Company lists · Data refreshed September 2026

Top 17 Asset management consultants based in Bloomfield Hills, United States

RevenueBase identified 29 asset management consultants headquartered in Bloomfield Hills, United States as of September 2026 and tracks 304 professional contacts across them, including 151 with verified work emails. New York is the largest hub.

This list covers asset management consultants headquartered in Bloomfield Hills, 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
29Companies
304Contacts tracked
151Verified emails
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The 17 largest asset management consultants based in Bloomfield Hills, United States

Ranked by team size
Top 17 of 29 asset management consultants based in Bloomfield Hills, 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 consultants: 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 evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5046 contacts →

Partial evidence

“Fratarcangeli Wealth Management is an investment management company based out of Bloomfield Hills, Michigan, with satellite offices in Fort Lauderdale, Florida and Mishawaka…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5036 contacts →

Indirect evidence

“At Schwartz & Co.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5026 contacts →

Indirect evidence

“Behind every portfolio are families with stories, values, and dreams.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5024 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5024 contacts →

Indirect evidence

“Lau & Lau Associates provides stewardship of your financial life.”

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5020 contacts →

Partial evidence

“Azimuth provides investment and financial advisory services, including in-house investment management, to high-net worth families and institutions.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5018 contacts →

Partial evidence

“As solutions-based wealth management professionals serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5016 contacts →

Indirect evidence

“Financial Bodyguard - Institutional Experience - Entrepreneurial Excellence.”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 202611-5012 contacts →

Partial evidence

“We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-1012 contacts →

Partial evidence

“Based in Bloomfield Hills, Michigan, Titan Wealth Advisors is an independent wealth management and retirement plan consulting firm providing financial planning and advisory…”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-107 contacts →

Partial evidence

“Financial Independence has a passion for educating investors to have confidence in their wealth management decisions.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“We are an Independent, Goals-Based Financial and Wealth Advisory Firm.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Famiglia Wealth is an independent firm formed by a trusted team of an experienced wealth advisory professionals who share a personal commitment to helping highly successful people…”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“We are dedicated to putting our clients at the forefront of everything we do.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Thomas Financial Company LLC, a Michigan based financial services firm, is devoted to ensuring that our clients are financially confident throughout all phases of life.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceBloomfield Hills, MI, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Our team is dedicated to helping you pursue your dreams and goals.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 17 of 29 asset management consultants based in Bloomfield Hills, United States

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Asset management consultants based in Bloomfield Hills, United States at a glance

As of Sep 21, 2026
49.7%Verified-email coverage
10.5Average contacts per company
1-10Median size (employees)
1624.1%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
13

Email recency for this list is measured across the whole United States list rather than for Bloomfield Hills, so it is reported there. Company counts and contact totals on this page are exact for Bloomfield Hills, over 29 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 consultants, 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 Bloomfield Hills, United States whose own description of what they do matches “asset management consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Bloomfield Hills 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, 151 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 consultants 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 consultants, 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 consultants are there based in Bloomfield Hills, United States?

RevenueBase identified 29 asset management consultants headquartered in Bloomfield Hills, 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?

Fratarcangeli Wealth Management, headquartered in Bloomfield Hills, tops this list with the largest team on record.

Which city has the most asset management consultants?

New York leads with 471 headquartered companies, followed by Atlanta (207) and Houston (202).

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 151 verified decision-maker contacts tracked across these 29 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.