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 20, 2026 8,093 companies tracked

RevenueBase identified 8,093 company matches for esop advisors associated with 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 company matches for esop 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 September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

8,093Companies

91,103Contacts tracked

40,951Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest esop advisors based in the United States

Ranked by team size

Top 25 of 8,093 company matches for esop advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 20, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	1,614 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,489 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Sequoia	Exact match	San Mateo, CA, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,262 contacts →
	Exact match “Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Centerview Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	693 contacts →
	Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1,001-5,000	595 contacts →
	Exact match “Advisor Group, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Altruist	Exact match	Culver City, CA, United StatesHQ recorded Sep 20, 2026	201-500	582 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	BDT & MSD Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	201-500	504 contacts →
	Exact match “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	AST	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	487 contacts →
	Exact match “AST is now EQ!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	USI Consulting Group	Exact match	Glastonbury, CT, United StatesHQ recorded Sep 20, 2026	501-1,000	453 contacts →
	Exact match “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	501-1,000	443 contacts →
	Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	CAIS	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	377 contacts →
	Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, IL, United StatesHQ recorded Sep 20, 2026	51-200	364 contacts →
	Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	E.C. Barton & Company	Exact match	Jonesboro, AR, United StatesHQ recorded Sep 20, 2026	501-1,000	353 contacts →
	Exact match “At E.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Carson Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	51-200	342 contacts →
	Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	339 contacts →
	Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Rcm&d	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	201-500	314 contacts →
	Exact match “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded in the RevenueBase company graph · Sep 20, 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 “esop 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 8,093 esop advisors based in the United States

See the full list, filter by size, metro and specialty, and access 40,951 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Esop advisors based in the United States at a glance

As of Sep 20, 2026

45.0%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · New York

Sep 20, 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

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 “esop 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 40,951 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 20, 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.

Esop advisors by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “esop advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many esop advisors are there based in the United States?

RevenueBase identified 8,093 company matches for esop advisors 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?

J.P. Morgan Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most esop advisors?

New York leads with 433 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 40,951 professional contacts with verified work emails tracked across these 8,093 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 8,093 esop advisors based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Esop advisors by geography

Browse the directory

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.