Company lists · Data refreshed November 2026

Top 25 Finance advisory consulting services based in the United States

Name: Finance advisory consulting services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 22,334 companies tracked

RevenueBase identified 22,334 company matches for finance advisory consulting services associated with the United States as of November 2026 and tracks 511,002 professional contacts across them, including 237,447 with verified work emails. New York is the largest hub.

This list covers company matches for finance advisory consulting services 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

22,334Companies

511,002Contacts tracked

237,447Verified emails

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

The 25 largest finance advisory consulting services based in the United States

Ranked by team size

Top 25 of 22,334 company matches for finance advisory consulting services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	85,842 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	19,302 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	CLA Cliftonlarsonallen	Exact match	Othello, WA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	9,936 contacts →
	Exact match “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	KROLL	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	6,832 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	CBIZ	Exact match	Independence, MO, United StatesHQ recorded Nov 6, 2026	10001+	6,622 contacts →
	Exact match “CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	BAIRD	Exact match	Milwaukee, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,626 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Eisneramper	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,410 contacts →
	Exact match “EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Lazard	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	4,127 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Evercore	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,694 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,537 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 · Nov 6, 2026 · View company records in RevenueBase
13	Withum	Exact match	Princeton, NJ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,484 contacts →
	Exact match “Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	APRIO	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,336 contacts →
	Exact match “Aprio is redefining what it means to be a global advisory and accounting firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Citrin Cooperman	Exact match	Carlsbad, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,231 contacts →
	Exact match “Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,168 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Texas Capital	Exact match	Dallas, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,246 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Carr, Riggs & Ingram	Exact match	Enterprise, AL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,214 contacts →
	Exact match “Carr, Riggs & Ingram (CRI) is a Top 25 nationally-ranked accounting and advisory firm driven by relationships to cultivate growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	TENEO	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,070 contacts →
	Exact match “Teneo is the global CEO advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,038 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,986 contacts →
	Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,965 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	n/a	1,928 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 · 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 “finance advisory consulting services”. 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 22,334 finance advisory consulting services based in the United States

See the full list, filter by size, metro and specialty, and access 237,447 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Finance advisory consulting services based in the United States at a glance

As of Nov 6, 2026

46.5%Verified-email coverage

22.9Average contacts per company

1-10Median size (employees)

4.5%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

16,241

11-50

4,657

51-200

954

201-500

207

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 22,334 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 “finance advisory consulting services” 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 237,447 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.

Finance advisory consulting services 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 “finance advisory consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many finance advisory consulting services are there based in the United States?

RevenueBase identified 22,334 company matches for finance advisory consulting services 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?

Fidelity Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most finance advisory consulting services?

New York leads with 1001 company records, followed by Houston (353) and Chicago (345).

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 237,447 professional contacts with verified work emails tracked across these 22,334 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 22,334 finance advisory consulting services based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Finance advisory consulting services 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.