Company lists · Data refreshed August 2026

Top 25 Asset management consulting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Aug 31, 2026 394 companies tracked

RevenueBase identified 394 asset management consulting firms headquartered in New York, United States as of August 2026 and tracks 45,165 professional contacts across them, including 17,258 with verified work emails and 18,620 with mobile numbers. New York is the largest hub.

This list covers asset management consulting firms headquartered in New York, 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 August 31, 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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Aug 31, 2026 86% judged on-target in blind review

394Companies

45,165Contacts tracked

17,258Verified emails

18,620Mobile numbers

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The 25 largest asset management consulting firms based in New York, United States

Ranked by team size

Top 25 of 394 asset management consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Aug 31, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Partial evidence	New York, NY, United States	10001+	32,861 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Aug 31, 2026
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United States	10001+	4,833 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Aug 31, 2026
3	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United States	1,001-5,000	835 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Aug 31, 2026
4	Nassau Street Partners	Indirect evidence	New York, NY, United States	n/a	816 contacts →
	Indirect evidence “Nassau Street Partners is a premier strategic advisory firm focused on delivering tailored financial solutions for businesses.” Source: RevenueBase Database · checked Aug 31, 2026
5	AKSIA	Indirect evidence	New York, NY, United States	201-500	468 contacts →
	Indirect evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Aug 31, 2026
6	Wealthspire Advisors	Indirect evidence	New York, NY, United States	201-500	428 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Aug 31, 2026
7	Lenox Advisors	Indirect evidence	New York, NY, United States	201-500	318 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Aug 31, 2026
8	TITAN	Indirect evidence	New York, NY, United States	n/a	230 contacts →
	Indirect evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Aug 31, 2026
9	Convergex	Indirect evidence	New York, NY, United States	201-500	200 contacts →
	Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Aug 31, 2026
10	National Securities Corporation	Indirect evidence	New York, NY, United States	501-1,000	148 contacts →
	Indirect evidence Source: RevenueBase Database · checked Aug 31, 2026
11	Fortis LUX Financial	Indirect evidence	New York, NY, United States	51-200	137 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Aug 31, 2026
12	Forte Capital Group	Indirect evidence	New York, NY, United States	51-200	124 contacts →
	Indirect evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Aug 31, 2026
13	Phoenix Financial Services	Indirect evidence	New York, NY, United States	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Aug 31, 2026
14	Segal Marco Advisors	Partial evidence	New York, NY, United States	51-200	94 contacts →
	Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Aug 31, 2026
15	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United States	51-200	92 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Aug 31, 2026
16	Quaestor Advisors	Partial evidence	New York, NY, United States	11-50	76 contacts →
	Partial evidence “Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Source: RevenueBase Database · checked Aug 31, 2026
17	Ingalls & Snyder	Strong evidence	New York, NY, United States	51-200	68 contacts →
	Strong evidence “Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $11.1 billion in client assets under management or advisory*.” Source: RevenueBase Database · checked Aug 31, 2026
18	Syven Global Services	Indirect evidence	New York, NY, United States	51-200	64 contacts →
	Indirect evidence “Over the past decade, Syven Global Services has helped top-tier investment banks, private equity firms, venture capitalists, and hedge funds manage every stage of their advisory…” Source: RevenueBase Database · checked Aug 31, 2026
19	Andrew Garrett, INC	Indirect evidence	New York, NY, United States	51-200	42 contacts →
	Indirect evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Aug 31, 2026
20	Klingenstein Fields Advisors	Partial evidence	New York, NY, United States	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Aug 31, 2026
21	Ehrenkranz Partners LP	Partial evidence	New York, NY, United States	11-50	39 contacts →
	Partial evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Aug 31, 2026
22	Townhouse Partners	Partial evidence	New York, NY, United States	11-50	39 contacts →
	Partial evidence “Townhouse Partners is a commercial real estate consulting firm redefining excellence across the capital markets.” Source: RevenueBase Database · checked Aug 31, 2026
23	Cannell & Spears	Indirect evidence	New York, NY, United States	11-50	30 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Aug 31, 2026
24	JAB Holding Company LLC	Indirect evidence	New York, NY, United States	51-200	30 contacts →
	Indirect evidence “With more than two centuries of heritage, we invest patient capital to grow durable, resilient businesses.” Source: RevenueBase Database · checked Aug 31, 2026
25	Brock Capital Group	Partial evidence	New York, NY, United States	11-50	28 contacts →
	Partial evidence “Brock Capital is an advisory firm that provides consulting services and, through its broker/dealer affiliate, raises capital for its clients.” Source: RevenueBase Database · checked Aug 31, 2026

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 25 of 394 asset management consulting firms based in New York, United States

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

As of Aug 31, 2026

38.2%Verified-email coverage

41.2%Mobile-number coverage

114.6Average contacts per company

1-10Median size (employees)

240.9%Largest-city concentration · New York

Aug 31, 2026Page data refreshed

Companies by employee count

1-10

215

11-50

126

51-200

201-500

501-1,000

1,001-5,000

10001+

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 New York, 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 New York 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, 17,258 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 August 31, 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 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

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 New York, United States?

RevenueBase identified 394 asset management consulting firms headquartered in New York, United States as of August 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?

Merrill Lynch, headquartered in New York, 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 17,258 verified decision-maker contacts tracked across these 394 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 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 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.