Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in the United States

RevenueBase identified 9,958 private equity advisors headquartered in the United States as of September 2026 and tracks 135,024 professional contacts across them, including 64,054 with verified work emails and 56,502 with mobile numbers. New York is the largest hub.

This list covers private equity advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 5, 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 5, 2026 86% judged on-target in blind review
9,958Companies
135,024Contacts tracked
64,054Verified emails
56,502Mobile numbers
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The 25 largest private equity advisors based in the United States

Ranked by team size
Top 25 of 9,958 private equity advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private equity advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 5, 20265,001-10,0006,324 contacts →

Indirect evidence

“Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.”

Source: RevenueBase Database · checked Sep 5, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,0003,912 contacts →

Partial 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 5, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,0003,296 contacts →

Partial evidence

“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.”

Source: RevenueBase Database · checked Sep 5, 2026
4Indirect evidencePhiladelphia, United StatesHQ checked Sep 5, 20261,001-5,0002,611 contacts →

Indirect evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 5, 2026
5Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 5, 2026
6Partial evidenceRaleigh, NC, United StatesHQ checked Sep 5, 20261,001-5,0001,768 contacts →

Partial evidence

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: RevenueBase Database · checked Sep 5, 2026
7Indirect evidenceNew York, DE, United StatesHQ checked Sep 5, 20261,001-5,0001,663 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
8Partial evidencePlymouth, MN, United StatesHQ checked Sep 5, 20261,001-5,0001,516 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,0001,491 contacts →

Indirect evidence

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Source: RevenueBase Database · checked Sep 5, 2026
10Strong evidenceChicago, IL, United StatesHQ checked Sep 5, 20261,001-5,0001,489 contacts →

Strong 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 5, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026501-1,0001,420 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 5, 2026
12Partial evidenceChicago, IL, United StatesHQ checked Sep 5, 20261,001-5,0001,345 contacts →

Partial evidence

“Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.”

Source: RevenueBase Database · checked Sep 5, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,0001,323 contacts →

Strong evidence

“StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.”

Source: RevenueBase Database · checked Sep 5, 2026
14Partial evidenceBaltimore, MD, United StatesHQ checked Sep 5, 20261,001-5,0001,157 contacts →

Partial evidence

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Source: RevenueBase Database · checked Sep 5, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,0001,126 contacts →

Partial evidence

“Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager.”

Source: RevenueBase Database · checked Sep 5, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026n/a904 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
17Indirect evidenceConshohocken, PA, United StatesHQ checked Sep 5, 2026501-1,000891 contacts →

Indirect evidence

“Our purpose is simple: To provide enhanced financial well-being for those who depend on us.”

Source: RevenueBase Database · checked Sep 5, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 5, 2026501-1,000883 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
19Strong evidenceBoston, MA, United StatesHQ checked Sep 5, 2026201-500881 contacts →

Strong evidence

“TA is a leading global private equity firm focused on scaling growth in profitable companies.”

Source: RevenueBase Database · checked Sep 5, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 5, 20261,001-5,000837 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
21Indirect evidenceChicago, IL, United StatesHQ checked Sep 5, 2026501-1,000783 contacts →

Indirect evidence

“Mesirow is an independent, employee-owned financial services firm founded in 1937.”

Source: RevenueBase Database · checked Sep 5, 2026
22Indirect evidenceBoston, MA, United StatesHQ checked Sep 5, 2026201-500780 contacts →

Indirect evidence

“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…”

Source: RevenueBase Database · checked Sep 5, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026501-1,000693 contacts →

Partial evidence

“Centerview Partners is a premier provider of independent investment-banking advisory services.”

Source: RevenueBase Database · checked Sep 5, 2026
24Partial evidenceEnglewood, NJ, United StatesHQ checked Sep 5, 2026501-1,000692 contacts →

Partial evidence

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Source: RevenueBase Database · checked Sep 5, 2026
25Indirect evidenceNew York, United StatesHQ checked Sep 5, 2026201-500625 contacts →

Indirect evidence

“Greenhill & Co, Inc.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 25 of 9,958 private equity advisors based in the United States

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Private equity advisors based in the United States at a glance

As of Sep 5, 2026
47.4%Verified-email coverage
41.8%Mobile-number coverage
13.6Average contacts per company
1-10Median size (employees)
9.9%Largest-city concentration · New York
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
6,936
11-50
2,449
51-200
389
201-500
85
501-1,000
30
1,001-5,000
30
5,001-10,000
5
10001+
12

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors), 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 private equity advisors, 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, 64,054 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 5, 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.

Private equity advisors by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its 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 the category the list is about. Each row is rated strong evidence when the company's own description names private equity advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private equity advisors are there based in the United States?

RevenueBase identified 9,958 private equity advisors headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Brown Brothers Harriman, headquartered in New York, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 64,054 verified decision-maker contacts tracked across these 9,958 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 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 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.