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 financial consulting firms headquartered in 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 financial consulting firms headquartered in the 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

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 financial consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial 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	Fidelity Investments	Partial evidence	Boston, MA, United States	10001+	80,668 contacts →
	Partial evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 2, 2026
2	J.P. Morgan	Indirect evidence	New York, NY, United States	10001+	59,249 contacts →
	Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 2, 2026
3	Edward Jones	Partial evidence	St. Louis, MO, United States	10001+	42,993 contacts →
	Partial evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 2, 2026
4	Merrill Lynch	Indirect evidence	New York, NY, United States	10001+	32,861 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 2, 2026
5	Vanguard	Indirect evidence	Charlotte, NC, United States	10001+	24,721 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 2, 2026
6	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United States	10001+	14,117 contacts →
	Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 2, 2026
7	RBC Wealth Management	Indirect evidence	Chicago, IL, United States	10001+	8,175 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
8	L.E.K. Consulting	Indirect evidence	Atlanta, GA, United States	1,001-5,000	4,059 contacts →
	Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 2, 2026
9	Evercore	Indirect evidence	New York, NY, United States	1,001-5,000	3,286 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 2, 2026
10	Janus Henderson Investors	Partial evidence	Denver, CO, United States	1,001-5,000	3,096 contacts →
	Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 2, 2026
11	Oppenheimer & Co. INC	Partial evidence	New York, NY, United States	1,001-5,000	2,996 contacts →
	Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 2, 2026
12	William Blair	Indirect evidence	Chicago, IL, United States	1,001-5,000	2,367 contacts →
	Indirect evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 2, 2026
13	Ameris Bank	Partial evidence	Atlanta, GA, United States	1,001-5,000	2,086 contacts →
	Partial evidence “At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Source: RevenueBase Database · checked Sep 2, 2026
14	Wilmington Trust	Indirect evidence	Wilmington, DE, United States	1,001-5,000	1,947 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 2, 2026
15	Creative Planning	Indirect evidence	Cape Coral, FL, United States	1,001-5,000	1,851 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
16	Captrust	Partial evidence	Phoenix, AZ, United States	1,001-5,000	1,754 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 2, 2026
17	Guggenheim Partners	Indirect evidence	Chicago, IL, United States	1,001-5,000	1,745 contacts →
	Indirect evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 2, 2026
18	Rockefeller Capital Management	Indirect evidence	Boca Raton, FL, United States	1,001-5,000	1,634 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
19	Cerity Partners	Partial evidence	Greenwood Village, CO, United States	1,001-5,000	1,462 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 2, 2026
20	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United States	1,001-5,000	1,448 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
21	Stephens	Partial evidence	Little Rock, AR, United States	1,001-5,000	1,364 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
22	STOUT	Partial evidence	Royal Oak, MI, United States	1,001-5,000	1,328 contacts →
	Partial evidence “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Source: RevenueBase Database · checked Sep 2, 2026
23	World Insurance Associates LLC	Partial evidence	Salina, KS, United States	1,001-5,000	1,279 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
24	Focus Partners	Indirect evidence	Chicago, IL, United States	1,001-5,000	1,238 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 2, 2026
25	BNY Wealth	Indirect evidence	Boston, MA, United States	10001+	1,211 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 2, 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: financial 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 financial consulting firms.
Partial evidence: Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial 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 the United States whose own description of what they do matches “financial 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 financial 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 financial consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 278,529 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 2, 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.

Financial consulting firms by metro

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

RevenueBase identified 22,380 financial consulting firms headquartered in the 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?

Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.

Which city has the most financial consulting firms?

New York leads with 741 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 278,529 verified decision-maker contacts tracked across these 22,380 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 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 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.