Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 23,884 companies tracked

RevenueBase identified 23,884 company matches for investment consulting firms associated with the United States as of September 2026 and tracks 917,441 professional contacts across them, including 397,298 with verified work emails and 360,100 with mobile numbers. New York is the largest hub.

This list covers company matches for investment consulting firms 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 September 26, 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 26, 2026 How this list was built

23,884Companies

917,441Contacts tracked

397,298Verified emails

360,100Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment consulting firms based in the United States

Ranked by team size

Top 25 of 23,884 company matches for investment consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 26, 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	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	10001+	215,533 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
2	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Sep 26, 2026	10001+	80,843 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
3	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	10001+	57,790 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 26, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 26, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 26, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
8	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 26, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 26, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 26, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 26, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Sep 26, 2026	5,001-10,000	6,913 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 · Sep 26, 2026 · View company records in RevenueBase
14	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 26, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
15	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 26, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
16	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Sep 26, 2026	1,001-5,000	4,862 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	L.E.K. Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 26, 2026	1,001-5,000	4,093 contacts →
	Exact match “L.E.K.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	3,912 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 · Sep 26, 2026 · View company records in RevenueBase
19	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 26, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 26, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
23	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	2,898 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
25	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 26, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 26, 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 consulting 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 25 of 23,884 investment consulting firms based in the United States

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Investment consulting firms based in the United States at a glance

As of Sep 26, 2026

43.3%Verified-email coverage

39.3%Mobile-number coverage

38.4Average contacts per company

1-10Median size (employees)

4.6%Largest-city concentration · New York

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

17,446

11-50

4,959

51-200

1,009

201-500

206

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

262,8480–30

120,76331–60

9,17561–90

1,19990–180

3,313180+

Company record updated

Median 84.0d

00–30

260,96031–60

393,24361–90

214,15590–180

49,083180+

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 consulting 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 397,298 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 26, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment consulting firms are there based in the United States?

RevenueBase identified 23,884 company matches for investment consulting firms associated with the 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?

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

Which city has the most investment consulting firms?

New York leads with 1093 company records, followed by Atlanta (348) and Chicago (342).

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 397,298 professional contacts with verified work emails tracked across these 23,884 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 26, 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.