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

1,001 Companies

List of the Best Financial Advisory & Consulting Agencies

Altitude B2B Consultants Inc.,
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Altitude B2B Consultants is a dependable partner for enhancing business growth and scalability, providing secure grant funds to assist small to medium-sized enterprises, as well as executing digital transformation efforts reliably and accurately. As a certified advisor for the Canada Digital Adoptio
Highlights
$1,000+
Min Project Size
2-9
Employees
Toronto, Ontario, Ca
Services Provided
50% Business Strategy & Planning
30% Financial Advisory & Consulting
20% Digital Transformation Services
AI Summary
“Altitude B2B Consultants Inc. offers secure grant funding and expert digital transformation services, empowering Canadian SMEs to enhance growth and scalability with certified, reliable solutions.”
Price Kong CPAs, Consultants
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Since 1967, Price KongCPAs has been offering personalized, high-quality financial guidance to both individuals and businesses. Founded by Ron Price, CPA, who was passionate about education, our main approach continues to emphasize collaboration with our clients as advisors, mentors, and teachers. We
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Phoenix, Arizona, Us
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“Since 1967, Price Kong CPAs provides personalized financial guidance to individuals and businesses, emphasizing collaborative advisory and mentorship for lasting client partnerships and business growth.”
Avrio Accounting Solutions Inc.
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
The modern world offers a wealth of unique financial opportunities not only for the few who have experience and resources but for EVERYONE. The key is to find the right path and act decisively. How can you do this? That’s where we come in! Our mission is to transform the accounting landscape by leve
Highlights
2-9
Employees
Port Coquitlam, British Columbia, Ca
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Tax Preparation Services
AI Summary
“Avrio Accounting Solutions Inc. delivers expert accounting services using advanced technologies and data analytics to help clients manage expenses, optimize investments, and streamline tax filings.”
Optimum Energy Partners
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Optimum Energy Partners is an independent company focused on oil and natural gas, specializing in the acquisition, development, exploration, and production of energy resources. We collaborate with industry leaders including Continental Resources, EOG, Anschutz Exploration, Hog Resources, Peak Powder
Highlights
10-49
Employees
Dallas, Texas, Us
Services Provided
50% Energy Consulting
30% Financial Advisory & Consulting
20% Oil and Gas Exploration and Production
AI Summary
“Optimum Energy Partners specializes in oil and natural gas acquisition, development, and production, partnering with industry leaders to deliver profitable, responsible energy projects across multiple U.S. states.”
MergerSherpa
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At MergerSherpa, our central belief is to go to great lengths in order to achieve results. Whether you’re starting a new initiative, securing funding, planning for growth, or ready to sell your business, we offer expert, impartial, and customized support throughout the entire process. We are dedicat
Highlights
10-49
Employees
Monroe Township, New Jersey, Us
Services Provided
50% Mergers & Acquisitions Consulting
30% Financial Advisory & Consulting
20% Business Strategy & Planning
AI Summary
“MergerSherpa offers expert, customized advisory services in mergers, acquisitions, equity capital raising, and strategic consulting, partnering closely to navigate complex business challenges and achieve lasting success.”
Northstar Financial Consulting Group
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Whether you're a large or small cannabis company, whether you're well-established or just beginning, you're passionate about your work but find yourself trapped in an endless cycle of taxes, compliance, and regulatory challenges. You're eager to allocate more time and energy towards growing your bus
Highlights
10-49
Employees
Beverly Hills, California, Us
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Compliance Consulting Services
AI Summary
“Northstar Financial Consulting Group specializes in providing comprehensive financial solutions tailored for cannabis businesses, helping them navigate taxes, compliance, and regulatory challenges to focus on growth.”
Emergent Financial Group
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Situated in the center of Atlanta, Emergent Financial Group LLC is a specialized advisory firm that takes a distinct approach to financial management. We excel in partnering with small businesses of various sizes to develop innovative employee benefit plans usually reserved for larger corporations.
Highlights
2-9
Employees
Atlanta, Georgia, Us
Services Provided
50% Employee Benefits Consulting
30% Financial Advisory & Consulting
20% Estate Planning Services
AI Summary
“Emergent Financial Group LLC, based in Atlanta, offers tailored financial advisory services including employee benefits, estate planning, and wealth management to empower small business owners.”
A
Accountancy Cloud
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Accountancy Cloud offers the most comprehensive finance solutions for startups. Our finance managers and advanced software deliver unmatched accounting, R&D tax incentives, and financial services designed for high-growth startups. With a strong focus on customer satisfaction, we ensure that all clie
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
London, England, Gb
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Tax Consulting
AI Summary
“Accountancy Cloud provides comprehensive finance management and advanced software for startups, enabling growth through expert accounting, R&D tax incentives, and insightful financial reporting.”
Economic Development Collaborative
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
The Economic Development Collaborative (EDC) is a private nonprofit organization that provides essential support and resources to businesses, community partners, and civic leaders to help them thrive. Since our inception in 1996, we have effectively utilized both public and private funding, establis
Highlights
10-49
Employees
Camarillo, California, Us
Services Provided
80% Business Consulting Services
20% Financial Advisory & Consulting
AI Summary
“Economic Development Collaborative is a nonprofit offering business consulting, financial planning, and specialized programs to support growth, job creation, and economic prosperity regionally.”
H
Hard Money University
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
What steps should you take to become a hard money lender? Discover more at Hard Money University. Acquire effective strategies, resources, and knowledge to navigate the mortgage market successfully. Build your expertise in analyzing contracts, overseeing investments, and evaluating risk. Start your
Highlights
2-9
Employees
Services Provided
70% Educational Services
30% Financial Advisory & Consulting
AI Summary
“Hard Money University provides comprehensive education and resources to help individuals become successful hard money lenders through effective strategies, contract analysis, investment oversight, and risk evaluation.”

...

...

...

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.

Top Financial Advisory & Consulting Companies

List of the Best Financial Advisory & Consulting Agencies

A

H

Where buyers look next

Latest insights & expert perspectives

Questions to Ask a Software Development Agency: Six With Proof

How to Compare Software Development Quotes Priced 5x Apart

AI Agent Development Cost: Build, Tokens, Reliability

One Platform. One Promise. One Trust.