Company lists · Data refreshed September 2026

Top 25 Esop advisors based in the United States

Name: Esop advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 8,093 companies tracked

RevenueBase identified 8,093 esop advisors headquartered in the United States as of September 2026 and tracks 91,103 professional contacts across them, including 40,951 with verified work emails. New York is the largest hub.

This list covers esop advisors 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 19, 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 19, 2026 86% judged on-target in blind review

8,093Companies

91,103Contacts tracked

40,951Verified emails

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The 25 largest esop advisors based in the United States

Ranked by team size

Top 25 of 8,093 esop advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to esop advisors: 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	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026
2	BNY Pershing	Partial evidence	Jersey City, NJ, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,420 contacts →
	Partial evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 19, 2026
3	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
4	Commonwealth Financial Network	Partial evidence	Waltham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,614 contacts →
	Partial evidence “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Source: RevenueBase Database · checked Sep 19, 2026
5	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
6	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Source: RevenueBase Database · checked Sep 19, 2026
7	Sequoia	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,262 contacts →
	Indirect evidence “Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend.” Source: RevenueBase Database · checked Sep 19, 2026
8	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 19, 2026
9	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 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 19, 2026
10	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	883 contacts →
	Indirect 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 19, 2026
11	Centerview Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	693 contacts →
	Partial evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
12	Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1,001-5,000	595 contacts →
	Partial evidence “Advisor Group, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
13	Altruist	Indirect evidence	Culver City, CA, United StatesHQ checked Sep 19, 2026	201-500	582 contacts →
	Indirect evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 19, 2026
14	BDT & MSD Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	201-500	504 contacts →
	Indirect evidence “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Source: RevenueBase Database · checked Sep 19, 2026
15	AST	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	487 contacts →
	Indirect evidence “AST is now EQ!” Source: RevenueBase Database · checked Sep 19, 2026
16	USI Consulting Group	Indirect evidence	Glastonbury, CT, United StatesHQ checked Sep 19, 2026	501-1,000	453 contacts →
	Indirect evidence “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Source: RevenueBase Database · checked Sep 19, 2026
17	Steward Partners	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	501-1,000	443 contacts →
	Indirect evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 19, 2026
18	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 19, 2026
19	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	377 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
20	Prairie Capital Advisors, INC	Partial evidence	Oakbrook Terrace, IL, United StatesHQ checked Sep 19, 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 19, 2026
21	E.C. Barton & Company	Indirect evidence	Jonesboro, AR, United StatesHQ checked Sep 19, 2026	501-1,000	353 contacts →
	Indirect evidence “At E.C.” Source: RevenueBase Database · checked Sep 19, 2026
22	Carson Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	51-200	342 contacts →
	Indirect evidence “Progress isn't defined by a single milestone.” Source: RevenueBase Database · checked Sep 19, 2026
23	Sellside Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	339 contacts →
	Indirect evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 19, 2026
24	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	323 contacts →
	Indirect 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 19, 2026
25	Rcm&d	Partial evidence	Hunt Valley, MD, United StatesHQ checked Sep 19, 2026	201-500	314 contacts →
	Partial evidence “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Source: RevenueBase Database · checked Sep 19, 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 8,093 esop advisors based in the United States

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Esop advisors based in the United States at a glance

As of Sep 19, 2026

45.0%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

5.1%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

5,836

11-50

1,782

51-200

335

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 8,093 companies.

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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 40,951 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 19, 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in the United States?

RevenueBase identified 8,093 esop advisors 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?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 40,951 verified decision-maker contacts tracked across these 8,093 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 19, 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.