Company lists · Data refreshed September 2026

Top 25 Investment banking advisory firms based in New York, United States

Name: Investment banking advisory firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 777 companies tracked

RevenueBase identified 777 investment banking advisory firms headquartered in New York, United States as of September 2026 and tracks 49,562 professional contacts across them, including 20,624 with verified work emails. New York is the largest hub.

This list covers investment banking advisory firms headquartered in New York, 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 17, 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 17, 2026 86% judged on-target in blind review

777Companies

49,562Contacts tracked

20,624Verified emails

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The 25 largest investment banking advisory firms based in New York, United States

Ranked by team size

Top 25 of 777 investment banking advisory firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking advisory 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	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	20,783 contacts →
	Partial 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 17, 2026
2	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 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 17, 2026
3	Evercore	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,296 contacts →
	Strong evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 17, 2026
4	Guggenheim Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,748 contacts →
	Strong evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 17, 2026
5	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 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 17, 2026
6	PJT Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	1,420 contacts →
	Strong 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 17, 2026
7	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	n/a	904 contacts →
	Partial 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 17, 2026
8	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	883 contacts →
	Indirect 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 17, 2026
9	Canaccord Genuity	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	810 contacts →
	Strong evidence “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Source: RevenueBase Database · checked Sep 17, 2026
10	Guggenheim Securities	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	699 contacts →
	Strong evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 17, 2026
11	Centerview Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	693 contacts →
	Strong evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
12	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 17, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
13	KBW	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	474 contacts →
	Indirect evidence “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Source: RevenueBase Database · checked Sep 17, 2026
14	Maxim Group LLC	Partial evidence	New York, United StatesHQ checked Sep 17, 2026	201-500	430 contacts →
	Partial evidence “Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Source: RevenueBase Database · checked Sep 17, 2026
15	Solomon Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	427 contacts →
	Partial evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 17, 2026
16	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 17, 2026
17	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 17, 2026
18	BDA Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	292 contacts →
	Strong evidence “BDA Partners is the global investment banking advisor.” Source: RevenueBase Database · checked Sep 17, 2026
19	Needham & Company	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	250 contacts →
	Strong evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 17, 2026
20	Seaport Global Holdings LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	237 contacts →
	Partial evidence “Seaport Global is a leading capital markets rm providing robust sales, trading and research services, with the resources of a full-service investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
21	Brean Capital, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	206 contacts →
	Partial evidence “Brean Capital is a leading, independent investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
22	Cain Brothers	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	189 contacts →
	Partial evidence “Cain Brothers, a division of KeyBanc Capital Markets, is a pre-eminent healthcare investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
23	Samuel A. Ramirez & Co., INC	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	146 contacts →
	Strong 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 17, 2026
24	Lions Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	142 contacts →
	Partial evidence “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Source: RevenueBase Database · checked Sep 17, 2026
25	Liontree	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	132 contacts →
	Partial evidence “Founded in 2012, LionTree is an independent investment and merchant bank with deep roots in the technology, media, telecommunications (TMT), consumer, and creative industries.” Source: RevenueBase Database · checked Sep 17, 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: investment banking advisory 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 investment banking advisory firms.
Partial evidence: Its own public description names part of investment banking advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking advisory 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 777 investment banking advisory firms based in New York, United States

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Investment banking advisory firms based in New York, United States at a glance

As of Sep 17, 2026

41.6%Verified-email coverage

63.8Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

387

11-50

286

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 777 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 investment banking advisory 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 New York, United States whose own description of what they do matches “investment banking advisory 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 investment banking advisory 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 investment banking advisory firms, and records with no verified work email. Companies headquartered outside New York 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, 20,624 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 17, 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.

Investment banking advisory firms by metro in the United States

Investment banking advisory firms in New York777
Investment banking advisory firms in Chicago165
Investment banking advisory firms in Los Angeles146
Investment banking advisory firms in Atlanta125
Investment banking advisory firms in Miami113
Investment banking advisory firms in Houston111
Investment banking advisory firms in Dallas110
Investment banking advisory firms in San Francisco97
Investment banking advisory firms in Boston86
Investment banking advisory firms in Austin72
Investment banking advisory firms in Charlotte67
Investment banking advisory firms in Washington62
Investment banking advisory firms in Denver53
Investment banking advisory firms in Tampa49
Investment banking advisory firms in San Diego47
Investment banking advisory firms in New York City43
Investment banking advisory firms in Newport Beach42
Investment banking advisory firms in Minneapolis40
Investment banking advisory firms in Scottsdale39
Investment banking advisory firms in Boca Raton32
Investment banking advisory firms in Irvine31
Investment banking advisory firms in Phoenix29
Investment banking advisory firms in Philadelphia28
Investment banking advisory firms in Nashville27
Investment banking advisory firms in Santa Monica27
Investment banking advisory firms in Seattle27
Investment banking advisory firms in Fort Lauderdale25
Investment banking advisory firms in Raleigh25

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 investment banking advisory 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 investment banking advisory firms are there based in New York, United States?

RevenueBase identified 777 investment banking advisory firms headquartered in New York, 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?

Barclays Investment Bank, headquartered in New York, tops this list with the largest team on record.

Which city has the most investment banking advisory firms?

New York leads with 777 headquartered companies, followed by Chicago (165) and Los Angeles (146).

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 20,624 verified decision-maker contacts tracked across these 777 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 17, 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.