Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in the United Kingdom

Name: Investment consulting firms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 3,982 companies tracked

RevenueBase identified 3,982 company matches for investment consulting firms associated with 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 company matches for investment consulting firms associated with the United Kingdom, 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 September 26, 2026.

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 Sep 26, 2026 How this list was built

3,982Companies

70,911Contacts tracked

29,498Verified emails

4,638Mobile numbers

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The 25 largest investment consulting firms based in the United Kingdom

Ranked by team size

Top 25 of 3,982 company matches for investment consulting firms based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 26, 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	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
2	Janus Henderson Investors	Exact match	London, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	3,000 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 · Sep 26, 2026 · View company records in RevenueBase
3	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	1,927 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	Ocorian	Exact match	London, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	1,525 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	ISIO	Exact match	London, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	1,050 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 26, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
8	Charles Stanley	Exact match	London, United KingdomHQ recorded Sep 26, 2026	501-1,000	865 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 26, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 26, 2026	501-1,000	689 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Quilter Cheviot	Exact match	London, United KingdomHQ recorded Sep 26, 2026	501-1,000	606 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Sep 26, 2026	1,001-5,000	593 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
14	Nedbank Private Wealth	Exact match	United KingdomHQ recorded Sep 26, 2026	201-500	517 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
15	Cazenove Capital	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	505 contacts →
	Exact match “We understand the impact your wealth has today and for generations to come.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
16	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Sep 26, 2026	501-1,000	489 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	Partners Capital	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	481 contacts →
	Exact match “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	SUN Life Financial Of Canada UK	Exact match	Basingstoke, United KingdomHQ recorded Sep 26, 2026	51-200	434 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	Progeny	Exact match	Leeds, United KingdomHQ recorded Sep 26, 2026	201-500	415 contacts →
	Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	7im	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	403 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Close Brothers Asset Management	Exact match	Liverpool Street, United KingdomHQ recorded Sep 26, 2026	501-1,000	392 contacts →
	Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	Atomos Wealth	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	346 contacts →
	Exact match “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
23	2plan Wealth Management LTD	Exact match	Leeds, United KingdomHQ recorded Sep 26, 2026	201-500	339 contacts →
	Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	Mercer UK	Exact match	London, United KingdomHQ recorded Sep 26, 2026	10001+	329 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 · Sep 26, 2026 · View company records in RevenueBase
25	Killik & CO	Exact match	London, United KingdomHQ recorded Sep 26, 2026	201-500	311 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 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 “investment consulting firms”. 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 3,982 investment consulting firms based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 29,498 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment consulting firms based in the United Kingdom at a glance

As of Sep 26, 2026

41.6%Verified-email coverage

6.5%Mobile-number coverage

17.8Average contacts per company

1-10Median size (employees)

33.0%Largest-city concentration · London

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

2,690

11-50

1,004

51-200

152

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

19,4540–30

9,33031–60

59261–90

1990–180

103180+

Company record updated

Median 78.0d

00–30

7,93331–60

29,92861–90

27,97290–180

5,078180+

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.
What qualifies: Company records associated with the United Kingdom whose business descriptions match “investment consulting firms” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 29,498 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 September 26, 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.

Investment consulting firms by metro

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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment consulting firms are there based in the United Kingdom?

RevenueBase identified 3,982 company matches for investment consulting firms associated with the United Kingdom as of September 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?

St. James's Place tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment consulting firms?

London leads with 1313 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 29,498 professional contacts with verified work emails tracked across these 3,982 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 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 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.