Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 31 companies tracked

RevenueBase identified 31 company matches for asset management consulting firms associated with Stamford, United States as of September 2026 and tracks 824 professional contacts across them, including 412 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Stamford has 31.

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

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 company matches for asset management consulting firms based in Stamford, 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	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	501-1,000	443 contacts →
	Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Northcoast Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	11-50	43 contacts →
	Exact match “Providing long-term investment solutions for individuals, financial advisors and institutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Asset Management Group, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	n/a	32 contacts →
	Exact match “Integrity, innovation and excellence since 1983.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Clear Harbor Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	11-50	16 contacts →
	Exact match “Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Coveview Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	11-50	13 contacts →
	Exact match “CoveView Advisors LLC is an independent advisory firm providing corporate finance services to corporations, private equity firms, financial institutions and investors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Integra Global Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “Registered Investment Advisor” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	RZH Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Hackmann Wealth Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Abundant Wealth Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	NS Capital LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	11-50	4 contacts →
	Exact match “NS Capital was formed in 2010 to offer a new standard of investment advisory and portfolio management services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Decker Capital Partners	Exact match	Stamford, TX, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Holbrook Wealth Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We specialize in providing customized financial plans for professionals and successful business owners and their families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Ridgeview Asset Management Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Ridgeview Asset Management Partners is a company based out of STAMFORD, CT, United States.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	CIG Financial Services, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Financial Advice, Financial Planning and Investment Firm” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Onenorthstar	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “As Chief Strategist for OneNothStar, Vikram Kaul provides investment management and guidance to clients with a focus on shining a light on opportunity.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Integrated Retirement Advisors, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Whatever your age or stage in life, our mission is to coach you to sustain your envisioned lifestyle in retirement-confident, prepared and enabled.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Wealth Consultants, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “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.” 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 17 of 31 asset management consulting firms based in Stamford, United States

See the full list, filter by size, metro and specialty, and access 412 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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

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 Stamford, 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 412 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 Stamford, United States?

RevenueBase identified 31 company matches for asset management consulting firms associated with Stamford, 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?

Steward Partners 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). Stamford has 31.

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 412 professional contacts with verified work emails tracked across these 31 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.

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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 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.