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 company matches for asset management consulting firms associated with 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. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for asset management consulting firms associated with Toronto, Canada, 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 August 31, 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 Aug 31, 2026 How this list was built

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 company matches for asset management consulting firms based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Aug 31, 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	Brightly Software	Exact match	Toronto, ON, Canada	501-1,000	1,001 contacts →
	Exact match “Brightly Software, a Siemens company, enables organizations to manage the entire lifecycle of their assets, facilities and infrastructure.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
2	Sprucegrove Investment Management LTD	Exact match	Toronto, ON, Canada	51-200	56 contacts →
	Exact match “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
3	Foyston, Gordon & Payne INC	Exact match	Toronto, ON, Canada	11-50	52 contacts →
	Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
4	Westcourt Capital	Exact match	Toronto, ON, Canada	11-50	42 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
5	Bridgehouse Asset Managers	Exact match	Toronto, ON, Canada	51-200	41 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
6	Infor Financial	Exact match	Toronto, ON, Canada	11-50	31 contacts →
	Exact match “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
7	Claret Asset Management	Exact match	Toronto, ON, Canada	11-50	31 contacts →
	Exact match “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
8	Galleon Advisors	Exact match	Toronto, Canada	11-50	30 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
9	Nexus Investment Management	Exact match	Toronto, ON, Canada	11-50	30 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
10	Creative Planning Financial Group	Exact match	Toronto, ON, Canada	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
11	Caldwell Investment Management LTD	Exact match	Toronto, ON, Canada	51-200	21 contacts →
	Exact match “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
12	Generation Iacp INC	Exact match	Toronto, ON, Canada	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
13	First North Consulting	Exact match	Toronto, ON, Canada	51-200	16 contacts →
	Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
14	Watt Carmichael INC	Exact match	Toronto, ON, Canada	11-50	16 contacts →
	Exact match “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
15	Barrantagh Investment Management	Exact match	Toronto, ON, Canada	11-50	14 contacts →
	Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
16	Goodreid Investment Counsel	Exact match	Toronto, ON, Canada	11-50	12 contacts →
	Exact match “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
17	Davis REA LTD	Exact match	Toronto, ON, Canada	11-50	12 contacts →
	Exact match “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
18	Ullman Wealth Management	Exact match	Toronto, ON, Canada	11-50	11 contacts →
	Exact match “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
19	Generation Pmca Corp	Exact match	Toronto, ON, Canada	11-50	11 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
20	Bell Kearns And Associates LTD	Exact match	Toronto, ON, Canada	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
21	Vestcap Investment Management	Exact match	Toronto, ON, Canada	1-10	8 contacts →
	Exact match “Independent - Our interests and goals are aligned with those of our clients.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
22	Greyhill Capital Partners	Exact match	Toronto, ON, Canada	1-10	7 contacts →
	Exact match “Greyhill Capital Partners is a boutique alternative investment and advisory firm with expertise across Real Estate, Venture Capital, and Private Debt.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
23	Macnicol & Associates Asset Management INC	Exact match	Toronto, ON, Canada	11-50	6 contacts →
	Exact match “MacNicol & Associates was founded in 2001 by David A.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
24	Basis Wealth And Basis Benefits	Exact match	Toronto, ON, Canada	1-10	6 contacts →
	Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
25	Perimeter Markets INC	Exact match	Toronto, ON, Canada	11-50	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 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 consulting firms”. 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 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)

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

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 Toronto, Canada whose business descriptions match “asset management consulting firms” 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 920 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 August 31, 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 consulting firms by metro in Canada

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Toronto, Canada?

RevenueBase identified 126 company matches for asset management consulting firms associated with Toronto, Canada as of August 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?

Brightly Software tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most asset management consulting firms?

Toronto leads Canada with 401 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 920 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 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 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.