Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in New York, United States

Name: Financial advisor recruitment 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 428 companies tracked

RevenueBase identified 428 company matches for financial advisor recruitment firms associated with New York, United States as of September 2026 and tracks 18,274 professional contacts across them, including 7,741 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial advisor recruitment firms associated with New York, 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

428Companies

18,274Contacts tracked

7,741Verified emails

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The 25 largest financial advisor recruitment firms based in New York, United States

Ranked by team size

Top 25 of 428 company matches for financial advisor recruitment firms based in New York, 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	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
2	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
3	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
4	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
5	H.P. Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	869 contacts →
	Exact match “H.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
8	Atlas Search	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	322 contacts →
	Exact match “Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, front office, middle office, technology, healthcare, clinical research, human resources, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	TITAN	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	n/a	234 contacts →
	Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Madison-Davis, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	221 contacts →
	Exact match “Madison-Davis is a leading executive search and temporary staffing firm specializing in financial services and technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	CPI	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	143 contacts →
	Exact match “Established in 1996, CPI is a global recruiting firm which specializes in placing individuals and teams on behalf of investment firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Lions Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	142 contacts →
	Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Snowden Lane Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	141 contacts →
	Exact match “Snowden Lane Partners is an independent wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Long Ridge Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	120 contacts →
	Exact match “Founded in 2004, Long Ridge Partners is a leading recruitment firm serving the alternative investment industry, partnering with hedge funds, private equity firms, real estate…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	116 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Goldsmith & CO	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	114 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Oaklins	Exact match	New York, United StatesHQ recorded Sep 28, 2026	501-1,000	110 contacts →
	Exact match “We are global M&A and financial advisory professionals, determined to help ambitious entrepreneurs and evolving companies reach their full potential.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Ardea Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	107 contacts →
	Exact match “Ardea Partners is a boutique investment bank that takes a differentiated approach to financial advisory services where we view our clients as partners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	106 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Tigress Financial Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	97 contacts →
	Exact match “Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Advice Personnel	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	95 contacts →
	Exact match “Advice is a boutique recruiting firm specializing in placing professionals in accounting and tax, finance, real estate operations, human resources, office support and go-to-market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	93 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Brainworks	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	92 contacts →
	Exact match “BrainWorks is an executive search firm with over 30 years of experience.” 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 “financial advisor recruitment 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 428 financial advisor recruitment firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 7,741 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisor recruitment firms based in New York, United States at a glance

As of Sep 28, 2026

42.4%Verified-email coverage

42.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

253

11-50

129

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 428 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 New York, United States whose business descriptions match “financial advisor recruitment 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 7,741 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.

Financial advisor recruitment firms by metro in the United States

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 “financial advisor recruitment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor recruitment firms are there based in New York, United States?

RevenueBase identified 428 company matches for financial advisor recruitment firms associated with New York, 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?

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

Which city in the United States has the most financial advisor recruitment firms?

New York leads the United States with 443 company records, followed by Atlanta (164) and Chicago (162).

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 7,741 professional contacts with verified work emails tracked across these 428 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.