Company lists · Data refreshed September 2026

Top 25 Portfolio optimization consulting firms based in the United States

Name: Portfolio optimization 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 29, 2026 594 companies tracked

RevenueBase identified 594 portfolio optimization consulting firms headquartered in the United States as of September 2026 and tracks 26,606 professional contacts across them, including 12,427 with verified work emails. New York is the largest hub.

This list covers portfolio optimization 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 29, 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 29, 2026 86% judged on-target in blind review

594Companies

26,606Contacts tracked

12,427Verified emails

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

The 25 largest portfolio optimization consulting firms based in the United States

Ranked by team size

Top 25 of 594 portfolio optimization consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	20,868 contacts →
	Indirect 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 29, 2026
2	Parametric	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	501-1,000	669 contacts →
	Partial evidence “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Source: RevenueBase Database · checked Sep 29, 2026
3	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	201-500	463 contacts →
	Partial 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 29, 2026
4	Callan	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	51-200	201 contacts →
	Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 29, 2026
5	Voloridge Investment Management, LLC	Indirect evidence	Jupiter, FL, United StatesHQ checked Sep 29, 2026	51-200	140 contacts →
	Indirect evidence “Voloridge is a quantitative investment management firm built upon a foundation of collaboration.” Source: RevenueBase Database · checked Sep 29, 2026
6	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 29, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 29, 2026
7	LOS Angeles Capital Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 29, 2026	51-200	116 contacts →
	Indirect evidence “Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Source: RevenueBase Database · checked Sep 29, 2026
8	The Pinnacle Group	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 29, 2026	51-200	116 contacts →
	Indirect evidence “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Source: RevenueBase Database · checked Sep 29, 2026
9	Decision Analyst	Partial evidence	Arlington, TX, United StatesHQ checked Sep 29, 2026	51-200	114 contacts →
	Partial evidence “Decision Analyst is a global marketing research and analytical consulting agency, serving a number of Fortune 500 corporations, advertising agencies, and management consulting…” Source: RevenueBase Database · checked Sep 29, 2026
10	Segall Bryant & Hamill	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	51-200	107 contacts →
	Partial evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 29, 2026
11	F2 Strategy	Partial evidence	West Chester, PA, United StatesHQ checked Sep 29, 2026	51-200	103 contacts →
	Partial evidence “F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Source: RevenueBase Database · checked Sep 29, 2026
12	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	93 contacts →
	Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 29, 2026
13	Pointe Advisory	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 29, 2026	51-200	80 contacts →
	Indirect evidence “Pointe Advisory is proud to join Stout, forming Stout Strategy.” Source: RevenueBase Database · checked Sep 29, 2026
14	Elite Consulting Partners	Partial evidence	Moorestown, NJ, United StatesHQ checked Sep 29, 2026	51-200	80 contacts →
	Partial evidence “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Source: RevenueBase Database · checked Sep 29, 2026
15	Oyster Consulting, LLC	Partial evidence	Glen Allen, VA, United StatesHQ checked Sep 29, 2026	51-200	73 contacts →
	Partial evidence “Oyster Consulting gives broker dealers, investment advisors and other financial services clients innovative tools to understand, automate, optimize and analyze crucial functions.” Source: RevenueBase Database · checked Sep 29, 2026
16	Meradia	Partial evidence	West Chester, PA, United StatesHQ checked Sep 29, 2026	51-200	69 contacts →
	Partial evidence “Meradia, an F2 Strategy Company, is North America's leading operations and technology consulting firm focused exclusively on the investment management industry.” Source: RevenueBase Database · checked Sep 29, 2026
17	Jacobs Levy Equity Management	Partial evidence	Florham Park, NJ, United StatesHQ checked Sep 29, 2026	51-200	65 contacts →
	Partial evidence “Jacobs Levy Equity Management focuses exclusively on managing equity portfolios for institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026
18	The Beryl Consulting Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	65 contacts →
	Partial evidence “The Beryl Consulting Group was founded in 2004.” Source: RevenueBase Database · checked Sep 29, 2026
19	KKM Financial	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	n/a	57 contacts →
	Indirect evidence “KKM is a boutique investment solutions firm that creates research-based financial products.” Source: RevenueBase Database · checked Sep 29, 2026
20	Dean And Company	Partial evidence	Mclean, VA, United StatesHQ checked Sep 29, 2026	51-200	53 contacts →
	Partial evidence “Dean and Company is a highly analytical, strategy consulting firm.” Source: RevenueBase Database · checked Sep 29, 2026
21	Asset Consulting Group	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 29, 2026	11-50	52 contacts →
	Partial evidence “Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select clientele.” Source: RevenueBase Database · checked Sep 29, 2026
22	22v Research	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	48 contacts →
	Indirect evidence “22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Source: RevenueBase Database · checked Sep 29, 2026
23	Market Fusion Analytics	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	44 contacts →
	Indirect evidence “Market Fusion Analytics is a consultancy whose mission is to provide its clients with profitable and sustainable growth strategies.” Source: RevenueBase Database · checked Sep 29, 2026
24	Demarche	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 29, 2026	11-50	38 contacts →
	Partial evidence “DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.” Source: RevenueBase Database · checked Sep 29, 2026
25	Alpha Theory	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Partial evidence “Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.” Source: RevenueBase Database · checked Sep 29, 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: portfolio optimization 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 portfolio optimization consulting firms.
Partial evidence: Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 594 portfolio optimization consulting firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 12,427 reachable decision-makers.

Free signup · no credit card

View the full list →

Portfolio optimization consulting firms based in the United States at a glance

As of Sep 29, 2026

46.7%Verified-email coverage

44.8Average contacts per company

1-10Median size (employees)

11.6%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

408

11-50

147

51-200

201-500

501-1,000

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 594 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 portfolio optimization 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 “portfolio optimization 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 portfolio optimization 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 portfolio optimization 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, 12,427 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 29, 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.

Portfolio optimization 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 portfolio optimization 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 portfolio optimization consulting firms are there based in the United States?

RevenueBase identified 594 portfolio optimization 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?

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

Which city has the most portfolio optimization consulting firms?

New York leads with 69 headquartered companies, followed by Chicago (30) and Dallas (13).

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 12,427 verified decision-maker contacts tracked across these 594 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 594 portfolio optimization consulting firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio optimization 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.