Company lists · Data refreshed September 2026

Top 15 Boutique investment banks based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 38 companies tracked

RevenueBase identified 38 company matches for boutique investment banks associated with Phoenix, United States as of September 2026 and tracks 264 professional contacts across them, including 107 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Phoenix has 38.

This list covers company matches for boutique investment banks 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 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

38Companies

264Contacts tracked

107Verified emails

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The 15 largest boutique investment banks based in Phoenix, United States

Ranked by team size

Top 15 of 38 company matches for boutique investment banks based in Phoenix, 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	Dinan & Company, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	51-200	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 · Sep 16, 2026 · View company records in RevenueBase
2	MCA Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	11-50	24 contacts →
	Exact match “MCA Financial Group stands at the forefront of business advisory, specializing in turnaround and restructuring services that drive sustainable value for companies facing complex…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	B. Woods & Company	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	23 contacts →
	Exact match “BWC is a Phoenix based consultancy providing intermediary services to private equity groups and family offices pursuing growth strategies via lower-middle-market mergers and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Firesky Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	11-50	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 · Sep 16, 2026 · View company records in RevenueBase
5	Advisor Growth Strategies LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	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 · Sep 16, 2026 · View company records in RevenueBase
6	CUE Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	11-50	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 · Sep 16, 2026 · View company records in RevenueBase
7	FV Advisory Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “There’s no other investment bank focused on in-seat experience like we are.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	CKS Advisors	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “CKS Advisors is an investment banking group comprising professionals who have been helping companies in multiple industries for three decades.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Transworld Business Advisors Of Phoenix NE	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “In providing advisory services for business acquisitions and divestitures, we intermediate business transactions through expert valuations, negotiations of terms, transaction…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Fisol DVO	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	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 · Sep 16, 2026 · View company records in RevenueBase
11	Bristlecone Trail Partners, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	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 · Sep 16, 2026 · View company records in RevenueBase
12	Clark Lasalle Partners, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Clark LaSalle Partners is an Arizona-based consulting firm that specializes in providing buy-side M&A advisory services to lower middle-market private equity firms, corporations…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Premier Strategy Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	501-1,000	1 contacts →
	Exact match “Premier Strategy Group, PSG, is a business and capital solutions advisory firm comprised of experienced professionals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Nova Capital Advisors	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “NOVA Capital Advisors is an advisory firm serving high end main street and lower middle-market companies, specializing in the confidential representation of privately held…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Legion Financial, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Legion Financial, LLC (Legion) is an expert financial services firm.” 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 15 of 38 boutique investment banks based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 107 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

40.5%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 38 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 “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 107 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 Phoenix, United States?

RevenueBase identified 38 company matches for boutique investment banks associated with Phoenix, 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?

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 boutique investment banks?

New York leads the United States with 1,035 company records, followed by Chicago (237) and Los Angeles (200). Phoenix has 38.

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 107 professional contacts with verified work emails tracked across these 38 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.