Company lists · Data refreshed September 2026

Top 20 Boutique investment banks based in Birmingham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 31 companies tracked

RevenueBase identified 31 company matches for boutique investment banks associated with Birmingham, United States as of September 2026 and tracks 500 professional contacts across them, including 203 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Birmingham has 31.

This list covers company matches for boutique investment banks associated with Birmingham, 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

31Companies

500Contacts tracked

203Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest boutique investment banks based in Birmingham, United States

Ranked by team size

Top 20 of 31 company matches for boutique investment banks based in Birmingham, 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	Schechter	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	51-200	53 contacts →
	Exact match “Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Fenner, Melstrom & Dooling, PLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	45 contacts →
	Exact match “Fenner, Melstrom & Dooling has built a solid reputation for delivering professional services timely and accurately.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Angle Advisors	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	39 contacts →
	Exact match “Angle Advisors is an independently owned investment bank.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Greenwich Capital Group LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	35 contacts →
	Exact match “Greenwich Capital Group (GCG) is a middle-market focused investment bank.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Arlington Capital Advisors	Exact match	Birmingham, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “Arlington Capital Advisors, LLC is a boutique investment bank that specializes in providing M&A advisory services to middle market and emerging growth companies with enterprise…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Finnea Group	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	17 contacts →
	Exact match “FINNEA is a premier financial services provider offering tailored solutions in Investment Banking, Financial Planning & Analysis (Performance Improvement), and Restructuring &…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Porter White & Company	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Porter White & Company is a specialized investment bank providing corporate finance, public finance, and investment advisory services for businesses, institutions, and families.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Redmont Capital	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Redmont is a private investment bank focused on relationships exclusively in the private markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Amherst Partners	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Founded in 1994, Amherst Partners is completely independent and one of the most reputable boutique investment banking firms in the Midwest.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	HNS Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “HNS works exclusively with closely-held private companies to achieve outstanding capital-centric outcomes.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	11-50	8 contacts →
	Exact match “We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Mid-States Advisors, INC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	The Mcgriff Alliance	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “At The McGriff Alliance our stated mission is "Designing Strategies for Financial Security." We have enormous enthusiasm for helping successful people enhance and preserve their…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	280 Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “280 Partners is a healthcare investing and advisory firm dedicated to navigating strategic and transactional matters.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Bankers Edge Advisory	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Bankers Edge Advisory specializes in debt and equity capital markets advisory solutions, offering financial sponsors and middle-market businesses expert guidance, tailored…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “LIFE - MONEY - BALANCE Linda Allison, CFP ® and Derrell Crimm, CFP ® are financial advisors located at AC Financial Partners, LLC, 1800 International Park Drive, Suite 10…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Florian Partners	Exact match	Birmingham, MI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Providing specialized M&A advisory services to small and medium-sized businesses (SMBs), serving a diverse client base that includes family offices, private equity firms, public…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Jscott Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “A lower middle market M&A advisory firm focused on partnering with family and founder owned manufacturing, service and distribution companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	FHL Capital Corporation	Exact match	Birmingham, AL, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “FHL Capital delivers top quality investment banking services to lower middle-market companies.” 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 20 of 31 boutique investment banks based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 203 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Boutique investment banks based in Birmingham, United States at a glance

As of Sep 16, 2026

40.6%Verified-email coverage

16.1Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, 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 Birmingham, 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 203 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 in the United States

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 Birmingham, United States?

RevenueBase identified 31 company matches for boutique investment banks associated with Birmingham, 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?

Schechter 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 boutique investment banks?

New York leads the United States with 1,035 company records, followed by Chicago (237) and Los Angeles (200). Birmingham 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 203 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 September 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 31 boutique investment banks based in Birmingham, United States. Start with a free account, no credit card.

Download this list →

Related lists

Boutique investment banks by geography

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.