Company lists · Data refreshed September 2026

Top 25 Investment banks based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 6, 2026 2,261 companies tracked

This directory lists 2,261 investment banks based in the United States and includes 643,482 contacts with 240,928 email addresses. The list was last updated in September 2026; New York is the single most-represented city among the companies listed.

Investment banks advise companies, governments, and other institutions on capital raising, mergers and acquisitions, securities underwriting, and related financial transactions. This list covers companies that provide investment banking services, including corporate finance advice, securities underwriting, mergers and acquisitions advice, or related transaction services. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review

2,261Companies

643,482Contacts tracked

240,928Verified emails

184,057Mobile numbers

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The 25 largest investment banks based in the United States

Ranked by team size

Top 25 of 2,261 investment banks based in the United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to investment banks: 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	Jpmorganchase	Indirect evidence	New York, NY, United StatesHQ checked Sep 6, 2026	10001+	215,533 contacts →
	Indirect evidence “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Source: RevenueBase Database · checked Sep 6, 2026
2	CITI	Indirect evidence	New York, NY, United StatesHQ checked Sep 6, 2026	10001+	170,389 contacts →
	Indirect evidence “Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.” Source: RevenueBase Database · checked Sep 6, 2026
3	Morgan Stanley	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	10001+	91,146 contacts →
	Partial evidence “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Source: RevenueBase Database · checked Sep 6, 2026
4	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 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 6, 2026
5	Bank Of America Merrill Lynch	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 6, 2026	10001+	15,554 contacts →
	Indirect evidence “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Source: RevenueBase Database · checked Sep 6, 2026
6	Bb&t	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 6, 2026	10001+	13,591 contacts →
	Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 6, 2026
7	Suntrust	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 6, 2026	10001+	10,440 contacts →
	Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 6, 2026
8	Jefferies	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	5,001-10,000	7,353 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026
9	Stifel Financial Corp	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 6, 2026	5,001-10,000	6,913 contacts →
	Partial evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 6, 2026
10	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 6, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 6, 2026
11	Popular	Indirect evidence	San Juan, United StatesHQ checked Sep 6, 2026	5,001-10,000	4,405 contacts →
	Indirect evidence “A través de nuestros más de 129 años de historia, nos hemos distinguido por la excelencia y diversidad de talento de nuestra gente, unido a los valores institucionales que nos han…” Source: RevenueBase Database · checked Sep 6, 2026
12	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 6, 2026	1,001-5,000	3,912 contacts →
	Indirect 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 6, 2026
13	Houlihan Lokey	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 6, 2026	1,001-5,000	3,576 contacts →
	Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 6, 2026
14	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 6, 2026
15	Oppenheimer & Co. INC	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	1,001-5,000	3,006 contacts →
	Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 6, 2026
16	William Blair	Partial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 6, 2026
17	Cantor Fitzgerald	Indirect evidence	New York, NY, United StatesHQ checked Sep 6, 2026	10001+	2,293 contacts →
	Indirect evidence “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Source: RevenueBase Database · checked Sep 6, 2026
18	Guggenheim Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	1,001-5,000	1,748 contacts →
	Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 6, 2026
19	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 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 6, 2026
20	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026
21	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 6, 2026	501-1,000	1,420 contacts →
	Partial 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 6, 2026
22	Stephens	Indirect evidence	Little Rock, AR, United StatesHQ checked Sep 6, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026
23	HJ Sims	Partial evidence	Fairfield, CT, United StatesHQ checked Sep 6, 2026	n/a	1,325 contacts →
	Partial evidence “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Source: RevenueBase Database · checked Sep 6, 2026
24	1st Source Bank	Indirect evidence	South Bend, IN, United StatesHQ checked Sep 6, 2026	1,001-5,000	1,139 contacts →
	Indirect evidence “Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years.” Source: RevenueBase Database · checked Sep 6, 2026
25	Keybanc Capital Markets	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 6, 2026	501-1,000	1,023 contacts →
	Indirect evidence “We know that successful, long-term business relationships depend upon delivering results for our clients.” Source: RevenueBase Database · checked Sep 6, 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 banks. 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 banks.
Partial evidence: Its own public description names part of investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banks. 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 2,261 investment banks based in the United States

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Investment banks based in the United States at a glance

As of Sep 6, 2026

37.4%Verified-email coverage

28.6%Mobile-number coverage

284.6Average contacts per company

1-10Median size (employees)

22.1%Largest-city concentration · New York

Sep 6, 2026Page data refreshed

Companies by employee count

1-10

1,197

11-50

784

51-200

170

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

218,6380–30

17,46831–60

78161–90

50990–180

3,532180+

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 banks, 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 the United States whose own description of what they do matches “investment banks”. 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 banks), 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 banks, and records with no verified work email. Companies headquartered outside United States 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, 240,928 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 6, 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 banks by metro

Frequently asked

How many investment banks are based in the United States?

2,261 investment banks are listed for United States.

Which city has the most investment banks based in the United States?

New York is the single most-represented city among the companies on this list.

How can I find contacts at investment banks based in the United States?

The directory includes 643,482 contacts and 240,928 email addresses for investment banks based in the United States.

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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.