Company lists · Data refreshed September 2026

Top 20 Investment consulting firms based in Wayne, United States

RevenueBase identified 34 investment consulting firms headquartered in Wayne, United States as of September 2026 and tracks 242 professional contacts across them, including 124 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Wayne has 34.

This list covers investment consulting firms headquartered in Wayne, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review
34Companies
242Contacts tracked
124Verified emails
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The 20 largest investment consulting firms based in Wayne, United States

Ranked by team size
Top 20 of 34 investment consulting firms based in Wayne, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWayne, PA, United StatesHQ checked Sep 26, 202651-20035 contacts →

Partial evidence

“Alden is a financial services company with securities & asset management solutions, our own full-service broker/dealer & registered investment advisor solutions.”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-5024 contacts →

Indirect evidence

“We are a specialized team of Private Wealth Advisors who collectively serve as our client’s Personal CFO.”

Source: RevenueBase Database · checked Sep 26, 2026
3Partial evidenceWayne, NJ, United StatesHQ checked Sep 26, 202611-5013 contacts →

Partial evidence

“We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987.”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-5013 contacts →

Indirect evidence

“FRS Advisors assists with the design, implementation and management of retirement plans for businesses and government entities.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-5012 contacts →

Indirect evidence

“Transforming Complexity into Clarity for Your Personal Wealth As an independent, fee-only advisory firm, we bring deep expertise, personalized service, and a collaborative mindset…”

Source: RevenueBase Database · checked Sep 26, 2026
6Partial evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-5010 contacts →

Partial evidence

“Bluestone Capital Management is an SEC Registered Investment Advisor, focused solely on providing our clients with differentiated sources of alpha.”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-509 contacts →

Indirect evidence

“Full-service independent financial advisory firm serving not-for-profit clients in structuring, implementing and managing their capital needs.”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-507 contacts →

Indirect evidence

“Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors.”

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-506 contacts →

Indirect evidence

“Knowledge is power.”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“As part of Northwestern Mutual's exclusive Private Client Group, Clarity Financial Planning Group provides comprehensive wealth management and financial planning strategies…”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“At Birch Run Financial, we build financial plans designed to stay in sync as your life evolves, inspired by the flexibility and strength of the adaptable birch tree.”

Source: RevenueBase Database · checked Sep 26, 2026
13Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-505 contacts →

Indirect evidence

“MAGIS.pronounced "MAH-GIS".is a Latin adverb that means "better,""to do more,""to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we…”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“The rules are changing; the old ways of investing may not be enough to help you get to and through retirement.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“At Estate Strategies Inc, a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value, and security for our clients.”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“Blue Fox offers access to independent research for the world's leading financial institutions - including hedge funds, long only funds, banks, insurance companies, pension and…”

Source: RevenueBase Database · checked Sep 26, 2026
17Partial evidenceWayne, PA, United StatesHQ checked Sep 26, 202611-501 contacts →

Partial evidence

“FRS Advisors offers comprehensive investment management services to individuals and families.”

Source: RevenueBase Database · checked Sep 26, 2026
18Indirect evidenceWayne, NJ, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“We provide thoughtful guidance for people who value stability, protection, and sustainable progress over unnecessary financial risk.”

Source: RevenueBase Database · checked Sep 26, 2026
19Indirect evidenceWayne, MI, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“At Bespoke Planning, we've reimagined the financial planning process.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceWayne, PA, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“Our team is highly experienced in real estate equity, private placements and direct purchases of debt and equity and works closely with our clients to design and execute the most…”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 20 of 34 investment consulting firms based in Wayne, United States

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

As of Sep 26, 2026
51.2%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
15
51-200
1

Email recency for this list is measured across the whole United States list rather than for Wayne, so it is reported there. Company counts and contact totals on this page are exact for Wayne, over 34 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 Wayne, 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 Wayne 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, 124 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

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 Wayne, United States?

RevenueBase identified 34 investment consulting firms headquartered in Wayne, 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?

Alden Investment Group, headquartered in Wayne, 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). Wayne has 34.

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 124 verified decision-maker contacts tracked across these 34 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.