Company lists · Data refreshed September 2026
Top 12 Asset management consulting companies based in Woodbury, United States
RevenueBase identified 29 asset management consulting companies headquartered in Woodbury, United States as of September 2026 and tracks 157 professional contacts across them, including 69 with verified work emails. New York is the largest hub.
This list covers asset management consulting companies headquartered in Woodbury, 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 12 largest asset management consulting companies based in Woodbury, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27 contacts → | ||||
Indirect evidence “We understand the impact that one small financial decision can have on the entirety of a retirement plan.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Partial evidence “We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Indirect evidence “Ballast Advisors is a fee-based financial planning firm that focuses on helping our clients achieve their financial and retirement goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “The Waypoint Wealth Group tagline is “Guiding Your Financial Journey.” We aim to keep our clients on course as they navigate the financial aspects of their lives.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “Be intentional & live on purpose.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 contacts → | ||||
Indirect evidence “As the founder of Enspyre Wealth Advisors, I believe in hope and possibility, achieved pragmatically.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Indirect evidence “Callahan Financial Planning Corporation is driven by the financial planning process.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “VIP Financial Associates L.L.C.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “At Two Rivers Wealth Management our goal is to help individuals & businesses reach their financial goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “At KT Wealth Management, our mission is to be the go-to for trusted financial advice.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “Our mission is simple yet profound - to help you pursue financial success and security through informed decisions and optimized strategies.” 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 consulting companies. 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 consulting companies.
- Partial evidence
- Its own public description names part of asset management consulting companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting companies. 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 12 of 29 asset management consulting companies based in Woodbury, United States
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Asset management consulting companies based in Woodbury, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Woodbury, so it is reported there. Company counts and contact totals on this page are exact for Woodbury, 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 consulting companies, 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 Woodbury, United States whose own description of what they do matches “asset management consulting companies”. 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 consulting companies), 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 consulting companies, and records with no verified work email. Companies headquartered outside Woodbury 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, 69 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 consulting companies by metro in the United States
- Asset management consulting companies in New York569
- Asset management consulting companies in Atlanta248
- Asset management consulting companies in Houston229
- Asset management consulting companies in Dallas224
- Asset management consulting companies in Chicago218
- Asset management consulting companies in San Diego177
- Asset management consulting companies in Austin162
- Asset management consulting companies in Charlotte161
- Asset management consulting companies in Miami156
- Asset management consulting companies in Denver148
- Asset management consulting companies in Scottsdale148
- Asset management consulting companies in San Francisco147
- Asset management consulting companies in Los Angeles145
- Asset management consulting companies in Boston144
- Asset management consulting companies in Tampa121
- Asset management consulting companies in Portland114
- Asset management consulting companies in Cincinnati113
- Asset management consulting companies in Irvine100
- Asset management consulting companies in Newport Beach98
- Asset management consulting companies in Columbus97
- Asset management consulting companies in Overland Park96
- Asset management consulting companies in Raleigh93
- Asset management consulting companies in Phoenix89
- Asset management consulting companies in Minneapolis88
- Asset management consulting companies in Indianapolis85
- Asset management consulting companies in San Antonio83
- Asset management consulting companies in Birmingham82
- Asset management consulting companies in Seattle81
- Asset management consulting companies in Pittsburgh80
- Asset management consulting companies in Grand Rapids79
- Asset management consulting companies in Omaha79
- Asset management consulting companies in Boca Raton77
- Asset management consulting companies in Columbia75
- Asset management consulting companies in Greenville73
- Asset management consulting companies in Richmond69
- Asset management consulting companies in Rochester68
- Asset management consulting companies in Las Vegas67
- Asset management consulting companies in Wilmington65
- Asset management consulting companies in Bellevue63
- Asset management consulting companies in Orlando63
- Asset management consulting companies in Lexington62
- Asset management consulting companies in Madison62
- Asset management consulting companies in Louisville61
- Asset management consulting companies in Washington59
- Asset management consulting companies in Colorado Springs58
- Asset management consulting companies in Fort Worth58
- Asset management consulting companies in Greenwood Village58
- Asset management consulting companies in Fort Lauderdale57
- Asset management consulting companies in Jacksonville57
- Asset management consulting companies in Plano57
- Asset management consulting companies in Tulsa57
- Asset management consulting companies in Springfield56
- Asset management consulting companies in Nashville55
- Asset management consulting companies in Sarasota55
- Asset management consulting companies in Naples54
- Asset management consulting companies in Pasadena54
- Asset management consulting companies in Troy53
- Asset management consulting companies in Memphis52
- Asset management consulting companies in Walnut Creek51
- Asset management consulting companies in Salt Lake City50
- Asset management consulting companies in Alpharetta48
- Asset management consulting companies in Tucson48
- Asset management consulting companies in Virginia Beach45
- Asset management consulting companies in Philadelphia44
- Asset management consulting companies in Plymouth44
- Asset management consulting companies in St Louis44
- Asset management consulting companies in Cleveland43
- Asset management consulting companies in Knoxville43
- Asset management consulting companies in Melville43
- Asset management consulting companies in Brentwood42
- Asset management consulting companies in Coral Gables42
- Asset management consulting companies in Franklin42
- Asset management consulting companies in Lincoln41
- Asset management consulting companies in Westlake Village41
- Asset management consulting companies in Baton Rouge40
- Asset management consulting companies in Lafayette40
- Asset management consulting companies in Lake Oswego40
- Asset management consulting companies in Oklahoma City40
- Asset management consulting companies in Bethesda39
- Asset management consulting companies in San Jose39
- Asset management consulting companies in Jackson38
- Asset management consulting companies in Boise37
- Asset management consulting companies in Buffalo36
- Asset management consulting companies in Fort Collins36
- Asset management consulting companies in Pittsford36
- Asset management consulting companies in Red Bank36
- Asset management consulting companies in Roseville36
- Asset management consulting companies in St. Louis36
- Asset management consulting companies in Stamford36
- Asset management consulting companies in The Woodlands36
- Asset management consulting companies in Kansas City35
- Asset management consulting companies in Ann Arbor34
- Asset management consulting companies in Bloomfield Hills34
- Asset management consulting companies in Bloomington34
- Asset management consulting companies in Charleston34
- Asset management consulting companies in Frisco34
- Asset management consulting companies in Mclean34
- Asset management consulting companies in West Chester34
- Asset management consulting companies in West Des Moines34
- Asset management consulting companies in Alexandria33
- Asset management consulting companies in Chesterfield33
- Asset management consulting companies in Englewood33
- Asset management consulting companies in Fort Wayne33
- Asset management consulting companies in Marietta33
- Asset management consulting companies in Reston33
- Asset management consulting companies in Baltimore32
- Asset management consulting companies in Honolulu32
- Asset management consulting companies in Little Rock32
- Asset management consulting companies in Littleton32
- Asset management consulting companies in Princeton32
- Asset management consulting companies in Rockville32
- Asset management consulting companies in Arlington31
- Asset management consulting companies in Greensboro31
- Asset management consulting companies in Sacramento31
- Asset management consulting companies in Southfield31
- Asset management consulting companies in Albuquerque30
- Asset management consulting companies in Burlington30
- Asset management consulting companies in Concord30
- Asset management consulting companies in Westport30
- Asset management consulting companies in Carmel29
- Asset management consulting companies in Chattanooga29
- Asset management consulting companies in Minnetonka29
- Asset management consulting companies in Reno29
- Asset management consulting companies in Santa Barbara29
- Asset management consulting companies in Vienna29
- Asset management consulting companies in Woodbury29
- Asset management consulting companies in Annapolis28
- Asset management consulting companies in Boulder28
- Asset management consulting companies in Lancaster28
- Asset management consulting companies in Milwaukee28
- Asset management consulting companies in Northbrook28
- Asset management consulting companies in Naperville27
- Asset management consulting companies in Tallahassee27
- Asset management consulting companies in Carlsbad26
- Asset management consulting companies in Charlottesville26
- Asset management consulting companies in Clearwater26
- Asset management consulting companies in Edina26
- Asset management consulting companies in Fairfield26
- Asset management consulting companies in Lakewood26
- Asset management consulting companies in Oak Brook26
- Asset management consulting companies in Portsmouth26
- Asset management consulting companies in San Ramon26
- Asset management consulting companies in Towson26
- Asset management consulting companies in Wichita26
- Asset management consulting companies in Winter Park26
- Asset management consulting companies in Bedford25
- Asset management consulting companies in Berwyn25
- Asset management consulting companies in Dublin25
- Asset management consulting companies in Southlake25
- Asset management consulting companies in Spokane25
- Asset management consulting companies in Wayne25
- Asset management consulting companies in Westlake25
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 consulting companies, 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 consulting companies are there based in Woodbury, United States?
RevenueBase identified 29 asset management consulting companies headquartered in Woodbury, 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?
Pine Grove Financial Group, headquartered in Woodbury, tops this list with the largest team on record.
Which city has the most asset management consulting companies?
New York leads with 569 headquartered companies, followed by Atlanta (248) and Houston (229).
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 69 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.
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