Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 11,080 companies tracked

RevenueBase identified 11,080 company matches for finance consulting firms associated with the United States as of September 2026 and tracks 244,420 professional contacts across them, including 99,643 with verified work emails. New York is the largest hub.

This list covers company matches for finance consulting firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

11,080Companies

244,420Contacts tracked

99,643Verified emails

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The 25 largest finance consulting firms based in the United States

Ranked by team size

Top 25 of 11,080 company matches for finance consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	5,001-10,000	24,283 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 · Sep 28, 2026 · View company records in RevenueBase
3	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,868 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 · Sep 28, 2026 · View company records in RevenueBase
4	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Protiviti	Exact match	Menlo Park, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	8,779 contacts →
	Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,287 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 · Sep 28, 2026 · View company records in RevenueBase
7	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	L.E.K. Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	4,093 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,912 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 · Sep 28, 2026 · View company records in RevenueBase
10	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	TENEO	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,930 contacts →
	Exact match “Teneo is the global CEO advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
14	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,742 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 · Sep 28, 2026 · View company records in RevenueBase
15	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,643 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 · Sep 28, 2026 · View company records in RevenueBase
18	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
20	STOUT	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,345 contacts →
	Exact match “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	HJ Sims	Exact match	Fairfield, CT, United StatesHQ recorded Sep 28, 2026	n/a	1,325 contacts →
	Exact match “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
24	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
25	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “finance consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 11,080 finance consulting firms based in the United States

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Finance consulting firms based in the United States at a glance

As of Sep 28, 2026

40.8%Verified-email coverage

22.1Average contacts per company

1-10Median size (employees)

5.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

8,323

11-50

2,088

51-200

464

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 11,080 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 consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 99,643 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

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

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

RevenueBase identified 11,080 company matches for finance consulting firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most finance consulting firms?

New York leads with 569 company records, followed by Chicago (194) and Houston (190).

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 99,643 professional contacts with verified work emails tracked across these 11,080 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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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.