Company lists · Data refreshed September 2026
Top 25 UK financial consulting firms based in the United States
RevenueBase identified 866 company matches for UK financial consulting firms associated with the United States as of September 2026 and tracks 32,056 professional contacts across them, including 14,955 with verified work emails. New York is the largest hub.
This list covers company matches for UK financial 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 29, 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.
The 25 largest UK financial consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026 · View company records in RevenueBase | |||||
| 2 | 1,643 contacts → | ||||
Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 785 contacts → | ||||
Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 411 contacts → | ||||
Exact match “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 404 contacts → | ||||
Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 393 contacts → | ||||
Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 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 29, 2026 · View company records in RevenueBase | |||||
| 8 | 314 contacts → | ||||
Exact match “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 296 contacts → | ||||
Exact match “About B.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 263 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 217 contacts → | ||||
Exact match “Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 171 contacts → | ||||
Exact match “The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 162 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 148 contacts → | ||||
Exact match “CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 142 contacts → | ||||
Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 131 contacts → | ||||
Exact match “We are a premier financial services firm built on a tradition of “doing what is right.” Our mission is to enhance the financial security of our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 104 contacts → | ||||
Exact match “Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 101 contacts → | ||||
Exact match “Risk International has now rebranded as Artex.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 93 contacts → | ||||
Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 86 contacts → | ||||
Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 78 contacts → | ||||
Exact match “We are HUB.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 71 contacts → | ||||
Exact match “Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 69 contacts → | ||||
Exact match “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 65 contacts → | ||||
Exact match “Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 65 contacts → | ||||
Exact match “RMC Group is an international provider of insurance, risk management, retirement and actuarial consulting services.” Recorded in the RevenueBase company graph · Sep 29, 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 “UK financial 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 866 UK financial consulting firms based in the United States
See the full list, filter by size, metro and specialty, and access 14,955 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
UK financial consulting firms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 866 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 “UK financial 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 14,955 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 29, 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.
UK financial 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 “UK financial consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many UK financial consulting firms are there based in the United States?
RevenueBase identified 866 company matches for UK financial 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?
Mercer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most UK financial consulting firms?
New York leads with 45 company records, followed by Miami (14) and Chicago (13).
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 14,955 professional contacts with verified work emails tracked across these 866 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 866 UK financial consulting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
UK financial consulting firms by geography
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa
- UK financial consulting firms based in Johannesburg, South Africa
- UK financial consulting firms based in Madrid, Spain
- UK financial consulting firms based in Dubai, United Arab Emirates
- UK financial consulting firms based in Bristol, United Kingdom
- UK financial consulting firms based in Glasgow, United Kingdom
- UK financial consulting firms based in London, United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa
Company intelligence · public preview
Top 25 UK financial consulting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 866 matching company records for UK financial consulting firms based in the United States, with 32,056 tracked contacts and 14,955 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 UK financial consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Mercermercer.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alera Group, INCaleragroup.comHQ: Deerfield, IL, United StatesReported employees: 1,001-5,000 | Deerfield, IL, United States | 1,001-5,000 | Exact match | 1,643 contacts → |
“Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hilltop Securities INChilltopsecurities.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 785 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Truenorth Companies, L.Ctruenorthcompanies.comHQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 411 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Raymond James & Associates, INCraymondjames.comHQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Westpac Wealth Partnerswestpacwealthpartners.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Rcm&drcmd.comHQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 314 contacts → |
“RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  B. Riley Financialbrileyfin.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 296 contacts → |
“About B.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Valmark Financial Groupvalmarkfg.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 217 contacts → |
“Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Plexus Groupeplexusgroupe.comHQ: Deer Park, IL, United StatesReported employees: 51-200 | Deer Park, IL, United States | 51-200 | Exact match | 171 contacts → |
“The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  CAC Groupcacgroup.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 148 contacts → |
“CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lions Financiallions.financialHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 142 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alera Group GCG Financialgcgfinancial.com HQ: Deerfield, IL, United StatesReported employees: 201-500 | Deerfield, IL, United States | 201-500 | Exact match | 131 contacts → |
“We are a premier financial services firm built on a tradition of “doing what is right.” Our mission is to enhance the financial security of our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Diamond State Financial Groupdsfg.comHQ: Newark, DE, United StatesReported employees: 51-200 | Newark, DE, United States | 51-200 | Exact match | 104 contacts → |
“Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Risk International, An Artex Companyartexrisk.comHQ: Fairlawn, OH, United StatesReported employees: 51-200 | Fairlawn, OH, United States | 51-200 | Exact match | 101 contacts → |
“Risk International has now rebranded as Artex.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Spartan Capital Securities, LLCspartancapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fifth Avenue Financialfifthavenuefinancial.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 86 contacts → |
“Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  HUB SAN Antoniohubinternational.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 78 contacts → |
“We are HUB.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brysonbrysonfinancial.comHQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 71 contacts → |
“Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Procyonprocyon.netHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 69 contacts → |
“Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Patomak Global Partnerspatomak.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 65 contacts → |
“Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | RMC Grouprmcgp.com HQ: Naples, FL, United StatesReported employees: 11-50 | Naples, FL, United States | 11-50 | Exact match | 65 contacts → |
“RMC Group is an international provider of insurance, risk management, retirement and actuarial consulting services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 866 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
UK financial consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
864 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 866 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
UK financial consulting firms by metro
Questions about this company list
What does Exact match mean for UK financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many UK financial consulting firms did RevenueBase find based in the United States?
The saved snapshot records 866 matching company records, 32,056 tracked contacts and 14,955 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
UK financial consulting firms by geography
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa
- UK financial consulting firms based in Johannesburg, South Africa
- UK financial consulting firms based in Madrid, Spain
- UK financial consulting firms based in Dubai, United Arab Emirates
- UK financial consulting firms based in Bristol, United Kingdom
- UK financial consulting firms based in Glasgow, United Kingdom
- UK financial consulting firms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 UK financial consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/uk-financial-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa
Company intelligence · public preview
Top 25 UK financial consulting firms based in the United States
RevenueBase records 866 matching company records for UK financial consulting firms based in the United States, with 32,056 tracked contacts and 14,955 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 UK financial consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Mercermercer.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alera Group, INCaleragroup.com HQ: Deerfield, IL, United StatesReported employees: 1,001-5,000 | Deerfield, IL, United States | 1,001-5,000 | Exact match | 1,643 contacts → |
“Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hilltop Securities INChilltopsecurities.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 785 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Truenorth Companies, L.Ctruenorthcompanies.com HQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 411 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Raymond James & Associates, INCraymondjames.com HQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Westpac Wealth Partnerswestpacwealthpartners.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rcm&drcmd.com HQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 314 contacts → |
“RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | B. Riley Financialbrileyfin.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 296 contacts → |
“About B.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Valmark Financial Groupvalmarkfg.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 217 contacts → |
“Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Plexus Groupeplexusgroupe.com HQ: Deer Park, IL, United StatesReported employees: 51-200 | Deer Park, IL, United States | 51-200 | Exact match | 171 contacts → |
“The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | CAC Groupcacgroup.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 148 contacts → |
“CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lions Financiallions.financial HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 142 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alera Group GCG Financialgcgfinancial.com HQ: Deerfield, IL, United StatesReported employees: 201-500 | Deerfield, IL, United States | 201-500 | Exact match | 131 contacts → |
“We are a premier financial services firm built on a tradition of “doing what is right.” Our mission is to enhance the financial security of our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Diamond State Financial Groupdsfg.com HQ: Newark, DE, United StatesReported employees: 51-200 | Newark, DE, United States | 51-200 | Exact match | 104 contacts → |
“Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Risk International, An Artex Companyartexrisk.com HQ: Fairlawn, OH, United StatesReported employees: 51-200 | Fairlawn, OH, United States | 51-200 | Exact match | 101 contacts → |
“Risk International has now rebranded as Artex.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Spartan Capital Securities, LLCspartancapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fifth Avenue Financialfifthavenuefinancial.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 86 contacts → |
“Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HUB SAN Antoniohubinternational.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 78 contacts → |
“We are HUB.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brysonbrysonfinancial.com HQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 71 contacts → |
“Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Procyonprocyon.net HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 69 contacts → |
“Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Patomak Global Partnerspatomak.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 65 contacts → |
“Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | RMC Grouprmcgp.com HQ: Naples, FL, United StatesReported employees: 11-50 | Naples, FL, United States | 11-50 | Exact match | 65 contacts → |
“RMC Group is an international provider of insurance, risk management, retirement and actuarial consulting services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 866 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
UK financial consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
864 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 866 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
UK financial consulting firms by metro
Questions about this company list
What does Exact match mean for UK financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many UK financial consulting firms did RevenueBase find based in the United States?
The saved snapshot records 866 matching company records, 32,056 tracked contacts and 14,955 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
UK financial consulting firms by geography
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa
- UK financial consulting firms based in Johannesburg, South Africa
- UK financial consulting firms based in Madrid, Spain
- UK financial consulting firms based in Dubai, United Arab Emirates
- UK financial consulting firms based in Bristol, United Kingdom
- UK financial consulting firms based in Glasgow, United Kingdom
- UK financial consulting firms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 UK financial consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/uk-financial-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- UK financial consulting firms based in Sydney, Australia
- UK financial consulting firms based in Paris, France
- UK financial consulting firms based in Mumbai, India
- UK financial consulting firms based in New Delhi, India
- UK financial consulting firms based in Singapore, Singapore
- UK financial consulting firms based in Cape Town, South Africa