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Company lists · Data verified August 2026

Top 25 Asset management consulting firms based in the United States

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 24,126 companies tracked

There are 24,126 asset management consulting firms headquartered in the United States (RevenueBase, August 2026). RevenueBase tracks 523,567 professional contacts across them, including 223,689 with verified work emails and 235,957 with mobile numbers. New York is the largest hub.

This list covers asset management consulting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Data current as of August 28, 2026.

24,126Companies
523,567Contacts tracked
223,689Verified emails
235,957Mobile numbers
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The 25 largest asset management consulting firms based in the United States

Ranked by team size
Top 25 of 24,126 asset management consulting firms based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#CompanyHQEmployeesContactsVerified emails
1Edward JonesSt. Louis, MO10001+42,99325,220
2Merrill LynchNew York, NY10001+32,86112,427
3VanguardCharlotte, NC10001+24,72111,049
4RBC Wealth ManagementChicago, IL10001+8,1754,154
5Rothschild & COSan Francisco, CA1,001-5,0005,1782,332
6J.P. Morgan Asset ManagementNew York, NY10001+4,8332,183
7Wellington ManagementBoston, MA1,001-5,0003,4511,508
8EvercoreNew York, NY1,001-5,0003,2861,815
9Janus Henderson InvestorsDenver, CO1,001-5,0003,0961,589
10Bank Of America Private BankNew York, NY1,001-5,0002,8863
11William BlairChicago, IL1,001-5,0002,3671,452
12Wilmington TrustWilmington, DE1,001-5,0001,947759
13CaptrustPhoenix, AZ1,001-5,0001,7541,262
14Guggenheim PartnersChicago, IL1,001-5,0001,7451,238
15Federated HermesPittsburgh, PA1,001-5,0001,742956
16Rockefeller Capital ManagementBoca Raton, FL1,001-5,0001,6341,348
17Cerity PartnersGreenwood Village, CO1,001-5,0001,4621,104
18Goldman Sachs AycoCohoes, NY1,001-5,0001,448456
19Bessemer TrustAtlanta, GA1,001-5,0001,3383
20Focus PartnersChicago, IL1,001-5,0001,238736
21BNY WealthBoston, MA10001+1,211588
22Voya Investment ManagementWindsor, CT1,001-5,0001,151637
23Brown AdvisoryWashington, DC1,001-5,0001,149900
24Waddell & ReedShawnee Mission, KS1,001-5,0001,112206
25CAMSHouston, TX1,001-5,0001,066288

Showing 25 of 24,126 asset management consulting firms based in the United States

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Asset management consulting firms based in the United States at a glance

As of Aug 28, 2026
1-10Median size (employees)
New YorkLargest hub · 949 HQs
235,957Contacts with mobile numbers
1073Emails re-verified in last 30 days

Companies by employee count

1-10
17,466
11-50
5,118
51-200
1,018
201-500
213
501-1,000
84
1,001-5,000
76
10001+
44

Asset management consulting firms by metro

MetroCompanies
Asset management consulting firms in New York949
Asset management consulting firms in Chicago339
Asset management consulting firms in Houston334
Asset management consulting firms in Atlanta327
Asset management consulting firms in Dallas306
Asset management consulting firms in Miami270
Asset management consulting firms in San Diego233
Asset management consulting firms in Los Angeles231

How this list was built

Source
The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion
Companies whose own business descriptions match “asset management consulting firms”, with match quality audited by blind human judging, and headquartered in the United States.
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
Contact records re-verify on a rolling cadence; 1073 contacts on this list were re-verified in the last 30 days.
Refresh
Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many asset management consulting firms are there based in the United States?

There are 24,126 asset management consulting firms headquartered in the United States as of August 2026 (RevenueBase).

What is the largest company on this list?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 949 headquartered companies, followed by Chicago (339) and Houston (334).

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 223,689 verified decision-maker contacts tracked across these 24,126 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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Related lists

Browse: Companies home · All United States lists · All Asset management consulting firms lists · New lists

About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.

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