Company lists · Data refreshed September 2026

Top 25 Asset management consultancy services based in the United States

RevenueBase identified 953 company matches for asset management consultancy services associated with 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 company matches for asset management consultancy services associated with the 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 September 21, 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 Sep 21, 2026 How this list was built
953Companies
69,503Contacts tracked
29,788Verified emails
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The 25 largest asset management consultancy services based in the United States

Ranked by team size
Top 25 of 953 company matches for asset management consultancy services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202610001+20,868 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchBaltimore, MD, United StatesHQ recorded Sep 21, 20265,001-10,0008,422 contacts →

Exact match

“T.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202610001+4,819 contacts →

Exact match

“At J.P.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 21, 20261,001-5,0003,912 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchAtlanta, GA, United StatesHQ recorded Sep 21, 20265,001-10,0002,949 contacts →

Exact match

“Invesco Ltd.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Sep 21, 20261,001-5,0001,792 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 · Sep 21, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 21, 20261,001-5,0001,402 contacts →

Exact match

“Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026501-1,0001,295 contacts →

Exact match

“Operating across every dimension of real assets investments, we see more so you can achieve more.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Sep 21, 20261,001-5,0001,067 contacts →

Exact match

“Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchWhippany, NJ, United StatesHQ recorded Sep 21, 2026501-1,000915 contacts →

Exact match

“About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Sep 21, 2026201-500780 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchNorthbrook, IL, United StatesHQ recorded Sep 21, 2026501-1,000528 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Sep 21, 2026501-1,000477 contacts →

Exact match

“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500463 contacts →

Exact match

“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Sep 21, 2026201-500463 contacts →

Exact match

“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 2026201-500393 contacts →

Exact match

“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Sep 21, 2026501-1,000379 contacts →

Exact match

“Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500376 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500324 contacts →

Exact match

“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchHartford, CT, United StatesHQ recorded Sep 21, 2026201-500312 contacts →

Exact match

“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchYork, United StatesHQ recorded Sep 21, 202651-200296 contacts →

Exact match

“Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchNaples, FL, United StatesHQ recorded Sep 21, 202651-200263 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchWestwood, MA, United StatesHQ recorded Sep 21, 2026201-500259 contacts →

Exact match

“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchFort Lee, NJ, United StatesHQ recorded Sep 21, 2026201-500256 contacts →

Exact match

“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchTampa, FL, United StatesHQ recorded Sep 21, 2026201-500241 contacts →

Exact match

“DoubleLine is an independent, employee-owned money management firm, founded in 2009.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 953 asset management consultancy services based in the United States

See the full list, filter by size, metro and specialty, and access 29,788 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consultancy services based in the United States at a glance

As of Sep 21, 2026
42.9%Verified-email coverage
72.9Average contacts per company
1-10Median size (employees)
12.1%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
604
11-50
241
51-200
57
201-500
19
501-1,000
11
1,001-5,000
13
5,001-10,000
2
10001+
3

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

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 the United States whose business descriptions match “asset management consultancy services” 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 29,788 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 September 21, 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.

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

How many asset management consultancy services are there based in the United States?

RevenueBase identified 953 company matches for asset management consultancy services associated with the United States as of September 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?

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

Which city has the most asset management consultancy services?

New York leads with 115 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 29,788 professional contacts with verified work emails tracked across these 953 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 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 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.