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Top Financial Advisory & Consulting Companies

Business financial advisory work sits between the bookkeeper and the investment bank. Financial advisory and consulting firms build forecasts and financial models, set up budgeting and FP&A, value a business, prepare for a debt or equity raise, run quality of earnings and due diligence for deals, and advise on restructuring when cash runs short. Owners, CFOs and boards hire them ahead of a funding round, an acquisition or sale, a lender's covenant review, or when the numbers no longer explain what is happening.

The firms listed here vary widely in scale and focus. Look for credentials such as CPA, CFA or ASA in the team, and ask for transactions or models they have delivered for companies of your size.

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

List of the Best Financial Advisory & Consulting Agencies

  1. AmityCare Medical Solutions logo
    AmityCare Medical Solutions
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    AmityCare Medical Solutions supports healthcare providers in Texas by navigating one of the most complicated billing systems in the U.S. Their assistance covers everything from Texas Medicaid (TMHP) regulations and managed care processes to FSER billing, stringent prior authorizations, and significa

    Highlights

    10-49

    Employees

    Allen, Texas, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “AmityCare Medical Solutions assists Texas healthcare providers by expertly navigating complex billing, Medicaid regulations, prior authorizations, and patient financial obligations, offering specialized localized support.”

  2. NewSilver logo
    NewSilver
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    New Silver was established by partners skilled in technology and real estate, positioning itself as a technology-driven non-bank loan originator. With a strong focus on marketing and technology, New Silver is well-equipped to navigate the $70 billion annual "fix and flip" real estate lending market,

    Highlights

    2-9

    Employees

    West Hartford, Connecticut, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “New Silver is a technology-driven non-bank loan originator specializing in fix-and-flip and rental real estate financing on the U.S. East Coast, offering diverse lending solutions for residential and small commercial projects.”

  3. Park Place Finance LLC logo
    Park Place Finance LLC
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    Park Place Finance is a mortgage company located in Austin. We are direct private lenders focusing on Fix and Flip, Bridge, and DSCR loans. Our competitive home purchase loan options are available in Texas, Florida, California, and Colorado. As specialists in residential real estate, we offer fundin

    Highlights

    $25,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Austin, Texas, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Park Place Finance is a direct private mortgage lender specializing in residential real estate financing across 47 states, offering competitive loans for Fix and Flip, Bridge, and DSCR purposes.”

  4. Global Connect Pro Financial logo
    Global Connect Pro Financial
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    As the largest marketplace for small business loans in America, we offer you more lending options than anyone else. To access our extensive network of over 50 lenders across the country, simply complete the online application. After all, you're not just looking for any small business loan; you want

    Highlights

    10-49

    Employees

    Wilmington, Delaware, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Global Connect Pro Financial operates America's largest small business loan marketplace, connecting borrowers with over 50 lenders nationwide to find optimal financing solutions efficiently.”

  5. Benefit Trust logo
    Benefit Trust
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    Benefit Trust was formed to deliver trust, custody and fiduciary services to corporations, institutions and executives. Its offerings include custom benefit plans, trustee and custodial services, trading, portfolio unitization, investment management and collective trust services. It is a privately h

    Highlights

    2-9

    Employees

    Leawood, Kansas, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Benefit Trust specializes in managing employee benefit programs, offering comprehensive solutions to enhance workforce welfare and organizational efficiency through tailored financial and healthcare services.”

  6. VerSquare logo
    VerSquare
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    VerSquare serves as a trusted platform for small business mergers and acquisitions. We link data from SBA loan results with authentic reviews from service providers, assisting acquisition entrepreneurs in assessing advisors, brokers, and lenders prior to making a commitment. Designed for buyers, bro

    Highlights

    2-9

    Employees

    Atlanta, Georgia, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “VerSquare is a trusted platform connecting small business buyers, brokers, and SBA lenders by integrating loan data with authentic service provider reviews to facilitate informed acquisition decisions.”

  7. Matei & Co. logo
    Matei & Co.
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    Matei & Co. possesses the knowledge and expertise to grasp complex terminology while also having the patience to clarify everything in simple language. We recognize that financial issues do not have one-size-fits-all solutions, which is why we dedicate time to ask pertinent questions, listen to your

    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    West Hollywood, California, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Matei & Co. specializes in personalized financial solutions, combining expertise and clear communication to address complex needs with tailored, high-quality professional services and competitive pricing.”

  8. Mashman Investments logo
    Mashman Investments
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    Established on January 3, 2022, by entrepreneur Isaac Mashman, Mashman Investments is a private investment company involved in acquiring assets, equity ownership, and various financial agreements. By providing distinctive advantages, expertise, and support across different fields, partnering with th

    Highlights

    2-9

    Employees

    Miami, Florida, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Mashman Investments, founded in 2022 by Isaac Mashman, is a private firm specializing in asset acquisition, equity ownership, and diverse financial agreements, offering expert support across sectors.”

  9. Preferred Funding Group logo
    Preferred Funding Group
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    We focus on assisting clients in obtaining unsecured working capital loans without requiring collateral, business duration, or revenue considerations. This is ideal for genuine startups and has no industry limitations. We offer unsecured fixed-term loans of up to $500,000 and business or personal cr

    Highlights

    10-49

    Employees

    West Dundee, Illinois, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Preferred Funding Group specializes in providing unsecured working capital loans and credit cards up to $500,000, supporting startups and diverse industries without collateral or revenue requirements.”

  10. Weiss & Company LLP logo
    Weiss & Company LLP
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    At Weiss & Company LLP, our goal is to deliver top-notch financial services in a proactive and attentive manner. We aim to adopt an entrepreneurial mindset, create innovative solutions, foster strong personal connections, and offer a stimulating, rewarding, and engaging work atmosphere.

    Highlights

    50-249

    Employees

    Glenview, Illinois, Us

    Services Provided
    100% Financial Advisory & Consulting
    AI Summary

    “Weiss & Company LLP provides comprehensive financial services, emphasizing innovation, proactive client engagement, and fostering a rewarding work environment through strong personal connections and entrepreneurial approaches.”

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Buyer's guide

Hiring Financial Advisory & Consulting companies

What the work covers, how to judge a partner and what drives the price.

What financial advisory and consulting firms deliver

Corporate finance work covers three-statement financial models, annual budgets and rolling forecasts, cash flow and working capital analysis, KPI dashboards, and board reporting. Fractional CFO arrangements put a senior finance lead in the business part time to own this work.

Transaction work includes business valuation, quality of earnings reports, buy-side and sell-side due diligence, preparing a sale or investment memorandum, and advising on deal structure and purchase price adjustments. Capital advisory helps a company prepare a lender package or investor deck and introduces it to banks, private credit funds or investors; in the US, raising securities for a fee requires a registered broker-dealer.

Restructuring advisors step in when liquidity is tight: a thirteen-week cash flow forecast, lender negotiations, cost reduction and operational turnaround plans. Most projects are fixed-fee or hourly, while ongoing CFO support runs on a monthly retainer.

Chapter 1 of 3
FAQ

Financial Advisory & Consulting FAQs

Short answers to what buyers ask before hiring a Financial Advisory & Consulting company.

Question not covered? Ask our team

A financial advisory and consulting firm helps a business plan, fund and transact: building models and forecasts, setting up budgeting and reporting, valuing the company, preparing for loans or investment, running due diligence for acquisitions or sales, and advising on restructuring when cash or covenants are under pressure.

Financial consultants charge hourly or daily rates, fixed fees for reports and models, monthly retainers for fractional CFO work, and success fees on deals. Complexity, deadlines and credentials drive fees. Listed firms range from no minimum or $1,000 up to $250,000 for transaction mandates.

For businesses, a financial consultant works on company finances: models, budgets, valuation, deals and restructuring. A financial advisor often means a wealth manager advising individuals on investments and retirement. Some firms do both, so ask whether the service covers the company or its owners.

Typical triggers are preparing for a funding round or bank loan, buying or selling a business, a shareholder dispute needing a valuation, a covenant breach or cash shortfall, rapid growth that outpaces reporting, or a board asking for better forecasts. Bringing an advisor in before the event usually costs less than fixing problems during it.

Financial advisory firms on this page mostly serve business services companies, financial services, real estate owners and investors, healthcare and medical practices, IT companies, consumer products businesses and manufacturers. Real estate and healthcare deals often need specialized valuation and diligence.

Firms are listed most often in New York, Los Angeles, Toronto, Miami and Chicago, with others in Dallas, Houston and San Francisco. Model and diligence work runs remotely, but location matters for on-site diligence, management meetings and familiarity with local lenders.

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