Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in the United States

Name: Financial 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 2, 2026 22,380 companies tracked

RevenueBase identified 22,380 company matches for financial consulting firms associated with the United States as of September 2026 and tracks 644,023 professional contacts across them, including 278,529 with verified work emails and 275,216 with mobile numbers. New York is the largest hub.

This list covers company matches for financial 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 2, 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 2, 2026 How this list was built

22,380Companies

644,023Contacts tracked

278,529Verified emails

275,216Mobile numbers

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The 25 largest financial consulting firms based in the United States

Ranked by team size

Top 25 of 22,380 company matches for financial consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 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 States	10001+	80,668 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 · Sep 2, 2026 · View company records in RevenueBase
2	J.P. Morgan	Exact match	New York, NY, United States	10001+	59,249 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3	Edward Jones	Exact match	St. Louis, MO, United States	10001+	42,993 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4	Merrill Lynch	Exact match	New York, NY, United States	10001+	32,861 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 2, 2026 · View company records in RevenueBase
5	Vanguard	Exact match	Charlotte, NC, United States	10001+	24,721 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6	Wells Fargo Advisors	Exact match	St. Louis, MO, United States	10001+	14,117 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7	RBC Wealth Management	Exact match	Chicago, IL, United States	10001+	8,175 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8	L.E.K. Consulting	Exact match	Atlanta, GA, United States	1,001-5,000	4,059 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9	Evercore	Exact match	New York, NY, United States	1,001-5,000	3,286 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10	Janus Henderson Investors	Exact match	Denver, CO, United States	1,001-5,000	3,096 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11	Oppenheimer & Co. INC	Exact match	New York, NY, United States	1,001-5,000	2,996 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12	William Blair	Exact match	Chicago, IL, United States	1,001-5,000	2,367 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13	Ameris Bank	Exact match	Atlanta, GA, United States	1,001-5,000	2,086 contacts →
	Exact match “At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14	Wilmington Trust	Exact match	Wilmington, DE, United States	1,001-5,000	1,947 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 · Sep 2, 2026 · View company records in RevenueBase
15	Creative Planning	Exact match	Cape Coral, FL, United States	1,001-5,000	1,851 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16	Captrust	Exact match	Phoenix, AZ, United States	1,001-5,000	1,754 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 2, 2026 · View company records in RevenueBase
17	Guggenheim Partners	Exact match	Chicago, IL, United States	1,001-5,000	1,745 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18	Rockefeller Capital Management	Exact match	Boca Raton, FL, United States	1,001-5,000	1,634 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 2, 2026 · View company records in RevenueBase
19	Cerity Partners	Exact match	Greenwood Village, CO, United States	1,001-5,000	1,462 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 2, 2026 · View company records in RevenueBase
20	Goldman Sachs Ayco	Exact match	Cohoes, NY, United States	1,001-5,000	1,448 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21	Stephens	Exact match	Little Rock, AR, United States	1,001-5,000	1,364 contacts →
	Exact match “Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22	STOUT	Exact match	Royal Oak, MI, United States	1,001-5,000	1,328 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 2, 2026 · View company records in RevenueBase
23	World Insurance Associates LLC	Exact match	Salina, KS, United States	1,001-5,000	1,279 contacts →
	Exact match “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24	Focus Partners	Exact match	Chicago, IL, United States	1,001-5,000	1,238 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25	BNY Wealth	Exact match	Boston, MA, United States	10001+	1,211 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 2, 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 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 22,380 financial consulting firms based in the United States

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Financial consulting firms based in the United States at a glance

As of Sep 2, 2026

43.2%Verified-email coverage

42.7%Mobile-number coverage

28.8Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

16,572

11-50

4,436

51-200

905

201-500

185

501-1,000

1,001-5,000

10001+

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 “financial 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 278,529 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 2, 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 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 “financial consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 22,380 company matches for financial 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?

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

Which city has the most financial consulting firms?

New York leads with 741 company records, followed by Atlanta (321) and Houston (313).

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 278,529 professional contacts with verified work emails tracked across these 22,380 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 2, 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.