Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Los Angeles, United States

Name: Financial services consultancies based in Los Angeles, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 76 companies tracked

RevenueBase identified 76 company matches for financial services consultancies associated with Los Angeles, United States as of September 2026 and tracks 569 professional contacts across them, including 157 with verified work emails. Across the United States, New York is the largest hub for this category (422 companies); Los Angeles has 76.

This list covers company matches for financial services consultancies associated with Los Angeles, 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

76Companies

569Contacts tracked

157Verified emails

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

The 25 largest financial services consultancies based in Los Angeles, United States

Ranked by team size

Top 25 of 76 company matches for financial services consultancies based in Los Angeles, 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	B. Riley Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	296 contacts →
	Exact match “About B.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	MJC Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “MJC Partners, LLC (“MJC”) is an independent investment banking firm that offers a full range of strategic, transactional, and valuation-related services to our clients across…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Glendale Securities, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Ventureplans	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Global consulting firm with a specialty in Innovation, Technology, Digital Transformation, Financing and Revenue Growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Sparq Partners LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Step Strategy Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “STEP Strategy Advisors provides Investment Banking and Business Advisory to enhance strategic direction, market positioning, revenue generation, and growth through acquisition.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Framework Insurance & Financial Solutions, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	MS Capital	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	51-200	6 contacts →
	Exact match “MS Capital is a sister company to Marshall & Stevens, Inc.(https://marshall-stevens.com/) that provides M&A advisory, capital markets, corporate finance, and investment banking…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Expert Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Various types of business consulting and advisory solutions to help businesses grow and achieve their goals by providing them with flexible and customized options that suit their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Amesi & Associates	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Founded in 2010, Amesi & Associates first started out as a modest income tax preparation company, that has since evolved into a full-service financial services company providing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Farrar Financial Services	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Farrar Financial, we provide various services including, but not limited to: Tax Prep, Accounting, Bookkeeping, Payroll, Credit Repair for personal & business, financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Financial GPS	Exact match	Los Angeles, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	JML Hofman Consulting & Financial Services, INC	Exact match	Los Angeles, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Business & Financial Management” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	SB Advisors LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Strategic corporate financial advisory and valuations” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Inteledyne	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “Inteledyne is the consulting practice of Robin Tanner, senior solution architecture for teams building on AWS.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	3is INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “3iS is a financial services company that looks beyond numbers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Vanguard Strategic Resources	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “At Vanguard Strategic Resources we pride ourselves in the Quality & Professionalism of our consultants.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Atto Advisory	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Wood Keith Consulting	Exact match	Los Angeles, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “We are an independent consultancy focused on - financial planning and analysis- operations optimization, and - change management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Gage Advisory Services	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Gage Advisory Services provides strategic fractional CFO, Controller, and advisory services to small privately held businesses with revenues between $2M-$25M.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Spector Wellman Accounting And Consulting	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Spector Wellman Accounting and Consulting provides high value advisory services to assist companies with their accounting, finance, business intelligence, and financial system…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Silverweiss International	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Financing Solutions and Advisory” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Montane Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Montane Advisors is a Los Angeles-based corporate finance advisory firm focused on middle-market companies in a variety of industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Athene Bookkeeping	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Athene Financial Consulting Management, is on the path to help their clients stay on top of their finances and grow their businesses and personal financial position.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Trueasset Business Consulting	Exact match	Los Angeles, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 76 financial services consultancies based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 157 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services consultancies based in Los Angeles, United States at a glance

As of Sep 28, 2026

27.6%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 76 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 Los Angeles, 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 157 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 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 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 Los Angeles, United States?

RevenueBase identified 76 company matches for financial services consultancies associated with Los Angeles, 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?

B. Riley Financial 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 services consultancies?

New York leads the United States with 422 company records, followed by Chicago (113) and Houston (98). Los Angeles has 76.

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 157 professional contacts with verified work emails tracked across these 76 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 76 financial services consultancies based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services consultancies 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.