Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Concord, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 30 companies tracked

RevenueBase identified 30 company matches for asset management consulting firms associated with Concord, United States as of September 2026 and tracks 188 professional contacts across them, including 69 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Concord has 30.

This list covers company matches for asset management consulting firms associated with Concord, 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 September 14, 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 Sep 14, 2026 How this list was built

30Companies

188Contacts tracked

69Verified emails

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The 19 largest asset management consulting firms based in Concord, United States

Ranked by team size

Top 19 of 30 company matches for asset management consulting firms based in Concord, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	Twelve Points Wealth Management	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	11-50	32 contacts →
	Exact match “Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	BAR Financial	Exact match	Concord, CA, United StatesHQ recorded Sep 14, 2026	11-50	23 contacts →
	Exact match “At BAR Financial, we provide cutting edge knowledge, resources and solutions backed by over 160 years of front line experience that enable our advisors to reach their vision of…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Nhtrust	Exact match	Concord, NH, United StatesHQ recorded Sep 14, 2026	11-50	16 contacts →
	Exact match “NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Globe Wealth Management	Exact match	Concord, NH, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “46 South Main Street - Suite 5, Concord, New Hampshire 03301 \| 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Archvest Wealth Advisors	Exact match	Concord, CA, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Monument Group Wealth Advisors, LLC	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Monument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Whitegate Investment Counselors, INC	Exact match	Concord, NH, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Davis Wealth Management, LLC	Exact match	Concord, NH, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “At Davis Wealth Management, LLC, we understand that retiree and pre retirees face many important decisions that can affect their long-term financial success.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Mill Capital Management, LLC	Exact match	Concord, NC, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Mill Capital Management is a boutique money management firm providing investment management and wealth planning to affluent wealthy individuals and their families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Oliver Capital Management	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Oliver Capital Management is a financial advisory firm, with offices in Boston and New York City.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Abaris Financial Group, LLC	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Altus Investment Group	Exact match	Concord, NH, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Altus Investment Group LLC offers fee-based investment management, financial planning and guidance to working individuals, families, and professionals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Greenport Capital Advisors, LLC	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “GreenPort Capital Advisors provides investment management and specialized client service to families and trustees.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Summa Capital Management	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Woodman & Eaton PC	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	11-50	2 contacts →
	Exact match “Monument Financial Advisors is an independent wealth management firm providing personalized, objective advice and counsel to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Wealth Management Of The Carolinas	Exact match	Concord, NC, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Saylor Insurance & Financial Services	Exact match	Concord, CA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “We are a full-service financial firm committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Hickory Asset Management	Exact match	Concord, OH, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Hickory Asset Management is an independent investment advisory firm providing comprehensive financial planning and investment management services to retirees, professionals…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	AVK Partners LLC	Exact match	Concord, MA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 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 19 of 30 asset management consulting firms based in Concord, United States

See the full list, filter by size, metro and specialty, and access 69 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Concord, United States at a glance

As of Sep 14, 2026

36.7%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Concord, so it is reported there. Company counts and contact totals on this page are exact for Concord, over 30 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 Concord, 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 69 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 September 14, 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 the United States

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 Concord, United States?

RevenueBase identified 30 company matches for asset management consulting firms associated with Concord, United States as of September 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?

Twelve Points Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Concord has 30.

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 69 professional contacts with verified work emails tracked across these 30 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 September 14, 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.