Company lists · Data refreshed September 2026

Top 25 Financial management consultants based in the United States

Name: Financial management consultants 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 5,406 companies tracked

RevenueBase identified 5,406 financial management consultants headquartered in the United States as of September 2026 and tracks 61,659 professional contacts across them, including 25,641 with verified work emails. New York is the largest hub.

This list covers financial management consultants 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 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

5,406Companies

61,659Contacts tracked

25,641Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial management consultants based in the United States

Ranked by team size

Top 25 of 5,406 financial management consultants based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management consultants: 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	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
2	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
3	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,452 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 28, 2026
4	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	DLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	546 contacts →
	Partial evidence “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: RevenueBase Database · checked Sep 28, 2026
7	PFM	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	502 contacts →
	Indirect evidence “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: RevenueBase Database · checked Sep 28, 2026
8	Valueonshore 'vos' Advisors	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 28, 2026	501-1,000	429 contacts →
	Indirect evidence “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Source: RevenueBase Database · checked Sep 28, 2026
9	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 28, 2026
10	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 28, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 28, 2026
13	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
14	Bridgepoint Consulting	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	201-500	250 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Scottmadden, INC	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	201-500	244 contacts →
	Partial evidence “ScottMadden is a management consulting firm that does what it takes to get the job done right.” Source: RevenueBase Database · checked Sep 28, 2026
16	County Of Roanoke	Partial evidence	Roanoke, United StatesHQ checked Sep 28, 2026	n/a	200 contacts →
	Partial evidence “Results Financia Coaching” Source: RevenueBase Database · checked Sep 28, 2026
17	Massmutual Greater Washington	Indirect evidence	Rockville, MD, United StatesHQ checked Sep 28, 2026	51-200	179 contacts →
	Indirect evidence “At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Source: RevenueBase Database · checked Sep 28, 2026
18	Jackson Thornton	Partial evidence	Montgomery, AL, United StatesHQ checked Sep 28, 2026	51-200	177 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Peachtree Planning	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	171 contacts →
	Partial evidence “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Source: RevenueBase Database · checked Sep 28, 2026
20	Synfiny Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	201-500	166 contacts →
	Strong evidence “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Source: RevenueBase Database · checked Sep 28, 2026
21	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
22	Hungerford	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	51-200	159 contacts →
	Partial evidence “At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.” Source: RevenueBase Database · checked Sep 28, 2026
23	HBE LLP	Indirect evidence	Lincoln, NE, United StatesHQ checked Sep 28, 2026	51-200	135 contacts →
	Indirect evidence “Our story is one of solid growth, quality service, employee satisfaction, and business diversification, and we are proud of our reputation as one of Nebraska's finest firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	8020 Consulting	Indirect evidence	Glendale, CA, United StatesHQ checked Sep 28, 2026	51-200	132 contacts →
	Indirect evidence “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Source: RevenueBase Database · checked Sep 28, 2026
25	Chartwell Financial Advisory	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	128 contacts →
	Indirect evidence “You make decisions every day that impact the lives of many people.” 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: financial management consultants. 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 management consultants.
Partial evidence: Its own public description names part of financial management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial management consultants. 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 5,406 financial management consultants based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 25,641 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial management consultants based in the United States at a glance

As of Sep 28, 2026

41.6%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

4,272

11-50

908

51-200

170

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 5,406 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 financial management consultants, 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 management consultants”. 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 management consultants), 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 management consultants, 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, 25,641 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.

Financial management consultants 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 management consultants, 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 management consultants are there based in the United States?

RevenueBase identified 5,406 financial management consultants 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?

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

Which city has the most financial management consultants?

New York leads with 208 headquartered companies, followed by Atlanta (98) and Houston (98).

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 25,641 verified decision-maker contacts tracked across these 5,406 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.

Ready to reach these companies? Verified emails and direct dials for all 5,406 financial management consultants based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial management consultants by geography

Browse the directory

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.