Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in the United States

Name: Financial strategy 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 30, 2026 11,282 companies tracked

RevenueBase identified 11,282 company matches for financial strategy consulting firms associated with the United States as of September 2026 and tracks 166,010 professional contacts across them, including 70,716 with verified work emails and 56,921 with mobile numbers. New York is the largest hub.

This list covers company matches for financial strategy 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 30, 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 30, 2026 How this list was built

11,282Companies

166,010Contacts tracked

70,716Verified emails

56,921Mobile numbers

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

Ranked by team size

Top 25 of 11,282 company matches for financial strategy consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	20,868 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	5,001-10,000	6,287 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	L.E.K. Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 30, 2026	1,001-5,000	4,093 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	TENEO	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,930 contacts →
	Exact match “Teneo is the global CEO advisory firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,742 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	The Siegfried Group	Exact match	Wilmington, DE, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,573 contacts →
	Exact match “We help CFOs and executive teams clarify what matters most, then deliver elite financial talent to make it happen.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,452 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	1,420 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	STOUT	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,345 contacts →
	Exact match “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,160 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 30, 2026 · View company records in RevenueBase
19	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	883 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 30, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Mesirow	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	501-1,000	783 contacts →
	Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Centerview Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	693 contacts →
	Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Greenhill & CO	Exact match	New York, United StatesHQ recorded Sep 30, 2026	201-500	625 contacts →
	Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Sep 30, 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 strategy 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 11,282 financial strategy consulting firms based in the United States

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

As of Sep 30, 2026

42.6%Verified-email coverage

34.3%Mobile-number coverage

14.7Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · New York

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

8,620

11-50

2,084

51-200

393

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

20,2120–30

47,61831–60

2,28161–90

4790–180

558180+

Company record updated

Median 82.0d

00–30

36,41731–60

52,07761–90

67,84590–180

9,671180+

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 strategy 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 70,716 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 30, 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 strategy 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 strategy consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 11,282 company matches for financial strategy 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?

Mercer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial strategy consulting firms?

New York leads with 608 company records, followed by Houston (190) and Atlanta (183).

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 70,716 professional contacts with verified work emails tracked across these 11,282 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 30, 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.