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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Aug 31, 2026 86% judged on-target in blind review
39,078Companies
701,795Contacts tracked
265,987Verified emails
41Mobile numbers
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The 25 largest asset management consulting firms worldwide

Ranked by team size
Top 25 of 39,078 asset management consulting firms worldwide, ranked by team size, largest first. Data refreshed Aug 31, 2026. RevenueBase Smart Search rates how each company's information relates to asset 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 evidenceSt. Louis, MO, United StatesHQ checked Aug 31, 202610001+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, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Aug 31, 202610001+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, 2026
3Indirect evidenceValley Forge, PA, United StatesHQ checked Aug 31, 202610001+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, 2026
4Indirect evidenceMinneapolis, MN, United StatesHQ checked Aug 31, 20265,001-10,00024,283 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, 2026
5Indirect evidencePolokwane, United StatesHQ checked Aug 31, 202610001+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, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Aug 31, 202610001+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, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Aug 31, 20265,001-10,00013,475 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, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Aug 31, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Aug 31, 2026
9Indirect evidenceLos Angeles, CA, United StatesHQ checked Aug 31, 20265,001-10,0009,836 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, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Aug 31, 202610001+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, 2026
11Partial evidenceWinnipeg, MB, CanadaHQ checked Aug 31, 20265,001-10,0006,589 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, 2026
12Partial evidenceMumbai, IndiaHQ checked Aug 31, 20261,001-5,0005,438 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, 2026
13Indirect evidenceMilwaukee, WI, United StatesHQ checked Aug 31, 20265,001-10,0005,330 contacts →

Indirect evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Aug 31, 2026
14Indirect evidenceParis, ItalyHQ checked Aug 31, 20261,001-5,0005,161 contacts →

Indirect evidence

“Rothschild & Co is one of the world's largest independent financial advisory groups.”

Source: RevenueBase Database · checked Aug 31, 2026
15Indirect evidencePlano, TX, United StatesHQ checked Aug 31, 20265,001-10,0005,152 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, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Aug 31, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Aug 31, 2026
17Indirect evidenceCirencester, United KingdomHQ checked Aug 31, 20261,001-5,0004,111 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Aug 31, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Aug 31, 20261,001-5,0003,912 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, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Aug 31, 20261,001-5,0003,296 contacts →

Indirect evidence

“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.”

Source: RevenueBase Database · checked Aug 31, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Aug 31, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Aug 31, 2026
21Partial evidenceNew York, NY, United StatesHQ checked Aug 31, 20261,001-5,0003,006 contacts →

Partial evidence

“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.”

Source: RevenueBase Database · checked Aug 31, 2026
22Indirect evidenceLondon, United KingdomHQ checked Aug 31, 20261,001-5,0003,000 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, 2026
23Partial evidencePhiladelphia, United StatesHQ checked Aug 31, 20261,001-5,0002,611 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, 2026
24Indirect evidenceToronto, CanadaHQ checked Aug 31, 20261,001-5,0002,400 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, 2026
25Indirect evidenceBois-colombes, FranceHQ checked Aug 31, 2026501-1,0002,390 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Aug 31, 2026

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, 2026
37.9%Verified-email coverage
0.0%Mobile-number coverage
18.0Average contacts per company
1-10Median size (employees)
1.9%Largest-city concentration · London
Aug 31, 2026Page data refreshed

Companies by employee count

1-10
27,564
11-50
8,867
51-200
1,698
201-500
435
501-1,000
156
1,001-5,000
124
5,001-10,000
32
10001+
57

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 first

Every 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

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 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.