Company lists · Data refreshed September 2026

Top 16 Asset management consulting firms based in Princeton, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 34 companies tracked

RevenueBase identified 34 company matches for asset management consulting firms associated with Princeton, United States as of September 2026 and tracks 151 professional contacts across them, including 71 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Princeton has 34.

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

34Companies

151Contacts tracked

71Verified emails

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The 16 largest asset management consulting firms based in Princeton, United States

Ranked by team size

Top 16 of 34 company matches for asset management consulting firms based in Princeton, 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	The Concord Advisory Group, LTD	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	11-50	23 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Millstone Financial Group	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	14 contacts →
	Exact match “Millstone Financial Group provides personalized retirement planning guidance built on trust, integrity, and solutions, helping individuals and families navigate retirement…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Novi Wealth Partners	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “Novi Wealth Partners is a fee-only comprehensive financial planning firm serving families, business owners, and professionals across the United States from our Princeton, New…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Bergamot Asset Management LP	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Bergamot Asset Management is a minority-owned asset management firm offering a wide range of investment management solutions to investors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	VAN Leeuwen & Company	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Princeton Wealth Advisors Of Raymond James	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Currently managing more than $2 billion in assets for our clients, our team represents over 100 years of collective experience in financial services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Traust Sollus Wealth Management	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	11-50	6 contacts →
	Exact match “Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Retire Smart Consulting, LLC	Exact match	Princeton, NJ, 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
9	Maclean Agency	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	11-50	4 contacts →
	Exact match “The MacLean Agency is dedicated to serving the needs of our clients, our fellow employees, and our community with care and with integrity – by conducting ourselves as a family…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	ALL Roads Financial	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Our mission is to help you live a life by design-not by default-through sound, efficient, and versatile financial solutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Maxguard Wealth	Exact match	Princeton, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “At MaxGuard Wealth, we believe retirement planning should be about more than chasing returns, it should be about helping clients protect the wealth they’ve worked a lifetime to…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Strong Financial Partners	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Strong Financial Partners is a boutique wealth management firm in the New York metro area.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Merrill Lynch Bank & Trust CO	Exact match	Princeton, NJ, 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
14	Maclean Wealth Management	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “No matter your age or stage of life, the time to plan your financial future is now.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Nolan Wealth Management LLC	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “We are dedicated to uniting every area of your financial life.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Aurelio LLC	Exact match	Princeton, NJ, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Aurelio LLC is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices.” 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 16 of 34 asset management consulting firms based in Princeton, United States

See the full list, filter by size, metro and specialty, and access 71 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 14, 2026

47.0%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Princeton, so it is reported there. Company counts and contact totals on this page are exact for Princeton, over 34 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 Princeton, 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 71 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 Princeton, United States?

RevenueBase identified 34 company matches for asset management consulting firms associated with Princeton, 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?

The Concord Advisory Group, LTD 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). Princeton has 34.

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 71 professional contacts with verified work emails tracked across these 34 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.