Company lists · Data refreshed September 2026

Top 13 Investment banking advisory firms based in Santa Monica, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 27 companies tracked

RevenueBase identified 27 company matches for investment banking advisory firms associated with Santa Monica, United States as of September 2026 and tracks 343 professional contacts across them, including 113 with verified work emails. Across the United States, New York is the largest hub for this category (820 companies); Santa Monica has 27.

This list covers company matches for investment banking advisory firms associated with Santa Monica, 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 17, 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 17, 2026 How this list was built

27Companies

343Contacts tracked

113Verified emails

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The 13 largest investment banking advisory firms based in Santa Monica, United States

Ranked by team size

Top 13 of 27 company matches for investment banking advisory firms based in Santa Monica, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Delmorgan & CO	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	51-200	51 contacts →
	Exact match “With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Ironsides Advisory	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	51-200	49 contacts →
	Exact match “Ironsides is an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Main Street Advisors	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	11-50	39 contacts →
	Exact match “Main Street Advisors is a boutique investment and merchant banking firm providing individualized investment advisory services and strategic business advice to its clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Montminy & CO	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	ALTA	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Strategic M&A services for business owners and institutional investors focused on outcomes.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Sandfox Advisors	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Sandfox is a boutique advisory firm focused on digital media, eCommerce, and technology-enabled companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Fluential Partners LLC	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Fluential Partners is a boutique investment bank advising middle-market companies on sell-side M&A, debt refinancing, and growth equity financing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Whisper Advisors	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Whisper Advisors is a boutique M&A and strategic advisory firm whose partners are career experts in M&A, strategy and business development.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Software Capital Advisors	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “Software Capital is a premier investment bank providing best-in-class advice, execution, and negotiation on mergers & acquisitions and recapitalization transactions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	The Prospera Group	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	AIM Advisers, INC	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Mcghee Risk Capital LLC	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “McGhee Risk Capital LLC is a merchant banking and strategic advisory firm founded in 2008, serving the corporate finance, capital markets, and investment needs of the insurance…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Ocean Avenue Wealth Management	Exact match	Santa Monica, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment banking advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 27 investment banking advisory firms based in Santa Monica, United States

See the full list, filter by size, metro and specialty, and access 113 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment banking advisory firms based in Santa Monica, United States at a glance

As of Sep 17, 2026

32.9%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Santa Monica, so it is reported there. Company counts and contact totals on this page are exact for Santa Monica, over 27 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 Santa Monica, United States whose business descriptions match “investment banking advisory 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 113 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 17, 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.

Investment banking advisory firms by metro in the United States

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 “investment banking advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment banking advisory firms are there based in Santa Monica, United States?

RevenueBase identified 27 company matches for investment banking advisory firms associated with Santa Monica, 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?

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

Which city in the United States has the most investment banking advisory firms?

New York leads the United States with 820 company records, followed by Chicago (165) and Los Angeles (146). Santa Monica has 27.

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 113 professional contacts with verified work emails tracked across these 27 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 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 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.