Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in the United States

Name: Financial services 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 5,612 companies tracked

RevenueBase identified 5,612 company matches for financial services consultancies associated with the United States as of September 2026 and tracks 111,319 professional contacts across them, including 39,204 with verified work emails. New York is the largest hub.

This list covers company matches for financial services 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

5,612Companies

111,319Contacts tracked

39,204Verified emails

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The 25 largest financial services consultancies based in the United States

Ranked by team size

Top 25 of 5,612 company matches for financial services 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	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Protiviti	Exact match	Menlo Park, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	8,779 contacts →
	Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	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
4	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	DAI	Exact match	Bethesda, MD, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,741 contacts →
	Exact match “DAI is an integrated professional services and advisory firm that provides project design and delivery, management consulting, and financial services to companies, investors, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	FIS	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 28, 2026	10001+	3,272 contacts →
	Exact match “FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United StatesHQ recorded Sep 28, 2026	10001+	3,109 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Pinnacle Financial Partners	Exact match	Nashville, TN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,787 contacts →
	Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,643 contacts →
	Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	AIS Info	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,370 contacts →
	Exact match “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	W3global	Exact match	Frisco, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	1,149 contacts →
	Exact match “W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Navigant	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	5,001-10,000	1,029 contacts →
	Exact match “Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Opus Technologies	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 28, 2026	501-1,000	1,011 contacts →
	Exact match “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	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
15	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Sep 28, 2026	n/a	632 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Solomonedwards	Exact match	Wayne, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	557 contacts →
	Exact match “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	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
19	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
20	Sc&h	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 28, 2026	201-500	500 contacts →
	Exact match “SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	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
22	IBM Promontory	Exact match	Washington, DC, United StatesHQ recorded Sep 28, 2026	501-1,000	403 contacts →
	Exact match “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Kaiser Associates	Exact match	Washington, DC, United StatesHQ recorded Sep 28, 2026	51-200	397 contacts →
	Exact match “Kaiser Associates was founded in 1981 with a simple yet powerful mission: to help executives make more informed strategic and operational decisions by incorporating external…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Exavalu	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	382 contacts →
	Exact match “Exavalu is a global insurance-specialized engineering and technology firm that combines deep industry expertise with modern engineering and a suite of products, platforms, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Shorewise Consulting	Exact match	Rochester Hills, MI, United StatesHQ recorded Sep 28, 2026	1,001-5,000	381 contacts →
	Exact match “ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” 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 services 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 5,612 financial services consultancies based in the United States

See the full list, filter by size, metro and specialty, and access 39,204 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultancies based in the United States at a glance

As of Sep 28, 2026

35.2%Verified-email coverage

19.8Average contacts per company

1-10Median size (employees)

7.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,906

11-50

1,238

51-200

325

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 5,612 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 services 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 39,204 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 services 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 services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 5,612 company matches for financial services 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?

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

Which city has the most financial services consultancies?

New York leads with 422 company records, followed by Chicago (113) 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 39,204 professional contacts with verified work emails tracked across these 5,612 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.