Company lists · Data refreshed September 2026

Top 10 Asset management consulting firms based in Sacramento, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 30 companies tracked

RevenueBase identified 30 company matches for asset management consulting firms associated with Sacramento, United States as of September 2026 and tracks 95 professional contacts across them, including 21 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Sacramento has 30.

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

30Companies

95Contacts tracked

21Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 10 largest asset management consulting firms based in Sacramento, United States

Ranked by team size

Top 10 of 30 company matches for asset management consulting firms based in Sacramento, 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	Tate Group	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “Individuals, business owners and families can find all the financial solutions they need under a single roof with the Tate Group.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Avisen Wealth Management	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	11-50	7 contacts →
	Exact match “Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Stratico LLC	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Custom tailored investment portfolio management” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Sutley Wertzer, INC	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	11-50	4 contacts →
	Exact match “We provide comprehensive financial planning in the context of a long-term partnership with you.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Bondar & Associates	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Financial planning can feel overwhelming, but you don’t have to navigate it alone.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Financial Network Wealth Advisors	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Mission: Our priority is to offer, at all times, a service based on integrity, trust and transparency.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Financial Strategies Of California	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Legacy Wealth Management Sacramento, CA	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Wealth Design Group	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Wealth Design Group is one of Sacramento's preeminent financial services firms.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Temple Associates	Exact match	Sacramento, CA, United StatesHQ recorded Sep 14, 2026	51-200	2 contacts →
	Exact match “Temple Associates advises clients in the Securities, Banking and Investment Management Industries on Recruitment, Corporate Strategy and Marketing.” 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 10 of 30 asset management consulting firms based in Sacramento, United States

See the full list, filter by size, metro and specialty, and access 21 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 14, 2026

22.1%Verified-email coverage

3.2Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Sacramento, so it is reported there. Company counts and contact totals on this page are exact for Sacramento, over 30 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 Sacramento, 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 21 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 Sacramento, United States?

RevenueBase identified 30 company matches for asset management consulting firms associated with Sacramento, 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?

Tate Group 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). Sacramento has 30.

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 21 professional contacts with verified work emails tracked across these 30 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.

Ready to reach these companies? Verified emails and direct dials for all 30 asset management consulting firms based in Sacramento, United States. Start with a free account, no credit card.

Download this list →

Related lists

Asset management consulting firms by geography

Browse the directory

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.