Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in the United Kingdom
RevenueBase identified 3,982 investment consulting firms headquartered in the United Kingdom as of September 2026 and tracks 70,911 professional contacts across them, including 29,498 with verified work emails and 4,638 with mobile numbers. London is the largest hub.
This list covers investment consulting firms headquartered in the United Kingdom, 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 26, 2026.
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 consulting firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,000 contacts → | ||||
Partial 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 26, 2026Thanks. The Data Team will review it. | |||||
| 3 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,525 contacts → | ||||
Indirect evidence “We use our expertise, trust and scale to manage and solve your complex operational, administrative and regulatory challenges, so you can focus on growing your business.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1,050 contacts → | ||||
Partial evidence “We are a progressive advisory firm, partnering with organisations of every size and industry to deliver expertise in pensions, employee benefits, wealth planning and investment…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 7 | 929 contacts → | ||||
Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 8 | 865 contacts → | ||||
Partial evidence “Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 9 | 721 contacts → | ||||
Indirect evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 10 | 689 contacts → | ||||
Partial evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 11 | 606 contacts → | ||||
Partial evidence “Whether you want to grow your wealth, generate an income, or leave a legacy to your loved ones, it pays to have a trusted Investment Manager by your side.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 12 | 593 contacts → | ||||
Indirect evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 13 | 589 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 14 | 517 contacts → | ||||
Indirect evidence “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 15 | 505 contacts → | ||||
Indirect evidence “We understand the impact your wealth has today and for generations to come.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 16 | 489 contacts → | ||||
Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 17 | 481 contacts → | ||||
Partial evidence “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 18 | 434 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 19 | 415 contacts → | ||||
Indirect evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 20 | 403 contacts → | ||||
Partial evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 21 | 392 contacts → | ||||
Partial evidence “Expert investment management and financial planning.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 22 | 346 contacts → | ||||
Indirect evidence “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 23 | 339 contacts → | ||||
Indirect evidence “2plan wealth management is the UK's largest independent advisory firm.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 24 | 329 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 25 | 311 contacts → | ||||
Indirect evidence “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Source: RevenueBase Database · checked Sep 26, 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 consulting firms. 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 consulting firms.
- Partial evidence
- Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment consulting firms. 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 3,982 investment consulting firms based in the United Kingdom
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Investment consulting firms based in the United Kingdom at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 78.0dHow 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 consulting firms, 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.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “investment consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
- 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, 29,498 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 26, 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 consulting firms by metro
- Investment consulting firms in London1313
- Investment consulting firms in Manchester66
- Investment consulting firms in Bristol51
- Investment consulting firms in Edinburgh51
- Investment consulting firms in Glasgow48
- Investment consulting firms in Leeds42
- Investment consulting firms in Birmingham39
- Investment consulting firms in Belfast30
- Investment consulting firms in Newcastle Upon Tyne26
- Investment consulting firms in Nottingham26
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 consulting firms, 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 consulting firms are there based in the United Kingdom?
RevenueBase identified 3,982 investment consulting firms headquartered in the United Kingdom 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?
St. James's Place, headquartered in Cirencester, tops this list with the largest team on record.
Which city has the most investment consulting firms?
London leads with 1313 headquartered companies, followed by Manchester (66) and Bristol (51).
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 29,498 verified decision-maker contacts tracked across these 3,982 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 26, 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.
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