Company lists · Data refreshed September 2026

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

RevenueBase identified 31 asset management consulting firms headquartered in Westport, United States as of September 2026 and tracks 244 professional contacts across them, including 152 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Westport, 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
244Contacts tracked
152Verified emails
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The 19 largest asset management consulting firms based in Westport, United States

Ranked by team size
Top 19 of 31 asset management consulting firms based in Westport, 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 evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-5056 contacts →

Partial evidence

“Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-5037 contacts →

Indirect evidence

“We work with people whose achievements have set a new floor-executive leaders and proven entrepreneurs-drawing them into more financial opportunity but also more risk and…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“Throughout volatile market cycles, resilience is everything.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-1015 contacts →

Indirect evidence

“Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-1014 contacts →

Indirect evidence

“We believe that protecting and building toward your wealth goals requires more than a casual "One-size-fits-all" product or a run of the mill plan.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“MJP Wealth Advisors is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) dedicated to helping individuals, families, and businesses navigate…”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 2026501-1,00011 contacts →

Indirect evidence

“Freedom to enjoy, freedom from anxiety, freedom to give back.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“A strategic financial advisory firm led by David Bunin, CFP®.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“With a heritage in international banking and an affinity for independent thinking, we provide discreet wealth management and personalized solutions through Litvak Wealth™ and…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“We @ Blueprint Financial Group - you blueprint your personal plan to fund your retirement and any other financial obligations you may have.”

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

Indirect evidence

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

Partial evidence

“Greenhouse Wealth Management, LLC delivers highly customized and effective wealth management and financial planning strategies to individuals, families and businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We work with executives, individuals and families helping to organize, build and preserve their wealth.”

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

Indirect evidence

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

Partial evidence

“CFIG Companies, LLC, based in Fairfield County, Connecticut, provides comprehensive personalized wealth management services to individuals, foundations, non-profit groups, small…”

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

Indirect evidence

“Caiati Financial Services, LLC is a full service, boutique-style, financial services firm.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceWestport, CT, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“National Hall Capital LLC is an investment management company based in Westport, CT.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 19 of 31 asset management consulting firms based in Westport, United States

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

As of Sep 14, 2026
62.3%Verified-email coverage
7.9Average 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
20
11-50
10
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for Westport, so it is reported there. Company counts and contact totals on this page are exact for Westport, 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 Westport, 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 Westport 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, 152 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 Westport, United States?

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

Coastal Bridge Advisors, headquartered in Westport, 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 152 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.