Company lists · Data refreshed September 2026

Top 25 Financial management consulting firms based in the United States

Name: Financial management 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 28, 2026 7,184 companies tracked

RevenueBase identified 7,184 company matches for financial management consulting firms associated with the United States as of September 2026 and tracks 77,180 professional contacts across them, including 31,968 with verified work emails. New York is the largest hub.

This list covers company matches for financial management consulting firms 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

7,184Companies

77,180Contacts tracked

31,968Verified emails

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The 25 largest financial management consulting firms based in the United States

Ranked by team size

Top 25 of 7,184 company matches for financial management consulting firms 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	L.E.K. Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	4,093 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	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
13	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
14	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
15	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
16	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
17	Ducker Carlisle	Exact match	Troy, MI, United StatesHQ recorded Sep 28, 2026	51-200	238 contacts →
	Exact match “Named one of America's Top Management Consulting Firms 2026 by Business Insider, Ducker Carlisle is a global market research, strategy consulting and M&A advisory firm that helps…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Sirius Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	201-500	231 contacts →
	Exact match “eTeam Sirius Solutions L.L.C.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	KEB	Exact match	Midwest, IL, United StatesHQ recorded Sep 28, 2026	51-200	212 contacts →
	Exact match “Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	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
21	The Alliance Group	Exact match	Vienna, VA, United StatesHQ recorded Sep 28, 2026	51-200	191 contacts →
	Exact match “The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Centri	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	189 contacts →
	Exact match “Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	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
24	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
25	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

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 consulting firms”. 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 7,184 financial management consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 31,968 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial management consulting firms based in the United States at a glance

As of Sep 28, 2026

41.4%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

4.7%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

5,664

11-50

1,211

51-200

234

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 7,184 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 consulting firms” 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 31,968 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 7,184 company matches for financial management consulting firms 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 consulting firms?

New York leads with 341 company records, followed by Chicago (149) and Houston (135).

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 31,968 professional contacts with verified work emails tracked across these 7,184 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.