Top 27 Financial Consultancy and Advisory Firms
Top 27 Financial Consultancy and Advisory Firms
The financial advisory consulting industry is a vital sector that plays a critical role in the overall success of both companies and individuals. Companies in this sector offer a wide range of services including investment and portfolio management, financial planning, tax and legal compliance, and wealth management. The goal of these services is to help clients make informed financial decisions to attain their personal or business objectives. Although traditionally dominated by large companies, the industry has seen a rise in specialized consulting firms who offer tailored solutions to meet the unique needs of their clients. As the industry adopts more technology and artificial intelligence, there is a growing trend towards personalized, data-driven advice.
Top 27 Financial Advisory Consulting Companies
1. Raymond James
- Website: raymondjames.com
- Headquarters: St. Petersburg, Florida, United States
- Founded: 1962
- Headcount: 10001+
Raymond James is a financial services company that offers investment advisory services and securities through Raymond James Financial Services, Inc. They provide personalized financial planning and investment strategies to help clients reach their objectives. Raymond James is independent and collaborates with other specialists to design tailored solutions. They offer a wide range of investment products and account types, and manage clients' portfolios to ensure progress towards their goals. Their focus is on understanding clients' needs, addressing personal changes and market shifts, and helping clients make informed decisions.
2. BCV - Banque Cantonale Vaudoise
- Website: bcv.ch
- Headquarters: Lausanne, Vaud, Switzerland
- Founded: 1845
- Headcount: 1001-5000
- Latest funding type: Ipo
BCV is a Swiss bank that offers a wide range of financial services to individuals, businesses, and institutional clients. They provide investment management, asset management, private banking, and financial advisory services.
3. Cerfrance
- Website: cerfrance.fr
- Headquarters: Paris, Île-De-France, France
- Founded: 1954
- Headcount: 10001+
Cerfrance is a leading provider of specialized consulting and accounting services, offering tailored solutions for business creation, financial analysis, legal and tax compliance, and wealth management. With a network of over 720 agencies and a team of experienced advisors, Cerfrance provides expert guidance and support to businesses across various industries.
4. Goldman Sachs
- Website: goldmansachs.com
- Headquarters: New York, New York, United States
- Founded: 2003
- Headcount: 10001+
- Latest funding type: Ipo
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.
5. Morgan Stanley
- Website: morganstanley.com
- Headquarters: New York, New York, United States
- Founded: 2009
- Headcount: 10001+
- Latest funding type: Ipo
Morgan Stanley is a global financial services firm committed to technological innovation. With a focus on diversity and inclusion, they offer a wide range of solutions for clients of all sizes. Their experienced professionals provide exceptional insights and advice across various industries and markets.
6. Rbc
RBC is a financial institution that offers a range of banking services and products. They provide solutions for personal and business banking, investments, wealth management, and more.
7. Morningstar
- Website: morningstar.com
- Headquarters: Chicago, Illinois, United States
- Founded: 1984
- Headcount: 5001-10000
- Latest funding type: Ipo
Morningstar is a financial services company that provides investment research, data, and analytics to investors, financial advisors, and institutions worldwide. They offer a wide range of resources and tools to help individuals make informed investment decisions.
8. Taikang Insurance Group Inc.
- Website: taikang.com
- Headquarters: 西城区, Beijing, China
- Founded: 1996
- Headcount: 10001+
Taikang.com is a company that specializes in health and wealth planning services. They offer innovative solutions to help individuals and businesses manage their financial and healthcare needs.
9. RBC Wealth Management
- Website: rbcwealthmanagement.com
- Headquarters: Toronto, Ontario, Canada
- Founded: 1869
- Headcount: 10001+
RBC Wealth Management is a financial institution that provides investment advisory and wealth management services. They offer solutions for individuals, families, business owners, and entrepreneurs, helping them achieve their financial goals.
10. Block
- Website: block.xyz
- Headquarters: San Francisco, California, United States
- Founded: 2009
- Headcount: 5001-10000
- Latest funding type: Ipo
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.
11. Brown Brothers Harriman
- Website: bbh.com
- Headquarters: New York, New York, United States
- Founded: 1818
- Headcount: 5001-10000
- Latest funding type: Acquired
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.
12. Rothschild & Co
- Website: rothschildandco.com
- Headquarters: Paris, France, France
- Founded: 1798
- Headcount: 1001-5000
- Latest funding type: Acquired
Rothschild & Co is a leading global financial services group with over 200 years of history. They offer a wide range of financial services and solutions to clients worldwide.
13. Bengal Group of Industries, Bangladesh
- Website: bengalgroup.com
- Headquarters: Dhaka, Dhaka, Bangladesh
- Founded: 1969
- Headcount: 10001+
Bengal Group is a company dedicated to providing a wide range of professional services. They offer various solutions to meet the needs of their clients, including investment banking, financial consultation, and business advisory. With a focus on excellence and innovation, Bengal Group aims to deliver exceptional value and tailored solutions to their customers.
14. CLA (CliftonLarsonAllen)
- Website: claconnect.com
- Headquarters: Peoria, Illinois, United States
- Founded: 2012
- Headcount: 5001-10000
CLA Connect is a professional services company providing accounting and advisory services to clients across various industries. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC. With more than 120 locations in the United States, they are a trusted partner for businesses and individuals.
15. UMB Bank
- Website: umb.com
- Headquarters: Kansas City, Missouri, United States
- Founded: 1913
- Headcount: 1001-5000
- Latest funding type: Post Ipo Debt
UMB Bank is a financial institution that provides a wide range of banking services and solutions. They offer commercial banking, wealth management, and financial advisory services to individuals, businesses, and institutions.
16. Malaysia Marine & Heavy Engineering
- Website: mhb.com.my
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Ipo
MHB is a company that offers a range of professional services to its customers.
17. LPL Financial
- Website: lpl.com
- Headquarters: San Diego, California, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Ipo
LPL is a financial services company that specializes in creating customized financial plans tailored to individual needs. They offer comprehensive financial planning solutions and prioritize building long-term relationships with their clients. With a focus on trust, honesty, and integrity, LPL strives to deliver a quality client experience that exceeds expectations.
18. Plante Moran
- Website: plantemoran.com
- Headquarters: Southfield, Michigan, United States
- Founded: 1924
- Headcount: 1001-5000
Plante Moran is a professional services firm offering a wide range of tax, audit, consulting, and wealth management services. They specialize in industries such as healthcare, manufacturing, technology, and financial services.
19. PSG Konsult Ltd
- Website: psg.co.za
- Headquarters: Bellville, Western Cape, South Africa
- Founded: 1998
- Headcount: 1001-5000
- Latest funding type: Ipo
PSG is a company offering a range of financial services and solutions, including investment banking, asset management, and wealth management. They provide expert advice, innovative investment strategies, and personalized solutions to individual and institutional clients.
20. tecis Finanzdienstleistungen AG
tecis.de is a financial consulting company that aims to guide individuals towards a financially independent future. They offer services related to wealth management, investment in real estate, asset protection, and insurance coverage.
21. GPM Investments, LLC
- Website: gpminvestments.com
- Headquarters: Richmond, Virginia, United States
- Founded: 2002
- Headcount: 5001-10000
- Latest funding type: Private Equity
GP Investments is a company offering investment banking services in various industries. They provide financial advisory, capital raising, and merger and acquisition services to both domestic and international clients.
22. Tru by Hilton
- Website: trubyhilton.com
- Headquarters: Mclean, Virginia, United States
- Founded: 2016
- Headcount: 10001+
Truby Hilton is a company offering a range of professional services. They specialize in delivering customized solutions to meet the unique needs of their clients. With a team of experts, they provide comprehensive support and guidance in various areas such as finance, investment, and strategic planning.
23. Titan Cement Company SA
- Website: titan.gr
- Headquarters: Athens, Brussels Hoofdstedelijk Gewest, Greece
- Founded: 1902
- Headcount: 1001-5000
- Latest funding type: Ipo
Titan.Gr is a company based in Athens that offers a range of professional services. They provide investment banking solutions and expertise to clients, helping them achieve their financial goals. With a strong focus on customer satisfaction and strategic advice, Titan.Gr aims to be a trusted partner for individuals and businesses seeking financial success.
24. JTC Group
- Website: jtcgroup.com
- Headquarters: St Helier, Jersey, United Kingdom
- Founded: 1987
- Headcount: 1001-5000
- Latest funding type: Private Equity
JTC Group is a company that offers a wide range of financial services and solutions to its clients. With expertise in investment banking, asset management, and corporate services, JTC Group aims to provide comprehensive and tailored solutions to meet the unique needs of its clients.
25. PhillipCapital
- Website: phillip.com.sg
- Headquarters: Singapore, Central Region, Singapore
- Founded: 1975
- Headcount: 1001-5000
Phillip.com.sg is a company that offers a range of financial services and solutions. They provide investment banking, wealth management, and online trading services to individuals and corporations. Their expertise in the financial industry allows them to offer innovative and personalized solutions to meet their clients' needs.
26. Sloan
- Website: sloan.com
- Headquarters: Franklin Park, Illinois, United States
- Founded: 1906
- Headcount: 1001-5000
Sloancpq is a company offering a wide range of financial services and investment solutions. With expertise in investment banking, they provide tailored strategies and guidance to help clients navigate the complex world of finance.
27. Noah Holdings
- Website: noahgroup.com
- Headquarters: Yangpu, Hainan, China
- Founded: 2005
- Headcount: 1001-5000
- Latest funding type: Ipo
Noah Group is a leading independent wealth management institution in China, providing customized wealth management services to clients. With a focus on client-centered approach, Noah Group aims to exceed clients' expectations and help them achieve their financial goals.
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