Firms and individuals PRIMARILY offering financial advisory services to businesses and/or consumers.
  • A. A. Nazzaro Associates Offers securities lending management and consulting services.
  • Advantage Consulting Group International consulting firm that specializes in the credit card industry.
  • Advies Associates Offering offshore financial consulting services.
  • Advisory Services International, Inc. Offers consulting services to banks and financial institutions worldwide, with emphasis on risk management.
  • Ameriprise Financial Financial advice for individuals, small businesses and corporations.
  • Andrew Kalotay Associates Specialists in corporate and municipal debt management, bond valuation, and derivatives.
  • Applied Financial Diagnostics Specializing in consulting, training and software solutions to corporates, government and financial institutions. Areas of expertise include foreign exchange, financial systems and financial engineering.
  • Arthur Consulting Group Specializes in complex issues of economic and financial analysis and taxation.
  • Askew Kabala & Company, Inc. Offers investment banking and financial consulting services.
  • Asset Advisors LLC Formulated investment techniques that combine proper asset selection, rebalancing and advice.
  • Aurora Financial Group Limited Offers a full range of financial and investment services to corporate clients and individual investors.
  • B/D Solutions Provides compliance management consulting and broker / dealer registration.
  • Babylon Business Finance Provides asset, property development, and trade finance, business leasing, factoring and invoice finance solutions in the United Kingdom.
  • Barkley International Inc. Provides capital market consulting, litigation support and technological solutions.
  • Ben S. Cole Financial, Inc. Provides consulting to the financial services industry worldwide.
  • Bennington Partners LLC Offers loan review, strategy formulation and regulatory compliance checking for lending institutions. Features principal profiles and contact details.
  • Berk & Associates Offering strategic planning, financial and economic analysis. Features firm services and key projects, history and people.
  • Biz 911 Engaged primarily in the process of business dispute resolution and debt management.
  • Bok Consulting Pty Ltd Information technology solutions in the banking and finance industries.
  • Boston Portfolio Advisors Provides loan portfolio consulting services.
  • Boston Street Advisors, Inc. Financial consultants specializing in private equity funding and business development.
  • Brand Finance Conducts brand valuation and strategy assignments with blue-chip clients.
  • Braxxon Technology Ltd. UK management and systems consultancy specialising in the financial markets.
  • Bridgebay Financial Investment consulting firm serving corporations and institutional clients.
  • BSpudly Enterprises Provides financial consulting, bank instruction and expert testimony.
  • Campbell Williams, Inc. Investment consulting firm assisting clients with investment portfolio management.
  • Canby Financial Advisors Provides financial planning, consultation, and related financial services.
  • Capital Market Risk Advisors Advisory firm specializes in risk management and capital markets strategy.
  • Capital Resource Management A full-service financial firm advising individual and institutional investors. Listing of services provided, newsletters, financial links, contacts and a promotional video.
  • Capital Trust Company of Delaware Provides financial advice, and trust and asset protection services.
  • CFG Business Solutions Succession planning, wealth transfer and executive compensation services for mid-size family controlled companies.
  • CFO Consulting Group, Inc. Specializes in financial, accounting, human resources and strategic advisory services.
  • CFO For Rent Specializes in financial management consulting for entrepreneurs and businesses.
  • CFO Strategic Partners Provides financial assessment and strategic planning services.
  • CFO Strategies, Inc. Provider of SEC reporting and Sarbanes-Oxley compliance solutions. Del Mar, California.
  • Concord Financial Advisors, LLC Offering financial advisory and business consulting services.
  • Corfina AG Offering financial and management consulting services, specializing in strategic alliances, joint ventures, mergers and acquisitions. Features publications and company news.
  • Corporate Continuity Group, Ltd. Provides business succession, mergers and acquisitions, business valuations, litigation and related estate, income tax and financial planning.
  • Creative Corporate Finance Solutions Indonesian financial consulting firm advises investors and corporations.
  • Dan Clark Associates Specializes in strategic consulting and planning for credit unions.
  • Dannible, McKee and Associates Provides valuation, ownership transition and financial consulting to design firms.
  • DeVisscher and Company LLC An independent financial advisor for family-controlled companies.
  • Empowered Wealth National consulting firm advises successful people on how to protect financial capital.
  • Enterprise Services, Inc. Provides expert knowledge relating to ESOPs throughout the United States.
  • Epic Partners A merchant banking and advisory firm focused on the education and training sector. Features an overview of the education market and profiles of advisors.
  • Estate Street Partners, LLC Tax strategists assist clients in making smart decisions about their finances.
  • Estradagy Business Advisors A business advisory and financial services company providing management, financial and technical assistance.
  • Execucor Financial Financial advisers and brokers to entrepreneurs, owners and managers of small to mid-sized companies.
  • Fagan & Associates Irish financial consultancy primarily concerned with advice on taxation and investment.
  • Family Office Exchange Advises both family members and the professionals responsible for managing their wealth.
  • FamilyOfficeNetwork Web-based wealth management system that helps advisors better serve their clients.
  • Farley & Bride Ltd. Corporate finance, debt recovery, under performing assets, transaction support and unstructured investigations.
  • Federal Financial Analytics Provides information services and government consulting to the financial services industry.
  • Feldman Financial Advisors, Inc. Provides consulting services to financial institutions requiring financial analysis.
  • Fiduciary Capital Management, Inc. Provides institutional clients with stable value investment management services.
  • Financial Executives Consulting Group, LLC Consults on financial issues that confront an organization.
  • Financial Focus Advisory Services, LLC Offers financial advisory services, specializing in tax and investment consulting. Features newsletter, links and contact details.
  • Financial Technology Partners Bank consulting firm specializing in payment systems and solutions.
  • FiNext Financial consultants managing financial operations for middle sized and large organizations.
  • Firm Decisions International consultancy providing specialist financial services to advertisers.
  • FMT Solutions Provides training, consulting, and marketing services for financial corporations.
  • Fountain Agricounsel LLC Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness
  • Fraser Hone Consulting Inc. Specializes in corporate planning, financial, risk management and administrative.
  • FTI Consulting Firm with practices in financial restructuring and litigation support.
  • Gallo Consulting Consulting and presentations on child and family financial issues. Los Angeles, California.
  • Gary Johnson and Associates, Inc. Financial planning and employee benefits consultants. Includes retirement and investment planning, and online portfolio.
  • George Smith Partners Provides real estate financing and consulting services nationwide.
  • Geyer Management Associates Provider of management consulting, executive education, and research services.
  • Global Consultants Specializing in financial, management consultancy and training. Also audit and translation services.
  • Web-based tool helps advisors manage clients, conduct research and track investment performance.
  • Goldberg Corporate Finance Provides international corporate finance consulting. Specializes in mergers and acquisitions, business and market analysis, valuations.
  • Gordian Group, L.P. Providing investment banking and financial advisory services in complex situations.
  • Greycourt & Co, Inc. Investment consultants offers investment services.
  • Hanover Consulting Ltd Offering advice on pensions, savings, investments, mortgages, life assurance and tax planning.
  • Health Business Partners Financial advisors to the nutrition, natural products, and healthcare industries.
  • Hedge Trackers, LLC Consulting firm offers corporate clients foreign exchange and interest rate risk management services.
  • Horizon Advisors, LLC Assists companies and their stockholders with operational and financial problems.
  • Hynes, Himmelreich, Glennon & Company Fee-only financial services firm, specializing in individual financial counsel and investment management, personal and corporate tax preparation, and family foundation management.
  • Independent Professional Services Financial and administrative service for independent consultants.
  • International Securities Consultancy Provides advice and technical assistance relating to capital markets.
  • ITG Inc. Provides technologies that help institutional investors find liquidity and reduce transaction costs.
  • J. Peter Graeffe Offers corporate financial consulting, focusing on planning, reorganization and acquisitions, investment analysis and project financing.
  • JDS Financial Solutions Information on immediate annuity pay-outs, high interest rates, fixed deferred annuities, and the equity index.
  • Jennings and Associates Consultants in the area of corporate finance.
  • JMT Consulting Group, Inc. Technology and financial consulting for the non-profit sector.
  • Joplin Advisors, Inc. Specializes in turnaround management, interim CFO services and acquisition integration.
  • JPB Enterprises, Inc Provides private equity, venture capital and real estate investment services, and advisory. Features news headlines and contact details.
  • Kasina, LLC Consultant for distribution issues in the asset management and insurance industries.
  • Kellogg Associates Specializes in working with banks and businesses to solve difficult financing situations.
  • Kenneth J. Dalto & Associates Specializing in access to capital investment, business development, crisis and restructuring consulting.
  • KGS Financial, Inc. Provides operational, financial, risk management and derivatives consulting
  • KMG Independent Ltd Financial advisers providing financial planning services to clients in the UK.
  • KP Tech Corporate Finance Specializes in mergers and acquisitions and private equity. Focuses on technology sectors.
  • LD Bailey & Associates Specializes in asset management, financial analysis, business strategy, and management technologies.
  • Levy & Associates Offers financial management and consulting services. Specializes in mergers and acquisitions, business start-ups.
  • Link Diversified Services,Inc. Specializing in insurance, employee benefits and investment packages. Features company's profile and news.
  • Lyle B. Benson, Loan Consultant Offers to obtain the best terms for a loan request for businesses.
  • Lynch Financial Advisors Offers fee-only financial planning services. Specializes in asset allocation, insurance and employee benefits review, tax planning and preparation, and small business development.
  • Madison Consulting Group Provides technical advice to financial institutions, including banks, brokerages, investment management firms, and insurance.
  • Marie Landel & Associates Provides European companies with part-time financial management of subsidiaries in the United States.
  • Mark Monreal & Associates Business and financial consultants.
  • MicroCom Technologies Provides consulting services to firms utilizing portfolio management and trading systems.
  • Miller Group Consulting firm focusing on corporate finance, venture capital, and business valuations.
  • MM Consult Ltd. Provides management consulting and corporate finance. Includes a company profile, list of clients, and FAQ.
  • National Compliance Services Offers registration and compliance products and services for investment advisers and broker dealers.
  • Neal Davies Capital Consulting, LLC Offering financial consulting services to small businesses and banks.
  • Nelson Business Financial Consultants Specializes in business plans, mergers and acquisitions and valuations.
  • Next Step International Provides project management and consulting services to banks.
  • NLRussell Associates Provides cash and treasury management consulting for businesses in the United States and Latin America.
  • Noa Lessing Fusco, LLC Fee-only financial advisory services, including asset management, estate, retirement and tax planning.
  • Consults organizations on the formation and launch of de novo banks.
  • Optima Financial Resources Offers tax and financial planning services. Specializes in assisting equine, medical industries and related areas.
  • Parks Financial Consultancy Firm provides fiscal advising.
  • PayStream Advisors Electronic payments research and advisory services for corporate treasury.
  • Pearl Meyer and Partners An executive compensation consulting firm.
  • Pembroke Consulting Financial advisors, accountants and general insurance specialists. Based in Weybridge, Surrey, UK.
  • Petkoff Associates Specializing in global business and financial consultancy services. Areas of expertise, contacts.
  • Philip Saunders Associates Finance consulting in litigation, business disputes and corporate turnarounds.
  • Physicians Financial Advisors Resource for employment contract review and financial planning.
  • PI ETA Consulting Company Pte Ltd Offers financial risk management consulting services. Describes products and services, features articles, forum and contact details.
  • Polaris Business Group Providing interim management for growing, entrepreneurial companies.
  • Preston Consulting Group Pty Offers banking and lending advisory and assistance. Description of services and contact details.
  • Replicon Oy Offers corporate finance services for life-science sector, including biotechnology, pharmaceuticals, as well as IT-solutions. Helsinki, Finland.
  • Risk Limited Corporation Provides a range of financial strategic management advisory services, risk management, and educational programs.
  • RLR Management Consulting, Inc. Consulting services in bank information systems, project management and operations.
  • Robb Evans & Associates Fiduciaries, assest managers and financial consultants.
  • Rodgers Investment Consulting Consulting investment services to non-profit organizations, individuals, and the firms serving them.
  • Royal Alliance Provides investment product selection, support and technology to investment professionals.
  • RWC Consulting Nationwide management consulting firm serving the financial services industry.
  • Senior Management Group Provides legal, tax, sports management and investment advisory services.
  • Shepherd Partners, Inc. Turnaround and refinance consultants for middle-market and family owned businesses.
  • Shoreline Financial Advisors, LLC Fee-based financial and wealth management firm offering investment, retirement and insurance services.
  • Signer Management Offers financial advisory and consulting, based in St.Gallen, Switzerland.
  • Speer & Associates, Inc. Provides strategic planning, risk mitigation, and advisory services to banks.
  • Springsted Incorporated Consultants providing financial advisory services to public entities.
  • Steven F. Rueb Professional investment advice for clients seeking to accumulate and preserve wealth.
  • Stout Risius Ross, Inc Specializes in investment banking, restructuring, valuation and litigation advisory services. Staff profiles, news and contact details.
  • Strategic CFO, Inc. Provides financial consulting, controller services and financial analysis. Features a summary of tools developed by the company.
  • Strategic Insight Assists asset management, fund companies, and insurance companies with product development, marketing, distribution and stratgey.
  • Synectics Group, Inc. Specializes in trade promotion management.
  • Technology Capital Partners India-based firm provides funding and advisory services to the technology sector.
  • Terry Wakefield Offering strategic consulting services for financial companies. Provides an executive profile, references and affiliations.
  • The CBM Group, Inc A management consulting firm specialized in the financial services industry.
  • The Center for Due Diligence Independent consulting firm specializing in 401k plan competitive analysis.
  • The CFO Connection Part-time expertise in finance, strategic planning and negotiating.
  • The David R. Bergmann Group Offering tax, insurance, and financial services. Products and services descriptions, client center.
  • The Empyrean Group Maximizes tax credits for research and experimental development.
  • The Griffith Group Provides business research and analysis to businesses and financial institutions.
  • The Lotter Group Provides affluence and business management services in the USA. Includes description of services and free newsletter.
  • The Nauset Group, Inc. Offers assistance in all facets of management and financial consulting.
  • The Pegaesus Group A nationwide affiliation of legal, accounting and investment professionals.
  • The Rainier Group Works with business owners in business transition planning and related areas.
  • Three Capital Management Registered investment advisory firm providing a financial planning and investment management solutions to assist clients during changing life-phases. Boise, Idaho, USA.
  • A payment and transaction processing consulting company.
  • Treasury Strategies, Inc. An independent treasury management consulting firm.
  • Trish Dehn & Associates Assists investment advisors in registering with state regulators or the SEC.
  • TrueNorth Offers consulting and analysis for banking, telecom, energy, and health care industries.
  • Tunstall Consulting Specializes in strategy development and capital formation for high growth companies.
  • US Advisory Services Consulting firm servicing check cashers, payday lenders, and banks that serve such entities.
  • Vancouver Pacific Financial Group Specializing in estate and retirement planning, and insurance strategies development.
  • Vertic SpA Offering finance management consulting to small and medium enterprises.
  • Virtual Capital Group Assists start-up and established enterprises with business and financial advice.
  • Viscardi AG Offers corporate finance advisory and merchant banking services to high-tech companies in the information technology and health care sectors.
  • Warwick Investments & Pensions Services Offer financial consulting services on a fee or commission basis.
  • Wealthco Financial Advisory Services Inc. Provide investment and estate planning advory services. Features newsletter, financial links and tools.
  • WebFinance Consulting Offers consulting for an online financial services sector. Features areas of expertise and contact details.
  • Weston Capital Management Inc. Fee-based advisor, specializing in investment banking, finance, and portfolio management.
  • Willow Creek Financial Services Provides personal and business financial advising on a fee-only basis.
  • WINX Capital House Offering consultancy and process management in the field of mergers and acquisitions, management buy-out. Features company's profile, references and locations.
  • Wye River Capital, Inc. Provides financial advisory and capital financing services to businesses, governments and non-profit organizations.
  • Zimmerman Financial LLC Tax, accounting, and financial advice to individuals and businesses.


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