Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms worldwide
RevenueBase identified 39,078 asset management consulting firms worldwide as of August 2026 and tracks 701,795 professional contacts across them, including 265,987 with verified work emails and 41 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers asset 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 August 31, 2026. Country and city lists for asset 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.
The 25 largest asset management consulting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14,682 contacts → | ||||
Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13,910 contacts → | ||||
Indirect evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13,475 contacts → | ||||
Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8,191 contacts → | ||||
Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6,589 contacts → | ||||
Partial 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5,438 contacts → | ||||
Partial evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3,912 contacts → | ||||
Strong 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3,296 contacts → | ||||
Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3,006 contacts → | ||||
Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3,000 contacts → | ||||
Indirect evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,611 contacts → | ||||
Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,400 contacts → | ||||
Indirect evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
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 management consulting firms. 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 management consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. 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 39,078 asset management consulting firms worldwide
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Asset management consulting firms worldwide at a glance
As of Aug 31, 2026Companies by employee count
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 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
- 51 countries, largest first: the United States, the United Kingdom, India, Australia, France, Canada, Brazil, Germany, South Africa, the Netherlands and 41 more. Country and city lists for asset management consulting firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “asset 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 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 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, 265,987 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 between August 31, 2026 and September 14, 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 management consulting firms by location
264 lists · largest firstEvery Asset management consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Asset management consulting firms based in the United States19,641
- Asset management consulting firms based in the United Kingdom3,269
- Asset management consulting firms based in India3,054
- Asset management consulting firms based in Australia1,994
- Asset management consulting firms based in France1,553
- Asset management consulting firms based in Canada1,514
- Asset management consulting firms based in Brazil1,263
- Asset management consulting firms based in Germany865
- Asset management consulting firms based in South Africa606
- Asset management consulting firms based in the Netherlands523
- Asset management consulting firms based in Switzerland482
- Asset management consulting firms based in Spain470
- Asset management consulting firms based in Mexico373
- Asset management consulting firms based in the United Arab Emirates326
- Asset management consulting firms based in Italy299
- Asset management consulting firms based in Ireland214
- Asset management consulting firms based in Argentina210
- Asset management consulting firms based in Singapore180
- Asset management consulting firms based in New Zealand135
- Asset management consulting firms based in Malaysia134
- Asset management consulting firms based in Chile132
- Asset management consulting firms based in Colombia131
- Asset management consulting firms based in Nigeria120
- Asset management consulting firms based in Belgium118
- Asset management consulting firms based in Hong Kong107
- Asset management consulting firms based in Israel93
- Asset management consulting firms based in Türkiye87
- Asset management consulting firms based in Indonesia86
- Asset management consulting firms based in Peru85
- Asset management consulting firms based in Poland82
- Asset management consulting firms based in Portugal82
- Asset management consulting firms based in Sweden78
- Asset management consulting firms based in Austria76
- Asset management consulting firms based in Japan72
- Asset management consulting firms based in Thailand49
- Asset management consulting firms based in Saudi Arabia48
- Asset management consulting firms based in Denmark42
- Asset management consulting firms based in Luxembourg41
- Asset management consulting firms based in Greece40
- Asset management consulting firms based in Cyprus39
- Asset management consulting firms based in Malta39
- Asset management consulting firms based in Mauritius39
- Asset management consulting firms based in Finland36
- Asset management consulting firms based in Romania36
- Asset management consulting firms based in Monaco35
- Asset management consulting firms based in the Philippines35
Cities
- Asset management consulting firms based in London, United Kingdom500
- Asset management consulting firms based in Mumbai, India478
- Asset management consulting firms based in New York, United States394
- Asset management consulting firms based in Sao Paulo, Brazil359
- Asset management consulting firms based in Sydney, Australia315
- Asset management consulting firms based in Paris, France266
- Asset management consulting firms based in Pune, India200
- Asset management consulting firms based in New Delhi, India195
- Asset management consulting firms based in Austin, United States166
- Asset management consulting firms based in Charlotte, United States155
- Asset management consulting firms based in Scottsdale, United States149
- Asset management consulting firms based in Chicago, United States146
- Asset management consulting firms based in Denver, United States145
- Asset management consulting firms based in Boston, United States139
- Asset management consulting firms based in San Francisco, United States139
- Asset management consulting firms based in Madrid, Spain134
- Asset management consulting firms based in Kolkata, India130
- Asset management consulting firms based in Toronto, Canada126
- Asset management consulting firms based in Houston, United States124
- Asset management consulting firms based in Ahmedabad, India121
- Asset management consulting firms based in Tampa, United States121
- Asset management consulting firms based in Bangalore, India120
- Asset management consulting firms based in Atlanta, United States114
- Asset management consulting firms based in Cincinnati, United States114
- Asset management consulting firms based in Portland, United States111
- Asset management consulting firms based in Dallas, United States110
- Asset management consulting firms based in Miami, United States107
- Asset management consulting firms based in Melbourne, Australia104
- Asset management consulting firms based in Columbus, United States102
- Asset management consulting firms based in Irvine, United States101
- Asset management consulting firms based in Newport Beach, United States97
- Asset management consulting firms based in Overland Park, United States97
- Asset management consulting firms based in Raleigh, United States96
- Asset management consulting firms based in Chennai, India94
- Asset management consulting firms based in Phoenix, United States90
- Asset management consulting firms based in Bengaluru, India89
- Asset management consulting firms based in Indianapolis, United States88
- Asset management consulting firms based in Minneapolis, United States88
- Asset management consulting firms based in Delhi, India87
- Asset management consulting firms based in Noida, India87
- Asset management consulting firms based in San Diego, United States85
- Asset management consulting firms based in Boca Raton, United States82
- Asset management consulting firms based in Los Angeles, United States82
- Asset management consulting firms based in Pittsburgh, United States82
- Asset management consulting firms based in San Antonio, United States82
- Asset management consulting firms based in Birmingham, United States81
- Asset management consulting firms based in Grand Rapids, United States79
- Asset management consulting firms based in Omaha, United States79
- Asset management consulting firms based in Hyderabad, India78
- Asset management consulting firms based in Seattle, United States77
- Asset management consulting firms based in Rio De Janeiro, Brazil76
- Asset management consulting firms based in Greenville, United States75
- Asset management consulting firms based in Rochester, United States74
- Asset management consulting firms based in Columbia, United States72
- Asset management consulting firms based in Johannesburg, South Africa72
- Asset management consulting firms based in Wilmington, United States68
- Asset management consulting firms based in Las Vegas, United States67
- Asset management consulting firms based in Richmond, United States66
- Asset management consulting firms based in Bellevue, United States64
- Asset management consulting firms based in Madison, United States62
- Asset management consulting firms based in Washington, United States62
- Asset management consulting firms based in Zurich, Switzerland62
- Asset management consulting firms based in Louisville, United States61
- Asset management consulting firms based in Greenwood Village, United States60
- Asset management consulting firms based in Manchester, United Kingdom59
- Asset management consulting firms based in Plano, United States59
- Asset management consulting firms based in Barcelona, Spain58
- Asset management consulting firms based in Fort Worth, United States58
- Asset management consulting firms based in Gurgaon, India58
- Asset management consulting firms based in Colorado Springs, United States57
- Asset management consulting firms based in Fort Lauderdale, United States57
- Asset management consulting firms based in Lexington, United States57
- Asset management consulting firms based in Sarasota, United States57
- Asset management consulting firms based in Jacksonville, United States56
- Asset management consulting firms based in Pasadena, United States56
- Asset management consulting firms based in Toulouse, France56
- Asset management consulting firms based in Tulsa, United States56
- Asset management consulting firms based in Gurugram, India55
- Asset management consulting firms based in Orlando, United States55
- Asset management consulting firms based in Memphis, United States53
- Asset management consulting firms based in Nashville, United States53
- Asset management consulting firms based in Salt Lake City, United States53
- Asset management consulting firms based in Springfield, United States53
- Asset management consulting firms based in Calgary, Canada52
- Asset management consulting firms based in Brisbane, Australia51
- Asset management consulting firms based in Edmonton, Canada51
- Asset management consulting firms based in Troy, United States51
- Asset management consulting firms based in Walnut Creek, United States51
- Asset management consulting firms based in Alpharetta, United States49
- Asset management consulting firms based in Winnipeg, Canada49
- Asset management consulting firms based in Edinburgh, United Kingdom48
- Asset management consulting firms based in Naples, United States48
- Asset management consulting firms based in Mississauga, Canada47
- Asset management consulting firms based in Tucson, United States47
- Asset management consulting firms based in Bordeaux, France46
- Asset management consulting firms based in Brentwood, United States46
- Asset management consulting firms based in Melville, United States46
- Asset management consulting firms based in Virginia Beach, United States46
- Asset management consulting firms based in Philadelphia, United States45
- Asset management consulting firms based in Glasgow, United Kingdom44
- Asset management consulting firms based in Ottawa, Canada44
- Asset management consulting firms based in Cape Town, South Africa43
- Asset management consulting firms based in Cleveland, United States43
- Asset management consulting firms based in Franklin, United States43
- Asset management consulting firms based in Knoxville, United States43
- Asset management consulting firms based in Plymouth, United States43
- Asset management consulting firms based in San Jose, United States43
- Asset management consulting firms based in Westlake Village, United States43
- Asset management consulting firms based in Baton Rouge, United States42
- Asset management consulting firms based in Leeds, United Kingdom42
- Asset management consulting firms based in Oklahoma City, United States42
- Asset management consulting firms based in Porto Alegre, Brazil42
- Asset management consulting firms based in Berlin, Germany41
- Asset management consulting firms based in Bristol, United Kingdom41
- Asset management consulting firms based in Lake Oswego, United States41
- Asset management consulting firms based in Stockholm, Sweden41
- Asset management consulting firms based in Belo Horizonte, Brazil40
- Asset management consulting firms based in Hamburg, Germany40
- Asset management consulting firms based in Lincoln, United States40
- Asset management consulting firms based in Coral Gables, United States39
- Asset management consulting firms based in Jackson, United States39
- Asset management consulting firms based in Lafayette, United States39
- Asset management consulting firms based in Boise, United States38
- Asset management consulting firms based in Geneva, Switzerland38
- Asset management consulting firms based in Milan, Italy38
- Asset management consulting firms based in Roseville, United States38
- Asset management consulting firms based in The Woodlands, United States38
- Asset management consulting firms based in Bethesda, United States37
- Asset management consulting firms based in Buffalo, United States37
- Asset management consulting firms based in Charleston, United States37
- Asset management consulting firms based in Lyon, France37
- Asset management consulting firms based in Amsterdam, Netherlands36
- Asset management consulting firms based in Fort Collins, United States36
- Asset management consulting firms based in Kansas City, United States36
- Asset management consulting firms based in Mclean, United States36
- Asset management consulting firms based in Montreal, Canada36
- Asset management consulting firms based in Vancouver, Canada36
- Asset management consulting firms based in West Chester, United States36
- Asset management consulting firms based in West Des Moines, United States36
- Asset management consulting firms based in Alexandria, United States35
- Asset management consulting firms based in Ann Arbor, United States35
- Asset management consulting firms based in Bloomington, United States35
- Asset management consulting firms based in Fort Wayne, United States35
- Asset management consulting firms based in Frisco, United States35
- Asset management consulting firms based in Birmingham, United Kingdom34
- Asset management consulting firms based in Marietta, United States34
- Asset management consulting firms based in Northbrook, United States34
- Asset management consulting firms based in Perth, Australia34
- Asset management consulting firms based in Princeton, United States34
- Asset management consulting firms based in Red Bank, United States34
- Asset management consulting firms based in St. Louis, United States34
- Asset management consulting firms based in Adelaide, Australia33
- Asset management consulting firms based in Arlington, United States33
- Asset management consulting firms based in Englewood, United States33
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 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 management consulting firms are there worldwide?
RevenueBase identified 39,078 asset management consulting firms worldwide as of August 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most asset management consulting firms?
The United States leads with 19,641 companies, followed by the United Kingdom (3,269) and India (3,054). Every asset management consulting firms list by country and city is linked on this page.
Which city has the most asset management consulting firms?
London leads with 759 headquartered companies, followed by New York (532) and Mumbai (479).
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 265,987 verified decision-maker contacts tracked across these 39,078 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between August 31, 2026 and September 14, 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.