Best Investment Banks Companies in United States
The 2853 best Investment Banks companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: JPMorgan Chase.
Ranked by disclosed equity funding and recent funding momentum, the Investment Banks operating across the United States represent one of the most financially dense corners of the financial services sector. Fifteen validated filers alone generate a combined revenue pool of $9.8B, with a median company revenue of $152M and median growth of 12% YoY. Evercore Inc. pulls $4.4B in revenue at 14% growth, while Lazard, Inc. books $779M at 16% up. And if you want a number that stops you cold, Ladenburg Thalmann Financial Services Inc. posted $1.5B at +210% YoY. The sector median net income sits at $27M, but Evercore Inc. clears $301M, eleven times that figure, as shown in the 2016 research on capital concentration patterns in advisory markets.
So what's actually driving the scale here? The global investment banking market, pegged at $35.4B in 2024 and forecast to reach $57.8B by 2035 at a 4.55% CAGR, is being shaped by AI adoption, deal activity, and intensifying demand for personalized advisory. Our 2,853 tracked United States companies span $7.3B in total disclosed funding, with Sikich leading at $250M and Leo Berwick at $75M. I'd note that hot coverage themes right now cluster around stock performance and investment deal flow, consistent with rising market engagement across the sector. Block deal pricing rules are also drawing scrutiny, with investment bankers actively pushing regulators on price band reform.
- The Harris Poll
Ranked: Best Investment Banks companies in United States
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase Provider of financial services to consumers and corporations | $4.3B | 82 mo ago | 256,105 256,105 → 234,130 (-9%) · sector median +65% | 2000 | Jam Akhavan Co-Founder & Managing Partner (Sales & Operations) | 189 signals ▼20% Leadership · Announcements · Earnings | 5,470 patents Secure financial transaction processing, escrow services, and AI-driven compliance in fintech platforms | — |
| 2 | B. Riley Financial M&A, capital raising, and strategic advisory firm | $747M | 61 mo ago | 1,440 1,440 → 1,608 (+12%) · sector median +65% | 1997 | Christopher Sullivan Senior Managing Director | 4 signals ▼88% Earnings · Lawsuit | — | — |
| 3 | Cantor Fitzgerald Merger and acquisitions advisory firm | $639M | 164 mo ago | 2,197 | 1945 | Mitsuhisa Murata CEO - Japan | 12 signals ▼45% Leadership · Contracts · M&A | 17 patents Electronic trading systems for order execution, auction protocols, and price improvement | 1 internship · 1 partnership |
| 4 | Sikich Technology-enabled professional services firm delivering accounting, advisory, and technology solutions | $250M | 25 mo ago | 1,110 1,110 → 2,531 (+128%) · sector median +65% | 1982 | Thomas Bayer Partner & Owner | 6 signals ▼54% M&A · New product · Leadership | — | — |
| 5 | Evercore M&A and corporate advisory and asset management firm | $206M | 82 mo ago | 2,195 2,195 → 3,917 (+78%) · sector median +65% | 1995 | Roger Altman Co-Founder & Chairman | 24 signals Leadership · Earnings · M&A | — | 2 partnerships |
| 6 | Tudor, Pickering, Holt Energy-focused strategic and financial advisor serving the global energy industry | $120M | 179 mo ago | 233 | 2007 | Chuck Howell Managing Director | — | — | — |
| 7 | Mesirow Capital advisory firm focused on multiple sectors | $107M | 154 mo ago | 6 | 1937 | Norman Mesirow Founder | 10 signals Leadership · Capital raise · New product | — | — |
| 8 | PJT Partners M&A, capital raising, and strategic advisory firm focused on multiple sectors | $100M | 92 mo ago | 1,012 1,012 → 1,608 (+59%) · sector median +65% | 2015 | Thomas Westin Partner | 7 signals ▼53% Earnings · Buyback · Leadership | — | 1 expansion |
| 9 | Triangle Capital Investment banking firm specializing in consumer, retail, and related technology | $81M | 164 mo ago | — | 2003 | Richard Kestenbaum Co-Founder & Partner | — | — | — |
| 10 | Hilco Provider of financial services on asset valuation, monetization, and advisory solutions | $80M | 86 mo ago | 480 480 → 625 (+30%) · sector median +65% | 1987 | Jeff Hecktman Founder & CEO | 13 signals ▲62% Acquisition · New product · M&A | — | 2 awards |
| 11 | Leo Berwick M&A advisory firm | $75M | 10 mo ago | 43 | 2020 | Nick Kato Founder & Managing Partner | 6 signals Leadership | — | 1 partnership |
| 12 | AlixPartners M&A and corporate advisory firm focused on energy, consumer product, retail, and multiple sectors | $57M | 85 mo ago | 1,499 | 1981 | Jay Alix Founder | 16 signals ▼47% Leadership · Contracts · Incorporation | 12 patents Patents concentrated in computing, sensing & instrumentation | 1 launch |
| 13 | Marathon Capital M&A and corporate advisory focused on the renewable energy sector | $51M | 2 mo ago | 170 | 1999 | Matt Shanahan Managing Director | — | — | 1 partnership |
| 14 | HJ Sims Investment bank and wealth management firm | $43M | 68 mo ago | 115 | 1935 | William Sims Founder & Managing Principal | — | — | — |
| 15 | NextGen Capital Investment bank, multi-family office, and private capital investment firm | $40M | 99 mo ago | — | 2012 | Kurt Zuch Managing Partner and Co-Founder | — | — | — |
| 16 | MarshBerry M&A and corporate advisory firm | $37M | 46 mo ago | 125 125 → 250 (+100%) · sector median +65% | 1981 | Dan Skowronski Managing Director | 3 signals M&A | — | 1 internship |
| 17 | Performance Trust Capital Partners Financial advisory and investment banking services | $33M | 101 mo ago | 350 350 → 431 (+23%) · sector median +65% | 1994 | Paul Limanni Managing Director | — | — | — |
| 18 | Imperial Capital Full-service investment bank offering integrated platform to institutional investors and companies | $31M | 170 mo ago | 149 | 1997 | Jason Reese Co-Founder & CEO & Chairman | — | — | — |
| 19 | Eyzenberg & Company Investment banking firm offering debt restructuring | $28M | 96 mo ago | 26 | 2016 | Jim Breen Managing Director | — | — | — |
| 20 | Accelerator I Investment bank firm focused on multiple sectors | $26M | 23 mo ago | — | 2024 | Bill Walton CEO & MD | — | 2 patents Accelerator-driven nuclear power generation systems | — |
| 21 | Concord Financial Advisors Debt placement firm sourcing creative financing solutions with optimal terms | $25M | 18 mo ago | — | 2001 | Thomas Jones Founder & Managing Partner | — | — | — |
| 22 | Hi2 Global M&A and corporate advisory firm focused on multiple sectors | $23M | 96 mo ago | — | 2014 | Jerry Wang Founder & CEO | — | — | — |
| 23 | D.A. Davidson Companies Mid market focused full service global investment bank | $22M | 68 mo ago | 1,668 | 1935 | Jere McGuffee Managing Director | — | — | 1 expansion |
| 24 | Greenhill Investment bank & corporate advisory firm | $20M | 104 mo ago | 615 | 1996 | Lord Lupton Co-Founder & Senior Advisor | — | — | — |
| 25 | Mission Capital Investment banking firm focused on capital raising & transaction services for real estate market | $18M | 104 mo ago | 76 | 2002 | Joseph Runk Senior Managing Director | — | — | 1 job opening |
| 26 | DelMorgan Global investment bank providing financial advice and strategic transaction execution | $15M | 56 mo ago | 54 | 2011 | Christiane Wherry Managing Director | — | — | — |
| 27 | HealthCare Markets Group Healthcare advisory and investment banking firm providing strategic and financial services | $15M | 26 mo ago | — | 1985 | John Cumming Co-Founder | — | — | — |
| 28 | Ladenburg Thalmann Merger and acquisition advisory firm focused on multiple sectors | $14M | 192 mo ago | 1,510 | 1876 | Philip Blancato CEO & President | — | — | — |
| 29 | Calibre Group Industrial-focused merchant bank investing in long-term value creation and strategic growth | $13M | 100 mo ago | — | 2014 | Donna Tumulty Co-Founder & Partner | — | 39 patents Consumer accessories and packaging tools for personal and household items | — |
| 30 | Guggenheim Securities Strategic advisory firm focused on multiple sectors | $13M | 2 mo ago | — | 2010 | Steve Lee Senior Managing Director | — | — | — |
| 31 | The Burke Group | $13M | 178 mo ago | — | 1979 | Jon Burke Co-Founder & Managing Partner | — | — | — |
| 32 | US Capital Advisors Full service corporate advisory firm | $12M | 171 mo ago | 119 119 → 128 (+8%) · sector median +65% | 2010 | Patrick Mendenhall Co-Founder | — | — | 5 awards |
| 33 | Salem Partners Boutique investment bank and wealth management firm delivering tailored financial solutions | $8M | 143 mo ago | 18 18 → 35 (+94%) · sector median +65% | 1997 | Stephen Prough Co-Founder | — | — | — |
| 34 | Metropolitan Capital Bank & Trust Universal bank providing comprehensive financial solutions for businesses and high-net-worth individuals | $8M | 107 mo ago | 95 | 2005 | Jerry Frump Co-Founder & Executive Vice President | — | — | — |
| 35 | Paulson Investment Investment banking firm | $7M | 71 mo ago | — | 1970 | Albert Ingrassia Senior Managing Director | — | — | — |
| 36 | RW Pressprich Employee-owned institutional broker-dealer providing credit analysis, sales, trading, and investment banking | $6M | 159 mo ago | 63 | 1990 | Edward Rappa Chairman & CEO | — | — | — |
| 37 | Aurigin Corporate advisory firm | $5M | 119 mo ago | 56 | 2014 | Romesh Jayawickrama Co-Founder & CEO | — | — | — |
| 38 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | 111 111 → 196 (+77%) · sector median +65% | 2002 | Michael Ginty Managing Director & Financial Advisor | — | — | 2 awards |
| 39 | Tillerman & Co Investment and merchant banking services for middle-market businesses, focusing on long-term success | $5M | 94 mo ago | — | 2015 | Remos Lenio Partner | — | — | — |
| 40 | Klema Capital M&A advisory, capital raising, and strategy consulting firm | $3M | 42 mo ago | — | 2022 | Erich Lee Co-Founder & Co-Managing Director | — | — | — |
| 41 | Carofin Full service investment bank | $2M | 65 mo ago | — | 1995 | Kristen Dawson Managing Director | — | — | — |
| 42 | Livingston Securities Investment banking firm | $2M | 64 mo ago | — | 2006 | Scott Livingston CEO | — | — | — |
| 43 | PCG Advisory Corporate advisory firm | $1M | 11 mo ago | — | 2008 | Jeff Ramson Founder/CEO | — | — | 1 partnership |
| 44 | Goldman Sachs Global financial services platform that delivers investment banking, markets, asset management, and wealth… | $1M | 21 mo ago | 36,600 36,600 → 62,725 (+71%) · sector median +65% | 2003 | — | 179 signals Leadership · M&A · Earnings | 891 patents AI-driven financial data platforms, crypto settlement, and quantum analytics for securities trading | — |
| 45 | Prairie Capital Advisors Middle-market M&A, ESOP, and financial advisory firm nationwide | $1000K | 24 mo ago | 266 | 1996 | Ashley Tisdale CEO | — | — | — |
| 46 | Golden Eagle Capital Advisors Corporate advisory firm | $926K | 29 mo ago | — | 2014 | Juan Fierro Managing Director & Vice President of Sales | — | — | — |
| 47 | MiDA Advisors Advisory firm facilitating institutional investments and trade | $500K | 17 mo ago | — | 2016 | Aymeric Saha CEO & Managing Partner | — | — | 3 partnerships |
| 48 | Multipli Capital Business consultancy and advisory service provider | $470K | 22 mo ago | — | 2024 | Ned Algeo Founder & CEO | — | — | — |
| 49 | Purim Ventures Strategic and M&A advisory firm focused on healthcare and IT sectors | $300K | 25 mo ago | — | 2010 | Greg Downey Founder & Managing Director | — | — | — |
| 50 | CTH Advisors Financial advisory firm offering investment banking and advisory services | $250K | 32 mo ago | — | 2018 | Andy Brusman Founder & CEO | — | — | — |
Top 12 Investment Banks companies in United States
#1
Series C · Chicago, Illinois · founded 1999 · 170 employees$51.3Mraised▾
M&A and corporate advisory focused on the renewable energy sector
- Mar 2026Series C$16.8M
- Jun 2024Series C$20.8M
- Jul 2022Series C$30.5M
#2
Series B · Chicago, Illinois · founded 2010$13.2Mraised▾
Strategic advisory firm focused on multiple sectors
- Apr 2026Series B$13.2M
#3
Funding Raised · Coronado, California · founded 2020 · 43 employees$75Mraised▾
Trusted Deal Advisory - Leo Berwick provides tax advisory and consulting services for mergers and acquisitions. We are your trusted deal advisors. #TrustedDealAdvisory #LeoBerwick www.leoberwick.com
- Jul 2025Conventional Debt$75M
#4
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#5
Funding Raised · Chicago, Illinois · founded 2001$25Mraised▾
Debt placement firm sourcing creative financing solutions with optimal terms. They specialize in securing the most advantageous financing structures for clients across various industries. With expertise in debt advisory, they manage the entire transaction process, offering market feedback and screening potential lenders. Their services cater to middle-market businesses, equity sponsors, and borrowers, providing tailored cash flow financing solutions. They focus on building strong relationships with lenders to deliver unparalleled results, saving clients time and money. They offer a one-stop approach to meeting unique financial needs, ensuring clients receive the best possible financing options.
- Nov 2024Conventional Debt$25M
#6
Late Stage · Naperville, Illinois · founded 1982 · 1110 employees$250Mraised▾
Technology-enabled professional services firm delivering accounting, advisory, and technology solutions. The company offers a diverse portfolio of services including audit and assurance, tax, business succession planning, cloud services, consulting, CRM and ERP products and services, cybersecurity, data and AI, forensic and valuation, governance, risk and compliance, human capital management and payroll, insurance, internal audit, investment banking, lender services, IT and managed services, marketing and communications, outsourced accounting, regulatory, quality and compliance, risk management, site selection and incentives, spend management, transaction advisory, wealth management, and workforce risk management. It serves various industries such as construction and real estate, dealer management, discrete manufacturing, federal government, financial services, government contractors, industrial equipment manufacturing, life sciences, manufacturing and distribution, not-for-profit, professional services, rolled products manufacturing, and state and local government. The firm provides transformative digital strategies to help clients improve performance and achieve long-term strateg
- May 2024PE$250M
#7
Public · New York, New York · founded 2000 · 256105 employees$4.3Braised▾
Provider of financial services to consumers and corporations. It offers a wide array of financial products and services, including investment banking, consumer and commercial banking, and asset and wealth management. The firm serves clients across numerous global markets. Its operations encompass various areas such as lending, deposits, and investment management. It also engages in philanthropic activities and initiatives focused on community development and workforce training.
- Jul 2019Conventional Debt$2.2B
- Jan 2019Conventional Debt$2B
- Nov 2011Grant (prize money)$500K
- May 2010Grant (prize money)—
#8
Series B · Colorado Springs, Colorado · founded 2024$26Mraised▾
Investment bank firm focused on multiple sectors
#9
Seed · New York City, New York · founded 2008$1.2Mraised▾
Corporate advisory firm
- Jun 2025Seed$1.2M
#10
Public · Los Angeles, California · founded 1997 · 1440 employees$746.5Mraised▾
M&A, capital raising, and strategic advisory firm. It is focused on healthcare, consumers, business services, and multiple sectors.
- May 2021Post IPO$150M
- Jan 2020Post IPO$4M
- May 2019Conventional Debt$100M
- Sep 2018Conventional Debt$100M
#11
Series B · Houston, Texas · founded 1985$14.7Mraised▾
Healthcare advisory and investment banking firm providing strategic and financial services. The firm offers comprehensive healthcare advisory, investment banking, and asset management solutions. It delivers strategic guidance, customized research, and specialized investment banking services. The firm emphasizes developing long-standing relationships and providing a full range of financial and management services. The focus is on sound business strategy, realistic goals, and maximizing owner value. Services include strategic market studies, mergers & acquisitions, valuations, debt & equity financing, and asset management. The firm provides insights into industry trends and players, offering unparalleled perspectives.
- Apr 2024Series B$14.7M
#12
Funding Raised · Washington, DC, District of Columbia · founded 2016$500Kraised▾
Advisory firm facilitating institutional investments and trade. It provides leadership and knowledge sharing platforms to connect investors and businesses, with a focus on infrastructure development and economic growth. It identifies investment opportunities and provides transaction financing services in partnership with development financial institutions, governments, institutional investors, and research organizations. It specialize in blended finance solutions and project financing to mobilize long-term capital into the real economy.
- Jan 2025Grant (prize money)$500K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Banks coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.