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 company matches for asset management consulting firms associated with 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. Across the United States, New York is the largest hub for this category.

This list covers company matches for asset management consulting firms associated with New York, 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 August 31, 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 Aug 31, 2026 How this list was built

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 company matches for asset management consulting firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Aug 31, 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	Merrill Lynch	Exact match	New York, NY, United States	10001+	32,861 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United States	10001+	4,833 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
3	Bernstein Private Wealth Management	Exact match	New York, NY, United States	1,001-5,000	835 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 · Aug 31, 2026 · View company records in RevenueBase
4	Nassau Street Partners	Exact match	New York, NY, United States	n/a	816 contacts →
	Exact match “Nassau Street Partners is a premier strategic advisory firm focused on delivering tailored financial solutions for businesses.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
5	AKSIA	Exact match	New York, NY, United States	201-500	468 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
6	Wealthspire Advisors	Exact match	New York, NY, United States	201-500	428 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
7	Lenox Advisors	Exact match	New York, NY, United States	201-500	318 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
8	TITAN	Exact match	New York, NY, United States	n/a	230 contacts →
	Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
9	Convergex	Exact match	New York, NY, United States	201-500	200 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
10	National Securities Corporation	Exact match	New York, NY, United States	501-1,000	148 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
11	Fortis LUX Financial	Exact match	New York, NY, United States	51-200	137 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
12	Forte Capital Group	Exact match	New York, NY, United States	51-200	124 contacts →
	Exact match “At Forte Capital Group, independence allows for expansive investment opportunities.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
13	Phoenix Financial Services	Exact match	New York, NY, United States	51-200	108 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
14	Segal Marco Advisors	Exact match	New York, NY, United States	51-200	94 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
15	Spartan Capital Securities, LLC	Exact match	New York, NY, United States	51-200	92 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
16	Quaestor Advisors	Exact match	New York, NY, United States	11-50	76 contacts →
	Exact match “Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
17	Ingalls & Snyder	Exact match	New York, NY, United States	51-200	68 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $11.1 billion in client assets under management or advisory*.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
18	Syven Global Services	Exact match	New York, NY, United States	51-200	64 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
19	Andrew Garrett, INC	Exact match	New York, NY, United States	51-200	42 contacts →
	Exact match “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
20	Klingenstein Fields Advisors	Exact match	New York, NY, United States	11-50	40 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
21	Ehrenkranz Partners LP	Exact match	New York, NY, United States	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
22	Townhouse Partners	Exact match	New York, NY, United States	11-50	39 contacts →
	Exact match “Townhouse Partners is a commercial real estate consulting firm redefining excellence across the capital markets.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
23	Cannell & Spears	Exact match	New York, NY, United States	11-50	30 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
24	JAB Holding Company LLC	Exact match	New York, NY, United States	51-200	30 contacts →
	Exact match “With more than two centuries of heritage, we invest patient capital to grow durable, resilient businesses.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
25	Brock Capital Group	Exact match	New York, NY, United States	11-50	28 contacts →
	Exact match “Brock Capital is an advisory firm that provides consulting services and, through its broker/dealer affiliate, raises capital for its clients.” Recorded in the RevenueBase company graph · Aug 31, 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 394 asset management consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 17,258 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 New York, 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 17,258 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 August 31, 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 New York, United States?

RevenueBase identified 394 company matches for asset management consulting firms associated with New York, United States as of August 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?

Merrill Lynch 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 949 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 17,258 professional contacts with verified work emails tracked across these 394 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 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 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.