Company lists · Data refreshed August 2026

Top 25 Asset management consulting firms based in Toronto, Canada

Name: Asset management consulting firms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Aug 31, 2026 126 companies tracked

RevenueBase identified 126 asset management consulting firms headquartered in Toronto, Canada as of August 2026 and tracks 5,745 professional contacts across them, including 920 with verified work emails and 924 with mobile numbers. Toronto is the largest hub.

This list covers asset management consulting firms headquartered in Toronto, 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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Aug 31, 2026 86% judged on-target in blind review

126Companies

5,745Contacts tracked

920Verified emails

924Mobile numbers

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The 25 largest asset management consulting firms based in Toronto, Canada

Ranked by team size

Top 25 of 126 asset management consulting firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Aug 31, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Brightly Software	Partial evidence	Toronto, ON, Canada	501-1,000	1,001 contacts →
	Partial evidence “Brightly Software, a Siemens company, enables organizations to manage the entire lifecycle of their assets, facilities and infrastructure.” Source: RevenueBase Database · checked Aug 31, 2026
2	Sprucegrove Investment Management LTD	Partial evidence	Toronto, ON, Canada	51-200	56 contacts →
	Partial evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Aug 31, 2026
3	Foyston, Gordon & Payne INC	Partial evidence	Toronto, ON, Canada	11-50	52 contacts →
	Partial evidence “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: RevenueBase Database · checked Aug 31, 2026
4	Westcourt Capital	Indirect evidence	Toronto, ON, Canada	11-50	42 contacts →
	Indirect evidence “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Source: RevenueBase Database · checked Aug 31, 2026
5	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, Canada	51-200	41 contacts →
	Indirect evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Aug 31, 2026
6	Infor Financial	Indirect evidence	Toronto, ON, Canada	11-50	31 contacts →
	Indirect evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Aug 31, 2026
7	Claret Asset Management	Strong evidence	Toronto, ON, Canada	11-50	31 contacts →
	Strong evidence “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: RevenueBase Database · checked Aug 31, 2026
8	Galleon Advisors	Partial evidence	Toronto, Canada	11-50	30 contacts →
	Partial evidence “With over 70 years of experience, Galleon Advisors is the go-to source for hospitality owners, asset managers, and operators spanning the globe looking to attain next level…” Source: RevenueBase Database · checked Aug 31, 2026
9	Nexus Investment Management	Partial evidence	Toronto, ON, Canada	11-50	30 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Aug 31, 2026
10	Creative Planning Financial Group	Indirect evidence	Toronto, ON, Canada	51-200	29 contacts →
	Indirect evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Aug 31, 2026
11	Caldwell Investment Management LTD	Partial evidence	Toronto, ON, Canada	51-200	21 contacts →
	Partial evidence “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Source: RevenueBase Database · checked Aug 31, 2026
12	Generation Iacp INC	Indirect evidence	Toronto, ON, Canada	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Aug 31, 2026
13	First North Consulting	Indirect evidence	Toronto, ON, Canada	51-200	16 contacts →
	Indirect evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Aug 31, 2026
14	Watt Carmichael INC	Indirect evidence	Toronto, ON, Canada	11-50	16 contacts →
	Indirect evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Aug 31, 2026
15	Barrantagh Investment Management	Partial evidence	Toronto, ON, Canada	11-50	14 contacts →
	Partial evidence “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Source: RevenueBase Database · checked Aug 31, 2026
16	Goodreid Investment Counsel	Partial evidence	Toronto, ON, Canada	11-50	12 contacts →
	Partial evidence “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Source: RevenueBase Database · checked Aug 31, 2026
17	Davis REA LTD	Partial evidence	Toronto, ON, Canada	11-50	12 contacts →
	Partial evidence “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Source: RevenueBase Database · checked Aug 31, 2026
18	Ullman Wealth Management	Partial evidence	Toronto, ON, Canada	11-50	11 contacts →
	Partial evidence “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Source: RevenueBase Database · checked Aug 31, 2026
19	Generation Pmca Corp	Indirect evidence	Toronto, ON, Canada	11-50	11 contacts →
	Indirect evidence “Established in Generation PMCA Corp.” Source: RevenueBase Database · checked Aug 31, 2026
20	Bell Kearns And Associates LTD	Indirect evidence	Toronto, ON, Canada	11-50	10 contacts →
	Indirect evidence “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Source: RevenueBase Database · checked Aug 31, 2026
21	Vestcap Investment Management	Indirect evidence	Toronto, ON, Canada	1-10	8 contacts →
	Indirect evidence “Independent - Our interests and goals are aligned with those of our clients.” Source: RevenueBase Database · checked Aug 31, 2026
22	Greyhill Capital Partners	Indirect evidence	Toronto, ON, Canada	1-10	7 contacts →
	Indirect evidence “Greyhill Capital Partners is a boutique alternative investment and advisory firm with expertise across Real Estate, Venture Capital, and Private Debt.” Source: RevenueBase Database · checked Aug 31, 2026
23	Macnicol & Associates Asset Management INC	Indirect evidence	Toronto, ON, Canada	11-50	6 contacts →
	Indirect evidence “MacNicol & Associates was founded in 2001 by David A.” Source: RevenueBase Database · checked Aug 31, 2026
24	Basis Wealth And Basis Benefits	Indirect evidence	Toronto, ON, Canada	1-10	6 contacts →
	Indirect evidence “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Source: RevenueBase Database · checked Aug 31, 2026
25	Perimeter Markets INC	Indirect evidence	Toronto, ON, Canada	11-50	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Aug 31, 2026

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 25 of 126 asset management consulting firms based in Toronto, Canada

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Asset management consulting firms based in Toronto, Canada at a glance

As of Aug 31, 2026

16.0%Verified-email coverage

16.1%Mobile-number coverage

45.6Average contacts per company

1-10Median size (employees)

318.3%Largest-city concentration · Toronto

Aug 31, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 Toronto, 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 Toronto 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, 920 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 Toronto, Canada?

RevenueBase identified 126 asset management consulting firms headquartered in Toronto, 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?

Brightly Software, headquartered in Toronto, 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 920 verified decision-maker contacts tracked across these 126 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.