Company lists · Data refreshed August 2026
Top 23 Asset management consulting firms based in Calgary, Canada
RevenueBase identified 52 asset management consulting firms headquartered in Calgary, Canada as of August 2026 and tracks 1,111 professional contacts across them, including 691 with verified work emails and 291 with mobile numbers. Toronto is the largest hub.
This list covers asset management consulting firms headquartered in Calgary, Canada, 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 August 31, 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 23 largest asset management consulting firms based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 897 contacts → | ||||
Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24 contacts → | ||||
Partial evidence “About Us: GNC Group, located in Calgary, is a seasoned cost consulting firm with more than two decades of industry expertise.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 3 | 21 contacts → | ||||
Partial evidence “Century Services (CS) delivers comprehensive asset and recovery solutions to Canadian businesses navigating growth, transition, or distress.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Partial evidence “For over 40 years, Rothenberg Wealth Management has been one of Canada's leading Wealth Management advisory teams providing financial advice and solutions to thousands of…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Partial evidence “Phoenix AMC Inc, is a professional services firm dedicated to assist its clients make strategic, tactical and operational decisions related to the management of its producing…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Partial evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Strong evidence “In response to the changing business environment, many organizations are launching strategic asset management programs to support operational excellence.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “AC Capital Inc.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Three Peaks Group is a professional consulting services firm located in Calgary, Alberta.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Data-Driven Wealth Management.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Investment Management, Advisory Board, and Management Consulting” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “At Affluence Partners, we take capital preservation seriously.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Julie Shipley-Strickland is a Senior Wealth Advisor & Associate Portfolio Manager at Wellington-Altus, as well as a Member of IIROC & CIPF.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Experienced Aviation Professionals providing valuable services to aircraft owners, operators, lessors, lessees, industry partners.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “Welcome to our company, where we specialize in meticulous property asset management.” Source: RevenueBase Database · checked Aug 31, 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 firms. 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 firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, 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 firms. 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 23 of 52 asset management consulting firms based in Calgary, Canada
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Asset management consulting firms based in Calgary, Canada at a glance
As of Aug 31, 2026Companies by employee count
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 firms, 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 Calgary, Canada whose own description of what they do matches “asset management consulting firms”. 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 firms), 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 firms, and records with no verified work email. Companies headquartered outside Calgary 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, 691 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 August 31, 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 firms by metro in Canada
- Asset management consulting firms in Toronto401
- Asset management consulting firms in Calgary163
- Asset management consulting firms in Vancouver150
- Asset management consulting firms in Montreal131
- Asset management consulting firms in Winnipeg66
- Asset management consulting firms in Mississauga64
- Asset management consulting firms in Edmonton63
- Asset management consulting firms in Ottawa62
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 firms, 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 firms are there based in Calgary, Canada?
RevenueBase identified 52 asset management consulting firms headquartered in Calgary, Canada as of August 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?
Perella Weinberg, headquartered in Calgary, tops this list with the largest team on record.
Which city has the most asset management consulting firms?
Toronto leads with 401 headquartered companies, followed by Calgary (163) and Vancouver (150).
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 691 verified decision-maker contacts tracked across these 52 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 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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