Company lists · Data refreshed September 2026
Top 18 Asset management consulting firms based in Burlington, United States
RevenueBase identified 29 asset management consulting firms headquartered in Burlington, United States as of September 2026 and tracks 661 professional contacts across them, including 420 with verified work emails. New York is the largest hub.
This list covers asset management consulting firms headquartered in Burlington, United States, 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 September 14, 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 18 largest asset management consulting firms based in Burlington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 535 contacts → | ||||
Indirect evidence “For 35 years we have been helping investors, lenders, owners, developers, contractors, and property managers reduce risk and optimize their built facilities, infrastructure and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Partial evidence “Axial Financial Group is a privately-held, independent firm specializing in wealth management, retirement planning, investment planning, and business planning.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Partial evidence “Hanson+Doremus is a fee-only financial advisor based in Burlington, Vermont, providing investment management and financial planning for individuals, families, and nonprofit…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “Community Financial Services Group (CFSG) provides personalized investment management, financial planning, and fiduciary trust services to individuals, families, businesses, and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “1st Opulence Financial helps clients achieve retirement goals and objectives by using specialized strategies built and uniquely tailored for that individual.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Partial evidence “COMPREHENSIVE PLANNING FOR EVERY ASPECT OF YOUR FINANCIAL LIFE At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Invest With Purpose At Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Westview Investment Advisors is an independent, fee-only registered investment advisory firm based in Burlington, Vermont.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Whether you contact Oak Maple with a financial plan already in place and simply want to have a sounding board or hammer out details, or whether you show up with a shoebox full of…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “New England Financial Planning Group is an independent wealth management firm that manages all aspects of our clients' financial lives with diligence and integrity – leaving them…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Our mission is to be the Trusted Financial Advisors to a diverse clientele of individuals and be recognized regionally as a leader in the Tax, Financial Planning & Investment…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Financial planning is a multidimensional process that covers a lot more than your account balance.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Perennial Edge specializes in working with busy professionals seeking tax-smart financial strategies that address the complex needs of today's modern family.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Prism Capital Management, LLC stands out as a boutique independent advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “44 North Capital is a registered investment advisor (RIA) based in Burlington, VT.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “At Sequoia Financial Group, we recognize that each client is unique.” Source: RevenueBase Database · checked Sep 14, 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 18 of 29 asset management consulting firms based in Burlington, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 420 reachable decision-makers.
Free signup · no credit card
Asset management consulting firms based in Burlington, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Burlington, so it is reported there. Company counts and contact totals on this page are exact for Burlington, over 29 companies.
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 Burlington, United States 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 Burlington 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, 420 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 September 14, 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 the United States
- Asset management consulting firms in New York532
- Asset management consulting firms in Atlanta243
- Asset management consulting firms in Houston243
- Asset management consulting firms in Dallas223
- Asset management consulting firms in Chicago208
- Asset management consulting firms in San Diego183
- Asset management consulting firms in Austin166
- Asset management consulting firms in Charlotte155
- Asset management consulting firms in Miami152
- Asset management consulting firms in Scottsdale149
- Asset management consulting firms in Los Angeles148
- Asset management consulting firms in Denver145
- Asset management consulting firms in Boston139
- Asset management consulting firms in San Francisco139
- Asset management consulting firms in Tampa121
- Asset management consulting firms in Cincinnati114
- Asset management consulting firms in Portland111
- Asset management consulting firms in Columbus102
- Asset management consulting firms in Irvine101
- Asset management consulting firms in Newport Beach97
- Asset management consulting firms in Overland Park97
- Asset management consulting firms in Raleigh96
- Asset management consulting firms in Phoenix90
- Asset management consulting firms in Indianapolis88
- Asset management consulting firms in Minneapolis88
- Asset management consulting firms in Boca Raton82
- Asset management consulting firms in Pittsburgh82
- Asset management consulting firms in San Antonio82
- Asset management consulting firms in Birmingham81
- Asset management consulting firms in Grand Rapids79
- Asset management consulting firms in Omaha79
- Asset management consulting firms in Seattle77
- Asset management consulting firms in Greenville75
- Asset management consulting firms in Rochester74
- Asset management consulting firms in Columbia72
- Asset management consulting firms in Wilmington68
- Asset management consulting firms in Las Vegas67
- Asset management consulting firms in Richmond66
- Asset management consulting firms in Bellevue64
- Asset management consulting firms in Madison62
- Asset management consulting firms in Washington62
- Asset management consulting firms in Louisville61
- Asset management consulting firms in Greenwood Village60
- Asset management consulting firms in Plano59
- Asset management consulting firms in Fort Worth58
- Asset management consulting firms in Colorado Springs57
- Asset management consulting firms in Fort Lauderdale57
- Asset management consulting firms in Lexington57
- Asset management consulting firms in Sarasota57
- Asset management consulting firms in Jacksonville56
- Asset management consulting firms in Pasadena56
- Asset management consulting firms in Tulsa56
- Asset management consulting firms in Orlando55
- Asset management consulting firms in Memphis53
- Asset management consulting firms in Nashville53
- Asset management consulting firms in Salt Lake City53
- Asset management consulting firms in Springfield53
- Asset management consulting firms in Troy51
- Asset management consulting firms in Walnut Creek51
- Asset management consulting firms in Alpharetta49
- Asset management consulting firms in Naples48
- Asset management consulting firms in Tucson47
- Asset management consulting firms in Brentwood46
- Asset management consulting firms in Melville46
- Asset management consulting firms in Virginia Beach46
- Asset management consulting firms in Philadelphia45
- Asset management consulting firms in Cleveland43
- Asset management consulting firms in Franklin43
- Asset management consulting firms in Knoxville43
- Asset management consulting firms in Plymouth43
- Asset management consulting firms in San Jose43
- Asset management consulting firms in Westlake Village43
- Asset management consulting firms in Baton Rouge42
- Asset management consulting firms in Oklahoma City42
- Asset management consulting firms in Lake Oswego41
- Asset management consulting firms in St Louis41
- Asset management consulting firms in Lincoln40
- Asset management consulting firms in Coral Gables39
- Asset management consulting firms in Jackson39
- Asset management consulting firms in Lafayette39
- Asset management consulting firms in Boise38
- Asset management consulting firms in Roseville38
- Asset management consulting firms in The Woodlands38
- Asset management consulting firms in Bethesda37
- Asset management consulting firms in Buffalo37
- Asset management consulting firms in Charleston37
- Asset management consulting firms in Fort Collins36
- Asset management consulting firms in Kansas City36
- Asset management consulting firms in Mclean36
- Asset management consulting firms in West Chester36
- Asset management consulting firms in West Des Moines36
- Asset management consulting firms in Alexandria35
- Asset management consulting firms in Ann Arbor35
- Asset management consulting firms in Bloomington35
- Asset management consulting firms in Fort Wayne35
- Asset management consulting firms in Frisco35
- Asset management consulting firms in Marietta34
- Asset management consulting firms in Northbrook34
- Asset management consulting firms in Princeton34
- Asset management consulting firms in Red Bank34
- Asset management consulting firms in St. Louis34
- Asset management consulting firms in Arlington33
- Asset management consulting firms in Englewood33
- Asset management consulting firms in Greensboro33
- Asset management consulting firms in Honolulu33
- Asset management consulting firms in Pittsford33
- Asset management consulting firms in Bloomfield Hills32
- Asset management consulting firms in Chesterfield32
- Asset management consulting firms in Little Rock32
- Asset management consulting firms in Reston32
- Asset management consulting firms in Southfield32
- Asset management consulting firms in Annapolis31
- Asset management consulting firms in Chattanooga31
- Asset management consulting firms in Rockville31
- Asset management consulting firms in Stamford31
- Asset management consulting firms in Westport31
- Asset management consulting firms in Baltimore30
- Asset management consulting firms in Concord30
- Asset management consulting firms in Littleton30
- Asset management consulting firms in Reno30
- Asset management consulting firms in Sacramento30
- Asset management consulting firms in Woodbury30
- Asset management consulting firms in Albuquerque29
- Asset management consulting firms in Boulder29
- Asset management consulting firms in Burlington29
- Asset management consulting firms in Tallahassee29
- Asset management consulting firms in Carmel28
- Asset management consulting firms in Fairfield28
- Asset management consulting firms in Lakewood28
- Asset management consulting firms in Lancaster28
- Asset management consulting firms in Milwaukee28
- Asset management consulting firms in Minnetonka28
- Asset management consulting firms in Vienna28
- Asset management consulting firms in Edina27
- Asset management consulting firms in Naperville27
- Asset management consulting firms in Oak Brook27
- Asset management consulting firms in Santa Barbara27
- Asset management consulting firms in Beverly Hills26
- Asset management consulting firms in San Ramon26
- Asset management consulting firms in Towson26
- Asset management consulting firms in Carlsbad25
- Asset management consulting firms in Clearwater25
- Asset management consulting firms in Portsmouth25
- Asset management consulting firms in Westlake25
- Asset management consulting firms in Wichita25
- Asset management consulting firms in Winter Park25
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 Burlington, United States?
RevenueBase identified 29 asset management consulting firms headquartered in Burlington, United States as of September 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?
EBI Consulting, headquartered in Burlington, tops this list with the largest team on record.
Which city has the most asset management consulting firms?
New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).
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 420 verified decision-maker contacts tracked across these 29 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 asset management consulting firms based in Burlington, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Browse the directory
Browse: Companies home · Asset management consulting firms in United States · All United States lists · All Asset management consulting firms lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil