Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 140 companies tracked

RevenueBase identified 140 investment management consulting firms headquartered in Boston, United States as of September 2026 and tracks 13,710 professional contacts across them, including 6,233 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms headquartered in Boston, 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

140Companies

13,710Contacts tracked

6,233Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management consulting firms based in Boston, United States

Ranked by team size

Top 25 of 140 investment management consulting firms based in Boston, 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	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
2	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
3	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
4	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	780 contacts →
	Partial evidence “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Source: RevenueBase Database · checked Sep 21, 2026
5	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 21, 2026
6	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	506 contacts →
	Indirect evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 21, 2026
7	Nepc, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Strong evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 21, 2026
8	Capstone Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	276 contacts →
	Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 21, 2026
9	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 21, 2026
10	Investor Group Services IGS	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	168 contacts →
	Partial evidence “For over 25 years, IGS has helped investors and management teams make better, faster decisions, from commercial due diligence, to growth strategy, pricing, and go-to-market…” Source: RevenueBase Database · checked Sep 21, 2026
11	CW Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	138 contacts →
	Strong evidence “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Source: RevenueBase Database · checked Sep 21, 2026
12	Citisoft	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	101 contacts →
	Strong evidence “With offices across North America and the UK, Citisoft partners with the world's leading investment management firms and service providers to create impactful and effective…” Source: RevenueBase Database · checked Sep 21, 2026
13	Congress Asset Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	101 contacts →
	Strong evidence “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Source: RevenueBase Database · checked Sep 21, 2026
14	Breckinridge Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	100 contacts →
	Strong evidence “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Source: RevenueBase Database · checked Sep 21, 2026
15	STAX	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	78 contacts →
	Strong evidence “Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries including software/technology, healthcare, business…” Source: RevenueBase Database · checked Sep 21, 2026
16	Cerulli Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	71 contacts →
	Indirect evidence “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Source: RevenueBase Database · checked Sep 21, 2026
17	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	65 contacts →
	Strong evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 21, 2026
18	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	54 contacts →
	Indirect evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 21, 2026
19	Versailles Group, LTD	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	49 contacts →
	Partial evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 21, 2026
20	Lmcg Investments, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	48 contacts →
	Strong evidence “LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth…” Source: RevenueBase Database · checked Sep 21, 2026
21	Capital Advisors Group, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	42 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
22	Fairmont Consulting Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	37 contacts →
	Partial evidence “Fairmont Consulting Group is a Boston-based firm focused on due diligence and strategic advisory services for clients active in aerospace, defense, government services, and the…” Source: RevenueBase Database · checked Sep 21, 2026
23	Olmstead Associates	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	37 contacts →
	Strong evidence “Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach.” Source: RevenueBase Database · checked Sep 21, 2026
24	Shepherd Kaplan Krochuk, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	32 contacts →
	Strong evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 21, 2026
25	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	27 contacts →
	Strong evidence “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” 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 140 investment management consulting firms based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 6,233 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management consulting firms based in Boston, United States at a glance

As of Sep 21, 2026

45.5%Verified-email coverage

97.9Average contacts per company

1-10Median size (employees)

486.4%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 140 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 Boston, 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 Boston 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, 6,233 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 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 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 Boston, United States?

RevenueBase identified 140 investment management consulting firms headquartered in Boston, 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?

L.E.K. Consulting, headquartered in Boston, 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 6,233 verified decision-maker contacts tracked across these 140 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.

Ready to reach these companies? Verified emails and direct dials for all 140 investment management consulting firms based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management consulting firms by geography

Browse the directory

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.