Company lists · Data refreshed October 2026

Top 25 Investment banks and m and a advisors based in the United States

Name: Investment banks and m and a advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 8,345 companies tracked

RevenueBase identified 8,345 company matches for investment banks and m and a advisors associated with the United States as of October 2026 and tracks 308,994 professional contacts across them, including 134,908 with verified work emails. New York is the largest hub.

This list covers company matches for investment banks and m and a advisors 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 October 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 Oct 17, 2026 How this list was built

8,345Companies

308,994Contacts tracked

134,908Verified emails

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The 25 largest investment banks and m and a advisors based in the United States

Ranked by team size

Top 25 of 8,345 company matches for investment banks and m and a advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 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	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	10001+	95,775 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	10001+	21,533 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Bb&t	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	10001+	13,769 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Suntrust	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	10001+	10,876 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Jefferies	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	5,001-10,000	7,841 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 17, 2026	5,001-10,000	7,077 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 17, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Lazard	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	4,059 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Houlihan Lokey	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	3,913 contacts →
	Exact match “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Evercore	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	3,594 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	3,115 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	10001+	2,533 contacts →
	Exact match “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,448 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	TENEO	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,006 contacts →
	Exact match “Teneo is the global CEO advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,893 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	n/a	1,882 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,671 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,592 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,558 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	501-1,000	1,500 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	STOUT	Exact match	Chicago, MA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,420 contacts →
	Exact match “Stout is a global advisory firm specializing in corporate finance, valuation, accounting and transaction advisory, strategy, and financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	HJ Sims	Exact match	Fairfield, CT, United StatesHQ recorded Oct 17, 2026	n/a	1,360 contacts →
	Exact match “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Stephens	Exact match	Little Rock, AR, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,344 contacts →
	Exact match “Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…” Recorded in the RevenueBase company graph · Oct 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 banks and m and a advisors”. 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 25 of 8,345 investment banks and m and a advisors based in the United States

See the full list, filter by size, metro and specialty, and access 134,908 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment banks and m and a advisors based in the United States at a glance

As of Oct 17, 2026

43.7%Verified-email coverage

37.0Average contacts per company

1-10Median size (employees)

11.6%Largest-city concentration · New York

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

5,651

11-50

2,058

51-200

422

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 8,345 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 “investment banks and m and a advisors” 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 134,908 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 October 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 banks and m and a advisors 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 “investment banks and m and a advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment banks and m and a advisors are there based in the United States?

RevenueBase identified 8,345 company matches for investment banks and m and a advisors associated with the United States as of October 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?

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

Which city has the most investment banks and m and a advisors?

New York leads with 967 company records, followed by Chicago (218) and Los Angeles (200).

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 134,908 professional contacts with verified work emails tracked across these 8,345 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 October 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.