Company lists · Data refreshed September 2026

Top 15 Asset management consulting firms based in Roseville, United States

RevenueBase identified 38 asset management consulting firms headquartered in Roseville, United States as of September 2026 and tracks 154 professional contacts across them, including 55 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Roseville, 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
38Companies
154Contacts tracked
55Verified emails
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The 15 largest asset management consulting firms based in Roseville, United States

Ranked by team size
Top 15 of 38 asset management consulting firms based in Roseville, 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 evidenceRoseville, CA, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Mission Statement: At Protection Point Advisors, our main focus is to help clients realize their full financial potential.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceRoseville, MN, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“We believe financial planning should deliver confidence and clarity to those we serve.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-1014 contacts →

Partial evidence

“We are a full-service wealth management practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a…”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Bulman Wealth Group serves individuals and families in Northern and Southern California, offering comprehensive financial planning services.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceRoseville, MN, United StatesHQ checked Sep 14, 202611-508 contacts →

Indirect evidence

“Working with individuals and closely-held businesses to help assure their financial success.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“As a full service advisory firm, FC360 takes a 360° approach to fiscal management by helping our clients with their total financial needs.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are a fiduciary wealth advisor who helps affluent individuals, high-net-worth families, and trustees organize, plan, and manage their financial lives through a highly…”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“We elevate Clarity and Confidence in the financial lives of our clients by organizing the complexity of their investments, taxes, and retirement planning.”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“We are a boutique independent wealth management firm providing financial planning and asset management services to individuals, families, and businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“At Next Step Wealth Management, we work with individuals and families who want to plan for their financial future.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Monolith Financial Group is an independent advisory firm that focuses on building a lasting, trusting relationship with every client we serve.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“One of the many advantages of this network is that we can offer a team-based approach.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceRoseville, CA, United StatesHQ checked Sep 14, 202611-501 contacts →

Indirect evidence

“We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceRoseville, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Crory & Associates is a professional equipment-asset management, business process analysis and project management firm that draws upon many years of experience in the private and…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 15 of 38 asset management consulting firms based in Roseville, United States

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

As of Sep 14, 2026
35.7%Verified-email coverage
4.1Average contacts per company
1-10Median size (employees)
1400.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
10

Email recency for this list is measured across the whole United States list rather than for Roseville, so it is reported there. Company counts and contact totals on this page are exact for Roseville, over 38 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 Roseville, 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 Roseville 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, 55 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 Roseville, United States?

RevenueBase identified 38 asset management consulting firms headquartered in Roseville, 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?

Protection Point Advisors, headquartered in Roseville, 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 55 verified decision-maker contacts tracked across these 38 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.