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 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 asset consultants 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 consultants 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

24,987Companies

416,055Contacts tracked

142,102Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest asset consultants worldwide

Ranked by team size

Top 25 of 24,987 asset consultants worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 21, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 21, 2026
3	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
4	SAFRA	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 21, 2026	10001+	10,838 contacts →
	Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 21, 2026
5	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 21, 2026
6	Profuturo	Indirect evidence	MexicoHQ checked Sep 21, 2026	1,001-5,000	8,710 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
7	Newmark	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	5,001-10,000	6,555 contacts →
	Indirect evidence “Newmark Group, Inc.(Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leading commercial real estate advisor and service provider to large institutional…” Source: RevenueBase Database · checked Sep 21, 2026
8	KROLL	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	5,001-10,000	6,287 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
9	Fisher Investments	Indirect evidence	Plano, TX, United StatesHQ checked Sep 21, 2026	5,001-10,000	5,152 contacts →
	Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 21, 2026
10	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 21, 2026
11	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
12	Invesco	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	2,949 contacts →
	Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 21, 2026
13	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 21, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 21, 2026
14	Vontobel	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	2,067 contacts →
	Indirect evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
15	Credicorp Capital	Indirect evidence	Lima, PeruHQ checked Sep 21, 2026	1,001-5,000	1,971 contacts →
	Indirect evidence “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Source: RevenueBase Database · checked Sep 21, 2026
16	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 21, 2026
17	Iifl Capital Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	1,001-5,000	1,878 contacts →
	Indirect evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 21, 2026
18	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 21, 2026
19	Partners Financial Services, A.S	Indirect evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 21, 2026	1,001-5,000	1,775 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
20	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026
21	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
22	Nippon India Mutual Fund	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	501-1,000	1,571 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
23	Ocorian	Indirect evidence	London, United KingdomHQ checked Sep 21, 2026	1,001-5,000	1,525 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
24	Wealth Enhancement	Indirect evidence	Plymouth, MN, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,516 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
25	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset consultants.
Partial evidence: Its own public description names part of asset consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 24,987 asset consultants worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 142,102 reachable decision-makers.

Free signup · no credit card

View the full list →

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset consultants, 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 consultants are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “asset consultants”. 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 consultants), 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 consultants, 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, 142,102 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 consultants by location

121 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 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 consultants, 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 consultants are there worldwide?

RevenueBase identified 24,987 asset consultants 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 142,102 verified decision-maker contacts tracked across these 24,987 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.

Ready to reach these companies? Verified emails and direct dials for all 24,987 asset consultants 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 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.