Company lists · Data refreshed September 2026
Top 25 Fixed income consulting firms based in the United States
RevenueBase identified 259 fixed income consulting firms headquartered in the United States as of September 2026 and tracks 10,680 professional contacts across them, including 5,633 with verified work emails. New York is the largest hub.
This list covers fixed income 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 28, 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 25 largest fixed income consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,035 contacts → | ||||
Strong evidence “PIMCO is a global leader in active fixed income with deep expertise across public and private markets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 776 contacts → | ||||
Strong evidence “Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 523 contacts → | ||||
Strong evidence “PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 389 contacts → | ||||
Indirect evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 312 contacts → | ||||
Indirect evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 246 contacts → | ||||
Strong evidence “IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 244 contacts → | ||||
Strong evidence “FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 239 contacts → | ||||
Strong evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 206 contacts → | ||||
Indirect evidence “Brean Capital is a leading, independent investment bank.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 170 contacts → | ||||
Indirect evidence “Founded in 1979 with seven associates, Crews & Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 146 contacts → | ||||
Indirect evidence “Ramirez is a nationwide, full service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 135 contacts → | ||||
Indirect evidence “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 128 contacts → | ||||
Indirect evidence “Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 124 contacts → | ||||
Indirect evidence “Northland Securities, Inc.(NSI) is a full-service brokerage firm with complementary business units, a leading underwriter of tax-exempt bonds in the Midwest*, and recognized for…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 112 contacts → | ||||
Indirect evidence “Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and a strong advocate for individual investors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 105 contacts → | ||||
Indirect evidence “The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 100 contacts → | ||||
Indirect evidence “Cheiron (pronounced ki´• ron) is an employee-owned, full-service actuarial and financial consultancy, advising a national client base of public employers, Taft-Hartley plans…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 95 contacts → | ||||
Indirect evidence “Galliard was founded in 1995 and is a registered investment adviser, wholly owned by Allspring Global Investments Holdings, LLC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 91 contacts → | ||||
Strong evidence “Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 72 contacts → | ||||
Indirect evidence “Established by Richard Seelaus in 1984, the firm was initially a municipal bond dealer conducting business with the major trust banks of New York and Chicago.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 69 contacts → | ||||
Indirect evidence “Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 62 contacts → | ||||
Indirect evidence “Established in 1966, FCI Advisors (FCI), a DBA of Financial Counselors, Inc, has been managing investments for institutional clients for more than five decades.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 61 contacts → | ||||
Strong evidence “PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 57 contacts → | ||||
Indirect evidence “Profit Resources Inc.(PRI) takes a personalized approach to strengthening profitability for financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 51 contacts → | ||||
Indirect evidence “PFM Asset Management (PFMAM) provides investment services to public sector entities including state and local governments, self-insurance risk pools, public pension, and other…” Source: RevenueBase Database · checked Sep 28, 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: fixed income 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 fixed income consulting firms.
- Partial evidence
- Its own public description names part of fixed income consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fixed income 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 259 fixed income consulting firms based in the United States
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Fixed income consulting firms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 259 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 fixed income 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 “fixed income 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 fixed income 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 fixed income 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, 5,633 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 28, 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.
Fixed income 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 fixed income 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 fixed income consulting firms are there based in the United States?
RevenueBase identified 259 fixed income 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?
PIMCO, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most fixed income consulting firms?
New York leads with 44 headquartered companies, followed by Chicago (5) and Memphis (5).
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 5,633 verified decision-maker contacts tracked across these 259 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 28, 2026.
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Fixed income consulting firms by geography
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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