Company lists · Data refreshed September 2026

Top 25 Asset management consulting services based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 314 companies tracked

RevenueBase identified 314 company matches for asset management consulting services associated with New York, United States as of September 2026 and tracks 73,410 professional contacts across them, including 29,453 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for asset management consulting services associated with New York, 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

314Companies

73,410Contacts tracked

29,453Verified emails

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The 25 largest asset management consulting services based in New York, United States

Ranked by team size

Top 25 of 314 company matches for asset management consulting services based in New York, 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	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
4	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
5	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
6	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
7	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
8	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
9	Vaneck	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	376 contacts →
	Exact match “Disclosure: VanEck is a global investment manager founded in 1955 and headquartered in New York, offering active and passive investment strategies across equities, fixed income…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Alpha Alternatives	Exact match	New York, United StatesHQ recorded Sep 21, 2026	201-500	301 contacts →
	Exact match “Alpha Alternatives is the specialist alternatives consulting division of Alpha FMC, dedicated to creating value for private markets clients-including Private Equity, Private Debt…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	AON Inpoint	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	252 contacts →
	Exact match “Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Guggenheim Investments	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	239 contacts →
	Exact match “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Convergex	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	195 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Soho Square Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	142 contacts →
	Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Segal Marco Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	93 contacts →
	Exact match “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Reference Point	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	83 contacts →
	Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Syven Global Services	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	66 contacts →
	Exact match “Over the past decade, Syven Global Services has helped top-tier investment banks, private equity firms, venture capitalists, and hedge funds manage every stage of their advisory…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	The Beryl Consulting Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	11-50	65 contacts →
	Exact match “The Beryl Consulting Group was founded in 2004.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Omnivista Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	11-50	49 contacts →
	Exact match “OmniVista Solutions is a financial services technology consultancy firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Secor Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	11-50	46 contacts →
	Exact match “Mercer acquired SECOR Asset Management, a global investment management and risk management firm with offices in New York and London.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Greensledge	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	44 contacts →
	Exact match “GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Revere Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	42 contacts →
	Exact match “Revere Securities is a U.S.” 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 314 asset management consulting services based in New York, United States

See the full list, filter by size, metro and specialty, and access 29,453 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting services based in New York, United States at a glance

As of Sep 21, 2026

40.1%Verified-email coverage

233.8Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

162

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 314 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 New York, 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 29,453 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 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 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 New York, United States?

RevenueBase identified 314 company matches for asset management consulting services associated with New York, 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 in the United States has the most asset management consulting services?

New York leads the United States with 314 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 29,453 professional contacts with verified work emails tracked across these 314 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.