Company lists · Data refreshed September 2026

Top 25 Financial management consultants based in New York, United States

Name: Financial management consultants 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 208 companies tracked

RevenueBase identified 208 company matches for financial management consultants associated with New York, United States as of September 2026 and tracks 29,328 professional contacts across them, including 13,834 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial management consultants 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

208Companies

29,328Contacts tracked

13,834Verified emails

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

The 25 largest financial management consultants based in New York, United States

Ranked by team size

Top 25 of 208 company matches for financial management consultants 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	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	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
4	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
5	Reference Point	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	83 contacts →
	Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	CFO Squad LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Schulman Lobel LLP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	23 contacts →
	Exact match “Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Grenoble Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “We are a management consulting firm that delivers value through knowledge and innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	revenu.com	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Paladin Solutions Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Aspect Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	C&a Consulting LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Mosaic Financial Markets	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Pale Blue DOT	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Pale Blue Dot provides strategic operations and finance advisory services so you can focus on doing what you do best: Growing your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Dragonfly, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Dragonfly, LLC provides strategy consulting, risk management advisory, as well as investment analysis and modeling.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Millennial Advisers, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “We are an investment advisory firm offering a wide range of services to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Clarity Services Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	6 contacts →
	Exact match “Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Kingsrock Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Strategic Advisory, Financial Solutions & Investments” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Saber Capital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Saber Capital was established in 2012 as a strategic advisory firm with the core objective of assisting companies in every aspect of their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Vital Planning Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Reginensi Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “When we take on a client, we provide them with a full-service, dedicated to their unique “big picture.” With expertise and a genuine love and respect for numbers, we take it all…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Oracle Advisory Services LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “For over 10 years, Oracle Advisory Services, LLC (OAS) has provided high-quality financial and management services to a diverse and successful client base.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	ACS Advisory	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “We are a financial consulting & brokerage firm on a mission to help grow and protect organizations and their people.” 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 consultants”. 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 208 financial management consultants based in New York, United States

See the full list, filter by size, metro and specialty, and access 13,834 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial management consultants based in New York, United States at a glance

As of Sep 28, 2026

47.2%Verified-email coverage

141.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

142

11-50

51-200

201-500

501-1,000

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 208 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 management consultants” 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 13,834 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 consultants 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 management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management consultants are there based in New York, United States?

RevenueBase identified 208 company matches for financial management consultants 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?

Mercer 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 management consultants?

New York leads the United States with 222 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 13,834 professional contacts with verified work emails tracked across these 208 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.

Ready to reach these companies? Verified emails and direct dials for all 208 financial management consultants based in New York, 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 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.