Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in the United States

Name: Boutique investment banks based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 7,663 companies tracked

RevenueBase identified 7,663 company matches for boutique investment banks associated with the United States as of September 2026 and tracks 145,721 professional contacts across them, including 64,907 with verified work emails. New York is the largest hub.

This list covers company matches for boutique investment banks associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

7,663Companies

145,721Contacts tracked

64,907Verified emails

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The 25 largest boutique investment banks based in the United States

Ranked by team size

Top 25 of 7,663 company matches for boutique investment banks based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jefferies	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	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 · Sep 16, 2026 · View company records in RevenueBase
2	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 16, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	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 · Sep 16, 2026 · View company records in RevenueBase
4	Houlihan Lokey	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 16, 2026	1,001-5,000	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 · Sep 16, 2026 · View company records in RevenueBase
5	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	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 · Sep 16, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	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 · Sep 16, 2026 · View company records in RevenueBase
12	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,489 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	1,420 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	STOUT	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,345 contacts →
	Exact match “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Stephens	Exact match	Little Rock, AR, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,345 contacts →
	Exact match “Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	HJ Sims	Exact match	Fairfield, CT, United StatesHQ recorded Sep 16, 2026	n/a	1,325 contacts →
	Exact match “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Keybanc Capital Markets	Exact match	Cleveland, OH, United StatesHQ recorded Sep 16, 2026	501-1,000	1,023 contacts →
	Exact match “We know that successful, long-term business relationships depend upon delivering results for our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Hamilton Lane	Exact match	Conshohocken, PA, United StatesHQ recorded Sep 16, 2026	501-1,000	891 contacts →
	Exact match “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	FMI	Exact match	Raleigh, NC, United StatesHQ recorded Sep 16, 2026	n/a	818 contacts →
	Exact match “For more than 70 years, FMI has been the leading management consulting and investment banking* firm dedicated exclusively to engineering and construction, infrastructure, and the…” Recorded in the RevenueBase company graph · Sep 16, 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 “boutique investment banks”. 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 7,663 boutique investment banks based in the United States

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Boutique investment banks based in the United States at a glance

As of Sep 16, 2026

44.5%Verified-email coverage

19.0Average contacts per company

1-10Median size (employees)

13.5%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

5,164

11-50

1,964

51-200

360

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 7,663 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 “boutique investment banks” 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 64,907 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 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.

Boutique investment banks by metro

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

How many boutique investment banks are there based in the United States?

RevenueBase identified 7,663 company matches for boutique investment banks associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Jefferies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most boutique investment banks?

New York leads with 1035 company records, followed by Chicago (237) and Los Angeles (200).

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 64,907 professional contacts with verified work emails tracked across these 7,663 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.