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, its RevenueBase Smart Search rating, 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 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 RevenueBase Smart Search rating 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

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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. RevenueBase Smart Search rates how each company's information relates to financial services consulting firms: 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	Genpact Headstrong Capital Markets	Partial evidence	Reston, VA, United States	10001+	3,102 contacts →
	Partial 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 2, 2026
2	J.S. Held LLC	Indirect evidence	Jericho, NY, United States	1,001-5,000	1,924 contacts →
	Indirect evidence “J.S.” Source: RevenueBase Database · checked Sep 2, 2026
3	Alera Group, INC	Partial evidence	Deerfield, IL, United States	1,001-5,000	1,669 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 2, 2026
4	Charles River Associates	Strong evidence	Boston, MA, United States	1,001-5,000	1,523 contacts →
	Strong evidence “Charles River Associates (CRA) is a global consulting firm specializing in litigation, regulatory, financial, and management consulting.” Source: RevenueBase Database · checked Sep 2, 2026
5	ACA Group	Partial evidence	New York, NY, United States	1,001-5,000	1,475 contacts →
	Partial evidence “ACA Group is the leading governance, risk, and compliance advisor to the financial services industry.” Source: RevenueBase Database · checked Sep 2, 2026
6	SEGAL	Partial evidence	New York, NY, United States	1,001-5,000	1,148 contacts →
	Partial evidence “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: RevenueBase Database · checked Sep 2, 2026
7	Riveron	Indirect evidence	Miami, FL, United States	1,001-5,000	1,145 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 2, 2026
8	Hilltop Securities INC	Partial evidence	Dallas, TX, United States	501-1,000	798 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 2, 2026
9	Abrigo	Indirect evidence	Austin, TX, United States	501-1,000	629 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
10	Solomonedwards	Indirect evidence	Wayne, PA, United States	1,001-5,000	566 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 2, 2026
11	DLC	Partial evidence	Los Angeles, CA, United States	201-500	541 contacts →
	Partial evidence “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: RevenueBase Database · checked Sep 2, 2026
12	Sc&h	Strong evidence	Hunt Valley, MD, United States	201-500	504 contacts →
	Strong evidence “SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Source: RevenueBase Database · checked Sep 2, 2026
13	PFM	Indirect evidence	Philadelphia, PA, United States	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 2, 2026
14	IBM Promontory	Partial evidence	Washington, DC, United States	501-1,000	406 contacts →
	Partial evidence “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Source: RevenueBase Database · checked Sep 2, 2026
15	Weaver Consultants Group	Indirect evidence	Irvine, CA, United States	201-500	378 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
16	YHB Cpas & Consultants	Indirect evidence	Owings Mills, MD, United States	201-500	369 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
17	Prime Capital Financial	Partial evidence	Columbus, IN, United States	201-500	337 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 2, 2026
18	Alex. Brown	Indirect evidence	New York, NY, United States	501-1,000	331 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 2, 2026
19	Johnson Lambert LLP	Indirect evidence	Raleigh, NC, United States	201-500	328 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
20	Rcm&d	Indirect evidence	Baltimore, MD, United States	201-500	320 contacts →
	Indirect evidence “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Source: RevenueBase Database · checked Sep 2, 2026
21	Lenox Advisors	Partial evidence	New York, NY, United States	201-500	318 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 2, 2026
22	K2 Integrity	Indirect evidence	Washington, DC, United States	201-500	313 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
23	CURI	Indirect evidence	Raleigh, NC, United States	501-1,000	301 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
24	Comply	Indirect evidence	New York City, NY, United States	201-500	299 contacts →
	Indirect evidence “At Comply, we pride ourselves on being the champion for compliance professionals.” Source: RevenueBase Database · checked Sep 2, 2026
25	B. Riley Financial	Indirect evidence	Los Angeles, CA, United States	1,001-5,000	296 contacts →
	Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 2, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of financial services consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consulting firms. 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 6,895 financial services consulting firms based in the United States

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

As of Sep 2, 2026

37.4%Verified-email coverage

40.5%Mobile-number coverage

10.4Average contacts per company

1-10Median size (employees)

6.6%Largest-city concentration · New York

Sep 2, 2026Page data 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 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 consulting firms”. 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 consulting firms), 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 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 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, 26,802 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

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 consulting firms, 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 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.

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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.