Company lists · Data refreshed September 2026

Top 25 Asset management consulting services based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 3,842 companies tracked

RevenueBase identified 3,842 company matches for asset management consulting services associated with the United States as of September 2026 and tracks 137,003 professional contacts across them, including 59,180 with verified work emails. New York is the largest hub.

This list covers company matches for asset management consulting services associated with the 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 21, 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 21, 2026 How this list was built

3,842Companies

137,003Contacts tracked

59,180Verified emails

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The 25 largest asset management consulting services based in the United States

Ranked by team size

Top 25 of 3,842 company matches for asset management consulting services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Sep 21, 2026	5,001-10,000	8,422 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,792 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Lord Abbett	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 21, 2026	501-1,000	1,187 contacts →
	Exact match “Our Vision We aspire to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	CAMS	Exact match	Houston, TX, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,067 contacts →
	Exact match “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Metlife Investment Management	Exact match	Whippany, NJ, United StatesHQ recorded Sep 21, 2026	501-1,000	915 contacts →
	Exact match “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	201-500	780 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Hilco Global	Exact match	Northbrook, IL, United StatesHQ recorded Sep 21, 2026	501-1,000	528 contacts →
	Exact match “Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	501-1,000	517 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 21, 2026	201-500	502 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Hudson Advisors L.P	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	501-1,000	477 contacts →
	Exact match “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	463 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 21, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	USI Consulting Group	Exact match	Glastonbury, CT, United StatesHQ recorded Sep 21, 2026	501-1,000	453 contacts →
	Exact match “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 21, 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 services”. 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 25 of 3,842 asset management consulting services based in the United States

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Asset management consulting services based in the United States at a glance

As of Sep 21, 2026

43.2%Verified-email coverage

35.7Average contacts per company

1-10Median size (employees)

8.5%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

2,628

11-50

890

51-200

202

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,842 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 the United States whose business descriptions match “asset management consulting services” 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 59,180 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 21, 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 services by metro

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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting services are there based in the United States?

RevenueBase identified 3,842 company matches for asset management consulting services associated with the 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most asset management consulting services?

New York leads with 328 company records, followed by Chicago (99) and Miami (71).

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 59,180 professional contacts with verified work emails tracked across these 3,842 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 21, 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.