Top Financial Advisory & Consulting Companies

A high-performing Financial Advisory & Consulting solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Financial Advisory & Consulting companies around the globe. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

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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

1,007 Companies

List of the Best Financial Advisory & Consulting Agencies

Grant-XProfile set up by Edverise AI
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Obtain government funding to drive your business growth and innovation. We'll take care of the entire application process on your behalf.
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Toronto, Ontario, Ca
Services Provided
70% Financial Advisory & Consulting
30% Business Strategy & Planning
AI Summary
“Grant-X specializes in securing government funding to accelerate business growth and innovation, managing the entire application process efficiently on clients' behalf.”
Al top Finance LtdProfile set up by Edverise AI
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Our firm specializes in providing fresh-cut BG/SBLC/MTN for lease and purchase from HSBC London, Hong Kong, Barclays Bank, or any other AA-rated bank in Europe, the Middle East, or the USA. Our BG/SBLC financing solutions can assist in funding your projects by offering annually renewable leased bank
Highlights
$250,000+
Min Project Size
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management
AI Summary
“Al top Finance Ltd. provides leased and purchasable bank instruments like BGs/SBLCs/MTNs from top AA-rated banks, supporting project financing, credit enhancements, and trade programs with tailored corporate finance services.”
LLISProfile set up by Edverise AI
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As an extension of fee-only financial advisory firms, we collaborate with advisors and their clients to identify optimal solutions. Our approach combines a personal touch with advanced technology. What does this mean for you?
Highlights
10-49
Employees
Tampa, Florida, Us
Services Provided
70% Financial Advisory & Consulting
30% Insurance Services
AI Summary
“LLIS partners with fee-only financial advisory firms to deliver personalized solutions leveraging advanced technology, enhancing both advisor and client experiences across financial planning needs.”
Backbone Data Solutions – Real Estate Appraisal & Medical Billing Company USAProfile set up by Edverise AI
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We are a professional appraisal firm that focuses on providing precise, impartial, and regulation-compliant property valuation services for residential, commercial, industrial, and mixed-use properties. Our team comprises certified appraisers with extensive market expertise, utilizing data-driven ap
Highlights
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Medical Billing Services
AI Summary
“Backbone Data Solutions delivers precise, compliant property appraisals and medical billing services, leveraging expertise and data-driven methods to support clients in diverse sectors with reliable, timely solutions.”
Intermountain Wealth ManagementProfile set up by Edverise AI
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As Registered Investment Advisors dedicated to our fiduciary responsibilities, Intermountain Wealth Management aims to deliver outstanding financial services to individuals from various backgrounds. With over 30 years of experience and a robust community network, we are equipped to address nearly an
Highlights
2-9
Employees
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management
AI Summary
“Intermountain Wealth Management, a fiduciary Registered Investment Advisor with 30+ years of experience, offers comprehensive financial services and solutions tailored to diverse individual client needs.”
QX FinancialProfile set up by Edverise AI
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Our team of finance experts provides you with the essential information needed to make informed decisions. We are committed to the belief that everyone deserves the opportunity to attain financial freedom, security, and independence.
Highlights
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Financial Planning
AI Summary
“QX Financial delivers expert financial guidance, empowering individuals to achieve financial freedom, security, and independence through informed decision-making and comprehensive support.”
The Bernson GroupProfile set up by Edverise AI
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Since 2010, The Bernson Group has been offering asset-based loans to residential builders for purposes such as property purchases, renovations, and new construction projects. As a private lender, we can provide tailored solutions for each builder quickly, meeting the demands of the market. Originall
Highlights
2-9
Employees
Services Provided
70% Financial Advisory & Consulting
30% Real Estate Development
AI Summary
“The Bernson Group is a private lender specializing in asset-based loans for residential builders, delivering fast, customized financing across key southeastern U.S. housing markets to support growth.”
Vadim ShtivelmanProfile set up by Edverise AI
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Vadim Shtivelman is a specialist in Business Lending and Equipment Finance at TipTop Capital, with more than ten years of experience in real estate, finance, and team leadership. He is recognized for his ability to build client trust, lead successful teams, and oversee intricate projects. Vadim exce
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Business Consulting Services
AI Summary
“Vadim Shtivelman is an experienced business lending and equipment finance specialist with expertise in real estate, team leadership, and strategic project management, delivering consistent high performance.”
Ascension Capital FundingProfile set up by Edverise AI
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Ascension Capital Funding is a financial services platform that presents a range of funding solutions for small businesses, startups, and commercial properties. The site features a straightforward application process that allows customers to apply either online or via phone. The company's goal is to
Highlights
$10,000+
Min Project Size
2-9
Employees
Services Provided
70% Financial Advisory & Consulting
30% Loan Brokerage Services
AI Summary
“Ascension Capital Funding provides accessible financial solutions for small businesses, startups, and commercial properties through an efficient online and phone application process.”
Hobart Financial GroupProfile set up by Edverise AI
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Hobart Financial Group is an independent financial advisory company committed to offering tailored services with unwavering integrity.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
250-999
Employees
Charlotte, North Carolina, Us
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management
AI Summary
“Hobart Financial Group is an independent advisory firm delivering customized financial solutions with a strong commitment to integrity and client-focused service excellence.”

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