Company lists · Data refreshed September 2026

Top 22 Asset management and consulting services based in Philadelphia, United States

RevenueBase identified 40 asset management and consulting services headquartered in Philadelphia, United States as of September 2026 and tracks 4,615 professional contacts across them, including 2,247 with verified work emails. New York is the largest hub.

This list covers asset management and consulting services headquartered in Philadelphia, 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
40Companies
4,615Contacts tracked
2,247Verified emails
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The 22 largest asset management and consulting services based in Philadelphia, United States

Ranked by team size
Top 22 of 40 asset management and consulting services based in Philadelphia, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidencePhiladelphia, United StatesHQ checked Sep 21, 20261,001-5,0002,611 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
2Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 2026201-500518 contacts →

Indirect evidence

“We believe every client is a universe of one.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 2026201-500306 contacts →

Indirect evidence

“At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 2026201-500239 contacts →

Partial evidence

“McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.”

Source: RevenueBase Database · checked Sep 21, 2026
5Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202651-200176 contacts →

Strong evidence

“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202651-200175 contacts →

Indirect evidence

“We believe in the power of value investing.”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202651-20084 contacts →

Strong evidence

“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202611-5068 contacts →

Indirect evidence

“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202611-5031 contacts →

Indirect evidence

“AJO is an independent, registered investment advisor, founded in 1984 by Ted Aronson.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 202611-5030 contacts →

Indirect evidence

“Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-1010 contacts →

Indirect evidence

“Elm helps sophisticated investors, RIAs, and institutions sensibly and comfortably invest in public markets over long periods of time.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-109 contacts →

Indirect evidence

“Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“At Liberty One, we measure our success through our ability to help individuals and families achieve a secure financial future, while focusing on the personal goals and aspirations…”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidencePhiladelphia, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Clear Capital has analytical stock selection technology, risk management strategies, and holdings transparency so our clients achieve their financial goals with lower risk of…”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Attinger is a boutique investment-focused firm offering portfolio solutions for asset allocation, manager due diligence, liquidity planning and a full spectrum of investments.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Empowering Industrial Enterprises: Action Commercial Group is dedicated to the needs of business owners in the industrial sector.”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Experience in institutional asset management, expanding and opening business in developed and developing markets, global relationship management.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Based in the heart of Philadelphia, PA, via Barnabas Consulting offers project management and functional / technical consulting services for asset intensive companies looking to…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 22 of 40 asset management and consulting services based in Philadelphia, United States

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

As of Sep 21, 2026
48.7%Verified-email coverage
115.4Average contacts per company
1-10Median size (employees)
1462.5%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
7
51-200
4
201-500
3
501-1,000
1
1,001-5,000
2

Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 40 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 Philadelphia, 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 Philadelphia 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, 2,247 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 Philadelphia, United States?

RevenueBase identified 40 asset management and consulting services headquartered in Philadelphia, 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?

Janney Montgomery Scott LLC, headquartered in Philadelphia, 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 2,247 verified decision-maker contacts tracked across these 40 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.