Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 39 companies tracked

RevenueBase identified 39 company matches for asset management consulting firms associated with Jackson, United States as of September 2026 and tracks 158 professional contacts across them, including 80 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Jackson has 39.

This list covers company matches for asset management consulting firms associated with Jackson, 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

39Companies

158Contacts tracked

80Verified emails

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

Ranked by team size

Top 19 of 39 company matches for asset management consulting firms based in Jackson, 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	Richmond Brothers, INC	Exact match	Jackson, MI, United StatesHQ recorded Sep 14, 2026	11-50	21 contacts →
	Exact match “Looking for a refreshingly personal approach to retirement and financial planning?” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Paramount Wealth Management, INC	Exact match	Jackson, MI, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “Our team offers wealth management services providing clarity, insight and partnerships that our clients have relied on for over 40 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Rivertree Financial Planning	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “At Rivertree Financial Planning, we are dedicated to assisting our clients in growing, protecting, and managing their finances through a comprehensive approach.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	MAG CAP	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “MAG CAP is a full-service wealth management firm, established to offer innovative advisory services to clients” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Coker And Palmer Investment Securities, INC	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “Fixed Income Trading Institutional Retail Equity Trading Institutional Retail Private Placements Wealth Management Asset Allocation Managed Accounts Separately Managed Accounts…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Eddleman & Eddleman, INC	Exact match	Jackson, TN, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “Accounting, Financial Planning, Investment Advisory, and Venture Capital.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Sledge&company	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “Sledge and Company provides quality financial strategies and services to corporations and individuals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Resolute Wealth Strategies	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Resolute Wealth Strategies, LLC, is an SEC Registered Investment Advisory firm formed, owned, and operated by three industry veterans to be the resource wealthy families and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Avery Wealth, INC	Exact match	Jackson, MI, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	The Thigpen Group	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We are an established, home-grown boutique firm serving the affluent client market throughout Mississippi and the Southeast.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	The William Morris Group, P.A	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Semper Salutaris	Exact match	Jackson, MI, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We provide financial consulting, advisory, and education services by establishing a well rounded foundation for your planning and guide you along the way using our disciplined…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Browning Graves	Exact match	Jackson, TN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “For over 20 years, the team of professionals at Browning Graves has provided comprehensive financial & retirement planning, wealth management, investment analysis, insurance…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Pickett Bradford And Assoc	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	11-50	1 contacts →
	Exact match “The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Ballew Wealth Management	Exact match	Jackson, MS, United StatesHQ recorded Sep 14, 2026	11-50	1 contacts →
	Exact match “Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Loomis Capital Management	Exact match	Jackson, WY, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Loomis Capital Management excels in two core domains: Advisement and Management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Grupp Financial LLC	Exact match	Jackson, WY, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Grupp Financial LLC assists families in discovering and achieving their purpose and goals through our unique client process, the LiFE ViewTM.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Grounded Financial Planning	Exact match	Jackson, TN, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Helping you plan for the Retirement you want.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Rockhill Advisors	Exact match	Jackson, WY, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Rockhill Advisors LLC is the Principal Owner of Rockhill Advisors LLC.” 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 39 asset management consulting firms based in Jackson, United States

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

As of Sep 14, 2026

50.6%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Jackson, so it is reported there. Company counts and contact totals on this page are exact for Jackson, over 39 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 Jackson, 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 80 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 Jackson, United States?

RevenueBase identified 39 company matches for asset management consulting firms associated with Jackson, 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?

Richmond Brothers, INC 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). Jackson has 39.

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 80 professional contacts with verified work emails tracked across these 39 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.