Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms worldwide

Name: Asset and wealth management consulting firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 48,391 companies tracked

RevenueBase identified 48,391 company matches for 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 company matches for asset and wealth management consulting 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 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

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 company matches for asset and wealth management consulting firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Sep 21, 2026	10001+	10,838 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Sep 21, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 21, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Fideuram	Exact match	Torino, ItalyHQ recorded Sep 21, 2026	5,001-10,000	5,750 contacts →
	Exact match “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 21, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Sanlam Maroc	Exact match	Casablanca, MoroccoHQ recorded Sep 21, 2026	1,001-5,000	2,893 contacts →
	Exact match “Bienvenue sur la page officielle de Sanlam Maroc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Sep 21, 2026	5,001-10,000	2,717 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 21, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Azimut Italia	Exact match	Milano, ItalyHQ recorded Sep 21, 2026	1,001-5,000	2,062 contacts →
	Exact match “Azimut è la prima grande realtà finanziaria italiana indipendente attiva nel settore del risparmio gestito.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 21, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Tecis Finanzdienstleistungen AG	Exact match	Hamburg, GermanyHQ recorded Sep 21, 2026	5,001-10,000	2,026 contacts →
	Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 21, 2026	1,001-5,000	1,927 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 21, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 21, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Allianz Bank Financial Advisors	Exact match	Milano, ItalyHQ recorded Sep 21, 2026	501-1,000	1,413 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Ambit Private Limited	Exact match	Mumbai, IndiaHQ recorded Sep 21, 2026	1,001-5,000	1,344 contacts →
	Exact match “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)…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Perpetual Limited	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1,001-5,000	1,261 contacts →
	Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Quintet Private Bank	Exact match	LuxembourgHQ recorded Sep 21, 2026	1,001-5,000	1,259 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 21, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	OVB Allfinanz A.S	Exact match	Praha 4, Czech RepublicHQ recorded Sep 21, 2026	1,001-5,000	1,141 contacts →
	Exact match “Společnost OVB je přední poradenskou společností v oblasti finančních služeb v Evropě již od roku 1970.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Phillipcapital	Exact match	SingaporeHQ recorded Sep 21, 2026	1,001-5,000	1,130 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	IA Private Wealth	Exact match	Montréal, QC, CanadaHQ recorded Sep 21, 2026	201-500	1,050 contacts →
	Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	DAVY	Exact match	Dublin 2, IrelandHQ recorded Sep 21, 2026	501-1,000	970 contacts →
	Exact match “About Us From day one, you’ll notice there is something special about working at Davy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Sep 21, 2026	1,001-5,000	969 contacts →
	Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Sep 21, 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 and wealth management consulting 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 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

10001+

114

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 and wealth management consulting firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “asset and wealth management consulting 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 708,840 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 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 and wealth management consulting firms by location

253 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 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 and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 48,391 company matches for asset and wealth management consulting firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 708,840 professional contacts with verified work emails tracked across these 48,391 companies; direct dials are available where recorded.

How current is this list?

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