Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Troy, United States

RevenueBase identified 51 asset management consulting firms headquartered in Troy, United States as of September 2026 and tracks 313 professional contacts across them, including 99 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Troy, 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
51Companies
313Contacts tracked
99Verified emails
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The 19 largest asset management consulting firms based in Troy, United States

Ranked by team size
Top 19 of 51 asset management consulting firms based in Troy, 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 evidenceTroy, MI, United StatesHQ checked Sep 14, 202611-5052 contacts →

Partial evidence

“StraightLine is a financial planning and investment management firm that helps individuals and families make confident, informed decisions about their money.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 202611-5027 contacts →

Indirect evidence

“At ISTO Advisors, being In Service To Others is our top priority.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“Horizon Advisers is a group of financial professionals working together to best serve our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Jay A.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“Our mission is to guide people on their financial journey with a clear process to help them achieve what is most important to them- Securities offered through LPL Financial.”

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

Indirect evidence

“Baron Wealth is an independent registered investment advisory firm, located in Troy.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“At Center for Wealth Management our unified vision is serving the client first and always.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“BridgeWise Financial Partners is a company based out of BRIGHTON, MI, United States.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Everything we try to achieve we do with our clients' core values in mind.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“At Cranbrook Financial, we understand that your wealth is about more than just numbers-it’s the foundation of your future, your family’s security, and the legacy you’ll leave…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Financial Planning to Make a Difference.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We serve as personal CFO’s for our clients with a special focus on shepherding clients into, and then through retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“A financial firm that focuses on helping individuals and businesses in planning for their future and achieve their financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“We've disrupted the traditional high-cost financial advisor fee model of paying an advisor a percentage of your hard-earned assets, which can take a significant bite out of your…”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Our firm specializes in helping individuals develop sound retirement strategies.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceTroy, MI, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Warsaw Capital Partners is an independent financial planning and insurance firm that delivers a select financial experience to a referral-only clientele.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 19 of 51 asset management consulting firms based in Troy, United States

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

As of Sep 14, 2026
31.6%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
1043.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
15

Email recency for this list is measured across the whole United States list rather than for Troy, so it is reported there. Company counts and contact totals on this page are exact for Troy, over 51 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 Troy, 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 Troy 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, 99 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 Troy, United States?

RevenueBase identified 51 asset management consulting firms headquartered in Troy, 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?

Straightline, headquartered in Troy, 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 99 verified decision-maker contacts tracked across these 51 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.