Company lists · Data refreshed November 2026

Top 25 Portfolio management consultancies worldwide

Name: Portfolio management consultancies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 24,856 companies tracked

RevenueBase identified 24,856 company matches for portfolio management consultancies worldwide as of November 2026 and tracks 440,410 professional contacts across them, including 154,364 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for portfolio management consultancies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for portfolio management consultancies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

24,856Companies

440,410Contacts tracked

154,364Verified emails

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The 25 largest portfolio management consultancies worldwide

Ranked by team size

Top 25 of 24,856 company matches for portfolio management consultancies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 5, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	10001+	19,302 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Nov 5, 2026	10001+	11,866 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 5, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Profuturo	Exact match	MexicoHQ recorded Nov 5, 2026	1,001-5,000	9,324 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 5, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Fisher Investments	Exact match	Plano, United StatesHQ recorded Nov 5, 2026	5,001-10,000	5,645 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	J.P. Morgan Asset Management	Exact match	New York, United StatesHQ recorded Nov 5, 2026	10001+	5,301 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Equitable Advisors	Exact match	United StatesHQ recorded Nov 5, 2026	5,001-10,000	4,525 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Invesco	Exact match	Atlanta, United StatesHQ recorded Nov 5, 2026	5,001-10,000	4,344 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	1,001-5,000	4,127 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	3,353 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 5, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Credicorp Capital	Exact match	Lima, PeruHQ recorded Nov 5, 2026	1,001-5,000	2,234 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 5, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Russell Investments	Exact match	Seattle, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,118 contacts →
	Exact match “Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Azimut Italia	Exact match	Milan, ItalyHQ recorded Nov 5, 2026	1,001-5,000	2,058 contacts →
	Exact match “Azimut è la prima grande realtà finanziaria italiana indipendente attiva nel settore del risparmio gestito.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Nov 5, 2026	1,001-5,000	1,890 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,882 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,791 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,755 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Nippon India Mutual Fund	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	501-1,000	1,663 contacts →
	Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,586 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “portfolio management consultancies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 24,856 portfolio management consultancies worldwide

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Portfolio management consultancies worldwide at a glance

As of Nov 5, 2026

35.1%Verified-email coverage

17.7Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

17,156

11-50

5,737

51-200

1,185

201-500

308

501-1,000

124

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for portfolio management consultancies are linked below.
What qualifies: Company records worldwide whose business descriptions match “portfolio management consultancies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 154,364 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Portfolio management consultancies by location

147 lists · largest first

Every Portfolio management consultancies 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 SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio management consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management consultancies are there worldwide?

RevenueBase identified 24,856 company matches for portfolio management consultancies worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most portfolio management consultancies?

The United States leads with 9,556 companies, followed by India (2,002) and the United Kingdom (1,443). Every portfolio management consultancies list by country and city is linked on this page.

Which city has the most portfolio management consultancies?

London leads with 490 company records, followed by New York (350) and Mumbai (324).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 154,364 professional contacts with verified work emails tracked across these 24,856 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 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 SmartSearch, 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.