Company lists · Data refreshed November 2026
Top 25 Asset allocation specialists worldwide
RevenueBase identified 5,295 company matches for asset allocation specialists worldwide as of November 2026 and tracks 71,307 professional contacts across them, including 27,401 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for asset allocation specialists 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 specialists 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 specialists worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,301 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 4,344 contacts → | ||||
Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 678 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 570 contacts → | ||||
Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 466 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | |||||
| 16 | 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 | |||||
| 17 | 363 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 361 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 338 contacts → | ||||
Exact match “WHO ARE WE?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 333 contacts → | ||||
Exact match “A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 314 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 314 contacts → | ||||
Exact match “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 284 contacts → | ||||
Exact match “Our investment philosophy starts with you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 281 contacts → | ||||
Exact match “Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” 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 specialists”. 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 5,295 asset allocation specialists worldwide
See the full list, filter by size, metro and specialty, and access 27,401 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset allocation specialists 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 specialists are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “asset allocation specialists” 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 27,401 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 specialists by location
34 lists · largest firstEvery Asset allocation specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation specialists based in the United States2,671
- Asset allocation specialists based in India369
- Asset allocation specialists based in the United Kingdom208
- Asset allocation specialists based in Brazil186
- Asset allocation specialists based in France136
- Asset allocation specialists based in Canada116
- Asset allocation specialists based in Australia99
- Asset allocation specialists based in Germany96
- Asset allocation specialists based in Switzerland78
- Asset allocation specialists based in South Africa55
- Asset allocation specialists based in the United Arab Emirates41
- Asset allocation specialists based in the Netherlands40
- Asset allocation specialists based in Spain34
- Asset allocation specialists based in Argentina29
Cities
- Asset allocation specialists based in London, United Kingdom102
- Asset allocation specialists based in New York, United States101
- Asset allocation specialists based in Mumbai, India63
- Asset allocation specialists based in Sao Paulo, Brazil59
- Asset allocation specialists based in Paris, France46
- Asset allocation specialists based in Toronto, Canada37
- Asset allocation specialists based in Chicago, United States36
- Asset allocation specialists based in Houston, United States35
- Asset allocation specialists based in Dallas, United States32
- Asset allocation specialists based in Bangalore, India31
- Asset allocation specialists based in San Francisco, United States29
- Asset allocation specialists based in Austin, United States28
- Asset allocation specialists based in San Diego, United States28
- Asset allocation specialists based in Rio De Janeiro, Brazil26
- Asset allocation specialists based in Sydney, Australia26
- Asset allocation specialists based in Atlanta, United States25
- Asset allocation specialists based in Boston, United States25
- Asset allocation specialists based in Miami, United States25
- Asset allocation specialists based in Pune, India25
- Asset allocation specialists based in Zurich, Switzerland25
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 specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation specialists are there worldwide?
RevenueBase identified 5,295 company matches for asset allocation specialists 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?
J.P. Morgan Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most asset allocation specialists?
The United States leads with 2,671 companies, followed by India (369) and the United Kingdom (208). Every asset allocation specialists list by country and city is linked on this page.
Which city has the most asset allocation specialists?
London leads with 105 company records, followed by New York (101) and Mumbai (63).
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 27,401 professional contacts with verified work emails tracked across these 5,295 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 5,295 asset allocation specialists worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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 specialists worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,295 matching company records for asset allocation specialists worldwide, with 71,307 tracked contacts and 27,401 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 specialists 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  IPP Financial Advisersippfa.comHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  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. | |||||
| 15 |  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. | |||||
| 16 |  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. | |||||
| 17 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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. | |||||
| 19 |  Whiteoak Capitalmf.whiteoakamc.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 338 contacts → |
“WHO ARE WE?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bradesco Asset Managementbradescoasset.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 333 contacts → |
“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  United Capital Financial Advisors, LLCunitedcapitalwealth.comHQ: Irving, IN, United StatesReported employees: 201-500 | Irving, IN, United States | 201-500 | Exact match | 314 contacts → |
“United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Formue Norgeformue.noHQ: Oslo, NorwayReported employees: 201-500 | Oslo, Norway | 201-500 | Exact match | 284 contacts → |
“Our investment philosophy starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wiser BTG Pactualsejawiser.com.brHQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 281 contacts → |
“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,295 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset allocation specialists: 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
5,260 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 5,295 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 specialists by location
34 lists · largest firstEvery Asset allocation specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation specialists based in the United States2,671
- Asset allocation specialists based in India369
- Asset allocation specialists based in the United Kingdom208
- Asset allocation specialists based in Brazil186
- Asset allocation specialists based in France136
- Asset allocation specialists based in Canada116
- Asset allocation specialists based in Australia99
- Asset allocation specialists based in Germany96
- Asset allocation specialists based in Switzerland78
- Asset allocation specialists based in South Africa55
- Asset allocation specialists based in the United Arab Emirates41
- Asset allocation specialists based in the Netherlands40
- Asset allocation specialists based in Spain34
- Asset allocation specialists based in Argentina29
Cities
- Asset allocation specialists based in London, United Kingdom102
- Asset allocation specialists based in New York, United States101
- Asset allocation specialists based in Mumbai, India63
- Asset allocation specialists based in Sao Paulo, Brazil59
- Asset allocation specialists based in Paris, France46
- Asset allocation specialists based in Toronto, Canada37
- Asset allocation specialists based in Chicago, United States36
- Asset allocation specialists based in Houston, United States35
- Asset allocation specialists based in Dallas, United States32
- Asset allocation specialists based in Bangalore, India31
- Asset allocation specialists based in San Francisco, United States29
- Asset allocation specialists based in Austin, United States28
- Asset allocation specialists based in San Diego, United States28
- Asset allocation specialists based in Rio De Janeiro, Brazil26
- Asset allocation specialists based in Sydney, Australia26
- Asset allocation specialists based in Atlanta, United States25
- Asset allocation specialists based in Boston, United States25
- Asset allocation specialists based in Miami, United States25
- Asset allocation specialists based in Pune, India25
- Asset allocation specialists based in Zurich, Switzerland25
Questions about this company list
What does Exact match mean for asset allocation specialists?
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 specialists did RevenueBase find worldwide?
The saved snapshot records 5,295 matching company records, 71,307 tracked contacts and 27,401 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 asset allocation specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/asset-allocation-specialists.
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 specialists worldwide
RevenueBase records 5,295 matching company records for asset allocation specialists worldwide, with 71,307 tracked contacts and 27,401 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 specialists 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | IPP Financial Advisersippfa.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 570 contacts → |
“IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | Prime Capital Financialprimefinancial.com HQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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. | |||||
| 19 | Whiteoak Capitalmf.whiteoakamc.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 338 contacts → |
“WHO ARE WE?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bradesco Asset Managementbradescoasset.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 333 contacts → |
“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | United Capital Financial Advisors, LLCunitedcapitalwealth.com HQ: Irving, IN, United StatesReported employees: 201-500 | Irving, IN, United States | 201-500 | Exact match | 314 contacts → |
“United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Formue Norgeformue.no HQ: Oslo, NorwayReported employees: 201-500 | Oslo, Norway | 201-500 | Exact match | 284 contacts → |
“Our investment philosophy starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wiser BTG Pactualsejawiser.com.br HQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 281 contacts → |
“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,295 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset allocation specialists: 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
5,260 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 5,295 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 specialists by location
34 lists · largest firstEvery Asset allocation specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset allocation specialists based in the United States2,671
- Asset allocation specialists based in India369
- Asset allocation specialists based in the United Kingdom208
- Asset allocation specialists based in Brazil186
- Asset allocation specialists based in France136
- Asset allocation specialists based in Canada116
- Asset allocation specialists based in Australia99
- Asset allocation specialists based in Germany96
- Asset allocation specialists based in Switzerland78
- Asset allocation specialists based in South Africa55
- Asset allocation specialists based in the United Arab Emirates41
- Asset allocation specialists based in the Netherlands40
- Asset allocation specialists based in Spain34
- Asset allocation specialists based in Argentina29
Cities
- Asset allocation specialists based in London, United Kingdom102
- Asset allocation specialists based in New York, United States101
- Asset allocation specialists based in Mumbai, India63
- Asset allocation specialists based in Sao Paulo, Brazil59
- Asset allocation specialists based in Paris, France46
- Asset allocation specialists based in Toronto, Canada37
- Asset allocation specialists based in Chicago, United States36
- Asset allocation specialists based in Houston, United States35
- Asset allocation specialists based in Dallas, United States32
- Asset allocation specialists based in Bangalore, India31
- Asset allocation specialists based in San Francisco, United States29
- Asset allocation specialists based in Austin, United States28
- Asset allocation specialists based in San Diego, United States28
- Asset allocation specialists based in Rio De Janeiro, Brazil26
- Asset allocation specialists based in Sydney, Australia26
- Asset allocation specialists based in Atlanta, United States25
- Asset allocation specialists based in Boston, United States25
- Asset allocation specialists based in Miami, United States25
- Asset allocation specialists based in Pune, India25
- Asset allocation specialists based in Zurich, Switzerland25
Questions about this company list
What does Exact match mean for asset allocation specialists?
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 specialists did RevenueBase find worldwide?
The saved snapshot records 5,295 matching company records, 71,307 tracked contacts and 27,401 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 asset allocation specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/asset-allocation-specialists.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗