Company lists · Data refreshed September 2026

Top 12 Investment consulting firms based in Canton, United States

Name: Investment consulting firms based in Canton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 25 companies tracked

RevenueBase identified 25 company matches for investment consulting firms associated with Canton, United States as of September 2026 and tracks 85 professional contacts across them, including 36 with verified work emails. Across the United States, New York is the largest hub for this category (1,093 companies); Canton has 25.

This list covers company matches for investment consulting firms associated with Canton, United States, 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

25Companies

85Contacts tracked

36Verified emails

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The 12 largest investment consulting firms based in Canton, United States

Ranked by team size

Top 12 of 25 company matches for investment consulting firms based in Canton, United States, 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	Gray Private Wealth, LLC	Exact match	Canton, MA, United StatesHQ recorded Sep 26, 2026	1-10	13 contacts →
	Exact match “For over two decades, we’ve helped meet the sophisticated needs of wealthy individuals and families with tailored asset management and investment strategies.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
2	Beese Fulmer	Exact match	Canton, OH, United StatesHQ recorded Sep 26, 2026	11-50	13 contacts →
	Exact match “Beese Fulmer is a private, independent Registered Investment Adviser based in Canton, Ohio, serving individuals, families, business owners, executives, and institutions with…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
3	The Affinity Group	Exact match	Canton, OH, United StatesHQ recorded Sep 26, 2026	1-10	9 contacts →
	Exact match “The Affinity Group is a financial services holding company that brings together three affiliated businesses: Affinity Wealth LLC, Affinity Insurance Strategies LLC and Affinity…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	Gray Strategic Partners, LLC	Exact match	Canton, MA, United StatesHQ recorded Sep 26, 2026	1-10	7 contacts →
	Exact match “Gray Strategic Partners is a boutique investment bank and advisory firm that was created to deliver sustainable capital solutions for businesses, with a focus on small to mid-cap…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	Sirak Financial Services, INC	Exact match	Canton, OH, United StatesHQ recorded Sep 26, 2026	11-50	5 contacts →
	Exact match “Sirak Financial Services helps individuals and businesses prepare for their future by identifying their needs, wants and long-term goals, analyzing their available options and…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	Hackenberg Financial Group	Exact match	Canton, OH, United StatesHQ recorded Sep 26, 2026	1-10	3 contacts →
	Exact match “Hackenberg Financial Group is an independent financial services group serving Northeast Ohio for over thirty years.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Ontrack Wealth Management	Exact match	Canton, MI, United StatesHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “We are financial planners for individuals and families, executives, and small businesses.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
8	Rich & Company, LLC	Exact match	Canton, GA, United StatesHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Rich & Company provides strategic, comprehensive concierge financial, tax advisory, accounting, and many other services to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	TTG Financial, INC	Exact match	Canton, OH, United StatesHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “We are Registered Investment Advisors, which means that unlike a stock broker, insurance salesman or hedge fund manager, we are registered under the Investment Advisors Act of…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Emerging Markets Alternatives, LLC	Exact match	Canton, MA, United StatesHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Since 2017, Boston-based Emerging Markets Alternatives has empowered emerging alternative strategy managers solve for global institutional investors with: Independent 360 degree…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Five Talents Wealth Management, LLC	Exact match	Canton, GA, United StatesHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Five Talents Wealth Management is a comprehensive financial consulting firm whose core values are based on our faith in God.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	J. Lyndon Financial	Exact match	Canton, GA, United StatesHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Retirement Planning \| Financial Planning \| Investing Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as…” 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 12 of 25 investment consulting firms based in Canton, United States

See the full list, filter by size, metro and specialty, and access 36 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment consulting firms based in Canton, United States at a glance

As of Sep 26, 2026

42.4%Verified-email coverage

3.4Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Canton, so it is reported there. Company counts and contact totals on this page are exact for Canton, over 25 companies.

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 Canton, United States 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 36 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 in the United States

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 Canton, United States?

RevenueBase identified 25 company matches for investment consulting firms associated with Canton, United States 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?

Gray Private Wealth, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,093 company records, followed by Atlanta (348) and Chicago (342). Canton has 25.

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 36 professional contacts with verified work emails tracked across these 25 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.