Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in Edinburgh, United Kingdom
RevenueBase identified 51 investment consulting firms headquartered in Edinburgh, United Kingdom as of September 2026 and tracks 6,100 professional contacts across them, including 256 with verified work emails. Across the United Kingdom, London is the largest hub for this category (1,313 companies); Edinburgh has 51.
This list covers investment consulting firms headquartered in Edinburgh, 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 Edinburgh, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 155 contacts → | ||||
Indirect evidence “It’s more about you than us, but here’s a little about us.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 2 | 130 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 3 | 95 contacts → | ||||
Indirect evidence “We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 4 | 25 contacts → | ||||
Partial evidence “Investment clarity, delivered with care.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24 contacts → | ||||
Partial evidence “Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24 contacts → | ||||
Indirect evidence “We're an insight, marketing and communications consultancy specialising in financial services.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 contacts → | ||||
Indirect evidence “Forward-thinking financial planners for individuals, families and business owners.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence “Chartered Financial Planning Business” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Partial evidence “North Capital is an independent Private Investment Office located in Edinburgh.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “Straightforward financial planning and investment advice tailored to you.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “At Rossie House we specialise in discretionary investment management for private clients.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Aspire Wealth Management Ltd is a boutique independent financial advisory practice based out of 21 Lansdowne Crescent, Edinburgh, Scotland, United Kingdom.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Edinburgh Wealth Management is an independent financial advisory firm, which means that we are able to give advice based on the whole of the market and have no links to any…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Considered financial planning and smarter investing ensures you live the life you want.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “SWC Independent Ltd is an Edinburgh based Independent Financial Advice firm, established in 2009.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “We are experienced advisers who are based in Central Scotland and have clients throughout the UK.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “We are a small, long established firm offering financial advice to individuals.” 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 51 investment consulting firms based in Edinburgh, United Kingdom
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Investment consulting firms based in Edinburgh, United Kingdom at a glance
As of Sep 26, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 51 companies.
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 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 Edinburgh, 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 Edinburgh 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, 256 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 in the United Kingdom
- Investment consulting firms in London1313
- Investment consulting firms in Manchester66
- Investment consulting firms in Bristol51
- 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 Edinburgh, United Kingdom?
RevenueBase identified 51 investment consulting firms headquartered in Edinburgh, 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?
Multrees Investor Services, headquartered in Edinburgh, tops this list with the largest team on record.
Which city in the United Kingdom has the most investment consulting firms?
London leads the United Kingdom with 1,313 headquartered companies, followed by Manchester (66) and Bristol (51). Edinburgh has 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 256 verified decision-maker contacts tracked across these 51 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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