Company lists · Data refreshed September 2026

Top 25 Asset management consultants based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 126 companies tracked

RevenueBase identified 126 company matches for asset management consultants associated with Boston, United States as of September 2026 and tracks 5,599 professional contacts across them, including 2,614 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Boston has 126.

This list covers company matches for asset management consultants 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 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

126Companies

5,599Contacts tracked

2,614Verified emails

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

Ranked by team size

Top 25 of 126 company matches for asset management consultants based in Boston, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	201-500	780 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
3	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	501-1,000	517 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 · Sep 21, 2026 · View company records in RevenueBase
4	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	201-500	463 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
6	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	CW Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	138 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 · Sep 21, 2026 · View company records in RevenueBase
8	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	100 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	65 contacts →
	Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	63 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	54 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 · Sep 21, 2026 · View company records in RevenueBase
12	Versailles Group, LTD	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	49 contacts →
	Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Northwestern Mutual Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	43 contacts →
	Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	36 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	32 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 · Sep 21, 2026 · View company records in RevenueBase
16	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Mayflower Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	27 contacts →
	Exact match “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	51-200	20 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 · Sep 21, 2026 · View company records in RevenueBase
21	Birch Hill Investment Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Tcam, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “TCAM is an independent investment manager, providing asset management and consulting services to owners and funders of affordable housing and renewable energy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	201-500	14 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Colchester Partners LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	11-50	14 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 · Sep 21, 2026 · View company records in RevenueBase
25	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 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 · Sep 21, 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 consultants”. 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 126 asset management consultants based in Boston, United States

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

As of Sep 21, 2026

46.7%Verified-email coverage

44.4Average contacts per company

11-50Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 126 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 consultants” 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 2,614 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.

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

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

RevenueBase identified 126 company matches for asset management consultants associated with Boston, 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?

Loomis, Sayles & Company 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 consultants?

New York leads the United States with 471 company records, followed by Atlanta (207) and Houston (202). Boston has 126.

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 2,614 professional contacts with verified work emails tracked across these 126 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.