Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 535 companies tracked

RevenueBase identified 535 finance consulting firms headquartered in New York, United States as of September 2026 and tracks 101,192 professional contacts across them, including 41,003 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers finance consulting firms headquartered in New York, 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 28, 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 28, 2026 86% judged on-target in blind review

535Companies

101,192Contacts tracked

41,003Verified emails

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The 25 largest finance consulting firms based in New York, United States

Ranked by team size

Top 25 of 535 finance consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 28, 2026
2	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
3	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,783 contacts →
	Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 28, 2026
4	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
6	Evercore	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,296 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
7	Moelis & Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,742 contacts →
	Indirect evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 28, 2026
8	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
9	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
10	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Partial 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 28, 2026
11	Guggenheim Securities	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	699 contacts →
	Indirect evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 28, 2026
12	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
13	Solomon Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	427 contacts →
	Indirect evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 28, 2026
14	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 28, 2026
15	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Partial 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 28, 2026
16	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026
17	Convergex	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	195 contacts →
	Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Sep 28, 2026
18	Research Nester Analytics	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	191 contacts →
	Partial evidence “Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Source: RevenueBase Database · checked Sep 28, 2026
19	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 28, 2026
21	Oaklins	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	501-1,000	110 contacts →
	Partial evidence “We are global M&A and financial advisory professionals, determined to help ambitious entrepreneurs and evolving companies reach their full potential.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ducera Partners LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	99 contacts →
	Indirect evidence “Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and…” Source: RevenueBase Database · checked Sep 28, 2026
23	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 28, 2026
24	TM Capital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	92 contacts →
	Indirect evidence “TM Capital, now part of Capstone Partners, is the client-first investment banking team advising industry-leading companies across North America.” Source: RevenueBase Database · checked Sep 28, 2026
25	Fifth Avenue Financial	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	86 contacts →
	Partial evidence “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Source: RevenueBase Database · checked Sep 28, 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: finance consulting firms. 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 finance consulting firms.
Partial evidence: Its own public description names part of finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance consulting firms. 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 535 finance consulting firms based in New York, United States

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Finance consulting firms based in New York, United States at a glance

As of Sep 28, 2026

40.5%Verified-email coverage

189.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

305

11-50

151

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 535 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 finance consulting firms, 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 New York, United States whose own description of what they do matches “finance consulting firms”. 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 finance consulting firms), 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 finance consulting firms, and records with no verified work email. Companies headquartered outside New York 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, 41,003 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 28, 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.

Finance consulting firms by metro in the United States

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 finance consulting firms, 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 finance consulting firms are there based in New York, United States?

RevenueBase identified 535 finance consulting firms headquartered in New York, 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 41,003 verified decision-maker contacts tracked across these 535 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 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 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.