Company lists · Data refreshed October 2026
Top 15 Banking advisory firms based in Phoenix, United States
RevenueBase identified 31 company matches for banking advisory firms associated with Phoenix, United States as of October 2026 and tracks 269 professional contacts across them, including 115 with verified work emails. Across the United States, New York is the largest hub for this category (684 companies); Phoenix has 31.
This list covers company matches for banking advisory firms associated with Phoenix, 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 15 largest banking advisory firms based in Phoenix, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 105 contacts → | ||||
Exact match “Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 34 contacts → | ||||
Exact match “We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “CCG Catalyst is a trusted and respected consulting firm in the banking sector, serving over 600 clients across the United States and internationally.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “There’s no other investment bank focused on in-seat experience like we are.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 2 contacts → | ||||
Exact match “The Arizona Bell mission is to strengthen and grow businesses through the smart use of technology.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “Avalon Accounting is a financial mentor providing strategic business consulting and is 100% Native American owned and operated by Kristina Haskell (Dinè/Hopi-Tewa).” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “FiSol DVO is an independent advisory firm specializing in concierge financial services for professional practice owners, specifically dentists, veterinarians and optometrists.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “We invest our time and energy to positively influence the businesses and individuals we serve.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Bristlecone Trail Partners, LLC ("BTP") is an independent, boutique investment banking firm advising clients in M&A transactions to achieve investment liquidity and/or growth…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “When you need someone who can offer insight and direction during the critical financial decision making process… look no further than Kratzer Consulting.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Legion Financial, LLC (Legion) is an expert financial services firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “The Cantwell Advisory is a premier consulting firm specializing in generating operational efficiency and driving digital transformation for firms in the Investment Management…” 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 15 of 31 banking advisory firms based in Phoenix, United States
See the full list, filter by size, metro and specialty, and access 115 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Banking advisory firms based in Phoenix, United States at a glance
As of Oct 8, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 31 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 Phoenix, 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 115 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 in the United States
- 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 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 Phoenix, United States?
RevenueBase identified 31 company matches for banking advisory firms associated with Phoenix, 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?
Dinan & Company, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most banking advisory firms?
New York leads the United States with 684 company records, followed by Chicago (142) and Miami (138). Phoenix has 31.
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 115 professional contacts with verified work emails tracked across these 31 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 31 banking advisory firms based in Phoenix, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Banking advisory firms based in Belo Horizonte, Brazil
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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.
More company lists
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Company intelligence · public preview
Top 15 banking advisory firms based in Phoenix, 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 31 matching company records for banking advisory firms based in Phoenix, United States, with 269 tracked contacts and 115 verified work emails.
This public preview shows 15 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 15 banking advisory firms based in Phoenix, 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 |  Dinan & Company, LLCdinancompany.comHQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 105 contacts → |
“Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  C. Myers Corporationcmyers.comHQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 34 contacts → |
“We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CCG Catalystccgcatalyst.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 21 contacts → |
“CCG Catalyst is a trusted and respected consulting firm in the banking sector, serving over 600 clients across the United States and internationally.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Firesky Financialfireskyfinancial.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 13 contacts → |
“FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advisor Growth Strategies LLCadvisorgrowthllc.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 11 contacts → |
“Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  CUE Financial Groupcuefinancial.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 10 contacts → |
“CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  FV Advisory Groupfvadvisorygroup.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 6 contacts → |
“There’s no other investment bank focused on in-seat experience like we are.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Arizona Bellarizonabell.comHQ: Phoenix, United StatesReported employees: 11-50 | Phoenix, United States | 11-50 | Exact match | 2 contacts → |
“The Arizona Bell mission is to strengthen and grow businesses through the smart use of technology.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Avalon Accounting, LLCavalonaccounting.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Avalon Accounting is a financial mentor providing strategic business consulting and is 100% Native American owned and operated by Kristina Haskell (Dinè/Hopi-Tewa).” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fisol DVOfisoldvo.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“FiSol DVO is an independent advisory firm specializing in concierge financial services for professional practice owners, specifically dentists, veterinarians and optometrists.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rochford, Burns, Nasses & Associates LLCrochfordburns.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“We invest our time and energy to positively influence the businesses and individuals we serve.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bristlecone Trail Partners, LLCbristleconetrail.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Bristlecone Trail Partners, LLC ("BTP") is an independent, boutique investment banking firm advising clients in M&A transactions to achieve investment liquidity and/or growth…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Kratzer Consultingkratzerconsulting.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“When you need someone who can offer insight and direction during the critical financial decision making process… look no further than Kratzer Consulting.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Legion Financial, LLClegion-financial.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“Legion Financial, LLC (Legion) is an expert financial services firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Cantwell Advisorythecantwelladvisory.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“The Cantwell Advisory is a premier consulting firm specializing in generating operational efficiency and driving digital transformation for firms in the Investment Management…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 31 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
31 records in the displayed employee bands.
0 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 across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 31 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 in the United States
- 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 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 Phoenix, United States?
The saved snapshot records 31 matching company records, 269 tracked contacts and 115 verified emails. The public preview displays 15 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
Cite this list
RevenueBase Data Team. Top 15 banking advisory firms based in Phoenix, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/phoenix.
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 15 banking advisory firms based in Phoenix, United States
RevenueBase records 31 matching company records for banking advisory firms based in Phoenix, United States, with 269 tracked contacts and 115 verified work emails.
This public preview shows 15 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 15 banking advisory firms based in Phoenix, 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 | Dinan & Company, LLCdinancompany.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 105 contacts → |
“Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | C. Myers Corporationcmyers.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 34 contacts → |
“We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CCG Catalystccgcatalyst.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 21 contacts → |
“CCG Catalyst is a trusted and respected consulting firm in the banking sector, serving over 600 clients across the United States and internationally.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Firesky Financialfireskyfinancial.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 13 contacts → |
“FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advisor Growth Strategies LLCadvisorgrowthllc.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 11 contacts → |
“Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | CUE Financial Groupcuefinancial.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 10 contacts → |
“CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | FV Advisory Groupfvadvisorygroup.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 6 contacts → |
“There’s no other investment bank focused on in-seat experience like we are.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Arizona Bellarizonabell.com HQ: Phoenix, United StatesReported employees: 11-50 | Phoenix, United States | 11-50 | Exact match | 2 contacts → |
“The Arizona Bell mission is to strengthen and grow businesses through the smart use of technology.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Avalon Accounting, LLCavalonaccounting.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Avalon Accounting is a financial mentor providing strategic business consulting and is 100% Native American owned and operated by Kristina Haskell (Dinè/Hopi-Tewa).” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fisol DVOfisoldvo.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“FiSol DVO is an independent advisory firm specializing in concierge financial services for professional practice owners, specifically dentists, veterinarians and optometrists.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rochford, Burns, Nasses & Associates LLCrochfordburns.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“We invest our time and energy to positively influence the businesses and individuals we serve.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bristlecone Trail Partners, LLCbristleconetrail.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 2 contacts → |
“Bristlecone Trail Partners, LLC ("BTP") is an independent, boutique investment banking firm advising clients in M&A transactions to achieve investment liquidity and/or growth…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kratzer Consultingkratzerconsulting.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“When you need someone who can offer insight and direction during the critical financial decision making process… look no further than Kratzer Consulting.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Legion Financial, LLClegion-financial.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“Legion Financial, LLC (Legion) is an expert financial services firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Cantwell Advisorythecantwelladvisory.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“The Cantwell Advisory is a premier consulting firm specializing in generating operational efficiency and driving digital transformation for firms in the Investment Management…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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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
31 records in the displayed employee bands.
0 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 across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 31 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 in the United States
- 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 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 Phoenix, United States?
The saved snapshot records 31 matching company records, 269 tracked contacts and 115 verified emails. The public preview displays 15 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.
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Cite this list
RevenueBase Data Team. Top 15 banking advisory firms based in Phoenix, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/phoenix.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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