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 company matches for financial services consulting firms associated with 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 company matches for financial services consulting firms associated with the 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 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 RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built

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 company matches for financial services consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 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	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United States	10001+	3,102 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2	J.S. Held LLC	Exact match	Jericho, NY, United States	1,001-5,000	1,924 contacts →
	Exact match “J.S.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3	Alera Group, INC	Exact match	Deerfield, IL, United States	1,001-5,000	1,669 contacts →
	Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4	Charles River Associates	Exact match	Boston, MA, United States	1,001-5,000	1,523 contacts →
	Exact match “Charles River Associates (CRA) is a global consulting firm specializing in litigation, regulatory, financial, and management consulting.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5	ACA Group	Exact match	New York, NY, United States	1,001-5,000	1,475 contacts →
	Exact match “ACA Group is the leading governance, risk, and compliance advisor to the financial services industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6	SEGAL	Exact match	New York, NY, United States	1,001-5,000	1,148 contacts →
	Exact match “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7	Riveron	Exact match	Miami, FL, United States	1,001-5,000	1,145 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8	Hilltop Securities INC	Exact match	Dallas, TX, United States	501-1,000	798 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9	Abrigo	Exact match	Austin, TX, United States	501-1,000	629 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10	Solomonedwards	Exact match	Wayne, PA, United States	1,001-5,000	566 contacts →
	Exact match “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11	DLC	Exact match	Los Angeles, CA, United States	201-500	541 contacts →
	Exact match “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12	Sc&h	Exact match	Hunt Valley, MD, United States	201-500	504 contacts →
	Exact match “SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13	PFM	Exact match	Philadelphia, PA, United States	201-500	502 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14	IBM Promontory	Exact match	Washington, DC, United States	501-1,000	406 contacts →
	Exact match “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15	Weaver Consultants Group	Exact match	Irvine, CA, United States	201-500	378 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16	YHB Cpas & Consultants	Exact match	Owings Mills, MD, United States	201-500	369 contacts →
	Exact match “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17	Prime Capital Financial	Exact match	Columbus, IN, United States	201-500	337 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18	Alex. Brown	Exact match	New York, NY, United States	501-1,000	331 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19	Johnson Lambert LLP	Exact match	Raleigh, NC, United States	201-500	328 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20	Rcm&d	Exact match	Baltimore, MD, United States	201-500	320 contacts →
	Exact match “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21	Lenox Advisors	Exact match	New York, NY, United States	201-500	318 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22	K2 Integrity	Exact match	Washington, DC, United States	201-500	313 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23	CURI	Exact match	Raleigh, NC, United States	501-1,000	301 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24	Comply	Exact match	New York, NY, United States	201-500	299 contacts →
	Exact match “At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25	B. Riley Financial	Exact match	Los Angeles, CA, United States	1,001-5,000	296 contacts →
	Exact match “About B.” Recorded in the RevenueBase company graph · Sep 2, 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 consulting firms”. 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 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

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 the United States whose business descriptions match “financial services consulting firms” 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 26,802 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 2, 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 consulting firms by metro

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 6,895 company matches for financial services consulting firms associated with the 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?

Genpact Headstrong Capital Markets tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services consulting firms?

New York leads with 455 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 26,802 professional contacts with verified work emails tracked across these 6,895 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 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 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.