Company lists · Data refreshed September 2026
Top 19 Custody compliance consulting firms based in the United States
RevenueBase identified 53 company matches for custody compliance consulting firms associated with the United States as of September 2026 and tracks 214 professional contacts across them, including 79 with verified work emails. New York is the largest hub.
This list covers company matches for custody compliance 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.
The 19 largest custody compliance consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 33 contacts → | ||||
Exact match “Key Bridge Compliance is a boutique consulting rm revolutionizing the regulatory landscape for SEC-registered investment advisers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 23 contacts → | ||||
Exact match “Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “TCA Compliance exists to give financial institutions A Better Way to manage their compliance obligations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Asgard Regulatory Group LLC (“Asgard”) specializes in providing regulatory compliance and business advisory services and audit and special project work to broker-dealers…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Cooperative Parenting is not an innate skill.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “We are an organization created to assist you in successfully finding that particular “common sense” that fits your business organization and to help you build end-to-end workable…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Quadrant Regulatory Group provides services that support compliance with SEC, FINRA, MSRB, and state securities law.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Compliance Services Group, LLC is the product of two nationally respected companies that provide responsive and high-quality compliance consulting and audit services for financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “With expertise gained from years dedicated to the financial services industry, Dziura Compliance Consulting (“DCC”) professionals are specialists in regulatory compliance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “MBP3 helps financial firms navigate the complexities of regulatory compliance with tailored solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Color me SAFE(SM) is a premier consulting firm serving the Greater Dallas area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “TRUSTworthy Consultants partners with you to ensure your fiduciary and compliance practices are compliant, efficient, and up to date with the latest regulations and industry best…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Covered Bridge Compliance LLC assists investment advisory firms to be in compliance with the Investment Advisers Act of 1940 and assists broker-dealers to be in compliance with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Kropschot Consulting Partners works in partnership with banks, trust companies and investment advisers to help them achieve their strategic and tactical objectives, while…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Compliance: Registrations & Annual Exam Requirements Performed by licensed and qualified Compliance Officer.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Scitus Consulting LLC is a Regulatory Compliance provider focusing specifically on the risk assessment aspects of a client’s business, including, but not limited to: SEC Rule 17-h…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “InvestmentCare provides compliance solutions to broker/dealers, investment advisors, fund companies, family offices and other regulated entities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Michael Christians Consulting, LLC assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Ethos Healthcare Consulting is a boutique consulting firm that provides broad regulatory compliance consulting to Behavioral Healthcare organizations across the U.S.” 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 “custody compliance 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 19 of 53 custody compliance consulting firms based in the United States
See the full list, filter by size, metro and specialty, and access 79 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Custody compliance consulting firms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 53 companies.
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 “custody compliance 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 79 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.
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 “custody compliance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many custody compliance consulting firms are there based in the United States?
RevenueBase identified 53 company matches for custody compliance 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?
KEY Bridge Compliance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most custody compliance consulting firms?
New York leads with 5 company records, followed by Chicago (2) and Dallas (2).
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 79 professional contacts with verified work emails tracked across these 53 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.
Ready to reach these companies? Verified emails and direct dials for all 53 custody compliance consulting firms based in the United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 19 custody compliance consulting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 53 matching company records for custody compliance consulting firms based in the United States, with 214 tracked contacts and 79 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 custody compliance consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | KEY Bridge Compliancekeybridgecompliance.com HQ: Covington, KY, United StatesReported employees: 11-50 | Covington, KY, United States | 11-50 | Exact match | 33 contacts → |
“Key Bridge Compliance is a boutique consulting rm revolutionizing the regulatory landscape for SEC-registered investment advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Renaissance Regulatory Servicesrrscompliance.comHQ: Deerfield Beach, FL, United StatesReported employees: 11-50 | Deerfield Beach, FL, United States | 11-50 | Exact match | 23 contacts → |
“Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | TCA Compliancetcaregs.com HQ: Oak Brook, IL, United StatesReported employees: 11-50 | Oak Brook, IL, United States | 11-50 | Exact match | 15 contacts → |
“TCA Compliance exists to give financial institutions A Better Way to manage their compliance obligations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Asgard Regulatory Group, LLCasgardcompliance.comHQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 14 contacts → |
“Asgard Regulatory Group LLC (“Asgard”) specializes in providing regulatory compliance and business advisory services and audit and special project work to broker-dealers…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Layne Project, INCthelayneproject.com HQ: Olathe, KS, United StatesReported employees: 11-50 | Olathe, KS, United States | 11-50 | Exact match | 11 contacts → |
“Cooperative Parenting is not an innate skill.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | International Compliance Solutions, LLCics-compliance.com HQ: Coral Gables, FL, United StatesReported employees: 1-10 | Coral Gables, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are an organization created to assist you in successfully finding that particular “common sense” that fits your business organization and to help you build end-to-end workable…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quadrant Regulatory Groupquadrantregulatory.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Quadrant Regulatory Group provides services that support compliance with SEC, FINRA, MSRB, and state securities law.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Compliance Services Group, LLCcomplianceservicesgroup.comHQ: Olympia, WA, United StatesReported employees: 11-50 | Olympia, WA, United States | 11-50 | Exact match | 7 contacts → |
“Compliance Services Group, LLC is the product of two nationally respected companies that provide responsive and high-quality compliance consulting and audit services for financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dziura Compliance Consulting, LLCdziuracomplianceconsulting.com HQ: Media, PA, United StatesReported employees: 1-10 | Media, PA, United States | 1-10 | Exact match | 5 contacts → |
“With expertise gained from years dedicated to the financial services industry, Dziura Compliance Consulting (“DCC”) professionals are specialists in regulatory compliance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mbp3 Solutions, INCmbp3.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“MBP3 helps financial firms navigate the complexities of regulatory compliance with tailored solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Color ME Safecolormesafe.net HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Color me SAFE(SM) is a premier consulting firm serving the Greater Dallas area.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Trustworthy Consultants, LLCtrustworthyconsultants.comHQ: Marietta, GA, United StatesReported employees: 1-10 | Marietta, GA, United States | 1-10 | Exact match | 2 contacts → |
“TRUSTworthy Consultants partners with you to ensure your fiduciary and compliance practices are compliant, efficient, and up to date with the latest regulations and industry best…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Covered Bridge Compliance LLCcoveredbridgecompliance.com HQ: Littleton, CO, United StatesReported employees: 1-10 | Littleton, CO, United States | 1-10 | Exact match | 2 contacts → |
“Covered Bridge Compliance LLC assists investment advisory firms to be in compliance with the Investment Advisers Act of 1940 and assists broker-dealers to be in compliance with…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kropschot Consulting Partners, LLCkropschotconsultingpartners.com HQ: Mapleton, UT, United StatesReported employees: 1-10 | Mapleton, UT, United States | 1-10 | Exact match | 2 contacts → |
“Kropschot Consulting Partners works in partnership with banks, trust companies and investment advisers to help them achieve their strategic and tactical objectives, while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Pyrenees Compliance LLCpyreneesusa.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Compliance: Registrations & Annual Exam Requirements Performed by licensed and qualified Compliance Officer.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Scitus Consulting LLCscitusconsulting.com HQ: Reston, VA, United StatesReported employees: 1-10 | Reston, VA, United States | 1-10 | Exact match | 1 contacts → |
“Scitus Consulting LLC is a Regulatory Compliance provider focusing specifically on the risk assessment aspects of a client’s business, including, but not limited to: SEC Rule 17-h…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investmentcare Consulting Group, INCinvestmentcare.comHQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“InvestmentCare provides compliance solutions to broker/dealers, investment advisors, fund companies, family offices and other regulated entities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Michael Christians Consulting, LLCmchristiansconsulting.com HQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 1 contacts → |
“Michael Christians Consulting, LLC assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ethos Healthcare Consulting, LLCethoshealthcareconsulting.com HQ: Jupiter, FL, United StatesReported employees: 1-10 | Jupiter, FL, United States | 1-10 | Exact match | 1 contacts → |
“Ethos Healthcare Consulting is a boutique consulting firm that provides broad regulatory compliance consulting to Behavioral Healthcare organizations across the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 53 company matches
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Custody compliance consulting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for custody compliance consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many custody compliance consulting firms did RevenueBase find based in the United States?
The saved snapshot records 53 matching company records, 214 tracked contacts and 79 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 19 custody compliance consulting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/custody-compliance-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 19 custody compliance consulting firms based in the United States
RevenueBase records 53 matching company records for custody compliance consulting firms based in the United States, with 214 tracked contacts and 79 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 custody compliance consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | KEY Bridge Compliancekeybridgecompliance.com HQ: Covington, KY, United StatesReported employees: 11-50 | Covington, KY, United States | 11-50 | Exact match | 33 contacts → |
“Key Bridge Compliance is a boutique consulting rm revolutionizing the regulatory landscape for SEC-registered investment advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Renaissance Regulatory Servicesrrscompliance.com HQ: Deerfield Beach, FL, United StatesReported employees: 11-50 | Deerfield Beach, FL, United States | 11-50 | Exact match | 23 contacts → |
“Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | TCA Compliancetcaregs.com HQ: Oak Brook, IL, United StatesReported employees: 11-50 | Oak Brook, IL, United States | 11-50 | Exact match | 15 contacts → |
“TCA Compliance exists to give financial institutions A Better Way to manage their compliance obligations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Asgard Regulatory Group, LLCasgardcompliance.com HQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 14 contacts → |
“Asgard Regulatory Group LLC (“Asgard”) specializes in providing regulatory compliance and business advisory services and audit and special project work to broker-dealers…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Layne Project, INCthelayneproject.com HQ: Olathe, KS, United StatesReported employees: 11-50 | Olathe, KS, United States | 11-50 | Exact match | 11 contacts → |
“Cooperative Parenting is not an innate skill.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | International Compliance Solutions, LLCics-compliance.com HQ: Coral Gables, FL, United StatesReported employees: 1-10 | Coral Gables, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are an organization created to assist you in successfully finding that particular “common sense” that fits your business organization and to help you build end-to-end workable…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quadrant Regulatory Groupquadrantregulatory.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Quadrant Regulatory Group provides services that support compliance with SEC, FINRA, MSRB, and state securities law.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Compliance Services Group, LLCcomplianceservicesgroup.com HQ: Olympia, WA, United StatesReported employees: 11-50 | Olympia, WA, United States | 11-50 | Exact match | 7 contacts → |
“Compliance Services Group, LLC is the product of two nationally respected companies that provide responsive and high-quality compliance consulting and audit services for financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dziura Compliance Consulting, LLCdziuracomplianceconsulting.com HQ: Media, PA, United StatesReported employees: 1-10 | Media, PA, United States | 1-10 | Exact match | 5 contacts → |
“With expertise gained from years dedicated to the financial services industry, Dziura Compliance Consulting (“DCC”) professionals are specialists in regulatory compliance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mbp3 Solutions, INCmbp3.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“MBP3 helps financial firms navigate the complexities of regulatory compliance with tailored solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Color ME Safecolormesafe.net HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Color me SAFE(SM) is a premier consulting firm serving the Greater Dallas area.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Trustworthy Consultants, LLCtrustworthyconsultants.com HQ: Marietta, GA, United StatesReported employees: 1-10 | Marietta, GA, United States | 1-10 | Exact match | 2 contacts → |
“TRUSTworthy Consultants partners with you to ensure your fiduciary and compliance practices are compliant, efficient, and up to date with the latest regulations and industry best…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Covered Bridge Compliance LLCcoveredbridgecompliance.com HQ: Littleton, CO, United StatesReported employees: 1-10 | Littleton, CO, United States | 1-10 | Exact match | 2 contacts → |
“Covered Bridge Compliance LLC assists investment advisory firms to be in compliance with the Investment Advisers Act of 1940 and assists broker-dealers to be in compliance with…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kropschot Consulting Partners, LLCkropschotconsultingpartners.com HQ: Mapleton, UT, United StatesReported employees: 1-10 | Mapleton, UT, United States | 1-10 | Exact match | 2 contacts → |
“Kropschot Consulting Partners works in partnership with banks, trust companies and investment advisers to help them achieve their strategic and tactical objectives, while…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pyrenees Compliance LLCpyreneesusa.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Compliance: Registrations & Annual Exam Requirements Performed by licensed and qualified Compliance Officer.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Scitus Consulting LLCscitusconsulting.com HQ: Reston, VA, United StatesReported employees: 1-10 | Reston, VA, United States | 1-10 | Exact match | 1 contacts → |
“Scitus Consulting LLC is a Regulatory Compliance provider focusing specifically on the risk assessment aspects of a client’s business, including, but not limited to: SEC Rule 17-h…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investmentcare Consulting Group, INCinvestmentcare.com HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 1 contacts → |
“InvestmentCare provides compliance solutions to broker/dealers, investment advisors, fund companies, family offices and other regulated entities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Michael Christians Consulting, LLCmchristiansconsulting.com HQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 1 contacts → |
“Michael Christians Consulting, LLC assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ethos Healthcare Consulting, LLCethoshealthcareconsulting.com HQ: Jupiter, FL, United StatesReported employees: 1-10 | Jupiter, FL, United States | 1-10 | Exact match | 1 contacts → |
“Ethos Healthcare Consulting is a boutique consulting firm that provides broad regulatory compliance consulting to Behavioral Healthcare organizations across the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 53 company matches
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Custody compliance consulting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for custody compliance consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many custody compliance consulting firms did RevenueBase find based in the United States?
The saved snapshot records 53 matching company records, 214 tracked contacts and 79 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 19 custody compliance consulting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/custody-compliance-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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