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 financial management consultants headquartered in 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 financial management consultants headquartered in New York, 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

208Companies

29,328Contacts tracked

13,834Verified emails

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

Ranked by team size

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

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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

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 New York, 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 New York 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, 13,834 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 in the United States

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 New York, United States?

RevenueBase identified 208 financial management consultants headquartered in New York, 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 in the United States has the most financial management consultants?

New York leads the United States 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 13,834 verified decision-maker contacts tracked across these 208 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.

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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.