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

Grace Wealth Management Group, Inc.
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Grace Wealth Management Group Inc. is a premier financial planning firm in Orange County that provides a comprehensive range of financial services. Our goal at Grace Wealth Management Group Inc. is to thoroughly understand your financial circumstances and deliver only the best information and servic
Highlights
Costa Mesa, California, Us
Services Provided
50% Financial Planning
30% Financial Advisory & Consulting
20% Wealth Management
AI Summary
“Grace Wealth Management Group Inc., a certified financial planning firm in Orange County, delivers tailored strategies and comprehensive services to help clients achieve financial independence confidently.”
Wiley Financial
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At Wiley Financial Services, we prioritize assisting our clients in several key areas: Business Valuations, Auditing, and Cash Flow Assessment. Our team includes a Certified Appraiser, Accountant, Financial Consultant, and CFO, all with over 20 years of experience across diverse industries such as r
Highlights
50-249
Employees
Services Provided
40% Business Valuation Services
30% Audit Services
30% Financial Advisory & Consulting
AI Summary
“Wiley Financial Services offers expert business valuations, auditing, and cash flow assessment with a seasoned team experienced across diverse industries, delivering comprehensive financial solutions.”
Westside Financial
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Accounting, tax, and financial consulting services in Los Angeles, CA.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
40% Accounting Services
30% Tax Preparation Services
30% Financial Advisory & Consulting
AI Summary
“Westside Financial offers comprehensive accounting, tax, and financial consulting services in Los Angeles, serving diverse client needs with expertise and professional guidance.”
Apex Business Partners
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Apex Business Partners combines the nimbleness and innovative mindset of a startup with the precise attention to detail and strong work ethic characteristic of a conventional large accounting firm.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
Minneapolis, Minnesota, Us
Services Provided
40% Accounting Services
30% Tax Consulting
30% Financial Advisory & Consulting
AI Summary
“Apex Business Partners blends startup agility and innovation with meticulous expertise and a strong work ethic, delivering comprehensive and precise accounting and business services.”
Hurdlr
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Hurdlr assists freelancers, self-employed individuals, and gig economy workers in managing the challenges of operating their own businesses. The mobile application automatically monitors mileage, expenses, income sources, and self-employment taxes in real time, helping to optimize deductions while k
Highlights
10-49
Employees
Washington, District Of Columbia, Us
Services Provided
50% Mobile App Development (iOS & Android)
29% Financial Advisory & Consulting
21% Tax Preparation Services
AI Summary
“Hurdlr offers a mobile platform for freelancers and gig workers to track income, expenses, mileage, and taxes in real time, optimizing deductions and financial management efficiently.”
ignite-factoring
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Ignite Factoring provides factoring services for the transportation, staffing, distribution, manufacturing, and oil and gas sectors. We offer competitive rates and quick funding. Reach out to us today!
Highlights
Services Provided
70% Mortgage Broker Services
30% Financial Advisory & Consulting
AI Summary
“Ignite Factoring delivers fast, competitive factoring solutions across transportation, staffing, distribution, manufacturing, and oil and gas sectors, supporting efficient cash flow and business growth.”
Vertex Business Plans
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Vertex Consultancy LLC, operating as Vertex Business Plans, is a consultancy located in Florida that specializes in creating business plans tailored for U.S. immigration purposes. We prepare USCIS-compliant plans for visa petitions such as E-2, L-1, EB-2 NIW, and EB-5. Our primary areas of focus inc
Highlights
$1,000+
Min Project Size
2-9
Employees
St. Petersburg, Florida, Us
Services Provided
50% Business Plan Development
25% Financial Advisory & Consulting
14% Engineering Services
11% Visa & Immigration Documentation Services
AI Summary
“Vertex Business Plans specializes in USCIS-compliant immigration business plans, financial models, feasibility studies, and fundraising materials, serving diverse industries and collaborating with entrepreneurs and legal firms.”
Foley & Giolitto
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**Our Expertise - Premier Tax Solutions** Our financial consulting company specializes in developing premier tax and wealth strategies tailored for business owners and real estate investors. We frequently help our clients save significant amounts of money through advanced tax and wealth planning t
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Scottsdale, Arizona, Us
Services Provided
50% Tax Consulting
25% Financial Advisory & Consulting
25% Business Consulting Services
AI Summary
“Foley & Giolitto specializes in advanced tax and wealth strategies, business analytics, and personalized financial consulting, helping business owners and investors optimize profits and savings effectively.”
The MFA Companies
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Originally founded as a CPA firm more than 35 years ago, The MFA Companies has evolved into a modern business consulting and financial advisory firm. We collaborate with private, public, and nonprofit organizations both domestically and internationally to assist them in making informed business choi
Highlights
50-249
Employees
Tewksbury, Massachusetts, Us
Services Provided
40% Accounting Services
30% Business Consulting Services
30% Financial Advisory & Consulting
AI Summary
“The MFA Companies is a seasoned business consulting and financial advisory firm serving diverse private, public, and nonprofit clients globally to improve strategic and operational outcomes.”
Suitless, Inc.
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Suitless Inc. supports rapidly growing businesses with their human resources, financial, and operational requirements. Our mission is to assist companies in scaling smoothly by collaborating with them during their early stages. We are proactive, responsive, and align well with the culture of many te
Highlights
2-9
Employees
Washington, District Of Columbia, Us
Services Provided
40% HR Consulting Services
30% Financial Advisory & Consulting
30% Business Process Outsourcing
AI Summary
“Suitless Inc. provides comprehensive human resources, financial, and operational support to help rapidly growing and tech-focused businesses scale efficiently during early stages.”

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