Company lists · Data refreshed September 2026

Top 25 Financial research consulting firms worldwide

Name: Financial research consulting firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 7,626 companies tracked

RevenueBase identified 7,626 financial research consulting firms worldwide as of September 2026 and tracks 143,472 professional contacts across them, including 50,224 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers financial research consulting firms worldwide, 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 28, 2026. Country and city lists for financial research consulting firms follow the table.

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 28, 2026 86% judged on-target in blind review

7,626Companies

143,472Contacts tracked

50,224Verified emails

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The 25 largest financial research consulting firms worldwide

Ranked by team size

Top 25 of 7,626 financial research consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial research consulting firms: 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	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
2	RBC Capital Markets	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	5,001-10,000	10,594 contacts →
	Indirect evidence “RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Source: RevenueBase Database · checked Sep 28, 2026
3	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 28, 2026
4	Msci INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	7,504 contacts →
	Indirect evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 28, 2026
5	Crisil	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	6,411 contacts →
	Indirect evidence “Crisil is a global, insights-driven analytics company.” Source: RevenueBase Database · checked Sep 28, 2026
6	Acuity Knowledge Partners	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	5,001-10,000	5,009 contacts →
	Strong evidence “Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Source: RevenueBase Database · checked Sep 28, 2026
7	Moody's Ratings	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	4,047 contacts →
	Indirect evidence “For more than 115 years, Moody’s insight and analysis has been helping to unlock potential.” Source: RevenueBase Database · checked Sep 28, 2026
8	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Partial 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 28, 2026
9	Third Bridge Group	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	2,422 contacts →
	Partial evidence “Third Bridge is a leading global investment research firm established in 2007.” Source: RevenueBase Database · checked Sep 28, 2026
10	CLSA	Indirect evidence	Hong Kong, United KingdomHQ checked Sep 28, 2026	1,001-5,000	2,395 contacts →
	Indirect evidence “CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.” Source: RevenueBase Database · checked Sep 28, 2026
11	Charles River Associates	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,479 contacts →
	Strong evidence “Charles River Associates (CRA) is a global consulting firm specializing in litigation, regulatory, financial, and management consulting.” Source: RevenueBase Database · checked Sep 28, 2026
12	Prometeia	Partial evidence	Bologna, ItalyHQ checked Sep 28, 2026	1,001-5,000	1,279 contacts →
	Partial evidence “In an increasingly complex financial landscape, Prometeia transforms complexity into clarity.” Source: RevenueBase Database · checked Sep 28, 2026
13	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
14	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	1,010 contacts →
	Indirect evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
15	YES Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	916 contacts →
	Indirect evidence “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Source: RevenueBase Database · checked Sep 28, 2026
16	Seeking Alpha	Strong evidence	NY, United StatesHQ checked Sep 28, 2026	201-500	848 contacts →
	Strong evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 28, 2026
17	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 28, 2026
18	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 28, 2026
19	Aranca	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	734 contacts →
	Partial evidence “We are a global research analytics and advisory firm with over 20 years of experience in helping organizations take strategic business and investment decisions fearlessly and with…” Source: RevenueBase Database · checked Sep 28, 2026
20	Jasper Colin	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	734 contacts →
	Partial evidence “Founded in 2007, Jasper Colin is a leading provider of comprehensive research and analytics services, powered by technology and backed by a growing team of industry experts.” Source: RevenueBase Database · checked Sep 28, 2026
21	Guggenheim Securities	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	699 contacts →
	Indirect evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 28, 2026
22	Oxford Economics	Indirect evidence	Oxford, United KingdomHQ checked Sep 28, 2026	501-1,000	611 contacts →
	Indirect evidence “At Oxford Economics, we equip our clients with the data and understanding they need to navigate an uncertain, fast-changing and challenging global economic and business…” Source: RevenueBase Database · checked Sep 28, 2026
23	Market Research Future Mrfr	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	574 contacts →
	Partial evidence “Market Research Future (MRFR) is one of the most trusted firms for syndicated research services.” Source: RevenueBase Database · checked Sep 28, 2026
24	The Brattle Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	201-500	553 contacts →
	Indirect evidence “The Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world.” Source: RevenueBase Database · checked Sep 28, 2026
25	Grand View Research, INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	539 contacts →
	Strong evidence “Grand View Research is an end-to-end market research technology and consulting business.” Source: RevenueBase Database · checked Sep 28, 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: financial research consulting firms. 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 financial research consulting firms.
Partial evidence: Its own public description names part of financial research consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial research consulting firms. 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 7,626 financial research consulting firms worldwide

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Financial research consulting firms worldwide at a glance

As of Sep 28, 2026

35.0%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

5,089

11-50

1,806

51-200

492

201-500

132

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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 financial research consulting firms, 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.
Coverage: Every country. Country and city lists for financial research consulting firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial research consulting firms”. 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 financial research consulting firms), 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 financial research consulting firms, and records with no verified work email.
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, 50,224 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 28, 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.

Financial research consulting firms by location

44 lists · largest first

Every Financial research consulting firms 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 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 financial research consulting firms, 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 financial research consulting firms are there worldwide?

RevenueBase identified 7,626 financial research consulting firms worldwide 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?

Morningstar, headquartered in Chicago, tops this list with the largest team on record.

Which country has the most financial research consulting firms?

The United States leads with 1,496 companies, followed by India (821) and Brazil (401). Every financial research consulting firms list by country and city is linked on this page.

Which city has the most financial research consulting firms?

New York leads with 225 headquartered companies, followed by London (223) and Sao Paulo (144).

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 50,224 verified decision-maker contacts tracked across these 7,626 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 28, 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.