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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
43,468Companies
938,109Contacts tracked
350,149Verified emails
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The 25 largest investment management consultants worldwide

Ranked by team size
Top 25 of 43,468 investment management consultants worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202610001+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, 2026
2Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 28, 2026n/a38,382 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, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 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 Sep 28, 2026
4Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 28, 202610001+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, 2026
5Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 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 Sep 28, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 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 Sep 28, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 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 Sep 28, 2026
8Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202610001+11,150 contacts →

Indirect evidence

“Morningstar, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSao Paulo, BrazilHQ checked Sep 28, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceSan Mateo, CA, United StatesHQ checked Sep 28, 20265,001-10,00010,517 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, 2026
11Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 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 Sep 28, 2026
12Indirect evidenceLondon, GermanyHQ checked Sep 28, 20265,001-10,0009,050 contacts →

Indirect evidence

“We bring an Out of the Ordinary approach to creating and managing wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMexicoHQ checked Sep 28, 20261,001-5,0008,710 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, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 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 Sep 28, 2026
15Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 20265,001-10,0006,597 contacts →

Indirect evidence

“Julius Baer is present in around 25 countries and 60 locations.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 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 Sep 28, 2026
17Indirect evidenceTorino, ItalyHQ checked Sep 28, 20265,001-10,0005,750 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, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0005,438 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, 2026
19Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 28, 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 Sep 28, 2026
20Indirect evidenceParis, ItalyHQ checked Sep 28, 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 Sep 28, 2026
21Partial evidencePlano, TX, United StatesHQ checked Sep 28, 20265,001-10,0005,152 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, 2026
22Strong evidenceNashville, TN, United StatesHQ checked Sep 28, 20261,001-5,0004,862 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, 2026
23Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceUnited StatesHQ checked Sep 28, 20265,001-10,0004,468 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, 2026
25Indirect evidenceCirencester, United KingdomHQ checked Sep 28, 20261,001-5,0004,111 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 43,468 investment management consultants worldwide

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Investment management consultants worldwide at a glance

As of Sep 28, 2026
37.3%Verified-email coverage
21.6Average contacts per company
1-10Median size (employees)
2.0%Largest-city concentration · London
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
30,057
11-50
10,011
51-200
2,121
201-500
568
501-1,000
236
1,001-5,000
188
5,001-10,000
56
10001+
85

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 first

Every Investment management consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 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.

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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.