Company lists · Data refreshed September 2026

Top 25 Business finance consulting firms based in the United States

Name: Business finance consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 11,015 companies tracked

RevenueBase identified 11,015 company matches for business finance consulting firms associated with the United States as of September 2026 and tracks 104,948 professional contacts across them, including 41,916 with verified work emails and 36,205 with mobile numbers. New York is the largest hub.

This list covers company matches for business finance consulting firms associated with the 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 28, 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 28, 2026 How this list was built

11,015Companies

104,948Contacts tracked

41,916Verified emails

36,205Mobile numbers

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The 25 largest business finance consulting firms based in the United States

Ranked by team size

Top 25 of 11,015 company matches for business finance consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,868 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 · Sep 28, 2026 · View company records in RevenueBase
2	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,287 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 · Sep 28, 2026 · View company records in RevenueBase
3	L.E.K. Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	4,093 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,912 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 · Sep 28, 2026 · View company records in RevenueBase
5	The Siegfried Group	Exact match	Wilmington, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,573 contacts →
	Exact match “We help CFOs and executive teams clarify what matters most, then deliver elite financial talent to make it happen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	DLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	546 contacts →
	Exact match “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	502 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Valueonshore 'vos' Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	429 contacts →
	Exact match “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Sep 28, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	YHB Cpas & Consultants	Exact match	Winchester, VA, United StatesHQ recorded Sep 28, 2026	201-500	376 contacts →
	Exact match “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, IL, United StatesHQ recorded Sep 28, 2026	51-200	364 contacts →
	Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Rcm&d	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 28, 2026	201-500	314 contacts →
	Exact match “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Bellwether	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	201-500	308 contacts →
	Exact match “Bellwether is the trusted advisory partner to global institutional real estate investors, acting as a force multiplier for their internal teams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	B. Riley Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	296 contacts →
	Exact match “About B.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 28, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Capstone Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	276 contacts →
	Exact match “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	M Squared Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	274 contacts →
	Exact match “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 28, 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 “business finance consulting firms”. 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 11,015 business finance consulting firms based in the United States

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Business finance consulting firms based in the United States at a glance

As of Sep 28, 2026

39.9%Verified-email coverage

34.5%Mobile-number coverage

9.5Average contacts per company

1-10Median size (employees)

5.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

8,787

11-50

1,794

51-200

314

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 30.0d

21,0340–30

19,07731–60

1,33361–90

1790–180

436180+

Company record updated

Median 86.0d

00–30

28,91331–60

28,36161–90

41,51690–180

6,054180+

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 the United States whose business descriptions match “business finance consulting firms” 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 41,916 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 28, 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.

Business finance consulting firms by metro

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

How many business finance consulting firms are there based in the United States?

RevenueBase identified 11,015 company matches for business finance consulting firms associated with the 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?

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

Which city has the most business finance consulting firms?

New York leads with 602 company records, followed by Atlanta (236) and Chicago (220).

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 41,916 professional contacts with verified work emails tracked across these 11,015 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 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 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.