Company lists · Data refreshed September 2026

Top 25 Financial management consultancies based in the United States

Name: Financial management consultancies 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 5,619 companies tracked

RevenueBase identified 5,619 company matches for financial management consultancies associated with the United States as of September 2026 and tracks 62,695 professional contacts across them, including 25,999 with verified work emails. New York is the largest hub.

This list covers company matches for financial management consultancies 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

5,619Companies

62,695Contacts tracked

25,999Verified emails

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The 25 largest financial management consultancies based in the United States

Ranked by team size

Top 25 of 5,619 company matches for financial management consultancies 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	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
2	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
3	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,452 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 28, 2026 · View company records in RevenueBase
4	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
5	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
6	DLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	546 contacts →
	Exact match “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	502 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Valueonshore 'vos' Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	429 contacts →
	Exact match “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	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
12	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 28, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Bridgepoint Consulting	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	201-500	250 contacts →
	Exact match “Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Scottmadden, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	201-500	244 contacts →
	Exact match “ScottMadden is a management consulting firm that does what it takes to get the job done right.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	n/a	229 contacts →
	Exact match “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Mystartupcfo	Exact match	Fremont, CA, United StatesHQ recorded Sep 28, 2026	201-500	200 contacts →
	Exact match “myStartUpCFO brings you all the CFO you’ll need.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	County Of Roanoke	Exact match	Roanoke, United StatesHQ recorded Sep 28, 2026	n/a	200 contacts →
	Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Massmutual Greater Washington	Exact match	Rockville, MD, United StatesHQ recorded Sep 28, 2026	51-200	179 contacts →
	Exact match “At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Jackson Thornton	Exact match	Montgomery, AL, United StatesHQ recorded Sep 28, 2026	51-200	177 contacts →
	Exact match “Jackson Thornton, an accounting and consulting firm of more than 200 accountants and business consultants, applies more than a century of experience to serve over clients across a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Peachtree Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	171 contacts →
	Exact match “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	201-500	166 contacts →
	Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Hungerford	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 28, 2026	51-200	159 contacts →
	Exact match “At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Accounting Solutions	Exact match	Houston, PA, United StatesHQ recorded Sep 28, 2026	n/a	149 contacts →
	Exact match “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” 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 management consultancies”. 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 5,619 financial management consultancies based in the United States

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Financial management consultancies based in the United States at a glance

As of Sep 28, 2026

41.5%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

4.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

4,440

11-50

946

51-200

175

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 5,619 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 “financial management consultancies” 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 25,999 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 management consultancies 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 management consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management consultancies are there based in the United States?

RevenueBase identified 5,619 company matches for financial management consultancies 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?

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

Which city has the most financial management consultancies?

New York leads with 237 company records, followed by Houston (104) and Atlanta (100).

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 25,999 professional contacts with verified work emails tracked across these 5,619 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.