Company lists · Data refreshed September 2026

Top 25 Asset consultants worldwide

Name: Asset consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 24,987 companies tracked

RevenueBase identified 24,987 company matches for asset consultants worldwide as of September 2026 and tracks 416,055 professional contacts across them, including 142,102 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for asset consultants worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026. Country and city lists for asset consultants follow the table.

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

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

24,987Companies

416,055Contacts tracked

142,102Verified emails

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The 25 largest asset consultants worldwide

Ranked by team size

Top 25 of 24,987 company matches for asset consultants 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	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
5	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 21, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	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
7	Newmark	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	6,555 contacts →
	Exact match “Newmark Group, Inc.(Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leading commercial real estate advisor and service provider to large institutional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 21, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Invesco	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	5,001-10,000	2,949 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	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
14	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 21, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Credicorp Capital	Exact match	Lima, PeruHQ recorded Sep 21, 2026	1,001-5,000	1,971 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 21, 2026	1,001-5,000	1,878 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	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
20	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Nippon India Mutual Fund	Exact match	Mumbai, IndiaHQ recorded Sep 21, 2026	501-1,000	1,571 contacts →
	Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Ocorian	Exact match	London, United KingdomHQ recorded Sep 21, 2026	1,001-5,000	1,525 contacts →
	Exact match “We use our expertise, trust and scale to manage and solve your complex operational, administrative and regulatory challenges, so you can focus on growing your business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” 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 consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 24,987 asset consultants worldwide

See the full list, filter by size, metro and specialty, and access 142,102 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset consultants worldwide at a glance

As of Sep 21, 2026

34.2%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · London

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

16,920

11-50

6,090

51-200

1,281

201-500

331

501-1,000

106

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for asset consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “asset consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 142,102 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 consultants by location

119 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset consultants are there worldwide?

RevenueBase identified 24,987 company matches for asset consultants worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which country has the most asset consultants?

The United States leads with 7,450 companies, followed by India (1,974) and the United Kingdom (1,838). Every asset consultants list by country and city is linked on this page.

Which city has the most asset consultants?

London leads with 744 company records, followed by New York (319) and Sao Paulo (311).

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 142,102 professional contacts with verified work emails tracked across these 24,987 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.