Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms worldwide

RevenueBase identified 48,391 asset and wealth management consulting firms worldwide as of September 2026 and tracks 1,835,512 professional contacts across them, including 708,840 with verified work emails. The United States is the largest market and London the largest hub.

This list covers asset and wealth management consulting firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026. Country and city lists for asset and wealth management consulting firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
48,391Companies
1,835,512Contacts tracked
708,840Verified emails
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The 25 largest asset and wealth management consulting firms worldwide

Ranked by team size
Top 25 of 48,391 asset and wealth management consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceMexicoHQ checked Sep 21, 20261,001-5,0008,710 contacts →

Indirect evidence

“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.”

Source: RevenueBase Database · checked Sep 21, 2026
3Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 20265,001-10,0006,589 contacts →

Strong evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceTorino, ItalyHQ checked Sep 21, 20265,001-10,0005,750 contacts →

Indirect evidence

“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceCirencester, United KingdomHQ checked Sep 21, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceCasablanca, MoroccoHQ checked Sep 21, 20261,001-5,0002,893 contacts →

Indirect evidence

“Bienvenue sur la page officielle de Sanlam Maroc.”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidenceLondon, United KingdomHQ checked Sep 21, 20265,001-10,0002,717 contacts →

Strong evidence

“Barclays provides wealth management expertise to our clients in the UK.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceBois-colombes, FranceHQ checked Sep 21, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMilano, ItalyHQ checked Sep 21, 20261,001-5,0002,062 contacts →

Indirect evidence

“Azimut è la prima grande realtà finanziaria italiana indipendente attiva nel settore del risparmio gestito.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceWiesloch, GermanyHQ checked Sep 21, 20261,001-5,0002,058 contacts →

Indirect evidence

“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceHamburg, GermanyHQ checked Sep 21, 20265,001-10,0002,026 contacts →

Indirect evidence

“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 21, 20261,001-5,0001,927 contacts →

Partial evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 21, 20261,001-5,0001,775 contacts →

Indirect evidence

“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceMelbourne, AustraliaHQ checked Sep 21, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceMilano, ItalyHQ checked Sep 21, 2026501-1,0001,413 contacts →

Indirect evidence

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20265,001-10,0001,405 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261,001-5,0001,344 contacts →

Indirect evidence

“Ambit is a leading provider of financial advice and capital offering customized solutions in the areas of Investment Banking (Corporate Finance and Equity Capital Markets)…”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceSydney, AustraliaHQ checked Sep 21, 20261,001-5,0001,261 contacts →

Indirect evidence

“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceLuxembourgHQ checked Sep 21, 20261,001-5,0001,259 contacts →

Indirect evidence

“Operating across Europe and the UK, Quintet is a private bank for people who see the world differently and who seek a partner like us, committed to protecting and growing their…”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceWaterfall, South AfricaHQ checked Sep 21, 2026501-1,0001,173 contacts →

Strong evidence

“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidencePraha 4, Czech RepublicHQ checked Sep 21, 20261,001-5,0001,141 contacts →

Indirect evidence

“Společnost OVB je přední poradenskou společností v oblasti finančních služeb v Evropě již od roku 1970.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceSingaporeHQ checked Sep 21, 20261,001-5,0001,130 contacts →

Indirect evidence

“Since its inception as a stockbroker in 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence and offers a full range of quality and…”

Source: RevenueBase Database · checked Sep 21, 2026
23Strong evidenceMontréal, QC, CanadaHQ checked Sep 21, 2026201-5001,050 contacts →

Strong evidence

“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceDublin 2, IrelandHQ checked Sep 21, 2026501-1,000970 contacts →

Indirect evidence

“About Us From day one, you’ll notice there is something special about working at Davy.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceSingaporeHQ checked Sep 21, 20261,001-5,000969 contacts →

Indirect evidence

“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 48,391 asset and wealth management consulting firms worldwide

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Asset and wealth management consulting firms worldwide at a glance

As of Sep 21, 2026
38.6%Verified-email coverage
37.9Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
32,488
11-50
11,623
51-200
2,602
201-500
722
501-1,000
309
1,001-5,000
289
5,001-10,000
74
10001+
114

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for asset and wealth management consulting firms are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 708,840 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset and wealth management consulting firms by location

255 lists · largest first

Every Asset and wealth management consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset and wealth management consulting firms are there worldwide?

RevenueBase identified 48,391 asset and wealth management consulting firms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

SAFRA, headquartered in Sao Paulo, tops this list with the largest team on record.

Which country has the most asset and wealth management consulting firms?

The United States leads with 18,222 companies, followed by the United Kingdom (3,331) and India (3,113). Every asset and wealth management consulting firms list by country and city is linked on this page.

Which city has the most asset and wealth management consulting firms?

London leads with 1136 headquartered companies, followed by Paris (769) and New York (717).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 708,840 verified decision-maker contacts tracked across these 48,391 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.