Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 12,605 companies tracked

RevenueBase identified 12,605 investment management consulting firms headquartered in the United States as of September 2026 and tracks 256,610 professional contacts across them, including 109,509 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms headquartered in the 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 21, 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 21, 2026 86% judged on-target in blind review

12,605Companies

256,610Contacts tracked

109,509Verified emails

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The 25 largest investment management consulting firms based in the United States

Ranked by team size

Top 25 of 12,605 investment management consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 21, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 21, 2026
3	Mercer	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	20,868 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
4	Franklin Templeton	Strong evidence	San Mateo, CA, United StatesHQ checked Sep 21, 2026	5,001-10,000	10,517 contacts →
	Strong evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 21, 2026
5	Fisher Investments	Partial evidence	Plano, TX, United StatesHQ checked Sep 21, 2026	5,001-10,000	5,152 contacts →
	Partial evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 21, 2026
6	Alliancebernstein	Strong evidence	Nashville, TN, United StatesHQ checked Sep 21, 2026	1,001-5,000	4,862 contacts →
	Strong evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 21, 2026
7	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 21, 2026
8	L.E.K. Consulting	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	4,093 contacts →
	Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 21, 2026
9	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 21, 2026
10	BNY Pershing	Indirect evidence	Jersey City, NJ, United StatesHQ checked Sep 21, 2026	5,001-10,000	3,420 contacts →
	Indirect evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 21, 2026
11	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
12	Invesco	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	5,001-10,000	2,949 contacts →
	Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 21, 2026
13	Cambridge Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,792 contacts →
	Partial evidence “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: RevenueBase Database · checked Sep 21, 2026
14	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026
15	Guggenheim Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,748 contacts →
	Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
16	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 21, 2026
17	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 21, 2026
18	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Source: RevenueBase Database · checked Sep 21, 2026
19	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026
20	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 21, 2026
21	Brown Advisory	Strong evidence	Baltimore, MD, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,157 contacts →
	Strong evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 21, 2026
22	Waddell & Reed	Strong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,112 contacts →
	Strong evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 21, 2026
23	Loomis, Sayles & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	1,010 contacts →
	Partial evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 21, 2026
24	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	883 contacts →
	Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 21, 2026
25	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 21, 2026

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 management 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 management consulting firms.
Partial evidence: Its own public description names part of investment management 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 management 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 12,605 investment management consulting firms based in the United States

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Investment management consulting firms based in the United States at a glance

As of Sep 21, 2026

42.7%Verified-email coverage

20.4Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

9,265

11-50

2,625

51-200

490

201-500

106

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 12,605 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 management 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 the United States whose own description of what they do matches “investment management 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 management 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 management consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 109,509 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 21, 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 management consulting firms by metro

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 management 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 management consulting firms are there based in the United States?

RevenueBase identified 12,605 investment management consulting firms headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 109,509 verified decision-maker contacts tracked across these 12,605 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 21, 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.