Company lists · Data refreshed November 2026

Top 25 Portfolio optimization consultants based in the United States

Name: Portfolio optimization consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 2,531 companies tracked

RevenueBase identified 2,531 company matches for portfolio optimization consultants associated with the United States as of November 2026 and tracks 109,922 professional contacts across them, including 47,247 with verified work emails. New York is the largest hub.

This list covers company matches for portfolio optimization consultants associated with the 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 November 6, 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 Nov 6, 2026 How this list was built

2,531Companies

109,922Contacts tracked

47,247Verified emails

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

The 25 largest portfolio optimization consultants based in the United States

Ranked by team size

Top 25 of 2,531 company matches for portfolio optimization consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	State Street	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	44,198 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	The D. E. Shaw Group	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,019 contacts →
	Exact match “The D.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Worldquant	Exact match	Old Greenwich, CT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,993 contacts →
	Exact match “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	TWO Sigma	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,245 contacts →
	Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $75 billion in assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,882 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	899 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	GMO	Exact match	Boston, CA, United StatesHQ recorded Nov 6, 2026	201-500	840 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Western Asset Management	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	755 contacts →
	Exact match “Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Arrowstreet Capital, Limited Partnership	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	501-1,000	544 contacts →
	Exact match “Founded in Arrowstreet Capital is an independent private partnership based in Boston, Massachusetts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Nepc, LLC	Exact match	Boston, NV, United StatesHQ recorded Nov 6, 2026	201-500	504 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	First Eagle Investments	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	501-1,000	503 contacts →
	Exact match “First Eagle is an independent investment management firm that manages approximately $213* billion in assets (as of 3/31/26) on behalf of institutional and individual clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	AKSIA	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	456 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	201-500	412 contacts →
	Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	49 Financial	Exact match	Austin, CA, United StatesHQ recorded Nov 6, 2026	51-200	334 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Hartford Investment Management Co. Himco	Exact match	Hartford, CT, United StatesHQ recorded Nov 6, 2026	201-500	314 contacts →
	Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	ISI Group	Exact match	New York, United StatesHQ recorded Nov 6, 2026	201-500	308 contacts →
	Exact match “ISI, founded in 1991, strives to be the Street’s best investment research resource for our clients' money management performance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Asset Mindset Advisors	Exact match	York, United StatesHQ recorded Nov 6, 2026	51-200	305 contacts →
	Exact match “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Arcana	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	304 contacts →
	Exact match “Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Meketa Investment Group	Exact match	Westwood, OR, United StatesHQ recorded Nov 6, 2026	201-500	281 contacts →
	Exact match “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Doubleline	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	201-500	266 contacts →
	Exact match “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Income Research Management	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	256 contacts →
	Exact match “IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	PDT Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	242 contacts →
	Exact match “PDT, which stands for Process Driven Trading, was founded by Peter Muller in 1993 as a proprietary trading group within Morgan Stanley.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Aristotle	Exact match	Los Angeles, FL, United StatesHQ recorded Nov 6, 2026	201-500	239 contacts →
	Exact match “Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years.” Recorded in the RevenueBase company graph · Nov 6, 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 “portfolio optimization consultants”. 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 25 of 2,531 portfolio optimization consultants based in the United States

See the full list, filter by size, metro and specialty, and access 47,247 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio optimization consultants based in the United States at a glance

As of Nov 6, 2026

43.0%Verified-email coverage

43.4Average contacts per company

1-10Median size (employees)

10.4%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

1,725

11-50

592

51-200

140

201-500

501-1,000

1,001-5,000

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 2,531 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 the United States whose business descriptions match “portfolio optimization consultants” 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 47,247 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 November 6, 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.

Portfolio optimization consultants by metro

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 “portfolio optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization consultants are there based in the United States?

RevenueBase identified 2,531 company matches for portfolio optimization consultants associated with the United States as of November 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?

State Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio optimization consultants?

New York leads with 263 company records, followed by Chicago (76) and Boston (64).

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 47,247 professional contacts with verified work emails tracked across these 2,531 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,531 portfolio optimization consultants based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio optimization consultants 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 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.