Company lists · Data refreshed September 2026
Top 16 Investment banking advisory firms based in Phoenix, United States
RevenueBase identified 29 investment banking advisory firms headquartered in Phoenix, United States as of September 2026 and tracks 247 professional contacts across them, including 108 with verified work emails. New York is the largest hub.
This list covers investment banking advisory firms headquartered in Phoenix, 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.
The 16 largest investment banking advisory firms based in Phoenix, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 105 contacts → | ||||
Strong evidence “Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24 contacts → | ||||
Partial evidence “MCA Financial Group stands at the forefront of business advisory, specializing in turnaround and restructuring services that drive sustainable value for companies facing complex…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 contacts → | ||||
Indirect evidence “BWC is a Phoenix based consultancy providing intermediary services to private equity groups and family offices pursuing growth strategies via lower-middle-market mergers and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 contacts → | ||||
Partial evidence “CCG Catalyst is a trusted and respected consulting firm in the banking sector, serving over 600 clients across the United States and internationally.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Partial evidence “FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “There’s no other investment bank focused on in-seat experience like we are.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “CKS Advisors is an investment banking group comprising professionals who have been helping companies in multiple industries for three decades.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “In providing advisory services for business acquisitions and divestitures, we intermediate business transactions through expert valuations, negotiations of terms, transaction…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Partial evidence “Securities and Advisory Services offered by certain associates through KMS Financial Services, Inc.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “FiSol DVO is an independent advisory firm specializing in concierge financial services for professional practice owners, specifically dentists, veterinarians and optometrists.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Strong evidence “Bristlecone Trail Partners, LLC ("BTP") is an independent, boutique investment banking firm advising clients in M&A transactions to achieve investment liquidity and/or growth…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Clark LaSalle Partners is an Arizona-based consulting firm that specializes in providing buy-side M&A advisory services to lower middle-market private equity firms, corporations…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “Premier Strategy Group, PSG, is a business and capital solutions advisory firm comprised of experienced professionals.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “NOVA Capital Advisors is an advisory firm serving high end main street and lower middle-market companies, specializing in the confidential representation of privately held…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Legion Financial, LLC (Legion) is an expert financial services firm.” Source: RevenueBase Database · checked Sep 17, 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: 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 16 of 29 investment banking advisory firms based in Phoenix, United States
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Investment banking advisory firms based in Phoenix, United States at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 29 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 Phoenix, 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 Phoenix 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, 108 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 Phoenix, United States?
RevenueBase identified 29 investment banking advisory firms headquartered in Phoenix, 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?
Dinan & Company, LLC, headquartered in Phoenix, 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 108 verified decision-maker contacts tracked across these 29 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.
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