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 financial services consultancies headquartered in 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 financial services consultancies 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

5,612Companies

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 financial services consultancies 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 services consultancies: 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	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,783 contacts →
	Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 28, 2026
2	Protiviti	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	8,779 contacts →
	Indirect evidence “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Source: RevenueBase Database · checked Sep 28, 2026
3	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
4	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	DAI	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,741 contacts →
	Partial evidence “DAI is an integrated professional services and advisory firm that provides project design and delivery, management consulting, and financial services to companies, investors, and…” Source: RevenueBase Database · checked Sep 28, 2026
6	FIS	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	10001+	3,272 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Genpact Headstrong Capital Markets	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	10001+	3,109 contacts →
	Indirect evidence “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
8	Pinnacle Financial Partners	Partial evidence	Nashville, TN, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,787 contacts →
	Partial evidence “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Source: RevenueBase Database · checked Sep 28, 2026
9	Alera Group, INC	Partial evidence	Deerfield, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,643 contacts →
	Partial evidence “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Source: RevenueBase Database · checked Sep 28, 2026
10	AIS Info	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,370 contacts →
	Indirect evidence “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Source: RevenueBase Database · checked Sep 28, 2026
11	W3global	Indirect evidence	Frisco, TX, United StatesHQ checked Sep 28, 2026	501-1,000	1,149 contacts →
	Indirect evidence “W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.” Source: RevenueBase Database · checked Sep 28, 2026
12	Navigant	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	1,029 contacts →
	Indirect evidence “Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting.” Source: RevenueBase Database · checked Sep 28, 2026
13	Opus Technologies	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 28, 2026	501-1,000	1,011 contacts →
	Indirect evidence “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 28, 2026
16	Medi Clinic	Partial evidence	Richardson, TX, United StatesHQ checked Sep 28, 2026	n/a	632 contacts →
	Partial evidence “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Source: RevenueBase Database · checked Sep 28, 2026
17	Solomonedwards	Indirect evidence	Wayne, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	557 contacts →
	Indirect evidence “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Source: RevenueBase Database · checked Sep 28, 2026
18	DLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	546 contacts →
	Indirect evidence “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: RevenueBase Database · checked Sep 28, 2026
19	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
20	Sc&h	Partial evidence	Hunt Valley, MD, United StatesHQ checked Sep 28, 2026	201-500	500 contacts →
	Partial evidence “SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Source: RevenueBase Database · checked Sep 28, 2026
21	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
22	IBM Promontory	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	501-1,000	403 contacts →
	Indirect evidence “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Source: RevenueBase Database · checked Sep 28, 2026
23	Kaiser Associates	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	51-200	397 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Exavalu	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	501-1,000	382 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
25	Shorewise Consulting	Indirect evidence	Rochester Hills, MI, United StatesHQ checked Sep 28, 2026	1,001-5,000	381 contacts →
	Indirect evidence “ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” 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 services consultancies. 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 services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. 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 5,612 financial services consultancies based in the United States

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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)

7.2%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultancies, 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 services consultancies”. 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 services consultancies), 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 services consultancies, 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, 39,204 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 services consultancies 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 services consultancies, 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 services consultancies are there based in the United States?

RevenueBase identified 5,612 financial services consultancies 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?

Barclays Investment Bank, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial services consultancies?

New York leads with 405 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 39,204 verified decision-maker contacts tracked across these 5,612 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.