Company lists · Data refreshed November 2026
Top 25 Asset allocation firms worldwide
RevenueBase identified 4,081 company matches for asset allocation firms worldwide as of November 2026 and tracks 80,409 professional contacts across them, including 33,546 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for asset allocation firms 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 November 6, 2026. Country and city lists for asset allocation firms 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.
The 25 largest asset allocation firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,377 contacts → | ||||
Exact match “Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 5,301 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 4,344 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 3,019 contacts → | ||||
Exact match “The D.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 1,899 contacts → | ||||
Exact match “As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 1,663 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 1,393 contacts → | ||||
Exact match “Welcome to Aviva Investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 1,291 contacts → | ||||
Exact match “At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 1,208 contacts → | ||||
Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 921 contacts → | ||||
Exact match “We support our clients in achieving their long-term investment objectives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 699 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 690 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 686 contacts → | ||||
Exact match “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 681 contacts → | ||||
Exact match “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 678 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 648 contacts → | ||||
Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 611 contacts → | ||||
Exact match “Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 552 contacts → | ||||
Exact match “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 550 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 503 contacts → | ||||
Exact match “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 466 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 451 contacts → | ||||
Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 450 contacts → | ||||
Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 414 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 361 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 allocation firms”. 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 4,081 asset allocation firms worldwide
See the full list, filter by size, metro and specialty, and access 33,546 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset allocation firms worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 asset allocation firms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “asset allocation firms” 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 33,546 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 November 6, 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 allocation firms by location
24 lists · largest firstEvery Asset allocation firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation firms based in the United States1,773
- Asset allocation firms based in India312
- Asset allocation firms based in the United Kingdom192
- Asset allocation firms based in Brazil124
- Asset allocation firms based in Canada114
- Asset allocation firms based in France99
- Asset allocation firms based in Switzerland83
- Asset allocation firms based in Germany70
- Asset allocation firms based in Australia67
- Asset allocation firms based in South Africa53
- Asset allocation firms based in the Netherlands44
- Asset allocation firms based in the United Arab Emirates36
- Asset allocation firms based in Spain30
- Asset allocation firms based in Türkiye25
Cities
- Asset allocation firms based in London, United Kingdom113
- Asset allocation firms based in New York, United States109
- Asset allocation firms based in Mumbai, India60
- Asset allocation firms based in Sao Paulo, Brazil44
- Asset allocation firms based in Paris, France40
- Asset allocation firms based in Toronto, Canada39
- Asset allocation firms based in Chicago, United States31
- Asset allocation firms based in Dallas, United States28
- Asset allocation firms based in Boston, United States27
- Asset allocation firms based in Zurich, Switzerland27
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 allocation firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation firms are there worldwide?
RevenueBase identified 4,081 company matches for asset allocation firms worldwide as of November 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?
Millennium tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most asset allocation firms?
The United States leads with 1,773 companies, followed by India (312) and the United Kingdom (192). Every asset allocation firms list by country and city is linked on this page.
Which city has the most asset allocation firms?
London leads with 116 company records, followed by New York (109) and Mumbai (60).
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 33,546 professional contacts with verified work emails tracked across these 4,081 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,081 asset allocation firms worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 asset allocation firms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,081 matching company records for asset allocation firms worldwide, with 80,409 tracked contacts and 33,546 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset allocation firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Millenniummlp.comHQ: New York, United StatesReported employees: 5,001-10,000 | New York, United States | 5,001-10,000 | Exact match | 7,377 contacts → |
“Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  J.P. Morgan Asset Managementam.jpmorgan.comHQ: New York, United StatesReported employees: 10001+ | New York, United States | 10001+ | Exact match | 5,301 contacts → |
“At J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Invescoinvesco.comHQ: Atlanta, United StatesReported employees: 5,001-10,000 | Atlanta, United States | 5,001-10,000 | Exact match | 4,344 contacts → |
“Invesco Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The D. E. Shaw Groupdeshaw.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,019 contacts → |
“The D.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Oaktreeoaktreecapital.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 1,899 contacts → |
“As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Nippon India Mutual Fundmf.nipponindiaim.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,663 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Aviva Investorsavivainvestors.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,393 contacts → |
“Welcome to Aviva Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lazard Asset Managementlazardassetmanagement.comHQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 1,291 contacts → |
“At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Neuberger Bermannb.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,208 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Swiss Life Asset Managersswisslife-am.comHQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 921 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 699 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Artisan Partnersartisanpartners.comHQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 686 contacts → |
“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Parametricparametricportfolio.comHQ: Seattle, United StatesReported employees: 501-1,000 | Seattle, United States | 501-1,000 | Exact match | 681 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  EP Wealth Advisorsepwealth.comHQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Victory Capitalvcm.comHQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 611 contacts → |
“Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Connor, Clark & Lunn Financial Group Cc&lcclgroup.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 552 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  AGF Investmentsagf.comHQ: Toronto, QC, CanadaReported employees: 501-1,000 | Toronto, QC, Canada | 501-1,000 | Exact match | 550 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Nicola Wealthnicolawealth.comHQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 503 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Vestmarkvestmark.comHQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Retire On Timeretireontime.netHQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Vaneckvaneck.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 414 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Abdullatif Alissa Group Holding COalissa-group.comHQ: Al Yasmeen, Saudi ArabiaReported employees: 1,001-5,000 | Al Yasmeen, Saudi Arabia | 1,001-5,000 | Exact match | 361 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 4,081 company matches
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Asset allocation firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,046 records in the displayed employee bands.
35 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,081 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset allocation firms by location
24 lists · largest firstEvery Asset allocation firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation firms based in the United States1,773
- Asset allocation firms based in India312
- Asset allocation firms based in the United Kingdom192
- Asset allocation firms based in Brazil124
- Asset allocation firms based in Canada114
- Asset allocation firms based in France99
- Asset allocation firms based in Switzerland83
- Asset allocation firms based in Germany70
- Asset allocation firms based in Australia67
- Asset allocation firms based in South Africa53
- Asset allocation firms based in the Netherlands44
- Asset allocation firms based in the United Arab Emirates36
- Asset allocation firms based in Spain30
- Asset allocation firms based in Türkiye25
Cities
- Asset allocation firms based in London, United Kingdom113
- Asset allocation firms based in New York, United States109
- Asset allocation firms based in Mumbai, India60
- Asset allocation firms based in Sao Paulo, Brazil44
- Asset allocation firms based in Paris, France40
- Asset allocation firms based in Toronto, Canada39
- Asset allocation firms based in Chicago, United States31
- Asset allocation firms based in Dallas, United States28
- Asset allocation firms based in Boston, United States27
- Asset allocation firms based in Zurich, Switzerland27
Questions about this company list
What does Exact match mean for asset allocation firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset allocation firms did RevenueBase find worldwide?
The saved snapshot records 4,081 matching company records, 80,409 tracked contacts and 33,546 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 asset allocation firms worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/asset-allocation-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 asset allocation firms worldwide
RevenueBase records 4,081 matching company records for asset allocation firms worldwide, with 80,409 tracked contacts and 33,546 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset allocation firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Millenniummlp.com HQ: New York, United StatesReported employees: 5,001-10,000 | New York, United States | 5,001-10,000 | Exact match | 7,377 contacts → |
“Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | J.P. Morgan Asset Managementam.jpmorgan.com HQ: New York, United StatesReported employees: 10001+ | New York, United States | 10001+ | Exact match | 5,301 contacts → |
“At J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Invescoinvesco.com HQ: Atlanta, United StatesReported employees: 5,001-10,000 | Atlanta, United States | 5,001-10,000 | Exact match | 4,344 contacts → |
“Invesco Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The D. E. Shaw Groupdeshaw.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,019 contacts → |
“The D.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Oaktreeoaktreecapital.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 1,899 contacts → |
“As a part of Brookfield’s credit platform, we are a leading investment firm specializing in an opportunistic, value-oriented, and risk-controlled approach to alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nippon India Mutual Fundmf.nipponindiaim.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,663 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Aviva Investorsavivainvestors.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,393 contacts → |
“Welcome to Aviva Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lazard Asset Managementlazardassetmanagement.com HQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 1,291 contacts → |
“At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Neuberger Bermannb.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,208 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Swiss Life Asset Managersswisslife-am.com HQ: Zurich, SwitzerlandReported employees: 1,001-5,000 | Zurich, Switzerland | 1,001-5,000 | Exact match | 921 contacts → |
“We support our clients in achieving their long-term investment objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 699 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Artisan Partnersartisanpartners.com HQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 686 contacts → |
“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Parametricparametricportfolio.com HQ: Seattle, United StatesReported employees: 501-1,000 | Seattle, United States | 501-1,000 | Exact match | 681 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | EP Wealth Advisorsepwealth.com HQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Victory Capitalvcm.com HQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 611 contacts → |
“Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Connor, Clark & Lunn Financial Group Cc&lcclgroup.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 552 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AGF Investmentsagf.com HQ: Toronto, QC, CanadaReported employees: 501-1,000 | Toronto, QC, Canada | 501-1,000 | Exact match | 550 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Nicola Wealthnicolawealth.com HQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 503 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Vestmarkvestmark.com HQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Retire On Timeretireontime.net HQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vaneckvaneck.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 414 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Abdullatif Alissa Group Holding COalissa-group.com HQ: Al Yasmeen, Saudi ArabiaReported employees: 1,001-5,000 | Al Yasmeen, Saudi Arabia | 1,001-5,000 | Exact match | 361 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 4,081 company matches
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Asset allocation firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,046 records in the displayed employee bands.
35 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,081 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset allocation firms by location
24 lists · largest firstEvery Asset allocation firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation firms based in the United States1,773
- Asset allocation firms based in India312
- Asset allocation firms based in the United Kingdom192
- Asset allocation firms based in Brazil124
- Asset allocation firms based in Canada114
- Asset allocation firms based in France99
- Asset allocation firms based in Switzerland83
- Asset allocation firms based in Germany70
- Asset allocation firms based in Australia67
- Asset allocation firms based in South Africa53
- Asset allocation firms based in the Netherlands44
- Asset allocation firms based in the United Arab Emirates36
- Asset allocation firms based in Spain30
- Asset allocation firms based in Türkiye25
Cities
- Asset allocation firms based in London, United Kingdom113
- Asset allocation firms based in New York, United States109
- Asset allocation firms based in Mumbai, India60
- Asset allocation firms based in Sao Paulo, Brazil44
- Asset allocation firms based in Paris, France40
- Asset allocation firms based in Toronto, Canada39
- Asset allocation firms based in Chicago, United States31
- Asset allocation firms based in Dallas, United States28
- Asset allocation firms based in Boston, United States27
- Asset allocation firms based in Zurich, Switzerland27
Questions about this company list
What does Exact match mean for asset allocation firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset allocation firms did RevenueBase find worldwide?
The saved snapshot records 4,081 matching company records, 80,409 tracked contacts and 33,546 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 asset allocation firms worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/asset-allocation-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗