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 financial strategy consulting firms headquartered in 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 financial strategy 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 30, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

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 financial strategy consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
2	Barclays Investment Bank	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	20,783 contacts →
	Strong evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 30, 2026
3	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
4	L.E.K. Consulting	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1,001-5,000	4,093 contacts →
	Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 30, 2026
5	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
6	Evercore	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	3,296 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
7	TENEO	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,930 contacts →
	Indirect evidence “Teneo is the global CEO advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
8	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 30, 2026
9	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 30, 2026
10	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 30, 2026
11	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
12	The Siegfried Group	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,573 contacts →
	Partial evidence “We help CFOs and executive teams clarify what matters most, then deliver elite financial talent to make it happen.” Source: RevenueBase Database · checked Sep 30, 2026
13	Wealth Enhancement	Partial evidence	Plymouth, MN, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,516 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
14	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 30, 2026
15	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,452 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
16	PJT Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	1,420 contacts →
	Indirect evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 30, 2026
17	STOUT	Partial evidence	Chicago, IL, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,345 contacts →
	Partial evidence “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Source: RevenueBase Database · checked Sep 30, 2026
18	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,160 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 30, 2026
19	Nassau Street Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	n/a	904 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
20	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	883 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
21	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 30, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 30, 2026
22	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 30, 2026
23	Mesirow	Partial evidence	Chicago, IL, United StatesHQ checked Sep 30, 2026	501-1,000	783 contacts →
	Partial evidence “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Source: RevenueBase Database · checked Sep 30, 2026
24	Centerview Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	693 contacts →
	Indirect evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 30, 2026
25	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 30, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 30, 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 strategy 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 strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy 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 strategy 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial strategy 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 strategy 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 strategy 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 strategy 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, 70,716 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 30, 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 strategy 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 strategy 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 strategy consulting firms are there based in the United States?

RevenueBase identified 11,282 financial strategy 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial strategy consulting firms?

New York leads with 608 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 70,716 verified decision-maker contacts tracked across these 11,282 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 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 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.