Company lists · Data refreshed September 2026

Top 25 Responsible investment consultants based in the United States

Name: Responsible investment consultants 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 545 companies tracked

RevenueBase identified 545 responsible investment consultants headquartered in 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 responsible investment consultants 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

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 responsible investment consultants 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 responsible investment consultants: 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	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
2	Beacon Pointe	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 21, 2026	501-1,000	640 contacts →
	Partial evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 21, 2026
3	AKSIA	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	463 contacts →
	Partial evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 21, 2026
4	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
5	Meketa Investment Group	Partial evidence	Westwood, MA, United StatesHQ checked Sep 21, 2026	201-500	259 contacts →
	Partial evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
6	Callan	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	201 contacts →
	Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 21, 2026
7	Alliance Advisors	Indirect evidence	Little Falls, NJ, United StatesHQ checked Sep 21, 2026	51-200	177 contacts →
	Indirect evidence “Alliance Advisors is an independent advisory firm focused on Shareholder Engagement & Solicitation, Compensation Advisory, Governance & Sustainability Advisory, M&A - Activism…” Source: RevenueBase Database · checked Sep 21, 2026
8	State Street Global Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	155 contacts →
	Indirect evidence “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Source: RevenueBase Database · checked Sep 21, 2026
9	Marquette Associates	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	151 contacts →
	Partial evidence “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Source: RevenueBase Database · checked Sep 21, 2026
10	Prime Buchholz LLC	Partial evidence	Portsmouth, NH, United StatesHQ checked Sep 21, 2026	51-200	148 contacts →
	Partial evidence “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
11	AXA Investment Managers	Partial evidence	New York City, NY, United StatesHQ checked Sep 21, 2026	10001+	105 contacts →
	Partial evidence “Equity and Fixed Income Products Sustainable investments (ESG) Alternative assets (e.g.” Source: RevenueBase Database · checked Sep 21, 2026
12	Idealratings	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	104 contacts →
	Partial evidence “At IdealRatings, we specialize in working with investors who want to align their values with their investment goals.” Source: RevenueBase Database · checked Sep 21, 2026
13	Tiff Investment Management	Partial evidence	Radnor, PA, United StatesHQ checked Sep 21, 2026	51-200	103 contacts →
	Partial evidence “TIFF Investment Management is an independent, employee-owned investment firm specializing in OCIO services and alternative investment strategies, including private equity, venture…” Source: RevenueBase Database · checked Sep 21, 2026
14	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 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 21, 2026
15	Parnassus Investments	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	93 contacts →
	Partial evidence “Since 1984, Parnassus Investments has invested differently.” Source: RevenueBase Database · checked Sep 21, 2026
16	Accountability	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	11-50	92 contacts →
	Indirect evidence “AccountAbility is a global advisory and standards firm that serves business, investors, governments, and multi-lateral organizations.” Source: RevenueBase Database · checked Sep 21, 2026
17	Malk Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	84 contacts →
	Partial evidence “Malk Partners is the foremost consultancy advising private equity firms to create and protect value through environmental, social, and governance (ESG) management.” Source: RevenueBase Database · checked Sep 21, 2026
18	Calvert Research And Management	Partial evidence	Washington, DC, United StatesHQ checked Sep 21, 2026	51-200	79 contacts →
	Partial evidence “Calvert Research and Management is a leader in Responsible Investing.” Source: RevenueBase Database · checked Sep 21, 2026
19	Trillium Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	77 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
20	Great Lakes Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	76 contacts →
	Indirect evidence “Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.” Source: RevenueBase Database · checked Sep 21, 2026
21	Advent Capital Management, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	67 contacts →
	Partial evidence “Advent Capital Management, LLC is a registered investment advisor dedicated to providing our clients with superior investment performance.” Source: RevenueBase Database · checked Sep 21, 2026
22	Capricorn Investment Group	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 21, 2026	11-50	54 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
23	Bridge House Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	53 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
24	Alan Biller And Associates	Partial evidence	Menlo Park, CA, United StatesHQ checked Sep 21, 2026	51-200	52 contacts →
	Partial evidence “Alan Biller and Associates provides independent and objective fiduciary investment consulting services to US institutional investors.” Source: RevenueBase Database · checked Sep 21, 2026
25	Christian Brothers Investment Services	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	51 contacts →
	Strong evidence “For important fund information, visit Christian Brothers Investment Services, Inc.(CBIS) is a Catholic, socially responsible investment firm and Registered Investment Advisor.” 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: responsible investment consultants. 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 responsible investment consultants.
Partial evidence: Its own public description names part of responsible investment consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name responsible investment consultants. 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 545 responsible investment consultants based in the United States

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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)

12.3%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

414

11-50

51-200

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 545 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 responsible investment consultants, 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 “responsible investment consultants”. 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 responsible investment consultants), 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 responsible investment consultants, 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, 6,743 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.

Responsible investment consultants by metro

Responsible investment consultants in New York67

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 responsible investment consultants, 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 responsible investment consultants are there based in the United States?

RevenueBase identified 545 responsible investment consultants 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?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

Which city has the most responsible investment consultants?

New York leads with 67 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 6,743 verified decision-maker contacts tracked across these 545 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.