Company lists · Data refreshed November 2026

Top 25 Finance advisory consulting services worldwide

Name: Finance advisory consulting services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 87,496 companies tracked

RevenueBase identified 87,496 company matches for finance advisory consulting services worldwide as of November 2026 and tracks 1,248,753 professional contacts across them, including 437,866 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for finance advisory consulting services worldwide, 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 November 6, 2026. Country and city lists for finance advisory consulting services follow the table.

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 Nov 6, 2026 How this list was built

87,496Companies

1,248,753Contacts tracked

437,866Verified emails

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The 25 largest finance advisory consulting services worldwide

Ranked by team size

Top 25 of 87,496 company matches for finance advisory consulting services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	85,842 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	19,302 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	SEB	Exact match	Stockholm, SwedenHQ recorded Nov 6, 2026	10001+	17,527 contacts →
	Exact match “SEB is a leading northern European financial services group with a strong belief that entrepreneurial minds and innovative companies are key in creating a better world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Nov 6, 2026	10001+	11,866 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	RBC Capital Markets	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	5,001-10,000	11,408 contacts →
	Exact match “RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	CLA Cliftonlarsonallen	Exact match	Othello, WA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	9,936 contacts →
	Exact match “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Protiviti	Exact match	Menlo Park, United StatesHQ recorded Nov 6, 2026	5,001-10,000	9,086 contacts →
	Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Kearney	Exact match	Chicago, United StatesHQ recorded Nov 6, 2026	5,001-10,000	7,451 contacts →
	Exact match “As one of the original firms, we’ve never lost sight of the fact that consulting is a people business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	KROLL	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	6,832 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	CBIZ	Exact match	Independence, MO, United StatesHQ recorded Nov 6, 2026	10001+	6,622 contacts →
	Exact match “CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	AZETS	Exact match	London, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	5,964 contacts →
	Exact match “Azets is an international business advisory group, with local experts in 190 locations across eight countries, backed by progressive technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Rothschild & CO	Exact match	Paris, FranceHQ recorded Nov 6, 2026	1,001-5,000	5,688 contacts →
	Exact match “Rothschild & Co is one of the world's largest independent financial advisory groups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	BAIRD	Exact match	Milwaukee, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,626 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Management Solutions	Exact match	Madrid, SpainHQ recorded Nov 6, 2026	1,001-5,000	4,730 contacts →
	Exact match “Management Solutions is a leading provider of business consulting services for regulated industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,525 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Eisneramper	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,410 contacts →
	Exact match “EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	L.E.K. Consulting	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,270 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Nov 6, 2026	10001+	4,152 contacts →
	Exact match “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,127 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 · Nov 6, 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 “finance advisory consulting services”. 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 87,496 finance advisory consulting services worldwide

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Finance advisory consulting services worldwide at a glance

As of Nov 6, 2026

35.1%Verified-email coverage

14.3Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

59,868

11-50

21,032

51-200

4,039

201-500

938

501-1,000

295

1,001-5,000

274

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for finance advisory consulting services are linked below.
What qualifies: Company records worldwide whose business descriptions match “finance advisory consulting services” 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. 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 437,866 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 November 6, 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.

Finance advisory consulting services by location

418 lists · largest first

Every Finance advisory consulting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “finance advisory consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many finance advisory consulting services are there worldwide?

RevenueBase identified 87,496 company matches for finance advisory consulting services worldwide as of November 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?

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

Which country has the most finance advisory consulting services?

The United States leads with 22,334 companies, followed by the United Kingdom (6,258) and India (5,819). Every finance advisory consulting services list by country and city is linked on this page.

Which city has the most finance advisory consulting services?

London leads with 1760 company records, followed by Sao Paulo (1219) and New York (1002).

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 437,866 professional contacts with verified work emails tracked across these 87,496 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 November 6, 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.