Company lists · Data refreshed September 2026

Top 25 Financial services consulting firms based in the United States

Name: Financial services 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 2, 2026 6,895 companies tracked

RevenueBase identified 6,895 financial services consulting firms headquartered in the United States as of September 2026 and tracks 71,681 professional contacts across them, including 26,802 with verified work emails and 29,066 with mobile numbers. New York is the largest hub.

This list covers financial services consulting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

6,895Companies

71,681Contacts tracked

26,802Verified emails

29,066Mobile numbers

Unlock all 6,895 companies Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 6,895 financial services consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial services consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Genpact Headstrong Capital MarketsPartial evidence	Reston, VA, United States	10001+	3,102
	“Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Source: company website · checked Sep 2, 2026
2	J.S. Held LLCIndirect evidence	Jericho, NY, United States	1,001-5,000	1,924
	“J.S.” Source: company website · checked Sep 2, 2026
3	Alera Group, INCPartial evidence	Deerfield, IL, United States	1,001-5,000	1,669
	“Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Source: company website · checked Sep 2, 2026
4	Charles River AssociatesStrong evidence	Boston, MA, United States	1,001-5,000	1,523
	“Charles River Associates (CRA) is a global consulting firm specializing in litigation, regulatory, financial, and management consulting.” Source: company website · checked Sep 2, 2026
5	ACA GroupPartial evidence	New York, NY, United States	1,001-5,000	1,475
	“ACA Group is the leading governance, risk, and compliance advisor to the financial services industry.” Source: company website · checked Sep 2, 2026
6	SEGALPartial evidence	New York, NY, United States	1,001-5,000	1,148
	“Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: company website · checked Sep 2, 2026
7	RiveronIndirect evidence	Miami, FL, United States	1,001-5,000	1,145
	“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: company website · checked Sep 2, 2026
8	Hilltop Securities INCPartial evidence	Dallas, TX, United States	501-1,000	798
	“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: company website · checked Sep 2, 2026
9	AbrigoIndirect evidence	Austin, TX, United States	501-1,000	629
	“Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger, allowing them to both manage risk and drive growth.” Source: company website · checked Sep 2, 2026
10	SolomonedwardsIndirect evidence	Wayne, PA, United States	1,001-5,000	566
	“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: company website · checked Sep 2, 2026
11	DLCPartial evidence	Los Angeles, CA, United States	201-500	541
	“DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: company website · checked Sep 2, 2026
12	Sc&hStrong evidence	Hunt Valley, MD, United States	201-500	504
	“SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Source: company website · checked Sep 2, 2026
13	PFMIndirect evidence	Philadelphia, PA, United States	201-500	502
	“At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: company website · checked Sep 2, 2026
14	IBM PromontoryPartial evidence	Washington, DC, United States	501-1,000	406
	“IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Source: company website · checked Sep 2, 2026
15	Weaver Consultants GroupIndirect evidence	Irvine, CA, United States	201-500	378
	“From its inception in 1991, Weaver Consultants Group has been founded upon the tenets of attentive and responsive customer service, strong project management, and solid internal…” Source: company website · checked Sep 2, 2026
16	YHB Cpas & ConsultantsIndirect evidence	Owings Mills, MD, United States	201-500	369
	“We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Source: company website · checked Sep 2, 2026
17	Prime Capital FinancialPartial evidence	Columbus, IN, United States	201-500	337
	“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: company website · checked Sep 2, 2026
18	Alex. BrownIndirect evidence	New York, NY, United States	501-1,000	331
	“Alex.” Source: company website · checked Sep 2, 2026
19	Johnson Lambert LLPIndirect evidence	Raleigh, NC, United States	201-500	328
	Source: company website · checked Sep 2, 2026
20	Rcm&dIndirect evidence	Baltimore, MD, United States	201-500	320
	“RCM & D is ranked among the top independent insurance advisory firms in the United States.” Source: company website · checked Sep 2, 2026
21	Lenox AdvisorsPartial evidence	New York, NY, United States	201-500	318
	“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: company website · checked Sep 2, 2026
22	K2 IntegrityIndirect evidence	Washington, DC, United States	201-500	313
	“K2 Integrity is a global risk management firm dedicated to helping organizations across both the public and private sectors protect their assets, reputation, and operations and…” Source: company website · checked Sep 2, 2026
23	CURIIndirect evidence	Raleigh, NC, United States	501-1,000	301
	“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-each with an unwavering commitment to serve clients.” Source: company website · checked Sep 2, 2026
24	ComplyIndirect evidence	New York City, NY, United States	201-500	299
	“At Comply, we pride ourselves on being the champion for compliance professionals.” Source: company website · checked Sep 2, 2026
25	B. Riley FinancialIndirect evidence	Los Angeles, CA, United States	1,001-5,000	296
	“About B.” Source: company website · checked Sep 2, 2026

Showing 25 of 6,895 financial services consulting firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 26,802 reachable decision-makers.

Free signup · no credit card

See all 6,895 companies

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

As of Sep 2, 2026

1-10Median size (employees)

New YorkLargest hub · 455 HQs

29,066Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

4,984

11-50

1,417

51-200

339

201-500

501-1,000

1,001-5,000

10001+

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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among financial services consulting firms, 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 an evidence 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, 26,802 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 2, 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 consulting firms by metro

Financial services consulting firms in New York455
Financial services consulting firms in Chicago163
Financial services consulting firms in Atlanta145
Financial services consulting firms in Houston137
Financial services consulting firms in Miami126
Financial services consulting firms in Dallas114
Financial services consulting firms in Washington97

Frequently asked

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

RevenueBase identified 6,895 financial services consulting firms 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?

Genpact Headstrong Capital Markets, headquartered in Reston, tops this list with the largest team on record.

Which city has the most financial services consulting firms?

New York leads with 455 headquartered companies, followed by Chicago (163) and Atlanta (145).

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 26,802 verified decision-maker contacts tracked across these 6,895 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 2, 2026.

Ready to reach these companies? Verified emails and direct dials for all 6,895 financial services consulting firms based in the United States. Start with a free account, no credit card.

Get the full list

Related lists

Financial services consulting firms by geography

Browse the directory

Browse: Companies home · All United States lists · All Financial services consulting firms lists · New lists

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.