Company lists · Data refreshed September 2026
Top 25 Portfolio management consultants worldwide
RevenueBase identified 38,057 portfolio management consultants worldwide as of September 2026 and tracks 720,496 professional contacts across them, including 275,828 with verified work emails. The United States is the largest market and London the largest hub.
This list covers portfolio 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 29, 2026. Country and city lists for portfolio 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 portfolio 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11,150 contacts → | ||||
Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5,152 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 Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3,912 contacts → | ||||
Partial 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 Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3,000 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 Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,623 contacts → | ||||
Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,611 contacts → | ||||
Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2,400 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 Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 29, 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: portfolio 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 portfolio management consultants.
- Partial evidence
- Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio 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 38,057 portfolio management consultants worldwide
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Portfolio management consultants worldwide at a glance
As of Sep 29, 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 portfolio 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 portfolio management consultants are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “portfolio 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 portfolio 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 portfolio 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, 275,828 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 29, 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.
Portfolio management consultants by location
232 lists · largest firstEvery Portfolio management consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio management consultants based in the United States16,835
- Portfolio management consultants based in India2,706
- Portfolio management consultants based in the United Kingdom2,289
- Portfolio management consultants based in France1,643
- Portfolio management consultants based in Canada1,232
- Portfolio management consultants based in Australia1,190
- Portfolio management consultants based in Brazil991
- Portfolio management consultants based in Germany742
- Portfolio management consultants based in Switzerland628
- Portfolio management consultants based in South Africa485
- Portfolio management consultants based in the United Arab Emirates319
- Portfolio management consultants based in the Netherlands306
- Portfolio management consultants based in Spain298
- Portfolio management consultants based in Mexico267
- Portfolio management consultants based in Italy202
- Portfolio management consultants based in Argentina176
- Portfolio management consultants based in Hong Kong147
- Portfolio management consultants based in Ireland128
- Portfolio management consultants based in Israel119
- Portfolio management consultants based in Nigeria119
- Portfolio management consultants based in Chile106
- Portfolio management consultants based in Belgium104
- Portfolio management consultants based in Malaysia97
- Portfolio management consultants based in New Zealand87
- Portfolio management consultants based in Türkiye86
- Portfolio management consultants based in Sweden84
- Portfolio management consultants based in Colombia67
- Portfolio management consultants based in Luxembourg65
- Portfolio management consultants based in Austria63
- Portfolio management consultants based in Peru58
- Portfolio management consultants based in Japan50
- Portfolio management consultants based in Mauritius49
- Portfolio management consultants based in Poland49
- Portfolio management consultants based in Portugal45
- Portfolio management consultants based in Cyprus44
- Portfolio management consultants based in Kenya43
- Portfolio management consultants based in Denmark42
- Portfolio management consultants based in Thailand39
- Portfolio management consultants based in Uruguay33
Cities
- Portfolio management consultants based in London, United Kingdom770
- Portfolio management consultants based in New York, United States604
- Portfolio management consultants based in Mumbai, India471
- Portfolio management consultants based in Paris, France402
- Portfolio management consultants based in Sao Paulo, Brazil381
- Portfolio management consultants based in Sydney, Australia256
- Portfolio management consultants based in Chicago, United States238
- Portfolio management consultants based in Toronto, Canada232
- Portfolio management consultants based in Atlanta, United States222
- Portfolio management consultants based in Dubai, United Arab Emirates216
- Portfolio management consultants based in Dallas, United States202
- Portfolio management consultants based in Houston, United States201
- Portfolio management consultants based in New Delhi, India170
- Portfolio management consultants based in Pune, India169
- Portfolio management consultants based in Miami, United States168
- Portfolio management consultants based in Boston, United States152
- Portfolio management consultants based in San Francisco, United States150
- Portfolio management consultants based in San Diego, United States149
- Portfolio management consultants based in Austin, United States144
- Portfolio management consultants based in Zurich, Switzerland136
- Portfolio management consultants based in Melbourne, Australia134
- Portfolio management consultants based in Los Angeles, United States132
- Portfolio management consultants based in Denver, United States129
- Portfolio management consultants based in Scottsdale, United States129
- Portfolio management consultants based in Charlotte, United States128
- Portfolio management consultants based in Bangalore, India119
- Portfolio management consultants based in Madrid, Spain114
- Portfolio management consultants based in Kolkata, India112
- Portfolio management consultants based in Tampa, United States109
- Portfolio management consultants based in Ahmedabad, India106
- Portfolio management consultants based in Portland, United States98
- Portfolio management consultants based in Geneva, Switzerland93
- Portfolio management consultants based in Vancouver, Canada92
- Portfolio management consultants based in Johannesburg, South Africa91
- Portfolio management consultants based in Rio De Janeiro, Brazil91
- Portfolio management consultants based in Bengaluru, India90
- Portfolio management consultants based in Minneapolis, United States87
- Portfolio management consultants based in Newport Beach, United States87
- Portfolio management consultants based in Cape Town, South Africa85
- Portfolio management consultants based in Cincinnati, United States83
- Portfolio management consultants based in Hong Kong, Hong Kong83
- Portfolio management consultants based in Overland Park, United States83
- Portfolio management consultants based in Chennai, India81
- Portfolio management consultants based in Seattle, United States81
- Portfolio management consultants based in Irvine, United States78
- Portfolio management consultants based in Noida, India77
- Portfolio management consultants based in Calgary, Canada74
- Portfolio management consultants based in Raleigh, United States74
- Portfolio management consultants based in Boca Raton, United States73
- Portfolio management consultants based in Columbus, United States73
- Portfolio management consultants based in Lyon, France70
- Portfolio management consultants based in San Antonio, United States70
- Portfolio management consultants based in Indianapolis, United States69
- Portfolio management consultants based in Birmingham, United States68
- Portfolio management consultants based in Omaha, United States67
- Portfolio management consultants based in Hyderabad, India66
- Portfolio management consultants based in Phoenix, United States66
- Portfolio management consultants based in Pittsburgh, United States66
- Portfolio management consultants based in Greenville, United States64
- Portfolio management consultants based in Bellevue, United States62
- Portfolio management consultants based in Richmond, United States62
- Portfolio management consultants based in Montreal, Canada61
- Portfolio management consultants based in Columbia, United States60
- Portfolio management consultants based in Grand Rapids, United States60
- Portfolio management consultants based in Rochester, United States59
- Portfolio management consultants based in Gurgaon, India58
- Portfolio management consultants based in Las Vegas, United States58
- Portfolio management consultants based in Washington, United States58
- Portfolio management consultants based in Louisville, United States56
- Portfolio management consultants based in Greenwood Village, United States55
- Portfolio management consultants based in Bordeaux, France54
- Portfolio management consultants based in Nashville, United States54
- Portfolio management consultants based in Wilmington, United States53
- Portfolio management consultants based in Madison, United States52
- Portfolio management consultants based in Naples, United States52
- Portfolio management consultants based in Gurugram, India51
- Portfolio management consultants based in Memphis, United States51
- Portfolio management consultants based in Fort Worth, United States50
- Portfolio management consultants based in Orlando, United States50
- Portfolio management consultants based in Sarasota, United States50
- Portfolio management consultants based in Toulouse, France49
- Portfolio management consultants based in Colorado Springs, United States48
- Portfolio management consultants based in Fort Lauderdale, United States48
- Portfolio management consultants based in Hamburg, Germany48
- Portfolio management consultants based in Pasadena, United States48
- Portfolio management consultants based in Philadelphia, United States48
- Portfolio management consultants based in Barcelona, Spain47
- Portfolio management consultants based in Berlin, Germany47
- Portfolio management consultants based in Salt Lake City, United States46
- Portfolio management consultants based in Cleveland, United States45
- Portfolio management consultants based in Luxembourg, Luxembourg45
- Portfolio management consultants based in Springfield, United States45
- Portfolio management consultants based in Lexington, United States44
- Portfolio management consultants based in Plano, United States44
- Portfolio management consultants based in Jacksonville, United States43
- Portfolio management consultants based in Lugano, Switzerland43
- Portfolio management consultants based in Alpharetta, United States42
- Portfolio management consultants based in Belo Horizonte, Brazil42
- Portfolio management consultants based in Troy, United States42
- Portfolio management consultants based in Tulsa, United States41
- Portfolio management consultants based in Walnut Creek, United States41
- Portfolio management consultants based in Brisbane, Australia40
- Portfolio management consultants based in Porto Alegre, Brazil40
- Portfolio management consultants based in Stockholm, Sweden40
- Portfolio management consultants based in Tucson, United States40
- Portfolio management consultants based in Winnipeg, Canada40
- Portfolio management consultants based in Coral Gables, United States38
- Portfolio management consultants based in Franklin, United States38
- Portfolio management consultants based in Lake Oswego, United States38
- Portfolio management consultants based in Pretoria, South Africa38
- Portfolio management consultants based in Stamford, United States38
- Portfolio management consultants based in Auckland, New Zealand36
- Portfolio management consultants based in Baton Rouge, United States36
- Portfolio management consultants based in Nairobi, Kenya36
- Portfolio management consultants based in Red Bank, United States36
- Portfolio management consultants based in St. Louis, United States36
- Portfolio management consultants based in Bethesda, United States35
- Portfolio management consultants based in Buenos Aires, Argentina35
- Portfolio management consultants based in Edinburgh, United Kingdom35
- Portfolio management consultants based in Knoxville, United States35
- Portfolio management consultants based in Melville, United States35
- Portfolio management consultants based in Oklahoma City, United States35
- Portfolio management consultants based in Westlake Village, United States35
- Portfolio management consultants based in Brentwood, United States34
- Portfolio management consultants based in Curitiba, Brazil34
- Portfolio management consultants based in Lafayette, United States34
- Portfolio management consultants based in Manchester, United Kingdom34
- Portfolio management consultants based in San Jose, United States34
- Portfolio management consultants based in Virginia Beach, United States34
- Portfolio management consultants based in Charleston, United States33
- Portfolio management consultants based in Tel Aviv, Israel33
- Portfolio management consultants based in Bloomington, United States32
- Portfolio management consultants based in Lincoln, United States32
- Portfolio management consultants based in Mclean, United States32
- Portfolio management consultants based in Ottawa, Canada32
- Portfolio management consultants based in Perth, Australia32
- Portfolio management consultants based in Pittsford, United States32
- Portfolio management consultants based in Plymouth, United States32
- Portfolio management consultants based in Amsterdam, Netherlands31
- Portfolio management consultants based in Edmonton, Canada31
- Portfolio management consultants based in Milano, Italy31
- Portfolio management consultants based in West Chester, United States31
- Portfolio management consultants based in Bloomfield Hills, United States30
- Portfolio management consultants based in Carmel, United States30
- Portfolio management consultants based in Chesterfield, United States30
- Portfolio management consultants based in Little Rock, United States30
- Portfolio management consultants based in Zug, Switzerland30
- Portfolio management consultants based in Ann Arbor, United States29
- Portfolio management consultants based in Bristol, United Kingdom29
- Portfolio management consultants based in Jackson, United States29
- Portfolio management consultants based in Naperville, United States29
- Portfolio management consultants based in Princeton, United States29
- Portfolio management consultants based in Roseville, United States29
- Portfolio management consultants based in The Woodlands, United States29
- Portfolio management consultants based in Wayne, United States29
- Portfolio management consultants based in Annapolis, United States28
- Portfolio management consultants based in Buffalo, United States28
- Portfolio management consultants based in Chattanooga, United States28
- Portfolio management consultants based in Englewood, United States28
- Portfolio management consultants based in Frankfurt Am Main, Germany28
- Portfolio management consultants based in Frisco, United States28
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 portfolio 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 portfolio management consultants are there worldwide?
RevenueBase identified 38,057 portfolio 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 portfolio management consultants?
The United States leads with 16,835 companies, followed by India (2,706) and the United Kingdom (2,289). Every portfolio management consultants list by country and city is linked on this page.
Which city has the most portfolio management consultants?
London leads with 799 headquartered companies, followed by New York (604) and Mumbai (471).
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 275,828 verified decision-maker contacts tracked across these 38,057 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 29, 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.