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.

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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

1,001 Companies

List of the Best Financial Advisory & Consulting Agencies

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Lanmar Capital
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Focusing on low-yield markets such as Japan, Taiwan, and Thailand, which are marked by low-interest rates and relatively stable economic conditions, offers investors opportunities to secure better returns compared to those in markets undergoing quantitative tightening. Our regions of interest have e
Highlights
2-9
Employees
Minato City, Tokyo, Jp
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Lanmar Capital specializes in investing in stable, low-yield markets like Japan, Taiwan, and Thailand, leveraging emerging IT sectors and technological advancements to achieve enhanced returns.”
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Michael Clayton - State Farm Insurance
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The Michael Clayton State Farm Insurance agency is excited to serve Highland, AR, and neighboring regions with a variety of insurance options, including Auto, Homeowners, Renter's, Condo, Life, Boat, Motorcycle, Business Insurance, and Financial Services, with special attention to residents moving t
Highlights
2-9
Employees
Services Provided
70% Insurance Services
30% Financial Advisory & Consulting
AI Summary
“Michael Clayton State Farm Insurance in Highland, AR offers diverse insurance and financial services, including auto, home, life, and business coverage, tailored to local clients' needs.”
The Wow Company
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Every day, our exceptional team assists clients in creating outstanding businesses. We focus on agencies, consultancies, and tech firms with a turnover of over £1 million. We take immense pride in the quality of our service and the positive impact we foster alongside our clients. As our client, you
Highlights
50-249
Employees
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“The Wow Company delivers comprehensive financial and advisory services to agencies, consultancies, and tech firms over £1M turnover, supporting growth and resilience with expertise beyond traditional accountancy.”
Walter & Shuffain
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Walter & Shuffain provides guidance to privately-held businesses across a wide variety of sectors in the Boston metropolitan area. Our team is committed to assisting our clients in achieving growth and success as flourishing enterprises. Throughout the years, we have broadened our service offerings
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, Us
Services Provided
79% Business Consulting Services
21% Financial Advisory & Consulting
AI Summary
“Walter & Shuffain offers comprehensive advisory services to privately-held businesses in Boston, supporting growth and success across diverse sectors with evolving, client-focused solutions.”
SunBridge M&A Advisors
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SunBridge M&A Advisors is a specialized mergers and acquisitions boutique located in Miami, Florida. We focus on sell-side advisory and business brokerage services for privately owned companies in the lower middle market. Our goal is to help business owners achieve successful exits by providing stra
Highlights
$250,000+
Min Project Size
2-9
Employees
Coral Gables, Florida, Us
Services Provided
30% Business Valuation Services
30% Financial Advisory & Consulting
20% Business Consulting Services
20% Business Financing
AI Summary
“SunBridge M&A Advisors, based in Miami, offers expert sell-side advisory and business brokerage services, aiding privately owned companies with valuations, marketing, negotiations, and successful exits globally.”
AIRE
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AIRE is a multidisciplinary real estate advisory firm that offers four interconnected service lines: AIRE Software, AIRE Consulting, AIRE Valuations, and AIRE Hospitality. AIRE Software leverages AI, big data, and automation to quickly provide market-responsive feasibility and Highest & Best Use (HB
Highlights
$10,000+
Min Project Size
10-49
Employees
Nairobi, Ke
Services Provided
50% Market Research & Competitive Intelligence
24% Real Estate Consulting
26% Financial Advisory & Consulting
AI Summary
“AIRE is a multidisciplinary real estate advisory firm specializing in software, consulting, valuations, and hospitality services across the Middle East and Africa, leveraging AI and data-driven insights.”
Bravo Zulu Consulting LLC
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Bravo Zulu Consulting LLC is a veteran-owned financial advisory firm that offers specialized bookkeeping and strategic financial management services specifically designed to meet the distinct needs of small and mid-sized businesses. Our expertise spans various sectors, including retail, healthcare,
Highlights
Lincoln, Nebraska, Us
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“Bravo Zulu Consulting LLC is a veteran-owned firm providing tailored bookkeeping and financial management services to small and mid-sized businesses across various sectors, enhancing transparency and growth.”
The Accounting Station
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We are a group of financial specialists offering bookkeeping services and strategic financial advice.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
70% Bookkeeping Services
30% Financial Advisory & Consulting
AI Summary
“The Accounting Station provides expert bookkeeping and strategic financial advice, supporting businesses with comprehensive financial management and planning services.”
Proxy Financial
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Proxy Financial is a fractional CFO and accounting firm that manages the financial operations for businesses run by their owners. Our holistic approach provides clarity and consistency, allowing business owners to operate, lead, and make decisions with assurance.
Highlights
2-9
Employees
Mandeville, Louisiana, Us
Services Provided
40% Accounting Services
30% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Proxy Financial offers fractional CFO and accounting services, delivering clear financial management and strategic support to business owners for confident decision-making and operational leadership.”
FirstCorr Finanical Services, LLC
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We are a comprehensive Financial Management firm based in Southern California, providing a wide array of services for individuals, entrepreneurs, executives, and freelancers. Our team is skilled, experienced, and approachable. The founder, Deborah L. Corr, is an expert in small businesses and serves
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Temecula, California, Us
Services Provided
40% Accounting Services
30% Payroll Services
30% Financial Advisory & Consulting
AI Summary
“FirstCorr Financial Services, LLC offers comprehensive financial management and consulting in Southern California, supporting individuals, entrepreneurs, and small businesses with expert tools and strategies for success.”

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Top Financial Advisory & Consulting Companies

List of the Best Financial Advisory & Consulting Agencies

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