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 asset management consulting services headquartered in 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 asset management consulting services headquartered in the 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 21, 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 21, 2026 86% judged on-target in blind review

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 asset management consulting services based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting services: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
3	T. Rowe Price	Indirect evidence	Baltimore, MD, United StatesHQ checked Sep 21, 2026	5,001-10,000	8,422 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 21, 2026
4	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 21, 2026
5	Lazard	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,912 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
6	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 21, 2026
7	Cambridge Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,792 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
8	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
9	Focus Partners	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,249 contacts →
	Strong evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026
10	Lord Abbett	Partial evidence	Jersey City, NJ, United StatesHQ checked Sep 21, 2026	501-1,000	1,187 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
11	CAMS	Strong evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,067 contacts →
	Strong evidence “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Source: RevenueBase Database · checked Sep 21, 2026
12	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	1,010 contacts →
	Indirect evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 21, 2026
13	Metlife Investment Management	Partial evidence	Whippany, NJ, United StatesHQ checked Sep 21, 2026	501-1,000	915 contacts →
	Partial evidence “About MetLife Investment Management: MetLife Investment Management serves institutional investors, investment consultants, and intermediaries globally by combining deep specialist…” Source: RevenueBase Database · checked Sep 21, 2026
14	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	883 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
15	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
16	Hilltop Securities INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	501-1,000	785 contacts →
	Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 21, 2026
17	GMO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	780 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
18	Hilco Global	Partial evidence	Northbrook, IL, United StatesHQ checked Sep 21, 2026	501-1,000	528 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
19	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 21, 2026
20	PFM	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	201-500	502 contacts →
	Indirect evidence “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: RevenueBase Database · checked Sep 21, 2026
21	Hudson Advisors L.P	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	501-1,000	477 contacts →
	Strong evidence “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Source: RevenueBase Database · checked Sep 21, 2026
22	AKSIA	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Indirect evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 21, 2026
23	Nepc, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Strong evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 21, 2026
24	USI Consulting Group	Partial evidence	Glastonbury, CT, United StatesHQ checked Sep 21, 2026	501-1,000	453 contacts →
	Partial evidence “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Source: RevenueBase Database · checked Sep 21, 2026
25	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consulting services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset management consulting services.
Partial evidence: Its own public description names part of asset management consulting services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management consulting services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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)

8.2%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

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 services, 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 the United States whose own description of what they do matches “asset management consulting services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside United States 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, 59,180 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 21, 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 services by metro

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 services, 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 services are there based in the United States?

RevenueBase identified 3,842 asset management consulting services headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most asset management consulting services?

New York leads with 314 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 59,180 verified decision-maker contacts tracked across these 3,842 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 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 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.