Company lists · Data refreshed September 2026

Top 17 Asset management consulting firms based in Stamford, United States

RevenueBase identified 31 asset management consulting firms headquartered in Stamford, United States as of September 2026 and tracks 824 professional contacts across them, including 412 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Stamford, 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
31Companies
824Contacts tracked
412Verified emails
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The 17 largest asset management consulting firms based in Stamford, United States

Ranked by team size
Top 17 of 31 asset management consulting firms based in Stamford, 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 evidenceStamford, CT, United StatesHQ checked Sep 14, 2026501-1,000443 contacts →

Indirect evidence

“Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 202611-5043 contacts →

Indirect evidence

“Providing long-term investment solutions for individuals, financial advisors and institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 2026n/a32 contacts →

Indirect evidence

“Integrity, innovation and excellence since 1983.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceStamford, CT, United StatesHQ checked Sep 14, 202611-5016 contacts →

Strong evidence

“Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“CoveView Advisors LLC is an independent advisory firm providing corporate finance services to corporations, private equity firms, financial institutions and investors.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“Registered Investment Advisor”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceStamford, CT, United StatesHQ checked Sep 14, 202611-504 contacts →

Partial evidence

“NS Capital was formed in 2010 to offer a new standard of investment advisory and portfolio management services.”

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

Indirect evidence

“We offer a team approach to financial planning, where clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We specialize in providing customized financial plans for professionals and successful business owners and their families.”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Ridgeview Asset Management Partners is a company based out of STAMFORD, CT, United States.”

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

Indirect evidence

“Financial Advice, Financial Planning and Investment Firm”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“As Chief Strategist for OneNothStar, Vikram Kaul provides investment management and guidance to clients with a focus on shining a light on opportunity.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Whatever your age or stage in life, our mission is to coach you to sustain your envisioned lifestyle in retirement-confident, prepared and enabled.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceStamford, CT, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Don Harmelin, Founder of Wealth Consultants, Inc, has devoted more than 30 years advising successful business owners, highly compensated executives and high net worth families.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 17 of 31 asset management consulting firms based in Stamford, United States

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

As of Sep 14, 2026
50.0%Verified-email coverage
26.6Average contacts per company
1-10Median size (employees)
1716.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for Stamford, so it is reported there. Company counts and contact totals on this page are exact for Stamford, over 31 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 Stamford, 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 Stamford 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, 412 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 Stamford, United States?

RevenueBase identified 31 asset management consulting firms headquartered in Stamford, 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?

Steward Partners, headquartered in Stamford, 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 412 verified decision-maker contacts tracked across these 31 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.