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 business finance consulting firms headquartered in 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 business finance consulting firms headquartered in the 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 28, 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 28, 2026 86% judged on-target in blind review

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 business finance consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to business finance 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	L.E.K. Consulting	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	4,093 contacts →
	Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 28, 2026
4	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
5	The Siegfried Group	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,573 contacts →
	Partial evidence “We help CFOs and executive teams clarify what matters most, then deliver elite financial talent to make it happen.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	904 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	DLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	546 contacts →
	Strong evidence “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: RevenueBase Database · checked Sep 28, 2026
11	PFM	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	502 contacts →
	Indirect evidence “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: RevenueBase Database · checked Sep 28, 2026
12	Valueonshore 'vos' Advisors	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 28, 2026	501-1,000	429 contacts →
	Indirect evidence “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Source: RevenueBase Database · checked Sep 28, 2026
13	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 28, 2026
14	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 28, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 28, 2026
15	YHB Cpas & Consultants	Indirect evidence	Winchester, VA, United StatesHQ checked Sep 28, 2026	201-500	376 contacts →
	Indirect evidence “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Source: RevenueBase Database · checked Sep 28, 2026
16	Prairie Capital Advisors, INC	Partial evidence	Oakbrook Terrace, IL, United StatesHQ checked Sep 28, 2026	51-200	364 contacts →
	Partial evidence “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
17	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
18	Rcm&d	Indirect evidence	Hunt Valley, MD, United StatesHQ checked Sep 28, 2026	201-500	314 contacts →
	Indirect evidence “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Source: RevenueBase Database · checked Sep 28, 2026
19	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026
20	Bellwether	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	308 contacts →
	Indirect evidence “Bellwether is the trusted advisory partner to global institutional real estate investors, acting as a force multiplier for their internal teams.” Source: RevenueBase Database · checked Sep 28, 2026
21	B. Riley Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	296 contacts →
	Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 28, 2026
22	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 28, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 28, 2026
23	Capstone Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	276 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	M Squared Consulting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	274 contacts →
	Partial evidence “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Source: RevenueBase Database · checked Sep 28, 2026
25	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 contacts →
	Partial evidence “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.” 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: business finance 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 business finance consulting firms.
Partial evidence: Its own public description names part of business finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name business finance 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 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)

5.1%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business finance 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “business finance 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 business finance 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 business finance consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 41,916 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.

Business finance consulting firms by metro

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

RevenueBase identified 11,015 business finance consulting firms headquartered in the 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which city has the most business finance consulting firms?

New York leads with 560 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 41,916 verified decision-maker contacts tracked across these 11,015 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.