Top Insurance Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Insurance industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

1,001 Companies

Top Insurance Financial Advisory & Consulting Companies

O'Connell Advisory Group - M&A Transaction Services
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Driving You Ahead We enable our clients to make confident decisions when buying, selling, and managing small to medium-sized B2B and tech-driven companies. Customized Industry Solutions Our Team We unite a group of seasoned CPAs and tax attorneys boasting over 25 years of combined experience, with e
Highlights
$150+/hr
Avg Hourly Rate
10-49
Employees
Arlington, Virginia, Us
Services Provided
69% Mergers & Acquisitions Consulting
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“O'Connell Advisory Group offers expert M&A transaction services, leveraging 25+ years of CPA and tax attorney experience to support small and medium B2B and tech company deals.”
Keil Financial Partners
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We understand that planning for retirement independently can cause a lot of stress. It can also be challenging to select an appropriate retirement planner. That's why we've developed a 5-step retirement income strategy to help you make wise financial decisions. Our blog, guidebooks, and podcast heav
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
New Berlin, Wisconsin, Us
Services Provided
69% Financial Planning
20% Financial Advisory & Consulting
11% Educational Services
AI Summary
“Keil Financial Partners offers a structured 5-step retirement income strategy emphasizing financial education through blogs, guides, and podcasts to help clients plan stress-free retirements.”
Fritz Nelson LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Fritz Nelson was established in the 1960s, and we take pride in upholding the legacy and quality of this longstanding small business in North Dakota. We are committed to serving our clients and are grateful for the opportunity to assist and guide them in every way necessary.
Highlights
2-9
Employees
Grand Forks, North Dakota, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Tax Preparation Services
AI Summary
“Fritz Nelson LLC, a longstanding North Dakota firm since the 1960s, offers expert accounting, business strategy, and financial consulting with personalized, client-focused services emphasizing payroll and cost management.”
MortgageAccountants.com
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Mortgageaccountants.com, part of the Sterling Outsourcing group, specializes in providing accounting and mortgage support services to mortgage companies and private lenders across the United States. Our offerings aim to help you optimize your processes, cut costs, and enhance your profits. Over the
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Anaheim, California, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Process Outsourcing
AI Summary
“MortgageAccountants.com, part of Sterling Outsourcing, provides customized accounting and mortgage support services across the U.S., enhancing efficiency, reducing costs, and maximizing profitability for mortgage businesses.”
PLEX Capital LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
PLEX Capital offers working capital to small and medium-sized enterprises. Our goal is to help ambitious visionaries become successful business owners.
Highlights
10-49
Employees
Overland Park, Kansas, Us
Services Provided
59% Business Financing
21% Business Consulting Services
20% Financial Advisory & Consulting
AI Summary
“PLEX Capital LLC provides working capital financing solutions tailored to support the growth and success of small and medium-sized enterprises, helping entrepreneurs realize their business ambitions.”
Mirador Corporation
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Mirador Corporation, we take pride in our unique approach to investment. As an independent firm based in Calgary, we emphasize protecting capital and generating stable, long-term returns. Our straightforward, unconventional investment strategy is grounded in facts rather than trends, focusing on
Highlights
$250,000+
Min Project Size
2-9
Employees
Calgary, Alberta, Ca
Services Provided
69% Wealth Management
20% Financial Advisory & Consulting
11% Financial Planning
AI Summary
“Mirador Corporation, an independent Calgary-based firm, delivers personalized, transparent investment services focused on capital protection, stable long-term returns, and secure retirement income.”
Stephen Camp CPA LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Stephen Camp CPA LLC, we offer more than just accounting services; we engage proactively in the financial management of your business. As our client, you will experience a complete overhaul of your financial operations through a comprehensive range of accounting services that enhance cash flow an
Highlights
2-9
Employees
Mount Pleasant, South Carolina, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Stephen Camp CPA LLC provides comprehensive accounting and financial management services, specializing in construction, property management, healthcare, beauty, tourism, and recreation sectors to optimize operations and cash flow.”
B
Brett Buys Roc Houses LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Brett Buys Roc Houses LLC assists homeowners in the area by providing quick, fair, and straightforward cash offers for homes in any condition—without the need for repairs, fees, or commissions. Whether you're facing foreclosure, probate, divorce, or tax problems, we aim to bring you peace of mind an
Highlights
2-9
Employees
Rochester, New York, Us
Services Provided
69% Real Estate Consulting
20% Financial Advisory & Consulting
11% Legal Services
AI Summary
“Brett Buys Roc Houses LLC offers fast, fair cash home purchases in Rochester and Upstate New York, simplifying sales without repairs, fees, or commissions for diverse seller situations.”
SummitEdge Group, LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
SummitEdge Group, LLC, which is led by veterans and founded by first responders, is an education and consulting firm located in Bend, Oregon. Our team consists of CBDA-certified experts who offer organized guidance on blockchain technology, Bitcoin, Ethereum, and other significant digital assets. We
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
40% Educational Services
35% Business Consulting Services
25% Financial Advisory & Consulting
AI Summary
“SummitEdge Group, LLC is a veteran-led education and consulting firm in Bend, Oregon, specializing in blockchain and digital asset guidance with disciplined, long-term financial strategies.”
Credence Insured and Financial Service
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Credence Insurance & Financial Services, we strive to enhance the financial well-being of families and support our community through education, empowerment, and accessible protection. We are dedicated to helping individuals make informed decisions with clarity and compassion, fostering long-term
Highlights
2-9
Employees
Lafayette, Louisiana, Us
Services Provided
59% Insurance Services
21% Financial Advisory & Consulting
20% Financial Planning
AI Summary
“Credence Insurance & Financial Services offers personalized insurance and financial planning, empowering families with education and guidance to achieve long-term stability and generational wealth.”

...

...

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Stated minimum project sizes among the firms listed under software development services on Edverise, with the $50,000 band shaded

Vendor Selection

Questions to Ask a Software Development Agency: Six With Proof

A vetting script for second-round agency calls: six questions, the document each answer has to produce, and what a directory listing or a badge really proves.

Nihar Ranjan Rout

10/31/2026

Three software development quotes of $38,000, $94,000 and $210,000 converted to effective hourly rates of $79, $73 and $87.50

Vendor Selection

How to Compare Software Development Quotes Priced 5x Apart

Three bids for the same build are rarely comparable as written. A normalization checklist, a weighted grid adapted from FAR Part 15.3, and the hourly arithmetic.

Akash Mohapatra

10/31/2026

Chart of minimum project size stated by firms listed under AI agent development on Edverise, with the $50,000 band highlighted

Vendor Selection

AI Agent Development Cost: Build, Tokens, Reliability

An AI agent has three costs. Compute the monthly token bill from published list prices, then set the build quote against what listed firms actually charge.

Santanu Prasad Sahoo

10/31/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.