Company lists · Data refreshed September 2026

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

RevenueBase identified 34 asset management consulting firms headquartered in Princeton, United States as of September 2026 and tracks 151 professional contacts across them, including 71 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Princeton, 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 September 14, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in Princeton, United States, ranked by team size, largest first. Data refreshed Sep 14, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 202611-5023 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-1014 contacts →

Indirect evidence

“Millstone Financial Group provides personalized retirement planning guidance built on trust, integrity, and solutions, helping individuals and families navigate retirement…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-1012 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-109 contacts →

Strong evidence

“Bergamot Asset Management is a minority-owned asset management firm offering a wide range of investment management solutions to investors.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Currently managing more than $2 billion in assets for our clients, our team represents over 100 years of collective experience in financial services.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 202611-506 contacts →

Indirect evidence

“Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Our mission is to help you live a life by design-not by default-through sound, efficient, and versatile financial solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidencePrinceton, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Strong Financial Partners is a boutique wealth management firm in the New York metro area.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“No matter your age or stage of life, the time to plan your financial future is now.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We are dedicated to uniting every area of your financial life.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidencePrinceton, NJ, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Aurelio LLC is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 16 of 34 asset management consulting firms based in Princeton, United States

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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)
1564.7%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
5
51-200
2
201-500
1

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

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 Princeton, 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 Princeton 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, 71 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 September 14, 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

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 Princeton, United States?

RevenueBase identified 34 asset management consulting firms headquartered in Princeton, United States as of September 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?

The Concord Advisory Group, LTD, headquartered in Princeton, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 71 verified decision-maker contacts tracked across these 34 companies.

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 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.