Company lists · Data refreshed November 2026

Top 25 Portfolio strategy consultants worldwide

Name: Portfolio strategy consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 27,033 companies tracked

RevenueBase identified 27,033 company matches for portfolio strategy consultants worldwide as of November 2026 and tracks 654,587 professional contacts across them, including 244,823 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for portfolio strategy consultants 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 6, 2026. Country and city lists for portfolio strategy consultants 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 6, 2026 How this list was built

27,033Companies

654,587Contacts tracked

244,823Verified emails

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The 25 largest portfolio strategy consultants worldwide

Ranked by team size

Top 25 of 27,033 company matches for portfolio strategy consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	10001+	45,187 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	44,198 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 6, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
6	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	10,460 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Profuturo	Exact match	MexicoHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
9	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Nov 6, 2026	5,001-10,000	8,672 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
11	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	5,649 contacts →
	Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Fisher Investments	Exact match	Plano, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
13	Bajaj Capital LTD	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	5,001-10,000	5,566 contacts →
	Exact match “For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	J.P. Morgan Asset Management	Exact match	New York, United StatesHQ recorded Nov 6, 2026	10001+	5,301 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Alliancebernstein	Exact match	Nashville, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	5,150 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Citadel	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,736 contacts →
	Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
18	Invesco	Exact match	Atlanta, United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,344 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
20	Evercore	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,694 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
22	Allianz Global Investors	Exact match	United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,153 contacts →
	Exact match “At Allianz Global Investors, we are at the forefront of investing because we are always looking for new ways to create value for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Third Bridge Group	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,526 contacts →
	Exact match “Third Bridge is a leading global investment research firm established in 2007.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,515 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 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 strategy consultants”. 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 27,033 portfolio strategy consultants worldwide

See the full list, filter by size, metro and specialty, and access 244,823 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio strategy consultants worldwide at a glance

As of Nov 6, 2026

37.4%Verified-email coverage

24.2Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

18,424

11-50

6,361

51-200

1,360

201-500

357

501-1,000

144

1,001-5,000

122

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 strategy consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “portfolio strategy consultants” 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 244,823 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 6, 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 strategy consultants by location

161 lists · largest first

Every Portfolio strategy 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 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 strategy consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio strategy consultants are there worldwide?

RevenueBase identified 27,033 company matches for portfolio strategy consultants 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?

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

Which country has the most portfolio strategy consultants?

The United States leads with 11,469 companies, followed by India (2,166) and the United Kingdom (1,543). Every portfolio strategy consultants list by country and city is linked on this page.

Which city has the most portfolio strategy consultants?

London leads with 609 company records, followed by New York (528) and Mumbai (360).

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 244,823 professional contacts with verified work emails tracked across these 27,033 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 6, 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.