Company lists · Data refreshed September 2026

Top 17 Boutique investment banks based in Richmond, United States

RevenueBase identified 31 boutique investment banks headquartered in Richmond, United States as of September 2026 and tracks 1,254 professional contacts across them, including 567 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Richmond, 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
31Companies
1,254Contacts tracked
567Verified emails
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The 17 largest boutique investment banks based in Richmond, United States

Ranked by team size
Top 17 of 31 boutique investment banks based in Richmond, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 2026501-1,000662 contacts →

Partial evidence

“Harris Williams is a global investment bank specializing in M&A, private capital solutions, and primary fund placement.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5048 contacts →

Partial evidence

“BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 2026n/a46 contacts →

Indirect evidence

“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5035 contacts →

Partial evidence

“Founded in 1988, Matrix Capital Markets Group, a division of Citizens, is a leading advisory-focused investment bank headquartered in Richmond, VA, with an additional office in…”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 202651-20032 contacts →

Indirect evidence

“FirstChoice is an insurance agency network created to assist independent agents in securing top level company contracts and developing business plans to help them grow their…”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5015 contacts →

Indirect evidence

“At Navagant, we have built a team of industry experts with a focus on combining our unique culture, deep transaction experience and conscious capital mission to redefine the…”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5015 contacts →

Partial evidence

“Sterling Point Advisors is a boutique mergers and acquisitions (M&A) firm serving businesses in the lower middle market.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5013 contacts →

Indirect evidence

“Vista Business Group is a nationwide lower middle market mergers & acquisitions firm.”

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-1011 contacts →

Indirect evidence

“Wealth Management and Financial Planning”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-1011 contacts →

Partial evidence

“Dickinson Williams & Company (“DW & Co.”) is an independent investment banking firm led by industry veterans with over 90 years of combined investment banking, financing, and…”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“Brook Run Partners is a results-oriented M&A advisory firm focused on integrity and value creation for the companies we serve.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-108 contacts →

Partial evidence

“Consult360 is a boutique advisory firm that does nothing but help professional services companies to solve their toughest problems - enabling them to achieve their goals for…”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“Sparkstone Capital Advisors is an independent investment bank providing mergers and acquisitions, capital raising, and strategic alternatives advisory services for clients in the…”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“Beyond Investment Banking At our core, we believe the most valuable investments we make aren’t just financial.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“Establishing a trusting, lasting relationship with you and your family comes first.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Tracy Applewhite and Sean Tyll founded Applewhite Tyll Retirement Planners in 2021 after having worked at Wells Fargo Advisors for over 30 years.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceRichmond, VA, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Light & Raphael, formerly known as Light-VanAusdall, was founded in 1966.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 17 of 31 boutique investment banks based in Richmond, United States

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

As of Sep 16, 2026
45.2%Verified-email coverage
40.5Average contacts per company
1-10Median size (employees)
3180.6%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
1
501-1,000
2
10001+
1

Email recency for this list is measured across the whole United States list rather than for Richmond, so it is reported there. Company counts and contact totals on this page are exact for Richmond, over 31 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 Richmond, 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 Richmond 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, 567 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 in the United States

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 Richmond, United States?

RevenueBase identified 31 boutique investment banks headquartered in Richmond, 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?

Harris Williams, headquartered in Richmond, 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 567 verified decision-maker contacts tracked across these 31 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.