Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in New York, United States

Name: Financial services 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 16, 2026 317 companies tracked

RevenueBase identified 317 financial services consultants headquartered in New York, United States as of September 2026 and tracks 64,732 professional contacts across them, including 26,880 with verified work emails. New York is the largest hub.

This list covers financial services 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 16, 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 16, 2026 86% judged on-target in blind review

317Companies

64,732Contacts tracked

26,880Verified emails

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

Ranked by team size

Top 25 of 317 financial services consultants based in New York, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 16, 2026
2	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
3	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
4	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 16, 2026
6	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
7	BREAD	Partial evidence	New York, United StatesHQ checked Sep 16, 2026	201-500	192 contacts →
	Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 16, 2026
8	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
9	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 16, 2026
10	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 16, 2026
11	Fifth Avenue Financial	Partial evidence	New York, United StatesHQ checked Sep 16, 2026	201-500	86 contacts →
	Partial evidence “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Source: RevenueBase Database · checked Sep 16, 2026
12	Reference Point	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	83 contacts →
	Partial 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 16, 2026
13	Massmutual Metro NEW York	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	51 contacts →
	Partial evidence “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 16, 2026
14	Ehrenkranz Partners LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	39 contacts →
	Indirect evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 16, 2026
15	Hertz Herson CPA LLP	Indirect evidence	New York, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Indirect evidence “Hertz Herson believes in the value of building long-term, trusted relationships.” Source: RevenueBase Database · checked Sep 16, 2026
16	Concord International Investments, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	26 contacts →
	Indirect evidence “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Source: RevenueBase Database · checked Sep 16, 2026
17	Schulman Lobel LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	23 contacts →
	Partial 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 16, 2026
18	Sentinel Financial Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Partial evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 16, 2026
19	Grandfield & Dodd, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Source: RevenueBase Database · checked Sep 16, 2026
20	Grenoble Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “We are a management consulting firm that delivers value through knowledge and innovation.” Source: RevenueBase Database · checked Sep 16, 2026
21	Financial GYM Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 2026
22	Senator Investment Group LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Indirect evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 16, 2026
23	DST Research, Analytics, And Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	n/a	17 contacts →
	Partial evidence “Our mission is to transform how financial services companies grow their market share.” Source: RevenueBase Database · checked Sep 16, 2026
24	KBK Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Partial evidence “KBK Wealth Management is a full service independent financial consulting and wealth management firm.” Source: RevenueBase Database · checked Sep 16, 2026
25	Paladin Solutions Group	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 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 16, 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 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 services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services 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 317 financial services consultants based in New York, United States

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Financial services consultants based in New York, United States at a glance

As of Sep 16, 2026

41.5%Verified-email coverage

204.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

198

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 317 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 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 services 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 services 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 services 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, 26,880 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 16, 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 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 services 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 services consultants are there based in New York, United States?

RevenueBase identified 317 financial services 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 26,880 verified decision-maker contacts tracked across these 317 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 16, 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.