Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 1,093 companies tracked

RevenueBase identified 1,093 company matches for investment consulting firms associated with New York, United States as of September 2026 and tracks 378,319 professional contacts across them, including 147,343 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for investment consulting firms associated with New York, 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

1,093Companies

378,319Contacts tracked

147,343Verified emails

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The 25 largest investment consulting firms based in New York, United States

Ranked by team size

Top 25 of 1,093 company matches for investment consulting firms based in New York, 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	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	501-1,000	1,420 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 · Sep 26, 2026 · View company records in RevenueBase
13	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
14	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	n/a	904 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 · Sep 26, 2026 · View company records in RevenueBase
15	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
16	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	Centerview Partners	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	501-1,000	693 contacts →
	Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Greenhill & CO	Exact match	New York, United StatesHQ recorded Sep 26, 2026	201-500	625 contacts →
	Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	201-500	463 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
23	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
25	MIO Partners, INC	Exact match	New York, NY, United StatesHQ recorded Sep 26, 2026	201-500	297 contacts →
	Exact match “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” 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 1,093 investment consulting firms based in New York, United States

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Investment consulting firms based in New York, United States at a glance

As of Sep 26, 2026

38.9%Verified-email coverage

346.1Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

598

11-50

333

51-200

101

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.

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 New York, 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 147,343 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 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 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 New York, United States?

RevenueBase identified 1,093 company matches for investment consulting firms associated with New York, 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 in the United States has the most investment consulting firms?

New York leads the United States with 1,093 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 147,343 professional contacts with verified work emails tracked across these 1,093 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.