Top 22 Financial Consulting Firms to Trust in the US
Top 22 Financial Consulting Firms to Trust in the US
The financial consulting industry in the US is made up of companies that offer a range of services to individuals, businesses, and institutions in need of expert financial advice. These companies specialize in providing strategic guidance, analysis, and solutions to assist clients in making informed decisions related to their finances and investments. Some common services offered by financial consulting companies include asset management, investment planning, portfolio analysis, financial forecasting, and mergers and acquisitions support. As the industry continues to evolve, there is a growing emphasis on integrating technology and data analytics to provide more accurate insights and personalized recommendations. Additionally, with the increasing complexity of financial markets and regulations, financial consulting companies are expected to play a vital role in helping clients navigate these challenges and achieve their financial goals.
Top 22 Financial Consulting Companies in the US
1. Goldman Sachs
- Headquarter: New York, New York, United States
- Headcount: 10001+
Goldman Sachs is a global investment banking firm that offers insights, analytics, platforms, and client service. They provide comprehensive solutions for nonprofits, asset management, investment banking, and personal financial management. Their services include financial planning, financial products, advisory capabilities, and educational resources. They serve a broad range of companies, organizations, and institutions worldwide.
2. PALA Interstate
- Headquarter: Baton Rogue, Louisiana, United States
- Founded: 1973
- Headcount: 501-1000
Palagroup.com is a company that offers a range of services in the finance and investment banking industry. With expertise in various financial areas, the company provides solutions and advice to clients for their investment needs. Their services include asset management, portfolio analysis, and financial consulting.
3. PK Management, LLC
- Headquarter: Richmond Heights, Ohio, United States
- Founded: 2008
- Headcount: 201-500
PK Management is a company that offers a range of professional services to businesses. With expertise in investment banking, they provide strategic advice, financial analysis, and support for mergers and acquisitions. They help companies navigate complex financial transactions and achieve their growth objectives.
4. Marquette Associates
- Headquarter: Chicago, Illinois, United States
- Founded: 1986
- Headcount: 51-200
Marquette Associates is a company that offers investment consulting and advisory services to institutional investors. They provide guidance and expertise in areas such as asset allocation, manager selection, and portfolio construction to help clients achieve their investment objectives.
5. Synergy Consulting, Inc.
- Headquarter: Washington Dc Area, United States, United States
- Founded: 2002
- Headcount: 51-200
Synergy Consulting IFA is a company that provides professional consulting services in the field of investment and financial advisory. They offer expert advice and guidance to individuals and businesses on managing their finances, investments, and assets. With a team of experienced financial advisors, they strive to help their clients achieve their financial goals.
6. JMS and Associates
- Headquarter: Farmington Hills, Michigan, United States
- Headcount: 201-500
JMS Associates is a company that offers various financial services such as investment banking, advisory services, and financial consulting. They specialize in providing strategic financial solutions to businesses and individuals, assisting them in making informed decisions to achieve their financial goals.
7. Block
- Headquarter: San Francisco, California, United States
- Headcount: 5001-10000
- Latest funding type: Series E
Block.xyz is a company that offers a range of financial services and solutions for investors. They provide building blocks for investment strategies, including cash app integration and partnership with TIDAL. Their expertise lies in helping individuals and businesses navigate the investment landscape.
8. Brown Brothers Harriman
- Headquarter: New York, New York, United States
- Founded: 1818
- Headcount: 5001-10000
BBH is a financial services company that offers a range of solutions to help clients manage cost pressures, workflow efficiencies, and support performance. Their services include philanthropic advisory, investment strategy, custody services, securities lending, and corporate advisory & banking.
9. Weaver
- Headquarter: Houston, Texas, United States
- Founded: 1950
- Headcount: 501-1000
Weaver.com is an assurance, tax, and advisory firm that provides consulting services to a wide range of industries. They offer services such as accounting advisory, tax services, and financial consulting. Their expertise includes industries like alternative investments, banking services, energy transition, and real estate.
10. Tudor Investment Corporation
- Headquarter: Stamford, Connecticut, United States
- Founded: 1980
- Headcount: 201-500
Tudor is a global investment firm offering discretionary global macro trading, model-driven and systematic investment approaches. With offices in Connecticut, New York, Palm Beach, London, Singapore, and Sydney, Tudor combines quantitative analysis, fundamental research, and experienced judgment to make trading decisions across various investment horizons and global liquid asset classes.
11. The HICA Group
- Headquarter: Hull, United States
- Founded: 1992
- Headcount: 1001-5000
HICA-UK is a company offering financial and investment banking services. They provide a range of investment solutions and advice to help clients make informed decisions. With expertise in the finance industry, they strive to assist individuals and businesses in achieving their financial goals.
12. Forbes Advisor
- Headquarter: Jersey City, New Jersey, United States
- Founded: 1917
- Headcount: 201-500
Forbes Advisor is a company that provides comprehensive financial advice and guidance to individuals and businesses. They offer expert insights and analysis on topics such as investing, retirement planning, insurance, and wealth management.
13. Nepc, LLC
- Headquarter: Boston, Massachusetts, United States
- Founded: 1986
- Headcount: 201-500
NEPC is an independent and full-service investment consulting firm that offers innovative, research-driven investment solutions to governments, institutions, families, and individuals.
14. Cerity Partners
- Headquarter: New York, New York, United States
- Headcount: 201-500
Cerity Partners is a financial services company that offers tax planning & preparation, financial counseling, retirement plan advisory, financial administration, investment services, and beneficiary counseling. They provide comprehensive solutions for individuals, businesses, non-profits, and executives, helping them manage their financial situations and achieve their goals.
15. Calton & Associates, Inc.
- Headquarter: Tampa, Florida, United States
- Founded: 1987
- Headcount: 201-500
Calton is a company that offers a wide range of financial services and investment solutions. They specialize in providing tailored financial strategies and advice to individual and institutional clients.
16. Full Circle Health
- Headquarter: United States
- Founded: 1974
- Headcount: 201-500
FMRI is a company that offers various services to its customers. Their offerings include consulting, advisory services, and financial solutions. They cater to the needs of businesses and individuals alike, providing expert guidance and support.
17. El Valor
- Headquarter: Chicago, Illinois, United States
- Founded: 1973
- Headcount: 201-500
Elvalor.org is a company that offers a range of services to its customers. They specialize in providing valuable solutions and assistance in various areas. With their expertise and knowledge, they aim to help individuals and businesses achieve their financial goals.
18. Segal Marco Advisors
- Headquarter: New York, New York, United States
- Founded: 1969
- Headcount: 51-200
Segal Marco Advisors is a company that provides investment management services. They offer a range of investment strategies and solutions to institutional clients.
19. Coldstream Wealth Management
- Headquarter: Bellevue, Washington, United States
- Founded: 1996
- Headcount: 51-200
Coldstream is a company that offers a range of services and solutions to clients. With a focus on financial investments, the company provides expertise in areas such as asset management, wealth planning, and investment advisory. By leveraging their knowledge and experience, Coldstream helps clients achieve their financial goals.
20. Origin
- Headquarter: San Francisco, California, United States
- Founded: 2018
- Headcount: 51-200
Origin Financial is a company that offers financial services and solutions to individuals and businesses. With a focus on providing personalized financial advice and guidance, they help clients manage their investments, plan for retirement, and achieve their financial goals. Their team of experienced professionals offers a wide range of services including wealth management, estate planning, and tax strategies.
21. Fort Pitt Capital Group
- Headquarter: Pittsburgh, Pennsylvania, United States
- Founded: 1995
- Headcount: 51-200
Fort Pitt Capital Group is a personalized investment management firm that offers stability and peace of mind to investors. They provide specialized solutions to help clients achieve their financial goals.
22. Columbia Pacific Advisors, LLC
- Headquarter: Seattle, Washington, United States
- Headcount: 51-200
Columbia Pacific is a company based in Seattle, offering a range of investment advisory and financial services. They provide expertise in investment strategies, asset management, and financial consulting to clients. With a dedicated team of professionals, they aim to help clients achieve their financial goals and maximize their investment returns.
Want to find more financial consulting companies?
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