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 asset management consulting services headquartered in New York, United States as of September 2026 and tracks 73,410 professional contacts across them, including 29,453 with verified work emails. New York is the largest hub.

This list covers asset management consulting services headquartered in New York, 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

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 asset management consulting services based in New York, 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	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
4	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
5	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
6	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
7	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
8	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
9	Vaneck	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	376 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
10	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 21, 2026
11	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
12	Alpha Alternatives	Partial evidence	New York, United StatesHQ checked Sep 21, 2026	201-500	301 contacts →
	Partial evidence “Alpha Alternatives is the specialist alternatives consulting division of Alpha FMC, dedicated to creating value for private markets clients-including Private Equity, Private Debt…” Source: RevenueBase Database · checked Sep 21, 2026
13	AON Inpoint	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	252 contacts →
	Indirect evidence “Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions.” Source: RevenueBase Database · checked Sep 21, 2026
14	Guggenheim Investments	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	239 contacts →
	Strong evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 21, 2026
15	Convergex	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	195 contacts →
	Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Sep 21, 2026
16	Soho Square Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	142 contacts →
	Strong evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 21, 2026
17	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	93 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
18	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	93 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
19	Reference Point	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	83 contacts →
	Strong evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 21, 2026
20	Syven Global Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	66 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
21	The Beryl Consulting Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	11-50	65 contacts →
	Partial evidence “The Beryl Consulting Group was founded in 2004.” Source: RevenueBase Database · checked Sep 21, 2026
22	Omnivista Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	11-50	49 contacts →
	Indirect evidence “OmniVista Solutions is a financial services technology consultancy firm.” Source: RevenueBase Database · checked Sep 21, 2026
23	Secor Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 21, 2026	11-50	46 contacts →
	Strong evidence “Mercer acquired SECOR Asset Management, a global investment management and risk management firm with offices in New York and London.” Source: RevenueBase Database · checked Sep 21, 2026
24	Greensledge	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	44 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
25	Revere Securities LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	42 contacts →
	Indirect evidence “Revere Securities is a U.S.” 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 314 asset management consulting services based in New York, United States

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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)

100.0%Largest-city concentration · New York

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

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 New York, 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 New York 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, 29,453 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 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 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 New York, United States?

RevenueBase identified 314 asset management consulting services headquartered in New York, 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 29,453 verified decision-maker contacts tracked across these 314 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.