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 boutique investment banks headquartered in 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 boutique investment banks headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

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 boutique investment banks based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Jefferies	Partial evidence	New York City, NY, United StatesHQ checked Sep 16, 2026	5,001-10,000	7,353 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
2	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 16, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 16, 2026
3	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
4	Houlihan Lokey	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,576 contacts →
	Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 16, 2026
5	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
6	Oppenheimer & Co. INC	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,006 contacts →
	Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 16, 2026
7	William Blair	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 16, 2026
8	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 16, 2026
9	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 16, 2026
10	Guggenheim Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,748 contacts →
	Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
11	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 16, 2026
12	Wealth Enhancement	Indirect evidence	Plymouth, MN, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,516 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
13	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 16, 2026
14	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
15	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	1,420 contacts →
	Partial evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 16, 2026
16	STOUT	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Source: RevenueBase Database · checked Sep 16, 2026
17	Stephens	Indirect evidence	Little Rock, AR, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
18	HJ Sims	Partial evidence	Fairfield, CT, United StatesHQ checked Sep 16, 2026	n/a	1,325 contacts →
	Partial evidence “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Source: RevenueBase Database · checked Sep 16, 2026
19	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 16, 2026
20	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 16, 2026
21	Keybanc Capital Markets	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 16, 2026	501-1,000	1,023 contacts →
	Indirect evidence “We know that successful, long-term business relationships depend upon delivering results for our clients.” Source: RevenueBase Database · checked Sep 16, 2026
22	Nassau Street Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	n/a	904 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
23	Hamilton Lane	Indirect evidence	Conshohocken, PA, United StatesHQ checked Sep 16, 2026	501-1,000	891 contacts →
	Indirect evidence “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Source: RevenueBase Database · checked Sep 16, 2026
24	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	883 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
25	FMI	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 16, 2026	n/a	818 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names boutique investment banks.
Partial evidence: Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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)

12.9%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique investment banks, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “boutique investment banks”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names boutique investment banks), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among boutique investment banks, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 64,907 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Boutique investment banks by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names boutique investment banks, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 7,663 boutique investment banks headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Jefferies, headquartered in New York City, tops this list with the largest team on record.

Which city has the most boutique investment banks?

New York leads with 986 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 64,907 verified decision-maker contacts tracked across these 7,663 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.