. New York is the largest hub.

This list covers asset management and consulting services headquartered in New York, 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

585Companies

87,710Contacts tracked

37,643Verified emails

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The 25 largest asset management and consulting services based in New York, United States

Ranked by team size

Top 25 of 585 asset management and consulting services based in New York, 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	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
2	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
3	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
4	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
5	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
6	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
7	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 21, 2026
8	Voya Investment Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,135 contacts →
	Indirect evidence “We deliver actively managed public and private market solutions that drive differentiated outcomes for clients worldwide.” Source: RevenueBase Database · checked Sep 21, 2026
9	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	883 contacts →
	Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 21, 2026
10	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
11	HPS Investment Partners, LLC	Indirect evidence	New York, United StatesHQ checked Sep 21, 2026	501-1,000	810 contacts →
	Indirect evidence “HPS Investment Partners is a leading global investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.” Source: RevenueBase Database · checked Sep 21, 2026
12	First Eagle Investments	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	487 contacts →
	Strong evidence “First Eagle is an independent investment management firm that manages approximately $213* billion in assets (as of 3/31/26) on behalf of institutional and individual clients.” Source: RevenueBase Database · checked Sep 21, 2026
13	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
14	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 21, 2026
15	Vaneck	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	376 contacts →
	Indirect evidence “Disclosure: VanEck is a global investment manager founded in 1955 and headquartered in New York, offering active and passive investment strategies across equities, fixed income…” Source: RevenueBase Database · checked Sep 21, 2026
16	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 21, 2026
17	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 21, 2026
18	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 21, 2026
19	MIO Partners, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	297 contacts →
	Indirect evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 21, 2026
20	Needham & Company	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	250 contacts →
	Strong evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 21, 2026
21	National Financial Network	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	247 contacts →
	Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 21, 2026
22	BBR Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	242 contacts →
	Partial evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 21, 2026
23	Guggenheim Investments	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	239 contacts →
	Strong evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 21, 2026
24	Tiger Capital Group, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	199 contacts →
	Indirect evidence “Tiger provides advisory, restructuring, valuation, disposition and auction services within a broad range of retail, wholesale, and industrial sectors.” Source: RevenueBase Database · checked Sep 21, 2026
25	Convergex	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	195 contacts →
	Indirect evidence “Convergex is now Cowen!” 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 585 asset management and consulting services based in New York, United States

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Asset management and consulting services based in New York, United States at a glance

As of Sep 21, 2026

42.9%Verified-email coverage

149.9Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

291

11-50

192

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 585 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 New York, 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 New York 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, 37,643 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 in the United States

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 New York, United States?

RevenueBase identified 585 asset management and consulting services headquartered in New York, 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 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 37,643 verified decision-maker contacts tracked across these 585 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.