Company lists · Data refreshed October 2026
Top 25 Banking advisory firms based in the United States
RevenueBase identified 5,444 company matches for banking advisory firms associated with the United States as of October 2026 and tracks 544,509 professional contacts across them, including 203,222 with verified work emails. New York is the largest hub.
This list covers company matches for banking advisory firms 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 October 8, 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.
The 25 largest banking advisory firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 215,533 contacts → | ||||
Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 57,790 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 30,252 contacts → | ||||
Exact match “Great companies have an enduring sense of purpose.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 20,783 contacts → | ||||
Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 15,554 contacts → | ||||
Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 12,820 contacts → | ||||
Exact match “At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 10,620 contacts → | ||||
Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 10,440 contacts → | ||||
Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 8,779 contacts → | ||||
Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 7,769 contacts → | ||||
Exact match “YASH Technologies is a consulting-led transformation partner with a proven track record of helping customers address their current and prospective digital transformation…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 7,353 contacts → | ||||
Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 6,913 contacts → | ||||
Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 6,287 contacts → | ||||
Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 4,757 contacts → | ||||
Exact match “Synovus joined forces with Pinnacle Financial Partners to become one of the nation’s leading banks, with approximately $116 billion in assets and a broader presence across the…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 3,912 contacts → | ||||
Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 3,714 contacts → | ||||
Exact match “Zions Bancorporation, N.A.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 3,576 contacts → | ||||
Exact match “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 3,296 contacts → | ||||
Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 19 | 3,109 contacts → | ||||
Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 20 | 2,898 contacts → | ||||
Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 21 | 2,787 contacts → | ||||
Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 22 | 2,324 contacts → | ||||
Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 23 | 2,118 contacts → | ||||
Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 24 | 1,978 contacts → | ||||
Exact match “Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 25 | 1,742 contacts → | ||||
Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Oct 8, 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 “banking advisory firms”. 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 5,444 banking advisory firms based in the United States
See the full list, filter by size, metro and specialty, and access 203,222 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Banking advisory firms based in the United States at a glance
As of Oct 8, 2026Companies by employee count
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 5,444 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 “banking advisory firms” 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 203,222 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 October 8, 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.
Banking advisory firms by metro
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
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 “banking advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking advisory firms are there based in the United States?
RevenueBase identified 5,444 company matches for banking advisory firms associated with the United States as of October 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?
Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most banking advisory firms?
New York leads with 684 company records, followed by Chicago (142) and Miami (138).
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 203,222 professional contacts with verified work emails tracked across these 5,444 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 October 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 5,444 banking advisory firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
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.
More company lists
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Company intelligence · public preview
Top 25 banking advisory firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,444 matching company records for banking advisory firms based in the United States, with 544,509 tracked contacts and 203,222 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 banking advisory firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Jpmorganchasejpmorganchase.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 215,533 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  J.P. Morganjpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  M&t Bankmtb.comHQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 30,252 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Barclays Investment Bankbarclays.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bank Of America Merrill Lynchbofaml.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Synechronsynechron.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,820 contacts → |
“At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Comerica Bankcomerica.comHQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,620 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Suntrusttruist.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 10,440 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Protivitiprotiviti.comHQ: Menlo Park, CA, United StatesReported employees: 5,001-10,000 | Menlo Park, CA, United States | 5,001-10,000 | Exact match | 8,779 contacts → |
“Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Yash Technologiesyash.comHQ: East Moline, IL, United StatesReported employees: 5,001-10,000 | East Moline, IL, United States | 5,001-10,000 | Exact match | 7,769 contacts → |
“YASH Technologies is a consulting-led transformation partner with a proven track record of helping customers address their current and prospective digital transformation…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Jefferiesjefferies.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 7,353 contacts → |
“Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stifel Financial Corpstifel.comHQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 6,913 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  KROLLkroll.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Synovussynovus.comHQ: Columbus, GA, United StatesReported employees: 5,001-10,000 | Columbus, GA, United States | 5,001-10,000 | Exact match | 4,757 contacts → |
“Synovus joined forces with Pinnacle Financial Partners to become one of the nation’s leading banks, with approximately $116 billion in assets and a broader presence across the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lazardlazard.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Zions Bancorporationzionsbancorporation.comHQ: Salt Lake City, UT, United StatesReported employees: 10001+ | Salt Lake City, UT, United States | 10001+ | Exact match | 3,714 contacts → |
“Zions Bancorporation, N.A.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Houlihan Lokeyhl.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 3,576 contacts → |
“Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Evercoreevercore.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Genpact Headstrong Capital Marketsheadstrong.comHQ: Reston, VA, United StatesReported employees: 10001+ | Reston, VA, United States | 10001+ | Exact match | 3,109 contacts → |
“Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bank Of America Private Bankprivatebank.bankofamerica.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,898 contacts → |
“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pinnacle Financial Partnerspnfp.comHQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 2,787 contacts → |
“Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  William Blairw-blair.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Texas Capitaltexascapitalbank.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,118 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Eastern Bankeasternbank.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,978 contacts → |
“Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Moelis & Companymoelis.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,742 contacts → |
“Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,444 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,434 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 5,444 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in the United States?
The saved snapshot records 5,444 matching company records, 544,509 tracked contacts and 203,222 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in the United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
Company intelligence · public preview
Top 25 banking advisory firms based in the United States
RevenueBase records 5,444 matching company records for banking advisory firms based in the United States, with 544,509 tracked contacts and 203,222 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 banking advisory firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Jpmorganchasejpmorganchase.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 215,533 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | J.P. Morganjpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | M&t Bankmtb.com HQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 30,252 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Barclays Investment Bankbarclays.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bank Of America Merrill Lynchbofaml.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Synechronsynechron.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,820 contacts → |
“At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Comerica Bankcomerica.com HQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,620 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Suntrusttruist.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 10,440 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Protivitiprotiviti.com HQ: Menlo Park, CA, United StatesReported employees: 5,001-10,000 | Menlo Park, CA, United States | 5,001-10,000 | Exact match | 8,779 contacts → |
“Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Yash Technologiesyash.com HQ: East Moline, IL, United StatesReported employees: 5,001-10,000 | East Moline, IL, United States | 5,001-10,000 | Exact match | 7,769 contacts → |
“YASH Technologies is a consulting-led transformation partner with a proven track record of helping customers address their current and prospective digital transformation…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Jefferiesjefferies.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 7,353 contacts → |
“Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stifel Financial Corpstifel.com HQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 6,913 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | KROLLkroll.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Synovussynovus.com HQ: Columbus, GA, United StatesReported employees: 5,001-10,000 | Columbus, GA, United States | 5,001-10,000 | Exact match | 4,757 contacts → |
“Synovus joined forces with Pinnacle Financial Partners to become one of the nation’s leading banks, with approximately $116 billion in assets and a broader presence across the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lazardlazard.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Zions Bancorporationzionsbancorporation.com HQ: Salt Lake City, UT, United StatesReported employees: 10001+ | Salt Lake City, UT, United States | 10001+ | Exact match | 3,714 contacts → |
“Zions Bancorporation, N.A.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Houlihan Lokeyhl.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 3,576 contacts → |
“Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Evercoreevercore.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Genpact Headstrong Capital Marketsheadstrong.com HQ: Reston, VA, United StatesReported employees: 10001+ | Reston, VA, United States | 10001+ | Exact match | 3,109 contacts → |
“Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bank Of America Private Bankprivatebank.bankofamerica.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,898 contacts → |
“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pinnacle Financial Partnerspnfp.com HQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 2,787 contacts → |
“Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | William Blairw-blair.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Texas Capitaltexascapitalbank.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,118 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Eastern Bankeasternbank.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,978 contacts → |
“Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moelis & Companymoelis.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,742 contacts → |
“Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,444 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,434 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 5,444 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in the United States?
The saved snapshot records 5,444 matching company records, 544,509 tracked contacts and 203,222 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in the United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia