Company lists · Data refreshed September 2026
Top 19 Investment consulting firms based in Princeton, United States
RevenueBase identified 46 investment consulting firms headquartered in Princeton, United States as of September 2026 and tracks 421 professional contacts across them, including 212 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Princeton has 46.
This list covers investment consulting firms headquartered in Princeton, United States, 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 19 largest investment consulting firms based in Princeton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 121 contacts → | ||||
Indirect evidence “Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 2 | 23 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Partial evidence “Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “Millstone Financial Group provides personalized retirement planning guidance built on trust, integrity, and solutions, helping individuals and families navigate retirement…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Novi Wealth Partners is a fee-only comprehensive financial planning firm serving families, business owners, and professionals across the United States from our Princeton, New…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “Bergamot Asset Management is a minority-owned asset management firm offering a wide range of investment management solutions to investors.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “Currently managing more than $2 billion in assets for our clients, our team represents over 100 years of collective experience in financial services.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “The MacLean Agency is dedicated to serving the needs of our clients, our fellow employees, and our community with care and with integrity – by conducting ourselves as a family…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Our mission is to help you live a life by design-not by default-through sound, efficient, and versatile financial solutions.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “SG Wealth Management, LLC manages relationships with a long-term view.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Strong Financial Partners is a boutique wealth management firm in the New York metro area.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “No matter your age or stage of life, the time to plan your financial future is now.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “We are dedicated to uniting every area of your financial life.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Orca provides corporate finance, strategy and management consulting services.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Aurelio LLC is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices.” 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 19 of 46 investment consulting firms based in Princeton, United States
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Investment consulting firms based in Princeton, United States at a glance
As of Sep 26, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Princeton, so it is reported there. Company counts and contact totals on this page are exact for Princeton, over 46 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 Princeton, United States 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 Princeton 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, 212 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 States
- Investment consulting firms in New York1047
- Investment consulting firms in Atlanta348
- Investment consulting firms in Chicago342
- Investment consulting firms in Dallas307
- Investment consulting firms in Houston307
- Investment consulting firms in Miami270
- Investment consulting firms in Boston229
- Investment consulting firms in Los Angeles229
- Investment consulting firms in San Diego227
- Investment consulting firms in San Francisco219
- Investment consulting firms in Austin215
- Investment consulting firms in Charlotte205
- Investment consulting firms in Denver193
- Investment consulting firms in Scottsdale186
- Investment consulting firms in Tampa150
- Investment consulting firms in Newport Beach131
- Investment consulting firms in Portland131
- Investment consulting firms in Cincinnati125
- Investment consulting firms in Minneapolis123
- Investment consulting firms in Irvine121
- Investment consulting firms in Raleigh115
- Investment consulting firms in Seattle114
- Investment consulting firms in Phoenix111
- Investment consulting firms in Columbus110
- Investment consulting firms in Boca Raton105
- Investment consulting firms in Indianapolis101
- Investment consulting firms in Pittsburgh101
- Investment consulting firms in Overland Park100
- Investment consulting firms in Washington97
- Investment consulting firms in Birmingham94
- Investment consulting firms in Omaha94
- Investment consulting firms in San Antonio94
- Investment consulting firms in Columbia91
- Investment consulting firms in Las Vegas91
- Investment consulting firms in Bellevue83
- Investment consulting firms in Grand Rapids83
- Investment consulting firms in Richmond82
- Investment consulting firms in Greenville81
- Investment consulting firms in Wilmington78
- Investment consulting firms in Orlando77
- Investment consulting firms in Rochester77
- Investment consulting firms in Nashville73
- Investment consulting firms in Philadelphia73
- Investment consulting firms in Jacksonville72
- Investment consulting firms in Fort Lauderdale71
- Investment consulting firms in Louisville71
- Investment consulting firms in Madison71
- Investment consulting firms in Salt Lake City71
- Investment consulting firms in Sarasota70
- Investment consulting firms in Fort Worth69
- Investment consulting firms in Greenwood Village68
- Investment consulting firms in Plano67
- Investment consulting firms in Colorado Springs66
- Investment consulting firms in Naples66
- Investment consulting firms in Lexington64
- Investment consulting firms in Tulsa64
- Investment consulting firms in Troy63
- Investment consulting firms in Memphis62
- Investment consulting firms in Cleveland60
- Investment consulting firms in Springfield59
- Investment consulting firms in Pasadena58
- Investment consulting firms in Tucson58
- Investment consulting firms in Walnut Creek56
- Investment consulting firms in San Jose55
- Investment consulting firms in Coral Gables53
- Investment consulting firms in Alpharetta50
- Investment consulting firms in St. Louis50
- Investment consulting firms in Stamford50
- Investment consulting firms in Bethesda49
- Investment consulting firms in Lake Oswego48
- Investment consulting firms in Oklahoma City48
- Investment consulting firms in Knoxville47
- Investment consulting firms in Westlake Village47
- Investment consulting firms in Franklin46
- Investment consulting firms in New York City46
- Investment consulting firms in Plymouth46
- Investment consulting firms in Baton Rouge45
- Investment consulting firms in Brentwood45
- Investment consulting firms in Melville45
- Investment consulting firms in Virginia Beach45
- Investment consulting firms in Kansas City44
- Investment consulting firms in Mclean44
- Investment consulting firms in Jackson43
- Investment consulting firms in Lafayette43
- Investment consulting firms in Westport43
- Investment consulting firms in Red Bank42
- Investment consulting firms in Bloomington41
- Investment consulting firms in Charleston41
- Investment consulting firms in Greensboro41
- Investment consulting firms in Roseville41
- Investment consulting firms in Boise40
- Investment consulting firms in Carmel40
- Investment consulting firms in Frisco40
- Investment consulting firms in Lincoln40
- Investment consulting firms in Arlington39
- Investment consulting firms in Baltimore39
- Investment consulting firms in Beverly Hills39
- Investment consulting firms in Bloomfield Hills39
- Investment consulting firms in Buffalo39
- Investment consulting firms in The Woodlands39
- Investment consulting firms in West Des Moines39
- Investment consulting firms in Chattanooga38
- Investment consulting firms in Milwaukee38
- Investment consulting firms in Reston38
- Investment consulting firms in Sacramento38
- Investment consulting firms in Boulder37
- Investment consulting firms in Fort Collins37
- Investment consulting firms in Little Rock37
- Investment consulting firms in Pittsford37
- Investment consulting firms in West Chester37
- Investment consulting firms in Ann Arbor36
- Investment consulting firms in Fort Wayne36
- Investment consulting firms in Rockville36
- Investment consulting firms in Santa Barbara36
- Investment consulting firms in Annapolis35
- Investment consulting firms in Chesterfield35
- Investment consulting firms in Concord35
- Investment consulting firms in Marietta35
- Investment consulting firms in Naperville35
- Investment consulting firms in Honolulu34
- Investment consulting firms in Lancaster34
- Investment consulting firms in Reno34
- Investment consulting firms in Wayne34
- Investment consulting firms in Albuquerque33
- Investment consulting firms in Englewood33
- Investment consulting firms in Minnetonka33
- Investment consulting firms in Littleton32
- Investment consulting firms in Providence32
- Investment consulting firms in Southfield32
- Investment consulting firms in Vienna32
- Investment consulting firms in Wichita32
- Investment consulting firms in Alexandria31
- Investment consulting firms in Carlsbad31
- Investment consulting firms in Edina30
- Investment consulting firms in Towson30
- Investment consulting firms in Winter Park30
- Investment consulting firms in Albany29
- Investment consulting firms in Bedford29
- Investment consulting firms in Clearwater29
- Investment consulting firms in Fairfield29
- Investment consulting firms in Henderson29
- Investment consulting firms in Northbrook29
- Investment consulting firms in Santa Monica29
- Investment consulting firms in Southlake29
- Investment consulting firms in White Plains29
- Investment consulting firms in Woodbury29
- Investment consulting firms in Burlington28
- Investment consulting firms in Dublin28
- Investment consulting firms in Fort Myers28
- Investment consulting firms in Lakewood28
- Investment consulting firms in New Orleans28
- Investment consulting firms in San Ramon28
- Investment consulting firms in Tallahassee28
- Investment consulting firms in Berwyn27
- Investment consulting firms in Charlottesville27
- Investment consulting firms in Palm Beach Gardens27
- Investment consulting firms in Palo Alto27
- Investment consulting firms in Centennial26
- Investment consulting firms in Chandler26
- Investment consulting firms in Dayton26
- Investment consulting firms in Downers Grove26
- Investment consulting firms in Portsmouth26
- Investment consulting firms in Spokane26
- Investment consulting firms in Syracuse26
- Investment consulting firms in Toledo26
- Investment consulting firms in Westlake26
- Investment consulting firms in Bend25
- Investment consulting firms in Canton25
- Investment consulting firms in Jupiter25
- Investment consulting firms in Oak Brook25
- Investment consulting firms in Orange25
- Investment consulting firms in Salem25
- Investment consulting firms in West Palm Beach25
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 Princeton, United States?
RevenueBase identified 46 investment consulting firms headquartered in Princeton, United States 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?
Mercadien, headquartered in Princeton, tops this list with the largest team on record.
Which city in the United States has the most investment consulting firms?
New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Princeton has 46.
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 212 verified decision-maker contacts tracked across these 46 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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