Company lists · Data refreshed September 2026

Top 13 Asset management consulting firms based in Vienna, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 28 companies tracked

RevenueBase identified 28 company matches for asset management consulting firms associated with Vienna, United States as of September 2026 and tracks 211 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Vienna has 28.

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

28Companies

211Contacts tracked

100Verified emails

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The 13 largest asset management consulting firms based in Vienna, United States

Ranked by team size

Top 13 of 28 company matches for asset management consulting firms based in Vienna, 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	VLP Financial Advisors	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	11-50	25 contacts →
	Exact match “VLP Financial Advisors is an independent, full-service wealth services firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Glassman Wealth Services	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	11-50	22 contacts →
	Exact match “At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Commonwealth Financial Services LLC	Exact match	Vienna, WV, United StatesHQ recorded Sep 14, 2026	11-50	20 contacts →
	Exact match “Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Argent Bridge Advisors	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	11-50	15 contacts →
	Exact match “Argent Bridge Advisors is your trusted partner in independent wealth management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Rembert Pendleton Jackson	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	11-50	15 contacts →
	Exact match “Rembert Pendleton Jackson offers a wide range of personalized investment advisory services to our clients.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	D'orazio Wealth Advisors	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “Our Firm: D'Orazio Wealth Advisors is a financial advisory and investment management firm based in suburban Washington, DC.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Allegiance Financial Group Advisory Services Afgas	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	11-50	10 contacts →
	Exact match “At AFGAS, our mission is to empower our clients in achieving what truly matters to them.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	North Bend Wealth Management	Exact match	Vienna, WV, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “At North Bend Wealth Management, we are committed to your financial welfare.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Capitol Private Wealth Group	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Capitol Private Wealth Group is an investment management company based out of 8133 Leesburg Pike #780, Vienna, Virginia, United States.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Franklin Capital Strategies	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Franklin Capital Strategies is a third-generation financial strategies firm that began in 1940 in Cleveland, Ohio and has expanded to a nationwide presence today.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Ategra Capital Management	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Acting as a client’s personal CFO, Ategra calculates cash flow, budgets, creates fact-based retirement plans and helps clients generate income.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Kirk Capital Advisors, LLC	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Comprehensive Wealth Management” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Sovereign Wealth Management	Exact match	Vienna, VA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion.” 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 13 of 28 asset management consulting firms based in Vienna, United States

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

As of Sep 14, 2026

47.4%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Vienna, so it is reported there. Company counts and contact totals on this page are exact for Vienna, over 28 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 Vienna, 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 100 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 Vienna, United States?

RevenueBase identified 28 company matches for asset management consulting firms associated with Vienna, 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?

VLP Financial Advisors 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). Vienna has 28.

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 100 professional contacts with verified work emails tracked across these 28 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.