Company lists · Data refreshed November 2026

Top 25 Asset management consultancies based in Boston, United States

Name: Asset management consultancies based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 90 companies tracked

RevenueBase identified 90 company matches for asset management consultancies associated with Boston, United States as of November 2026 and tracks 52,178 professional contacts across them, including 19,693 with verified work emails. Across the United States, New York is the largest hub for this category (435 companies); Boston has 90.

This list covers company matches for asset management consultancies associated with Boston, 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 November 5, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

90Companies

52,178Contacts tracked

19,693Verified emails

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The 25 largest asset management consultancies based in Boston, United States

Ranked by team size

Top 25 of 90 company matches for asset management consultancies based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	State Street	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	10001+	44,198 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,882 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	501-1,000	538 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 · Nov 5, 2026 · View company records in RevenueBase
4	State Street Global Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	174 contacts →
	Exact match “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	CW Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	157 contacts →
	Exact match “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Congress Asset Management	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	107 contacts →
	Exact match “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	53 contacts →
	Exact match “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Capital Advisors Group, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	45 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Olmstead Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	38 contacts →
	Exact match “Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	36 contacts →
	Exact match “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Highland Strategy Group	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	29 contacts →
	Exact match “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Icapital, LLC	Exact match	Boston, United StatesHQ recorded Nov 5, 2026	11-50	26 contacts →
	Exact match “iCapital is a fiduciary consultant providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	25 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	22 contacts →
	Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Colchester Partners LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	16 contacts →
	Exact match “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Alpha Pension Group	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	15 contacts →
	Exact match “Alpha Pension Group is a retirement consulting firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Cross Coastal Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Convergency Partners	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1-10	13 contacts →
	Exact match “We are senior, results-driven operating executives who take a hands-on approach with clients in asset management, wealth management and fintech to accelerate their business growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	13 contacts →
	Exact match “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Monument Financial Group Boston	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1-10	11 contacts →
	Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	10 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	11-50	10 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Barrington Partners	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1-10	10 contacts →
	Exact match “Since 1995 Barrington Partners has specialized in providing strategy level consulting to the financial services and management industry on a global basis.” Recorded in the RevenueBase company graph · Nov 5, 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 management consultancies”. 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 90 asset management consultancies based in Boston, United States

See the full list, filter by size, metro and specialty, and access 19,693 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consultancies based in Boston, United States at a glance

As of Nov 5, 2026

37.7%Verified-email coverage

579.8Average contacts per company

11-50Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 90 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 Boston, United States whose business descriptions match “asset management consultancies” 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 19,693 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 November 5, 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 management consultancies by metro in the United States

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 management consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consultancies are there based in Boston, United States?

RevenueBase identified 90 company matches for asset management consultancies associated with Boston, United States as of November 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?

State Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consultancies?

New York leads the United States with 435 company records, followed by Chicago (140) and Houston (110). Boston has 90.

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 19,693 professional contacts with verified work emails tracked across these 90 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 November 5, 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 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.