Company lists · Data refreshed October 2026

Top 25 Asset management consulting firms based in the United States

Name: Asset management consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 9,370 companies tracked

RevenueBase identified 9,370 company matches for asset management consulting firms associated with the United States as of October 2026 and tracks 154,181 professional contacts across them, including 70,519 with verified work emails. New York is the largest hub.

This list covers company matches for asset management consulting firms associated with the United States, 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 October 1, 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 Oct 1, 2026 How this list was built

9,370Companies

154,181Contacts tracked

70,519Verified emails

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The 25 largest asset management consulting firms based in the United States

Ranked by team size

Top 25 of 9,370 company matches for asset management consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	KROLL	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Oct 1, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Lazard	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	CAMS	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,067 contacts →
	Exact match “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Brightly Software	Exact match	Raleigh, NC, United StatesHQ recorded Oct 1, 2026	501-1,000	976 contacts →
	Exact match “Siemens Asset Management Software enables organizations with connected insights and processes to manage the entire lifecycle of their assets, facilities, and infrastructure.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	501-1,000	883 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	GMO	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	201-500	780 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Gordon Brothers	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	201-500	745 contacts →
	Exact match “For over a century, Gordon Brothers has maximized liquidity through realizable asset value by providing the people, expertise and capital to solve business challenges.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Oct 1, 2026	501-1,000	573 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Oct 1, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	EBI Consulting	Exact match	Burlington, MA, United StatesHQ recorded Oct 1, 2026	501-1,000	535 contacts →
	Exact match “For 35 years we have been helping investors, lenders, owners, developers, contractors, and property managers reduce risk and optimize their built facilities, infrastructure and…” Recorded in the RevenueBase company graph · Oct 1, 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 9,370 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 Oct 1, 2026

45.7%Verified-email coverage

16.5Average contacts per company

1-10Median size (employees)

5.0%Largest-city concentration · New York

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

6,844

11-50

1,965

51-200

379

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 9,370 companies.

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 the United States 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 70,519 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 October 1, 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

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 the United States?

RevenueBase identified 9,370 company matches for asset management consulting firms associated with the United States as of October 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?

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

Which city has the most asset management consulting firms?

New York leads with 471 company records, followed by Chicago (156) and Houston (128).

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 70,519 professional contacts with verified work emails tracked across these 9,370 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 October 1, 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.