Company lists · Data refreshed September 2026

Top 25 Responsible investment consultants based in the United States

RevenueBase identified 545 company matches for responsible investment consultants associated with the United States as of September 2026 and tracks 13,458 professional contacts across them, including 6,743 with verified work emails. New York is the largest hub.

This list covers company matches for responsible investment 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 September 21, 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 Sep 21, 2026 How this list was built
545Companies
13,458Contacts tracked
6,743Verified emails
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The 25 largest responsible investment consultants based in the United States

Ranked by team size
Top 25 of 545 company matches for responsible investment consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202610001+4,819 contacts →

Exact match

“At J.P.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 2026501-1,000640 contacts →

Exact match

“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500463 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 · Sep 21, 2026 · View company records in RevenueBase
4Exact matchBoston, MA, United StatesHQ recorded Sep 21, 2026201-500463 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 · Sep 21, 2026 · View company records in RevenueBase
5Exact matchWestwood, MA, United StatesHQ recorded Sep 21, 2026201-500259 contacts →

Exact match

“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 21, 202651-200201 contacts →

Exact match

“Callan was founded as an employee-owned investment consulting firm in 1973.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchLittle Falls, NJ, United StatesHQ recorded Sep 21, 202651-200177 contacts →

Exact match

“Alliance Advisors is an independent advisory firm focused on Shareholder Engagement & Solicitation, Compensation Advisory, Governance & Sustainability Advisory, M&A - Activism…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Sep 21, 20261,001-5,000155 contacts →

Exact match

“For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchChicago, IL, United StatesHQ recorded Sep 21, 202651-200151 contacts →

Exact match

“Marquette Associates provides our clients with independent and thoughtful investment guidance.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchPortsmouth, NH, United StatesHQ recorded Sep 21, 202651-200148 contacts →

Exact match

“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202610001+105 contacts →

Exact match

“Equity and Fixed Income Products Sustainable investments (ESG) Alternative assets (e.g.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 21, 202651-200104 contacts →

Exact match

“At IdealRatings, we specialize in working with investors who want to align their values with their investment goals.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchRadnor, PA, United StatesHQ recorded Sep 21, 202651-200103 contacts →

Exact match

“TIFF Investment Management is an independent, employee-owned investment firm specializing in OCIO services and alternative investment strategies, including private equity, venture…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202651-20093 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 21, 202651-20093 contacts →

Exact match

“Since 1984, Parnassus Investments has invested differently.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202611-5092 contacts →

Exact match

“AccountAbility is a global advisory and standards firm that serves business, investors, governments, and multi-lateral organizations.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202651-20084 contacts →

Exact match

“Malk Partners is the foremost consultancy advising private equity firms to create and protect value through environmental, social, and governance (ESG) management.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchWashington, DC, United StatesHQ recorded Sep 21, 202651-20079 contacts →

Exact match

“Calvert Research and Management is a leader in Responsible Investing.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchBoston, MA, United StatesHQ recorded Sep 21, 202611-5077 contacts →

Exact match

“Trillium Asset Management offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a better world.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchChicago, IL, United StatesHQ recorded Sep 21, 202651-20076 contacts →

Exact match

“Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202651-20067 contacts →

Exact match

“Advent Capital Management, LLC is a registered investment advisor dedicated to providing our clients with superior investment performance.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchPalo Alto, CA, United StatesHQ recorded Sep 21, 202611-5054 contacts →

Exact match

“One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Sep 21, 202651-20053 contacts →

Exact match

“Bridge House Advisors is a purposely built, full-service ESG and Sustainability advisory firm that is dedicated to building relationships with middle and upper middle market…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchMenlo Park, CA, United StatesHQ recorded Sep 21, 202651-20052 contacts →

Exact match

“Alan Biller and Associates provides independent and objective fiduciary investment consulting services to US institutional investors.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Sep 21, 202611-5051 contacts →

Exact match

“For important fund information, visit Christian Brothers Investment Services, Inc.(CBIS) is a Catholic, socially responsible investment firm and Registered Investment Advisor.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 545 responsible investment consultants based in the United States

See the full list, filter by size, metro and specialty, and access 6,743 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Responsible investment consultants based in the United States at a glance

As of Sep 21, 2026
50.1%Verified-email coverage
24.7Average contacts per company
1-10Median size (employees)
13.2%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
414
11-50
95
51-200
26
201-500
5
501-1,000
1
1,001-5,000
2
10001+
2

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 545 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 “responsible investment 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 6,743 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 September 21, 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.

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

How many responsible investment consultants are there based in the United States?

RevenueBase identified 545 company matches for responsible investment consultants associated with the United States as of September 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?

J.P. Morgan Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most responsible investment consultants?

New York leads with 72 company records, followed by Chicago (22) and San Francisco (22).

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 6,743 professional contacts with verified work emails tracked across these 545 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 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 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.