Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants worldwide

Name: Annual fund management consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 13,889 companies tracked

RevenueBase identified 13,889 company matches for annual fund management consultants worldwide as of September 2026 and tracks 185,303 professional contacts across them, including 63,629 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for annual fund management consultants worldwide, 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 27, 2026. Country and city lists for annual fund management consultants follow the table.

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 27, 2026 How this list was built

13,889Companies

185,303Contacts tracked

63,629Verified emails

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The 25 largest annual fund management consultants worldwide

Ranked by team size

Top 25 of 13,889 company matches for annual fund management consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Sep 27, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 27, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 27, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Credicorp Capital	Exact match	Lima, PeruHQ recorded Sep 27, 2026	1,001-5,000	1,971 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 27, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Nippon India Mutual Fund	Exact match	Mumbai, IndiaHQ recorded Sep 27, 2026	501-1,000	1,571 contacts →
	Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Ocorian	Exact match	London, United KingdomHQ recorded Sep 27, 2026	1,001-5,000	1,525 contacts →
	Exact match “We use our expertise, trust and scale to manage and solve your complex operational, administrative and regulatory challenges, so you can focus on growing your business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
15	4fin Better Together	Exact match	Praha 4, Czech RepublicHQ recorded Sep 27, 2026	1,001-5,000	851 contacts →
	Exact match “Profesionální a komplexní majetkové poradenství.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
17	Craigs Investment Partners	Exact match	Tauranga, New ZealandHQ recorded Sep 27, 2026	501-1,000	607 contacts →
	Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 27, 2026	501-1,000	591 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Albourne	Exact match	London, United KingdomHQ recorded Sep 27, 2026	501-1,000	590 contacts →
	Exact match “Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 27, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 27, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Bell Potter Securities	Exact match	Melbourne, AustraliaHQ recorded Sep 27, 2026	501-1,000	528 contacts →
	Exact match “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	AGF Investments	Exact match	Toronto, ON, CanadaHQ recorded Sep 27, 2026	501-1,000	526 contacts →
	Exact match “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Rogers Capital	Exact match	Rogers House, MauritiusHQ recorded Sep 27, 2026	501-1,000	510 contacts →
	Exact match “We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 27, 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 27, 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 “annual fund management consultants”. 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 13,889 annual fund management consultants worldwide

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Annual fund management consultants worldwide at a glance

As of Sep 27, 2026

34.3%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

9,738

11-50

3,212

51-200

617

201-500

150

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for annual fund management consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “annual fund management consultants” 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. 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 63,629 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 27, 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.

Annual fund management consultants by location

57 lists · largest first

Every Annual fund management consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many annual fund management consultants are there worldwide?

RevenueBase identified 13,889 company matches for annual fund management consultants worldwide 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?

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

Which country has the most annual fund management consultants?

The United States leads with 5,608 companies, followed by India (892) and the United Kingdom (814). Every annual fund management consultants list by country and city is linked on this page.

Which city has the most annual fund management consultants?

London leads with 330 company records, followed by New York (271) and Sao Paulo (188).

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 63,629 professional contacts with verified work emails tracked across these 13,889 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 27, 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.