Company lists · Data refreshed September 2026
Top 25 Investment consulting firms worldwide
RevenueBase identified 43,643 investment consulting firms worldwide as of September 2026 and tracks 1,238,885 professional contacts across them, including 515,390 with verified work emails and 378,809 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers investment 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 September 26, 2026. Country and city lists for investment 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 investment consulting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 215,533 contacts → | ||||
Indirect evidence “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 2 | 80,843 contacts → | ||||
Indirect evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 3 | 57,790 contacts → | ||||
Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 4 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 5 | 38,382 contacts → | ||||
Indirect evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 26, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 26, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20,868 contacts → | ||||
Partial 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 26, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13,475 contacts → | ||||
Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 26, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9,050 contacts → | ||||
Indirect evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6,913 contacts → | ||||
Partial evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6,589 contacts → | ||||
Indirect 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 Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5,152 contacts → | ||||
Partial 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 26, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4,862 contacts → | ||||
Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4,093 contacts → | ||||
Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 26, 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: investment 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 investment consulting firms.
- Partial evidence
- Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment 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 43,643 investment consulting firms worldwide
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Investment consulting firms worldwide at a glance
As of Sep 26, 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 investment 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
- 32 countries, largest first: the United States, the United Kingdom, France, Australia, Canada, Brazil, Germany, Switzerland, South Africa, the Netherlands and 22 more. Country and city lists for investment consulting firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “investment 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 investment 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 investment 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, 515,390 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 26, 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.
Investment consulting firms by location
268 lists · largest firstEvery Investment consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment consulting firms based in the United States23,884
- Investment consulting firms based in the United Kingdom3,982
- Investment consulting firms based in France2,520
- Investment consulting firms based in Australia2,222
- Investment consulting firms based in Canada2,016
- Investment consulting firms based in Brazil1,713
- Investment consulting firms based in Germany1,254
- Investment consulting firms based in Switzerland969
- Investment consulting firms based in South Africa736
- Investment consulting firms based in the Netherlands653
- Investment consulting firms based in Spain572
- Investment consulting firms based in Mexico549
- Investment consulting firms based in Italy467
- Investment consulting firms based in Argentina282
- Investment consulting firms based in Ireland226
- Investment consulting firms based in Belgium202
- Investment consulting firms based in Israel185
- Investment consulting firms based in New Zealand148
- Investment consulting firms based in Sweden135
- Investment consulting firms based in Poland130
- Investment consulting firms based in Austria118
- Investment consulting firms based in Portugal118
- Investment consulting firms based in Luxembourg103
- Investment consulting firms based in Denmark75
- Investment consulting firms based in Greece71
- Investment consulting firms based in Cyprus70
- Investment consulting firms based in Norway49
- Investment consulting firms based in Bulgaria43
- Investment consulting firms based in Finland41
- Investment consulting firms based in Hungary41
- Investment consulting firms based in Romania38
Cities
- Investment consulting firms based in London, United Kingdom1,313
- Investment consulting firms based in New York, United States1,047
- Investment consulting firms based in Paris, France691
- Investment consulting firms based in Sao Paulo, Brazil662
- Investment consulting firms based in Sydney, Australia427
- Investment consulting firms based in Toronto, Canada363
- Investment consulting firms based in Atlanta, United States348
- Investment consulting firms based in Chicago, United States342
- Investment consulting firms based in Dallas, United States307
- Investment consulting firms based in Houston, United States307
- Investment consulting firms based in Miami, United States270
- Investment consulting firms based in Melbourne, Australia244
- Investment consulting firms based in Boston, United States229
- Investment consulting firms based in Los Angeles, United States229
- Investment consulting firms based in San Diego, United States227
- Investment consulting firms based in San Francisco, United States219
- Investment consulting firms based in Austin, United States215
- Investment consulting firms based in Madrid, Spain213
- Investment consulting firms based in Charlotte, United States205
- Investment consulting firms based in Zurich, Switzerland201
- Investment consulting firms based in Denver, United States193
- Investment consulting firms based in Scottsdale, United States186
- Investment consulting firms based in Johannesburg, South Africa150
- Investment consulting firms based in Tampa, United States150
- Investment consulting firms based in Vancouver, Canada144
- Investment consulting firms based in Rio De Janeiro, Brazil132
- Investment consulting firms based in Calgary, Canada131
- Investment consulting firms based in Newport Beach, United States131
- Investment consulting firms based in Portland, United States131
- Investment consulting firms based in Cincinnati, United States125
- Investment consulting firms based in Minneapolis, United States123
- Investment consulting firms based in Irvine, United States121
- Investment consulting firms based in Cape Town, South Africa116
- Investment consulting firms based in Raleigh, United States115
- Investment consulting firms based in Seattle, United States114
- Investment consulting firms based in Geneva, Switzerland112
- Investment consulting firms based in Phoenix, United States111
- Investment consulting firms based in Columbus, United States110
- Investment consulting firms based in Montreal, Canada107
- Investment consulting firms based in Boca Raton, United States105
- Investment consulting firms based in Indianapolis, United States101
- Investment consulting firms based in Pittsburgh, United States101
- Investment consulting firms based in Lyon, France100
- Investment consulting firms based in Overland Park, United States100
- Investment consulting firms based in Washington, United States97
- Investment consulting firms based in Barcelona, Spain96
- Investment consulting firms based in Birmingham, United States94
- Investment consulting firms based in Omaha, United States94
- Investment consulting firms based in San Antonio, United States94
- Investment consulting firms based in Columbia, United States91
- Investment consulting firms based in Las Vegas, United States91
- Investment consulting firms based in Brisbane, Australia90
- Investment consulting firms based in Bellevue, United States83
- Investment consulting firms based in Grand Rapids, United States83
- Investment consulting firms based in Hamburg, Germany83
- Investment consulting firms based in Richmond, United States82
- Investment consulting firms based in Greenville, United States81
- Investment consulting firms based in Wilmington, United States78
- Investment consulting firms based in Orlando, United States77
- Investment consulting firms based in Rochester, United States77
- Investment consulting firms based in Nashville, United States73
- Investment consulting firms based in Philadelphia, United States73
- Investment consulting firms based in Jacksonville, United States72
- Investment consulting firms based in Fort Lauderdale, United States71
- Investment consulting firms based in Louisville, United States71
- Investment consulting firms based in Madison, United States71
- Investment consulting firms based in Salt Lake City, United States71
- Investment consulting firms based in Berlin, Germany70
- Investment consulting firms based in Bordeaux, France70
- Investment consulting firms based in Sarasota, United States70
- Investment consulting firms based in Toulouse, France70
- Investment consulting firms based in Fort Worth, United States69
- Investment consulting firms based in Greenwood Village, United States68
- Investment consulting firms based in Plano, United States67
- Investment consulting firms based in Colorado Springs, United States66
- Investment consulting firms based in Manchester, United Kingdom66
- Investment consulting firms based in Naples, United States66
- Investment consulting firms based in Porto Alegre, Brazil66
- Investment consulting firms based in Lexington, United States64
- Investment consulting firms based in Tulsa, United States64
- Investment consulting firms based in Troy, United States63
- Investment consulting firms based in Belo Horizonte, Brazil62
- Investment consulting firms based in Lugano, Switzerland62
- Investment consulting firms based in Memphis, United States62
- Investment consulting firms based in Curitiba, Brazil61
- Investment consulting firms based in Cleveland, United States60
- Investment consulting firms based in Springfield, United States59
- Investment consulting firms based in Edmonton, Canada58
- Investment consulting firms based in Pasadena, United States58
- Investment consulting firms based in Tucson, United States58
- Investment consulting firms based in Mississauga, Canada56
- Investment consulting firms based in Walnut Creek, United States56
- Investment consulting firms based in Ottawa, Canada55
- Investment consulting firms based in San Jose, United States55
- Investment consulting firms based in Winnipeg, Canada55
- Investment consulting firms based in Perth, Australia54
- Investment consulting firms based in Coral Gables, United States53
- Investment consulting firms based in Bristol, United Kingdom51
- Investment consulting firms based in Edinburgh, United Kingdom51
- Investment consulting firms based in Pretoria, South Africa51
- Investment consulting firms based in Alpharetta, United States50
- Investment consulting firms based in St. Louis, United States50
- Investment consulting firms based in Stamford, United States50
- Investment consulting firms based in Bethesda, United States49
- Investment consulting firms based in Adelaide, Australia48
- Investment consulting firms based in Frankfurt Am Main, Germany48
- Investment consulting firms based in Glasgow, United Kingdom48
- Investment consulting firms based in Lake Oswego, United States48
- Investment consulting firms based in Oklahoma City, United States48
- Investment consulting firms based in Knoxville, United States47
- Investment consulting firms based in Westlake Village, United States47
- Investment consulting firms based in Zug, Switzerland47
- Investment consulting firms based in Frankfurt, Germany46
- Investment consulting firms based in Franklin, United States46
- Investment consulting firms based in New York City, United States46
- Investment consulting firms based in Plymouth, United States46
- Investment consulting firms based in Princeton, United States46
- Investment consulting firms based in Baton Rouge, United States45
- Investment consulting firms based in Brentwood, United States45
- Investment consulting firms based in Melville, United States45
- Investment consulting firms based in Virginia Beach, United States45
- Investment consulting firms based in Kansas City, United States44
- Investment consulting firms based in Mclean, United States44
- Investment consulting firms based in Jackson, United States43
- Investment consulting firms based in Lafayette, United States43
- Investment consulting firms based in North Sydney, Australia43
- Investment consulting firms based in Westport, United States43
- Investment consulting firms based in Leeds, United Kingdom42
- Investment consulting firms based in Red Bank, United States42
- Investment consulting firms based in Bloomington, United States41
- Investment consulting firms based in Charleston, United States41
- Investment consulting firms based in Greensboro, United States41
- Investment consulting firms based in Roseville, United States41
- Investment consulting firms based in Boise, United States40
- Investment consulting firms based in Carmel, United States40
- Investment consulting firms based in Frisco, United States40
- Investment consulting firms based in Lincoln, United States40
- Investment consulting firms based in Arlington, United States39
- Investment consulting firms based in Baltimore, United States39
- Investment consulting firms based in Beverly Hills, United States39
- Investment consulting firms based in Birmingham, United Kingdom39
- Investment consulting firms based in Bloomfield Hills, United States39
- Investment consulting firms based in Buffalo, United States39
- Investment consulting firms based in Campinas, Brazil39
- Investment consulting firms based in The Woodlands, United States39
- Investment consulting firms based in West Des Moines, United States39
- Investment consulting firms based in Chattanooga, United States38
- Investment consulting firms based in London, Canada38
- Investment consulting firms based in Milwaukee, United States38
- Investment consulting firms based in Reston, United States38
- Investment consulting firms based in Sacramento, United States38
- Investment consulting firms based in Boulder, United States37
- Investment consulting firms based in Fort Collins, United States37
- Investment consulting firms based in Little Rock, United States37
- Investment consulting firms based in Oakville, Canada37
- Investment consulting firms based in Pittsford, United States37
- Investment consulting firms based in West Chester, United States37
- Investment consulting firms based in Ann Arbor, United States36
- Investment consulting firms based in Fort Wayne, United States36
- Investment consulting firms based in Rockville, United States36
- Investment consulting firms based in Santa Barbara, United States36
- Investment consulting firms based in Annapolis, United States35
- Investment consulting firms based in Chesterfield, United States35
- Investment consulting firms based in Concord, United States35
- Investment consulting firms based in Marietta, United States35
- Investment consulting firms based in Naperville, United States35
- Investment consulting firms based in Sandton, South Africa35
- Investment consulting firms based in Honolulu, United States34
- Investment consulting firms based in Lancaster, United States34
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 investment 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 investment consulting firms are there worldwide?
RevenueBase identified 43,643 investment consulting firms 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?
Jpmorganchase, headquartered in New York, tops this list with the largest team on record.
Which country has the most investment consulting firms?
The United States leads with 23,884 companies, followed by the United Kingdom (3,982) and France (2,520). Every investment consulting firms list by country and city is linked on this page.
Which city has the most investment consulting firms?
London leads with 1352 headquartered companies, followed by New York (1047) and Paris (691).
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 515,390 verified decision-maker contacts tracked across these 43,643 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 26, 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.