Company lists · Data refreshed November 2026
Top 25 Disclosure advisors based in the United States
RevenueBase identified 335 company matches for disclosure advisors associated with the United States as of November 2026 and tracks 4,216 professional contacts across them, including 1,828 with verified work emails. New York is the largest hub.
This list covers company matches for disclosure advisors 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 November 6, 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 25 largest disclosure advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,790 contacts → | ||||
Exact match “DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 373 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 130 contacts → | ||||
Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 113 contacts → | ||||
Exact match “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 85 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 51 contacts → | ||||
Exact match “SHARPEST TOOLS IN THE SHED Whether you're building a new firm, reinforcing compliance resources, or repairing compliance deficiencies, Compliers' experienced CCOs and compliance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 50 contacts → | ||||
Exact match “We are now Acclarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 50 contacts → | ||||
Exact match “Blythe Global Advisors is a full-spectrum accounting advisory firm with a difference.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 49 contacts → | ||||
Exact match “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 32 contacts → | ||||
Exact match “ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “Potomac River Partners is a specialized management consulting firm offering a variety of services to meet our clients’ challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “Our law firm combines highly specialized legal expertise with business and financial acumen, which allows us to provide our clients with focused intelligence and due diligence on…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “Securities offered through Osaic Wealth, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “The Wealth Alliance is a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 21 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 20 contacts → | ||||
Exact match “Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “At Simon Compliance, each of our clients receives a customized compliance program designed by a former SEC enforcement attorney who knows what it takes to comply with the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “In February of 2022, Capital Forensics was acquired by J.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 16 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Advisory services offered by World Investment Advisors, LLC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Please follow us here: Hightower Advisors, LLC is an SEC registered investment adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “disclosure advisors”. 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 335 disclosure advisors based in the United States
See the full list, filter by size, metro and specialty, and access 1,828 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Disclosure advisors based in the United States at a glance
As of Nov 6, 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 335 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 “disclosure advisors” 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 1,828 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
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 “disclosure advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many disclosure advisors are there based in the United States?
RevenueBase identified 335 company matches for disclosure advisors associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Donnelley Financial Solutions Dfin tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most disclosure advisors?
New York leads with 19 company records, followed by Chicago (10) and Houston (7).
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 1,828 professional contacts with verified work emails tracked across these 335 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 335 disclosure advisors 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Disclosure advisors based in Brazil
- Disclosure advisors based in France
- Disclosure advisors based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 disclosure advisors 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 335 matching company records for disclosure advisors based in the United States, with 4,216 tracked contacts and 1,828 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 disclosure advisors 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 |  Donnelley Financial Solutions Dfindfinsolutions.comHQ: Lancaster, PA, United StatesReported employees: 1,001-5,000 | Lancaster, PA, United States | 1,001-5,000 | Exact match | 1,790 contacts → |
“DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Avantax Planning Partnersavantax.comHQ: Dubuque, MN, United StatesReported employees: 51-200 | Dubuque, MN, United States | 51-200 | Exact match | 130 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  DFP Partnersdfppartners.comHQ: New York, MA, United StatesReported employees: 51-200 | New York, MA, United States | 51-200 | Exact match | 113 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  GWN Securities, INCgwnsecurities.comHQ: Palm Beach Gardens, FL, United StatesReported employees: 51-200 | Palm Beach Gardens, FL, United States | 51-200 | Exact match | 85 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Compliers Consulting Services, LLCcompliers.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“SHARPEST TOOLS IN THE SHED Whether you're building a new firm, reinforcing compliance resources, or repairing compliance deficiencies, Compliers' experienced CCOs and compliance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kaiser Consulting Your Accounting And Compliance Partneracclaritygroup.comHQ: Powell, OH, United StatesReported employees: 51-200 | Powell, OH, United States | 51-200 | Exact match | 50 contacts → |
“We are now Acclarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Blythe Global Advisorsblytheglobal.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 50 contacts → |
“Blythe Global Advisors is a full-spectrum accounting advisory firm with a difference.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Floyd Advisory LLCfloydadvisory.comHQ: Boston, NY, United StatesReported employees: 11-50 | Boston, NY, United States | 11-50 | Exact match | 49 contacts → |
“FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ACIacisecure.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Potomac River Partnerspotomacriverpartners.comHQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 32 contacts → |
“Potomac River Partners is a specialized management consulting firm offering a variety of services to meet our clients’ challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Snyder Kearney, LLCsnyderkearney.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 30 contacts → |
“Our law firm combines highly specialized legal expertise with business and financial acumen, which allows us to provide our clients with focused intelligence and due diligence on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Novem Groupnovemgroup.comHQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 29 contacts → |
“Securities offered through Osaic Wealth, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Wealth Alliancethewealthalliance.comHQ: Melville, NY, United StatesReported employees: 11-50 | Melville, NY, United States | 11-50 | Exact match | 29 contacts → |
“The Wealth Alliance is a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Renaissance Regulatory Servicesrrscompliance.comHQ: Deerfield Beach, DC, United StatesReported employees: 11-50 | Deerfield Beach, DC, United States | 11-50 | Exact match | 21 contacts → |
“Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KEY Bridge Compliancekeybridgecompliance.com HQ: Covington, KY, United StatesReported employees: 11-50 | Covington, KY, United States | 11-50 | Exact match | 20 contacts → |
“Key Bridge Compliance is a boutique consulting rm revolutionizing the regulatory landscape for SEC-registered investment advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Integrated Management Solutionsintegrated.solutionsHQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 20 contacts → |
“Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Simon Compliance LLCsimoncompliance.comHQ: Winnetka, IL, United StatesReported employees: 11-50 | Winnetka, IL, United States | 11-50 | Exact match | 19 contacts → |
“At Simon Compliance, each of our clients receives a customized compliance program designed by a former SEC enforcement attorney who knows what it takes to comply with the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kennedy Financial Serviceskennedy-financial.comHQ: Eastland, TX, United StatesReported employees: 11-50 | Eastland, TX, United States | 11-50 | Exact match | 18 contacts → |
“Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Capital Forensics, Inc., A Part Of J.S. Heldcapitalforensics.comHQ: Palatine, IL, United StatesReported employees: 11-50 | Palatine, IL, United States | 11-50 | Exact match | 17 contacts → |
“In February of 2022, Capital Forensics was acquired by J.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Asgard Regulatory Group, LLCasgardcompliance.comHQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 16 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealthpath Investment Advisorswealthpath.netHQ: Rogers, AR, United StatesReported employees: 1-10 | Rogers, AR, United States | 1-10 | Exact match | 14 contacts → |
“Advisory services offered by World Investment Advisors, LLC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Synergy Financial Advisorssynergyfa.comHQ: Murray, UT, United StatesReported employees: 1-10 | Murray, UT, United States | 1-10 | Exact match | 14 contacts → |
“Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  TBH Consulting LLCtbhconsulting.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hightower Signature Wealth-Lexingtonhightowersignature.comHQ: Lexington, MA, United StatesReported employees: 11-50 | Lexington, MA, United States | 11-50 | Exact match | 11 contacts → |
“Please follow us here: Hightower Advisors, LLC is an SEC registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 335 company matches
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Disclosure advisors: dataset insights
November 6, 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
334 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 335 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: November 6, 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 disclosure advisors?
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 disclosure advisors did RevenueBase find based in the United States?
The saved snapshot records 335 matching company records, 4,216 tracked contacts and 1,828 verified emails. The public preview displays 25 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: November 6, 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
Disclosure advisors by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 disclosure advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/disclosure-advisors/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
- Disclosure advisors based in Brazil
- Disclosure advisors based in France
- Disclosure advisors based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 disclosure advisors based in the United States
RevenueBase records 335 matching company records for disclosure advisors based in the United States, with 4,216 tracked contacts and 1,828 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 disclosure advisors 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 | Donnelley Financial Solutions Dfindfinsolutions.com HQ: Lancaster, PA, United StatesReported employees: 1,001-5,000 | Lancaster, PA, United States | 1,001-5,000 | Exact match | 1,790 contacts → |
“DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Avantax Planning Partnersavantax.com HQ: Dubuque, MN, United StatesReported employees: 51-200 | Dubuque, MN, United States | 51-200 | Exact match | 130 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DFP Partnersdfppartners.com HQ: New York, MA, United StatesReported employees: 51-200 | New York, MA, United States | 51-200 | Exact match | 113 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | GWN Securities, INCgwnsecurities.com HQ: Palm Beach Gardens, FL, United StatesReported employees: 51-200 | Palm Beach Gardens, FL, United States | 51-200 | Exact match | 85 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Compliers Consulting Services, LLCcompliers.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“SHARPEST TOOLS IN THE SHED Whether you're building a new firm, reinforcing compliance resources, or repairing compliance deficiencies, Compliers' experienced CCOs and compliance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kaiser Consulting Your Accounting And Compliance Partneracclaritygroup.com HQ: Powell, OH, United StatesReported employees: 51-200 | Powell, OH, United States | 51-200 | Exact match | 50 contacts → |
“We are now Acclarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Blythe Global Advisorsblytheglobal.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 50 contacts → |
“Blythe Global Advisors is a full-spectrum accounting advisory firm with a difference.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Floyd Advisory LLCfloydadvisory.com HQ: Boston, NY, United StatesReported employees: 11-50 | Boston, NY, United States | 11-50 | Exact match | 49 contacts → |
“FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ACIacisecure.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Potomac River Partnerspotomacriverpartners.com HQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 32 contacts → |
“Potomac River Partners is a specialized management consulting firm offering a variety of services to meet our clients’ challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Snyder Kearney, LLCsnyderkearney.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 30 contacts → |
“Our law firm combines highly specialized legal expertise with business and financial acumen, which allows us to provide our clients with focused intelligence and due diligence on…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Novem Groupnovemgroup.com HQ: Rochester, NY, United StatesReported employees: 11-50 | Rochester, NY, United States | 11-50 | Exact match | 29 contacts → |
“Securities offered through Osaic Wealth, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Wealth Alliancethewealthalliance.com HQ: Melville, NY, United StatesReported employees: 11-50 | Melville, NY, United States | 11-50 | Exact match | 29 contacts → |
“The Wealth Alliance is a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Renaissance Regulatory Servicesrrscompliance.com HQ: Deerfield Beach, DC, United StatesReported employees: 11-50 | Deerfield Beach, DC, United States | 11-50 | Exact match | 21 contacts → |
“Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KEY Bridge Compliancekeybridgecompliance.com HQ: Covington, KY, United StatesReported employees: 11-50 | Covington, KY, United States | 11-50 | Exact match | 20 contacts → |
“Key Bridge Compliance is a boutique consulting rm revolutionizing the regulatory landscape for SEC-registered investment advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Integrated Management Solutionsintegrated.solutions HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 20 contacts → |
“Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Simon Compliance LLCsimoncompliance.com HQ: Winnetka, IL, United StatesReported employees: 11-50 | Winnetka, IL, United States | 11-50 | Exact match | 19 contacts → |
“At Simon Compliance, each of our clients receives a customized compliance program designed by a former SEC enforcement attorney who knows what it takes to comply with the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kennedy Financial Serviceskennedy-financial.com HQ: Eastland, TX, United StatesReported employees: 11-50 | Eastland, TX, United States | 11-50 | Exact match | 18 contacts → |
“Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capital Forensics, Inc., A Part Of J.S. Heldcapitalforensics.com HQ: Palatine, IL, United StatesReported employees: 11-50 | Palatine, IL, United States | 11-50 | Exact match | 17 contacts → |
“In February of 2022, Capital Forensics was acquired by J.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Asgard Regulatory Group, LLCasgardcompliance.com HQ: Holbrook, NY, United StatesReported employees: 11-50 | Holbrook, NY, United States | 11-50 | Exact match | 16 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealthpath Investment Advisorswealthpath.net HQ: Rogers, AR, United StatesReported employees: 1-10 | Rogers, AR, United States | 1-10 | Exact match | 14 contacts → |
“Advisory services offered by World Investment Advisors, LLC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Synergy Financial Advisorssynergyfa.com HQ: Murray, UT, United StatesReported employees: 1-10 | Murray, UT, United States | 1-10 | Exact match | 14 contacts → |
“Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TBH Consulting LLCtbhconsulting.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hightower Signature Wealth-Lexingtonhightowersignature.com HQ: Lexington, MA, United StatesReported employees: 11-50 | Lexington, MA, United States | 11-50 | Exact match | 11 contacts → |
“Please follow us here: Hightower Advisors, LLC is an SEC registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 335 company matches
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Disclosure advisors: dataset insights
November 6, 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
334 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 335 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: November 6, 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 disclosure advisors?
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 disclosure advisors did RevenueBase find based in the United States?
The saved snapshot records 335 matching company records, 4,216 tracked contacts and 1,828 verified emails. The public preview displays 25 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 disclosure advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/disclosure-advisors/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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