Company lists · Data refreshed September 2026
Top 25 Investment management consultants worldwide
RevenueBase identified 43,468 investment management consultants worldwide as of September 2026 and tracks 938,109 professional contacts across them, including 350,149 with verified work emails. The United States is the largest market and London the largest hub.
This list covers investment management 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 28, 2026. Country and city lists for investment management 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.
The 25 largest investment management consultants 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 Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32,808 contacts → | ||||
Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 28, 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 Sep 28, 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 Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11,150 contacts → | ||||
Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10,517 contacts → | ||||
Strong evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9,050 contacts → | ||||
Indirect evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5,438 contacts → | ||||
Indirect evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4,862 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4,468 contacts → | ||||
Indirect evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 28, 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 management 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 investment management consultants.
- Partial evidence
- Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management 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 43,468 investment management consultants worldwide
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 350,149 reachable decision-makers.
Free signup · no credit card
Investment management consultants worldwide at a glance
As of Sep 28, 2026Companies by employee count
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 investment management 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 investment management consultants are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “investment management 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 investment management 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 investment management 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, 350,149 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 28, 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 management consultants by location
265 lists · largest firstEvery Investment management consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment management consultants based in the United States19,868
- Investment management consultants based in the United Kingdom3,003
- Investment management consultants based in India2,998
- Investment management consultants based in France1,741
- Investment management consultants based in Canada1,535
- Investment management consultants based in Australia1,435
- Investment management consultants based in Brazil981
- Investment management consultants based in Germany774
- Investment management consultants based in Switzerland643
- Investment management consultants based in South Africa578
- Investment management consultants based in the Netherlands381
- Investment management consultants based in the United Arab Emirates307
- Investment management consultants based in Spain292
- Investment management consultants based in Mexico264
- Investment management consultants based in Singapore206
- Investment management consultants based in Italy196
- Investment management consultants based in Argentina181
- Investment management consultants based in Ireland173
- Investment management consultants based in Hong Kong149
- Investment management consultants based in Belgium121
- Investment management consultants based in Nigeria121
- Investment management consultants based in Malaysia117
- Investment management consultants based in Israel114
- Investment management consultants based in Chile97
- Investment management consultants based in New Zealand97
- Investment management consultants based in Sweden79
- Investment management consultants based in Türkiye67
- Investment management consultants based in Austria66
- Investment management consultants based in Colombia65
- Investment management consultants based in Luxembourg65
- Investment management consultants based in Mauritius58
- Investment management consultants based in Peru53
- Investment management consultants based in Japan52
- Investment management consultants based in Poland48
- Investment management consultants based in Kenya43
- Investment management consultants based in Portugal41
- Investment management consultants based in Cyprus40
- Investment management consultants based in Denmark40
- Investment management consultants based in Thailand36
- Investment management consultants based in Uruguay34
Cities
- Investment management consultants based in London, United Kingdom820
- Investment management consultants based in New York, United States640
- Investment management consultants based in Mumbai, India507
- Investment management consultants based in Paris, France405
- Investment management consultants based in Sao Paulo, Brazil372
- Investment management consultants based in Atlanta, United States265
- Investment management consultants based in Sydney, Australia263
- Investment management consultants based in Toronto, Canada254
- Investment management consultants based in Dallas, United States243
- Investment management consultants based in Chicago, United States240
- Investment management consultants based in Houston, United States236
- Investment management consultants based in Dubai, United Arab Emirates205
- Investment management consultants based in Pune, India188
- Investment management consultants based in Miami, United States186
- Investment management consultants based in New Delhi, India184
- Investment management consultants based in Singapore, Singapore183
- Investment management consultants based in San Diego, United States181
- Investment management consultants based in Boston, United States177
- Investment management consultants based in Austin, United States167
- Investment management consultants based in Melbourne, Australia156
- Investment management consultants based in Scottsdale, United States154
- Investment management consultants based in Charlotte, United States152
- Investment management consultants based in San Francisco, United States151
- Investment management consultants based in Denver, United States149
- Investment management consultants based in Los Angeles, United States146
- Investment management consultants based in Zurich, Switzerland143
- Investment management consultants based in Kolkata, India129
- Investment management consultants based in Tampa, United States125
- Investment management consultants based in Ahmedabad, India122
- Investment management consultants based in Bangalore, India122
- Investment management consultants based in Portland, United States119
- Investment management consultants based in Cincinnati, United States111
- Investment management consultants based in Johannesburg, South Africa110
- Investment management consultants based in Madrid, Spain109
- Investment management consultants based in Irvine, United States103
- Investment management consultants based in Newport Beach, United States103
- Investment management consultants based in Vancouver, Canada103
- Investment management consultants based in Calgary, Canada94
- Investment management consultants based in Cape Town, South Africa94
- Investment management consultants based in Columbus, United States94
- Investment management consultants based in Geneva, Switzerland94
- Investment management consultants based in Minneapolis, United States94
- Investment management consultants based in Chennai, India93
- Investment management consultants based in Bengaluru, India92
- Investment management consultants based in Raleigh, United States92
- Investment management consultants based in Seattle, United States92
- Investment management consultants based in Overland Park, United States91
- Investment management consultants based in Noida, India90
- Investment management consultants based in Rio De Janeiro, Brazil88
- Investment management consultants based in Indianapolis, United States87
- Investment management consultants based in Pittsburgh, United States87
- Investment management consultants based in Phoenix, United States86
- Investment management consultants based in Hong Kong, Hong Kong85
- Investment management consultants based in Boca Raton, United States84
- Investment management consultants based in Omaha, United States83
- Investment management consultants based in Birmingham, United States82
- Investment management consultants based in San Antonio, United States80
- Investment management consultants based in Hyderabad, India76
- Investment management consultants based in Columbia, United States75
- Investment management consultants based in Grand Rapids, United States75
- Investment management consultants based in Lyon, France75
- Investment management consultants based in Bellevue, United States73
- Investment management consultants based in Richmond, United States72
- Investment management consultants based in Greenville, United States71
- Investment management consultants based in Rochester, United States70
- Investment management consultants based in Montreal, Canada69
- Investment management consultants based in Las Vegas, United States65
- Investment management consultants based in Greenwood Village, United States64
- Investment management consultants based in Louisville, United States64
- Investment management consultants based in Wilmington, United States64
- Investment management consultants based in Orlando, United States63
- Investment management consultants based in Washington, United States62
- Investment management consultants based in Nashville, United States61
- Investment management consultants based in Lexington, United States60
- Investment management consultants based in Madison, United States60
- Investment management consultants based in Fort Worth, United States59
- Investment management consultants based in Colorado Springs, United States58
- Investment management consultants based in Memphis, United States58
- Investment management consultants based in Jacksonville, United States57
- Investment management consultants based in Sarasota, United States57
- Investment management consultants based in Fort Lauderdale, United States56
- Investment management consultants based in Naples, United States56
- Investment management consultants based in Plano, United States56
- Investment management consultants based in Pasadena, United States55
- Investment management consultants based in Salt Lake City, United States55
- Investment management consultants based in Bordeaux, France53
- Investment management consultants based in Hamburg, Germany53
- Investment management consultants based in Tulsa, United States53
- Investment management consultants based in Walnut Creek, United States53
- Investment management consultants based in Springfield, United States52
- Investment management consultants based in Troy, United States52
- Investment management consultants based in Brisbane, Australia51
- Investment management consultants based in Tucson, United States51
- Investment management consultants based in Gurgaon, India50
- Investment management consultants based in Manchester, United Kingdom50
- Investment management consultants based in Philadelphia, United States50
- Investment management consultants based in Winnipeg, Canada50
- Investment management consultants based in Gurugram, India49
- Investment management consultants based in Toulouse, France48
- Investment management consultants based in Berlin, Germany47
- Investment management consultants based in Cleveland, United States47
- Investment management consultants based in Alpharetta, United States46
- Investment management consultants based in Edinburgh, United Kingdom44
- Investment management consultants based in Edmonton, Canada44
- Investment management consultants based in Pretoria, South Africa44
- Investment management consultants based in Luxembourg, Luxembourg43
- Investment management consultants based in Mississauga, Canada43
- Investment management consultants based in Porto Alegre, Brazil43
- Investment management consultants based in Virginia Beach, United States43
- Investment management consultants based in Barcelona, Spain42
- Investment management consultants based in Coral Gables, United States42
- Investment management consultants based in Lake Oswego, United States42
- Investment management consultants based in Melville, United States42
- Investment management consultants based in Plymouth, United States42
- Investment management consultants based in Auckland, New Zealand41
- Investment management consultants based in Bristol, United Kingdom41
- Investment management consultants based in Glasgow, United Kingdom41
- Investment management consultants based in Oklahoma City, United States41
- Investment management consultants based in Belo Horizonte, Brazil40
- Investment management consultants based in Bethesda, United States40
- Investment management consultants based in Franklin, United States40
- Investment management consultants based in Westlake Village, United States40
- Investment management consultants based in Baton Rouge, United States39
- Investment management consultants based in Brentwood, United States39
- Investment management consultants based in Mclean, United States39
- Investment management consultants based in Red Bank, United States39
- Investment management consultants based in Amsterdam, Netherlands38
- Investment management consultants based in Buffalo, United States38
- Investment management consultants based in Kuala Lumpur, Malaysia38
- Investment management consultants based in Leeds, United Kingdom38
- Investment management consultants based in Lincoln, United States38
- Investment management consultants based in Lugano, Switzerland38
- Investment management consultants based in Ottawa, Canada38
- Investment management consultants based in Roseville, United States38
- Investment management consultants based in St. Louis, United States38
- Investment management consultants based in Stockholm, Sweden38
- Investment management consultants based in Knoxville, United States37
- Investment management consultants based in Lafayette, United States37
- Investment management consultants based in Perth, Australia37
- Investment management consultants based in San Jose, United States37
- Investment management consultants based in Stamford, United States37
- Investment management consultants based in Fort Collins, United States36
- Investment management consultants based in Greensboro, United States36
- Investment management consultants based in Kansas City, United States36
- Investment management consultants based in Bloomington, United States35
- Investment management consultants based in Charleston, United States35
- Investment management consultants based in Reston, United States35
- Investment management consultants based in Ann Arbor, United States34
- Investment management consultants based in Bloomfield Hills, United States34
- Investment management consultants based in Buenos Aires, Argentina34
- Investment management consultants based in Jackson, United States34
- Investment management consultants based in Naperville, United States34
- Investment management consultants based in Pittsford, United States34
- Investment management consultants based in The Woodlands, United States34
- Investment management consultants based in Adelaide, Australia33
- Investment management consultants based in Chesterfield, United States33
- Investment management consultants based in Englewood, United States33
- Investment management consultants based in Little Rock, United States33
- Investment management consultants based in London, Canada33
- Investment management consultants based in Princeton, 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 investment management 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 investment management consultants are there worldwide?
RevenueBase identified 43,468 investment management 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most investment management consultants?
The United States leads with 19,868 companies, followed by the United Kingdom (3,003) and India (2,998). Every investment management consultants list by country and city is linked on this page.
Which city has the most investment management consultants?
London leads with 854 headquartered companies, followed by New York (640) and Mumbai (507).
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 350,149 verified decision-maker contacts tracked across these 43,468 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43,468 investment management 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.