Top 22 Financial Consulting Companies in the US
Top 22 Financial Consulting Companies in the US
Financial consulting companies in the US play a critical role in guiding businesses through complex financial challenges. They include management consultancies, accounting firms, and specialized advisory services that address areas like risk management, operational efficiency, and digital transformation. The industry is adapting to technological advancements and evolving regulatory demands, with an increasing emphasis on data analytics and strategic insight. With a focus on sustainability, many firms are now integrating environmental, social, and governance (ESG) factors into their consulting practices, catering to clients’ needs for robust compliance and risk mitigation while fostering long-term growth.
This list features 22 prominent financial consulting companies, varying in size from 500 to over 230,000 employees. Headquartered across major US cities like Boston, New York, and Chicago, these firms were founded from 1910 to 2018. They specialize in areas including tax advisory, operational improvement, and wealth management. Understanding their unique contributions reveals the breadth of expertise available to clients navigating the financial landscape today.
Top 22 Financial Consulting Companies in the US
1. Boston Consulting Group (BCG)
- Website: bcg.com
- Ownership type: Corporate
- Headquarters: Boston, Massachusetts, United States (USA)
- Employee distribution: United States (USA) 31%, India 13%, Germany 8%, Other 48%
- Latest funding: December 2020
- Founded year: 1963
- Headcount: 10001+
- LinkedIn: boston-consulting-group
Boston Consulting Group (BCG), founded in 1963 and headquartered in Boston, Massachusetts, is a management consulting firm that specializes in strategic advice and solutions for businesses and organizations across multiple industries. With over 37,000 employees globally, BCG operates in various sectors, including aerospace, automotive, healthcare, and notably, financial institutions. The firm assists clients in navigating complex challenges, driving transformation, and achieving sustainable growth. BCG's services include digital transformation, operational improvement, and corporate finance strategies, which are crucial for financial institutions looking to innovate and meet evolving customer demands. Their global reach and extensive expertise allow them to serve a wide range of clients, from leading corporations to public sector organizations.
2. Oliver Wyman
- Website: oliverwyman.com
- Ownership type: Private
- Headquarters: New York, New York, United States (USA)
- Employee distribution: United States (USA) 30%, United Kingdom (UK) 10%, United Arab Emirates 9%, Other 50%
- Founded year: 1984
- Headcount: 5001-10000
- LinkedIn: oliver-wyman
Oliver Wyman, founded in 1984 and headquartered in New York City, is a management consulting firm that provides strategic advisory services to businesses and organizations across multiple industries. The firm is known for its impact-driven approach, specializing in management consulting, digital transformation, and industry-specific consulting. Oliver Wyman assists clients in navigating complex challenges, particularly in the financial services sector, where they offer insights into wealth and asset management, cybersecurity, and digital banking trends. Their client base includes enterprises, investors, and regulators, reflecting their significant role in the financial consulting industry. With a workforce of over 9,000 employees, Oliver Wyman operates globally, with offices in key markets such as the United States, the United Kingdom, and the Middle East, among others.
3. Kpmg
- Website: kpmg.com
- Ownership type: Corporate
- Headquarters: United States (USA)
- Employee distribution: India 32%, United States (USA) 21%, United Kingdom (UK) 5%, Other 42%
- Latest funding: June 2002
- Founded year: 1987
- Headcount: 10001+
- LinkedIn: kpmg
KPMG is a prominent consulting firm founded in 1987, with a significant workforce of over 233,000 employees worldwide. The company operates in multiple sectors, providing services that include tax, legal, advisory, and audit. KPMG's expertise is utilized by organizations across various industries, helping them tackle intricate challenges and enhance their operational efficiency. The firm is known for its commitment to innovation, particularly in areas like technology and risk management, which are crucial for modern businesses. KPMG's global reach, with a substantial presence in countries like India, the USA, and the UK, allows them to deliver tailored solutions that meet the specific needs of their clients. Their focus on integrating technology into their services, such as AI and ESG initiatives, positions them as a relevant player in the financial consulting space.
4. Crowe
- Website: crowe.com
- Ownership type: Corporate
- Headquarters: Chicago, Illinois, United States (USA)
- Employee distribution: United States (USA) 73%, India 7%, Other 20%
- Latest funding: $200.0M, October 2014
- Founded year: 1961
- Headcount: 5001-10000
- LinkedIn: crowe
Crowe is a prominent consulting and accounting firm based in Chicago, Illinois, founded in 1961. The firm provides a wide array of professional services, including audit, tax, consulting, and financial advisory. Crowe serves a variety of clients, ranging from public entities to private businesses, assisting them in addressing financial and operational challenges. With a workforce of over 9,000 employees, Crowe operates globally, with a significant portion of its staff located in the United States and India. The firm has also received substantial funding, amounting to $200 million in 2014, which underscores its financial stability and growth potential. Crowe's commitment to delivering tailored solutions across various industries, such as healthcare, financial services, and technology, positions it as a significant player in the financial consulting arena.
5. Bdo Usa, LLP
- Website: bdo.com
- Ownership type: Private
- Headquarters: Chicago, Illinois, United States (USA)
- Founded year: 1910
- Headcount: 5001-10000
- LinkedIn: bdo-usa-llp
BDO USA, LLP, based in Chicago, Illinois, is a prominent accounting and consulting firm that has been serving clients since 1910. The firm offers a wide range of professional services, including audit, tax, and advisory, tailored to meet the needs of businesses across various sectors. BDO USA assists organizations in navigating complex financial landscapes, enhancing operational efficiency, and ensuring compliance with regulatory standards. Their advisory services cover critical areas such as turnaround and restructuring, risk management, and M&A advisory, showcasing their capability to support clients through significant business challenges. BDO also emphasizes technology integration through its BDO Digital division, which focuses on digital transformation and cybersecurity solutions. The firm is committed to sustainability and has developed services aimed at helping clients address ESG concerns, reflecting a forward-thinking approach to consulting. With over 10,000 employees, BDO USA is well-equipped to deliver exceptional service to its clients, making it a relevant player in the financial consulting industry.
6. CohnReznick
- Website: cohnreznick.com
- Ownership type: Private Equity
- Headquarters: New York, New York, United States (USA)
- Employee distribution: United States (USA) 93%, India 7%
- Latest funding: February 2025
- Founded year: 1919
- Headcount: 5001-10000
- LinkedIn: cohnreznick-llp
CohnReznick is a prominent consulting and accounting firm based in New York, founded in 1919. The firm offers a wide range of professional services, including advisory, tax, and assurance, catering to businesses, high-net-worth individuals, and public sector organizations. CohnReznick's expertise spans multiple industries, such as healthcare, real estate, technology, and renewable energy, allowing them to provide tailored solutions that address the unique challenges faced by their clients. They are particularly noted for their work with private equity firms and investment management, offering award-winning advisory and compliance services. The firm operates primarily in the United States, with a small presence in India, and is recognized for its commitment to corporate responsibility and sustainability initiatives. CohnReznick is also a member of Nexia, a global network of independent accounting and consulting firms, which enhances their ability to serve clients with specialized needs.
7. Rsm Us LLP
- Website: rsmus.com
- Ownership type: Corporate
- Headquarters: Chicago, Illinois, United States (USA)
- Employee distribution: United States (USA) 84%, India 16%
- Latest funding: March 2025
- Founded year: 1926
- Headcount: 10001+
- LinkedIn: rsm-us-llp
RSM US LLP, based in Chicago, Illinois, is a prominent consulting firm that provides a range of services including audit, tax, and consulting, primarily for middle market companies. Founded in 1926, RSM has built a reputation for helping clients navigate complex financial landscapes and achieve their strategic objectives. The firm operates across multiple industries, offering tailored solutions that cater to the specific needs of its clients. RSM's expertise extends to areas such as risk management, technology consulting, and transaction advisory, making it a comprehensive resource for businesses looking to enhance their operations and financial performance. With a workforce of over 18,000 employees, RSM is well-equipped to deliver insights and support to clients both domestically and internationally. Their focus on the middle market distinguishes them from larger firms that may overlook this vital segment of the economy, allowing RSM to provide personalized service and deep industry knowledge.
8. CLA (CliftonLarsonAllen)
- Website: claconnect.com
- Ownership type: Private
- Headquarters: Minneapolis, Minnesota, United States (USA)
- Employee distribution: United States (USA) 100%
- Founded year: 2012
- Headcount: 5001-10000
- LinkedIn: cliftonlarsonallen
CliftonLarsonAllen LLP (CLA) is a professional services firm based in Minneapolis, Minnesota, founded in 2012. The firm specializes in accounting, consulting, tax, and wealth advisory services, catering primarily to private businesses and nonprofit organizations. With a workforce of approximately 9,269 employees, CLA operates over 130 locations across the United States, providing tailored solutions that enhance financial management and compliance for its clients. The firm is known for its innovative approach, leveraging technology and data-driven insights to deliver actionable strategies. CLA's wealth advisory services have gained recognition, as evidenced by their inclusion in Barron’s 2024 Top 100 RIA Firms List, underscoring their expertise in investment advisory and financial planning. Their commitment to creating opportunities for clients, employees, and communities reflects a holistic approach to financial consulting, making them a relevant player in the industry.
9. Moss Adams
- Website: mossadams.com
- Ownership type: Corporate
- Headquarters: Seattle, Washington, United States (USA)
- Employee distribution: United States (USA) 97%, India 3%
- Latest funding: $7.0B, April 2025
- Founded year: 1913
- Headcount: 1001-5000
- LinkedIn: moss-adams-llp
Moss Adams LLP is an accounting and consulting firm based in Seattle, Washington, founded in 1913. The firm specializes in a wide array of services, including tax, assurance, and wealth management, catering primarily to public and private middle-market enterprises. With a workforce of approximately 5,500 professionals, Moss Adams operates across multiple industries such as healthcare, technology, financial services, and more. Their consulting services extend to areas like business transitions, risk management, and strategic planning, making them a comprehensive resource for clients navigating financial complexities. The firm has also been recognized for its commitment to diversity and inclusion, as well as its workplace culture, which enhances its standing in the consulting industry.
10. Bpm LLP
- Website: bpm.com
- Ownership type: Private
- Headquarters: San Francisco, California, United States (USA)
- Employee distribution: United States (USA) 77%, India 19%, Canada 2%, Other 2%
- Founded year: 1986
- Headcount: 1001-5000
- LinkedIn: bpmllp
Bpm LLP, based in San Francisco, California, is a consulting firm that specializes in assurance, advisory, tax, and wealth management services. Founded in 1986, the firm has grown to employ approximately 1,760 professionals, primarily in the United States, with additional teams in India and Canada. Bpm LLP serves a variety of clients, including businesses and high-net-worth individuals, providing customized solutions to navigate complex financial landscapes and ensure compliance with regulations. Their service offerings cover a wide array of industries, such as financial services, technology, and nonprofit sectors. The firm is also recognized for its commitment to community and social responsibility, being a certified B Corporation. This reflects their focus on not just financial success but also positive societal impact.
11. Sikich
- Website: sikich.com
- Ownership type: Venture Capital
- Headquarters: Chicago, Illinois, United States (USA)
- Employee distribution: United States (USA) 99%, Other 1%
- Latest funding: $250.0M, May 2024
- Founded year: 1982
- Headcount: 1001-5000
- LinkedIn: sikich
Sikich is a professional services firm based in Chicago, Illinois, founded in 1982. With approximately 2,268 employees, Sikich specializes in technology-enabled solutions that include accounting, advisory, and managed services. The firm caters to a wide array of clients, including corporations, not-for-profits, and government entities, helping them enhance performance and achieve strategic objectives. Sikich offers a comprehensive suite of services such as audit and assurance, tax planning, business transformation, and cybersecurity. Their recent funding of $250 million from Bain Capital in May 2024 highlights their ambition to accelerate growth and expand their service capabilities. Sikich is recognized as one of the largest CPA firms in the United States, reflecting their significant presence in the financial consulting industry.
12. Frazier & Deeter
- Website: frazierdeeter.com
- Ownership type: Private Equity
- Headquarters: Atlanta, Georgia, United States (USA)
- Employee distribution: United States (USA) 90%, United Kingdom (UK) 6%, India 4%
- Latest funding: April 2025
- Founded year: 1981
- Headcount: 501-1000
- LinkedIn: frazierdeeter
Frazier & Deeter is an accounting and consulting firm based in Atlanta, Georgia, founded in 1981. The firm specializes in a wide array of professional services, including tax, audit, and advisory solutions. They cater to businesses across multiple sectors such as healthcare, technology, real estate, and private equity, helping clients navigate intricate financial regulations and optimize their operations. Frazier & Deeter is known for its commitment to client satisfaction, with a reported 90% of clients stating that the firm exceeds their expectations. The firm operates in several locations, including offices in the United Kingdom and India, showcasing its international reach. Frazier & Deeter has been recognized as a Top 50 firm in the U.S. and has received accolades for its workplace culture, making it a notable player in the financial consulting industry.
13. Wipfli
- Website: wipfli.com
- Ownership type: Private
- Headquarters: Milwaukee, Wisconsin, United States (USA)
- Employee distribution: United States (USA) 88%, India 12%
- Founded year: 2012
- Headcount: 1001-5000
- LinkedIn: wipfli-llp
Wipfli LLP, founded in 2012 and based in Milwaukee, Wisconsin, is a consulting firm that specializes in audit, tax, and advisory services. With a workforce of over 3,400 employees, Wipfli serves a wide array of industries, including agribusiness, healthcare, financial institutions, and technology. The firm is dedicated to helping businesses improve their operational efficiency and navigate the complexities of regulatory compliance. Wipfli's services extend beyond traditional consulting; they also offer risk advisory, wealth management, and technology solutions, showcasing their multifaceted approach to client needs. Their involvement in the financial consulting industry is marked by a focus on delivering tailored solutions that address specific client challenges, thereby enhancing their clients' overall performance and growth.
14. EisnerAmper
- Website: eisneramper.com
- Ownership type: Corporate
- Headquarters: New York, New York, United States (USA)
- Employee distribution: United States (USA) 93%, India 5%, Other 1%
- Latest funding: August 2022
- Founded year: 1963
- Headcount: 1001-5000
- LinkedIn: eisneramper
EisnerAmper is a prominent consulting and accounting firm based in New York City, founded in 1963. With a workforce of nearly 4,000 employees, the firm specializes in providing a comprehensive suite of professional services that include audit, tax, advisory, and outsourcing solutions. EisnerAmper serves a broad clientele, including businesses, government entities, and high-net-worth individuals. Their expertise spans multiple industries such as financial services, healthcare, technology, and real estate, allowing them to tailor their services to meet specific client needs. The firm is also involved in various initiatives aimed at enhancing operational efficiency and regulatory compliance for its clients. EisnerAmper has not reported any recent funding, indicating a stable operational model without reliance on external financial backing.
15. McKinsey & Company
- Website: mckinsey.com
- Ownership type: Private
- Headquarters: New York, New York, United States (USA)
- Employee distribution: United States (USA) 34%, India 14%, Germany 6%, Other 46%
- Founded year: 2014
- Headcount: 10001+
- LinkedIn: mckinsey
McKinsey & Company, founded in 1926 and headquartered in New York City, is a global consulting firm that offers management and strategy consulting services. With over 39,000 employees, McKinsey operates in various sectors, providing expert advice to corporations, governments, and organizations. The firm is known for its analytical approach to solving complex business challenges, focusing on enhancing operational efficiency and financial performance. McKinsey's insights cover a wide range of topics, including private credit, technology trends, and sustainable growth strategies. Their work often involves collaborating with financial leaders to navigate market changes and optimize decision-making processes. McKinsey's commitment to research and thought leadership is evident in their publications and reports, which address current trends and future directions in the financial sector.
16. Stout
- Website: stout.com
- Ownership type: Private Equity
- Headquarters: Chicago, Illinois, United States (USA)
- Employee distribution: United States (USA) 95%, Other 5%
- Latest funding: November 2021
- Founded year: 1991
- Headcount: 501-1000
- LinkedIn: stout
Stout is an advisory firm based in Chicago, Illinois, established in 1991. The company specializes in corporate finance, accounting, and transaction advisory services, providing expert consulting to a wide range of clients, including both public and private companies. Stout addresses complex financial challenges through various services such as investment banking, valuation advisory, and transaction advisory. With a global footprint, they offer tailored solutions that meet the specific needs of their clients across multiple industries, including healthcare, technology, and private equity. Stout's professionals are known for their deep industry knowledge and responsiveness, which are critical in navigating intricate financial matters. The firm also engages in pro bono work, contributing their expertise to support low-income individuals and nonprofit organizations, showcasing their commitment to social responsibility.
17. Guidehouse
- Website: guidehouse.com
- Ownership type: Corporate
- Headquarters: Mclean, Virginia, United States (USA)
- Employee distribution: United States (USA) 59%, India 34%, Lithuania 3%, Other 4%
- Latest funding: $1.1B, August 2019
- Founded year: 2018
- Headcount: 10001+
- LinkedIn: guidehouse-us
Guidehouse, Inc. is a consulting firm based in McLean, Virginia, founded in 2018. With over 14,000 employees, the company specializes in providing advisory, digital, and managed services across various sectors, including healthcare, energy, and notably, financial services. Guidehouse assists clients in navigating complex challenges, enhancing operational efficiency, and implementing tailored solutions. Their services in the financial sector include risk management, regulatory compliance, and financial analytics, making them a significant player in the financial consulting industry. The firm has received substantial funding, amounting to $1.1 billion, which underscores its growth and capacity to invest in its service offerings. Guidehouse's approach combines industry expertise with innovative technology solutions, positioning them as a valuable partner for organizations seeking to optimize their financial operations.
18. Eide Bailly LLP
- Website: eidebailly.com
- Ownership type: Corporate
- Headquarters: United States (USA)
- Employee distribution: United States (USA) 95%, India 5%
- Latest funding: January 2023
- Founded year: 1998
- Headcount: 1001-5000
- LinkedIn: eide-bailly-llp
Eide Bailly LLP is an accounting and consulting firm founded in 1998, with a workforce of approximately 3,731 employees. The firm specializes in providing a range of professional services, including tax, assurance, and advisory services. Eide Bailly serves a variety of industries, helping businesses and organizations navigate financial complexities and enhance operational efficiency. With a strong presence in the United States and a small team in India, the firm operates over 40 offices, allowing them to leverage collective knowledge and experience. Their approach emphasizes building meaningful relationships with clients, which is reflected in their case studies that highlight successful collaborations across sectors such as construction, healthcare, and technology. Eide Bailly is recognized as a top 25 CPA firm in the nation, indicating their significant role in the accounting and consulting industry. Their commitment to community service and professional development further underscores their involvement in the industry.
19. Cherry Bekaert
- Website: cbh.com
- Ownership type: Corporate
- Headquarters: Raleigh, North Carolina, United States (USA)
- Employee distribution: United States (USA) 93%, India 7%
- Latest funding: December 2024
- Founded year: 1947
- Headcount: 1001-5000
- LinkedIn: cherry-bekaert-llp
Cherry Bekaert is a professional services firm based in Raleigh, North Carolina, with a history dating back to 1947. The firm specializes in assurance, consulting, financial advisory, and tax services, catering to a wide array of industries including healthcare, technology, and financial services. With over 2,500 employees, Cherry Bekaert operates across multiple states in the U.S. and has a notable presence in the financial consulting sector. They provide tailored solutions to help businesses navigate financial compliance and optimize operations. Their service offerings include risk management, digital transformation, and strategic growth consulting, reflecting their commitment to addressing the evolving needs of their clients. Cherry Bekaert is also a member of Allinial Global, which enhances their collaborative capabilities and reach in the industry.
20. DemandGen (now BDO Digital, Demand Generation Group)
- Website: demandgen.com
- Ownership type: Private
- Headquarters: San Ramon, California, United States (USA)
- Founded year: 2007
- Headcount: 51-200
- LinkedIn: demandgen
DemandGen, now known as BDO Digital, Demand Generation Group, is a professional services firm based in San Ramon, California. Founded in 2007, the company operates under the umbrella of BDO, which provides a wide array of services including audit, tax, and advisory. Their advisory services are particularly noteworthy, covering critical areas such as turnaround and restructuring, management consulting, and M&A transaction advisory. BDO Digital also emphasizes technology-driven solutions, integrating digital strategy and data analytics into their offerings. This approach allows them to assist clients in adapting to the evolving business environment. BDO's commitment to sustainability and ESG initiatives further highlights their relevance in today's market, as they help clients navigate these increasingly important areas. With a workforce of 51-200 employees, they maintain a strong presence in the industry, focusing on delivering value and exceptional outcomes for their clients.
21. Bain & Company
- Website: bain.com
- Ownership type: Private
- Headquarters: Boston, Massachusetts, United States (USA)
- Employee distribution: United States (USA) 35%, India 18%, United Kingdom (UK) 6%, Other 40%
- Founded year: 1973
- Headcount: 10001+
- LinkedIn: bain-and-company
Bain & Company, founded in 1973 and headquartered in Boston, Massachusetts, is a management consulting firm that specializes in providing expert advisory services to a wide array of clients. With over 22,000 employees, Bain operates in multiple countries, including the United States, India, and the United Kingdom. The firm focuses on key areas such as customer experience, sustainability, and strategy, assisting clients in navigating intricate business challenges and driving growth. Bain's involvement in the financial services sector is notable, as they offer insights and strategies for banking, insurance, payments, and wealth management. Their work often includes advising private equity firms on due diligence and portfolio value creation, showcasing their deep engagement in the financial consulting industry.
22. Andersen
- Website: andersen.com
- Ownership type: Corporate
- Headquarters: San Francisco, California, United States (USA)
- Employee distribution: United States (USA) 82%, Spain 3%, Italy 2%, Other 13%
- Latest funding: $63.0M, June 2002
- Founded year: 2002
- Headcount: 1001-5000
- LinkedIn: andersentax
Andersen is a consulting firm based in San Francisco, California, founded in 2002. With a workforce of over 3,000 employees, the firm provides a comprehensive suite of services that includes tax advisory, valuation, and financial consulting. Andersen caters to a variety of clients, from individuals and families with multi-generational wealth to corporate executives and business owners. Their expertise helps clients navigate complex financial situations, ensuring compliance and strategic planning for wealth management and business operations. The firm emphasizes its independence, allowing it to offer unbiased advice tailored to the specific needs of its clients. Andersen has also been recognized as a top firm in the industry, reflecting its growth and relevance in the financial consulting space.
Financial Consulting Insights: Key Companies in the US
Company | Headquarter | Size | Founded | Ownership |
---|---|---|---|---|
Boston Consulting Group (BCG) | Boston, Massachusetts, United States (USA) | 10001+ | 1963 | Corporate |
Oliver Wyman | New York, New York, United States (USA) | 5001-10000 | 1984 | Private |
Kpmg | United States (USA) | 10001+ | 1987 | Corporate |
Crowe | Chicago, Illinois, United States (USA) | 5001-10000 | 1961 | Corporate |
Bdo Usa, LLP | Chicago, Illinois, United States (USA) | 5001-10000 | 1910 | Private |
CohnReznick | New York, New York, United States (USA) | 5001-10000 | 1919 | Private Equity |
Rsm Us LLP | Chicago, Illinois, United States (USA) | 10001+ | 1926 | Corporate |
CLA (CliftonLarsonAllen) | Minneapolis, Minnesota, United States (USA) | 5001-10000 | 2012 | Private |
Moss Adams | Seattle, Washington, United States (USA) | 1001-5000 | 1913 | Corporate |
Bpm LLP | San Francisco, California, United States (USA) | 1001-5000 | 1986 | Private |
Sikich | Chicago, Illinois, United States (USA) | 1001-5000 | 1982 | Venture Capital |
Frazier & Deeter | Atlanta, Georgia, United States (USA) | 501-1000 | 1981 | Private Equity |
Wipfli | Milwaukee, Wisconsin, United States (USA) | 1001-5000 | 2012 | Private |
EisnerAmper | New York, New York, United States (USA) | 1001-5000 | 1963 | Corporate |
McKinsey & Company | New York, New York, United States (USA) | 10001+ | 2014 | Private |
Stout | Chicago, Illinois, United States (USA) | 501-1000 | 1991 | Private Equity |
Guidehouse | Mclean, Virginia, United States (USA) | 10001+ | 2018 | Corporate |
Eide Bailly LLP | United States (USA) | 1001-5000 | 1998 | Corporate |
Cherry Bekaert | Raleigh, North Carolina, United States (USA) | 1001-5000 | 1947 | Corporate |
DemandGen (now BDO Digital, Demand Generation Group) | San Ramon, California, United States (USA) | 51-200 | 2007 | Private |
Bain & Company | Boston, Massachusetts, United States (USA) | 10001+ | 1973 | Private |
Andersen | San Francisco, California, United States (USA) | 1001-5000 | 2002 | Corporate |
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