Company lists · Data refreshed September 2026

Top 17 Asset management consulting firms based in Red Bank, United States

RevenueBase identified 34 asset management consulting firms headquartered in Red Bank, United States as of September 2026 and tracks 249 professional contacts across them, including 73 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Red Bank, 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
249Contacts tracked
73Verified emails
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The 17 largest asset management consulting firms based in Red Bank, United States

Ranked by team size
Top 17 of 34 asset management consulting firms based in Red Bank, 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
1Partial evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 202611-5025 contacts →

Partial evidence

“Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area…”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 202651-20020 contacts →

Indirect evidence

“Founded in 1980, Garden State Securities, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“In a world of unlimited choices, the strategic decisions we make are all interconnected.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“We believe in looking at the big picture.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Your Vision.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Build Today for Your Tomorrow.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall…”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“At Tomoro, our goal to maximize the efficiency of your finances will assist you in designing a plentiful future based on economic principles that keep your finances in constant…”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“At Caliber Financial Partners, we employ a 'client first' approach to everything that we do.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Wellesley Financial Planners is a financial services company based out of 130 Maple Ave, Red Bank, New Jersey, United States.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial…”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Stembrook Asset Management works with clients to craft unique investment solutions, addressing individual financial goals and challenges.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Wealth is the ability to fully experience life"- Henry David Thoreau Don't let uncertainty about finances be the reason you're not pursuing your ideal life.”

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

Indirect evidence

“Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy.”

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

Indirect evidence

“At the 401(k) Group, we take pride in being more than just financial advisors; we are your dedicated partners on the journey towards a secure retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“After spending many decades working at multi billion dollar brokerage and banking institutions, we decided to establish our own firm which we call Liberty Wealth Solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceRed Bank, NJ, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Pick & Roll Wealth Management is operated by Gregory A.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 17 of 34 asset management consulting firms based in Red Bank, United States

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

As of Sep 14, 2026
29.3%Verified-email coverage
7.3Average 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
22
11-50
9
51-200
3

Email recency for this list is measured across the whole United States list rather than for Red Bank, so it is reported there. Company counts and contact totals on this page are exact for Red Bank, 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 Red Bank, 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 Red Bank 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, 73 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 Red Bank, United States?

RevenueBase identified 34 asset management consulting firms headquartered in Red Bank, 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?

Withum Wealth Management, headquartered in Red Bank, 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 73 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.