Company lists · Data refreshed September 2026
Top 20 Financial services consulting firms based in Los Angeles, United States
RevenueBase identified 72 financial services consulting firms headquartered in Los Angeles, United States as of September 2026 and tracks 536 professional contacts across them, including 141 with verified work emails. Across the United States, New York is the largest hub for this category (368 companies); Los Angeles has 72.
This list covers financial services consulting firms headquartered in Los Angeles, 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 14, 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.
The 20 largest financial services consulting firms based in Los Angeles, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 296 contacts → | ||||
Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 21 contacts → | ||||
Indirect evidence “Impact Capital Group is a professional M&A transaction, valuation, and strategic advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Partial evidence “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Strong evidence “The Gershman Group is a strategic financial recruiting and consulting firm guiding financial advisors through structural change in the wealth management industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence “At Summit Business Advisors our team of dedicated professionals and tech stack are purpose-built for project-based firms in engineering, architecture, media, tech, and more.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Indirect evidence “5 Pillars Compliance is your go-to compliance partner for the fast-paced world of fintech!” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “Business & Financial Management” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Partial evidence “Strategic corporate financial advisory and valuations” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “3iS is a financial services company that looks beyond numbers.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “At Vanguard Strategic Resources we pride ourselves in the Quality & Professionalism of our consultants.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Strong evidence “Tai Financial Consulting is a boutique consulting practice dedicated to helping businesses with their finance and accounting needs.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “We are an independent consultancy focused on - financial planning and analysis- operations optimization, and - change management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Gage Advisory Services provides strategic fractional CFO, Controller, and advisory services to small privately held businesses with revenues between $2M-$25M.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Montane Advisors is a Los Angeles-based corporate finance advisory firm focused on middle-market companies in a variety of industries.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Financing Solutions and Advisory” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Croshere Group is a boutique financial services firm headquartered in Los Angeles.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “GLOBAL ABAS Consulting, LLC is a boutique consulting firm specializing in accounting and business advisory services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 20 of 72 financial services consulting firms based in Los Angeles, United States
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Financial services consulting firms based in Los Angeles, United States at a glance
As of Sep 14, 2026Companies by employee count
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 72 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 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 Los Angeles, 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 Los Angeles 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, 141 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 14, 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 in the United States
- Financial services consulting firms in New York368
- Financial services consulting firms in Chicago114
- Financial services consulting firms in Atlanta105
- Financial services consulting firms in Houston103
- Financial services consulting firms in Dallas98
- Financial services consulting firms in Miami83
- Financial services consulting firms in Boston69
- Financial services consulting firms in Denver65
- Financial services consulting firms in San Francisco65
- Financial services consulting firms in Washington54
- Financial services consulting firms in Charlotte52
- Financial services consulting firms in Austin51
- Financial services consulting firms in Tampa44
- Financial services consulting firms in San Diego43
- Financial services consulting firms in Philadelphia36
- Financial services consulting firms in Columbus27
- Financial services consulting firms in Newport Beach27
- Financial services consulting firms in Seattle26
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 Los Angeles, United States?
RevenueBase identified 72 financial services consulting firms headquartered in Los Angeles, 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?
B. Riley Financial, headquartered in Los Angeles, tops this list with the largest team on record.
Which city in the United States has the most financial services consulting firms?
New York leads the United States with 368 headquartered companies, followed by Chicago (114) and Atlanta (105). Los Angeles has 72.
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 141 verified decision-maker contacts tracked across these 72 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 14, 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.
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