Company lists · Data refreshed September 2026

Top 25 Fixed income consulting firms based in the United States

RevenueBase identified 259 company matches for fixed income consulting firms associated with 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 company matches for fixed income 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 28, 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 28, 2026 How this list was built
259Companies
10,680Contacts tracked
5,633Verified emails
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The 25 largest fixed income consulting firms based in the United States

Ranked by team size
Top 25 of 259 company matches for fixed income consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNewport Beach, CA, United StatesHQ recorded Sep 28, 20261,001-5,0004,035 contacts →

Exact match

“PIMCO is a global leader in active fixed income with deep expertise across public and private markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchPasadena, CA, United StatesHQ recorded Sep 28, 2026501-1,000776 contacts →

Exact match

“Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchNewark, NJ, United StatesHQ recorded Sep 28, 2026501-1,000523 contacts →

Exact match

“PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSt. Louis, MO, United StatesHQ recorded Sep 28, 2026201-500389 contacts →

Exact match

“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchHartford, CT, United StatesHQ recorded Sep 28, 2026201-500312 contacts →

Exact match

“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Sep 28, 202651-200246 contacts →

Exact match

“IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchMemphis, TN, United StatesHQ recorded Sep 28, 20261,001-5,000244 contacts →

Exact match

“FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261,001-5,000239 contacts →

Exact match

“Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500206 contacts →

Exact match

“Brean Capital is a leading, independent investment bank.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchLittle Rock, AR, United StatesHQ recorded Sep 28, 202651-200170 contacts →

Exact match

“Founded in 1979 with seven associates, Crews & Associates, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200146 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchDubuque, IA, United StatesHQ recorded Sep 28, 202651-200135 contacts →

Exact match

“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchLos Angeles, CA, United StatesHQ recorded Sep 28, 202651-200128 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchMinneapolis, MN, United StatesHQ recorded Sep 28, 202651-200124 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchParsippany, NJ, United StatesHQ recorded Sep 28, 202651-200112 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchOklahoma City, OK, United StatesHQ recorded Sep 28, 202651-200105 contacts →

Exact match

“The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchMclean, VA, United StatesHQ recorded Sep 28, 202651-200100 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchMinneapolis, MN, United StatesHQ recorded Sep 28, 202651-20095 contacts →

Exact match

“Galliard was founded in 1995 and is a registered investment adviser, wholly owned by Allspring Global Investments Holdings, LLC.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202651-20091 contacts →

Exact match

“Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchChatham, NJ, United StatesHQ recorded Sep 28, 202651-20072 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchOrinda, CA, United StatesHQ recorded Sep 28, 202651-20069 contacts →

Exact match

“Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchOverland Park, KS, United StatesHQ recorded Sep 28, 202611-5062 contacts →

Exact match

“Established in 1966, FCI Advisors (FCI), a DBA of Financial Counselors, Inc, has been managing investments for institutional clients for more than five decades.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Sep 28, 202611-5061 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchMonroe, GA, United StatesHQ recorded Sep 28, 202611-5057 contacts →

Exact match

“Profit Resources Inc.(PRI) takes a personalized approach to strengthening profitability for financial institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchHarrisburg, PA, United StatesHQ recorded Sep 28, 2026n/a51 contacts →

Exact match

“PFM Asset Management (PFMAM) provides investment services to public sector entities including state and local governments, self-insurance risk pools, public pension, and other…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 259 fixed income consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 5,633 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fixed income consulting firms based in the United States at a glance

As of Sep 28, 2026
52.7%Verified-email coverage
41.2Average contacts per company
1-10Median size (employees)
17.4%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
142
11-50
75
51-200
32
201-500
4
501-1,000
2
1,001-5,000
3
5,001-10,000
1

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

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 “fixed income 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 5,633 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 28, 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.

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

How many fixed income consulting firms are there based in the United States?

RevenueBase identified 259 company matches for fixed income 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?

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

Which city has the most fixed income consulting firms?

New York leads with 45 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,633 professional contacts with verified work emails tracked across these 259 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 28, 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.