Company lists · Data refreshed September 2026
Top 25 Asset management consultancy services based in the United States
RevenueBase identified 953 asset management consultancy services headquartered in the United States as of September 2026 and tracks 69,503 professional contacts across them, including 29,788 with verified work emails. New York is the largest hub.
This list covers asset management consultancy 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.
The 25 largest asset management consultancy services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 8,422 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 2,949 contacts → | ||||
Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 1,402 contacts → | ||||
Partial evidence “Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1,295 contacts → | ||||
Partial evidence “Operating across every dimension of real assets investments, we see more so you can achieve more.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1,067 contacts → | ||||
Strong evidence “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 915 contacts → | ||||
Strong evidence “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 477 contacts → | ||||
Strong evidence “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 463 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 393 contacts → | ||||
Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 379 contacts → | ||||
Indirect evidence “Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 312 contacts → | ||||
Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 296 contacts → | ||||
Strong evidence “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 263 contacts → | ||||
Strong evidence “Compass Group is a full service management and consulting company dedicated to providing quality service as it relates to asset management, project management and advanced SaaS…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 259 contacts → | ||||
Indirect evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 256 contacts → | ||||
Strong evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 241 contacts → | ||||
Partial evidence “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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 consultancy 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 consultancy services.
- Partial evidence
- Its own public description names part of asset management consultancy 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 consultancy 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 953 asset management consultancy services based in the United States
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Asset management consultancy services based in the United States at a glance
As of Sep 21, 2026Companies by employee count
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 953 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 consultancy 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 consultancy 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 consultancy 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 consultancy 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, 29,788 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 consultancy 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 consultancy 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 consultancy services are there based in the United States?
RevenueBase identified 953 asset management consultancy 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?
Mercer, headquartered in New York, tops this list with the largest team on record.
Which city has the most asset management consultancy services?
New York leads with 111 headquartered companies, followed by Chicago (36) and Boston (31).
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 29,788 verified decision-maker contacts tracked across these 953 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.
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