Company lists · Data refreshed September 2026
Top 18 Business finance consulting firms based in Philadelphia, United States
RevenueBase identified 60 business finance consulting firms headquartered in Philadelphia, United States as of September 2026 and tracks 1,108 professional contacts across them, including 438 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); Philadelphia has 60.
This list covers business finance consulting firms headquartered in Philadelphia, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 18 largest business finance consulting firms based in Philadelphia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 502 contacts → | ||||
Indirect evidence “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 189 contacts → | ||||
Partial evidence “Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 25 contacts → | ||||
Partial evidence “At Equify Advisors, we pride ourselves on delivering elegant and sustainable financial solutions for our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Colm Advisory was founded to bring years of Big 4 experience and capabilities at a competitive rate to clients who own and operate small and medium sized enterprises and companies…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “Corporate Advisory Solutions, LLC (CAS) was founded in 2013 by Michael Lamm and Mark Russell.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Partial evidence “Consulting Accounting Management Group (CAM) is a black-owned professional services consultancy located in the Greater Philadelphia Metropolitan area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Partial evidence “At Cornerstone Capital Planning Group we have taken the ambiguity out of financial planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Partial evidence “Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Strong evidence “Mercator Advisors LLC, which was founded in 2001, provides financial advisory and strategic consulting services for large or complex capital investments involving a blend of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “Since 2014, Pinnacle Advisory Services has specialized in Fractional CFO Services, Capital Raising and Acquisition/Exit Strategies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “The firm was founded in 1989 to provide sophisticated financial advisory and transaction services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Strong evidence “At New Age Financial Consulting, we believe businesses thrive when they’re supported by smart systems, sound strategy, and a team that truly cares.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Brennan Strategy, LLC provides consulting services exclusively to law firms in the areas of partner buy-outs, mergers/acquisitions, expert witness testimony and more.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Our offerings enable the achievement of strategy with pragmatic risk management for sustainable performance in today’s hyper-change business environment.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong evidence “Walker Nell Partners (WNP) is a full-service management and financial consulting firm providing middle-market companies with flexible, timely and tailored solutions to a multitude…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Alright, listen up.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “The core values of integrity, fair dealing, and professional excellence are instilled throughout our Business Principles and express how we intend to conduct ourselves when…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Backed by long years of experience, Independence Financial Consultants guides business owners, executives and other professionals to correcting, and more importantly, preventing…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: business finance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names business finance consulting firms.
- Partial evidence
- Its own public description names part of business finance consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name business finance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 18 of 60 business finance consulting firms based in Philadelphia, United States
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Business finance consulting firms based in Philadelphia, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 60 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business finance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Philadelphia, United States whose own description of what they do matches “business finance consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names business finance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among business finance consulting firms, and records with no verified work email. Companies headquartered outside Philadelphia are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 438 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Business finance consulting firms by metro in the United States
- Business finance consulting firms in New York560
- Business finance consulting firms in Atlanta236
- Business finance consulting firms in Chicago220
- Business finance consulting firms in Houston219
- Business finance consulting firms in Los Angeles209
- Business finance consulting firms in Miami177
- Business finance consulting firms in Dallas174
- Business finance consulting firms in Austin150
- Business finance consulting firms in Denver141
- Business finance consulting firms in San Francisco121
- Business finance consulting firms in Boston110
- Business finance consulting firms in Charlotte104
- Business finance consulting firms in San Diego96
- Business finance consulting firms in Tampa95
- Business finance consulting firms in Washington95
- Business finance consulting firms in Phoenix75
- Business finance consulting firms in Orlando73
- Business finance consulting firms in Minneapolis70
- Business finance consulting firms in Seattle69
- Business finance consulting firms in Scottsdale68
- Business finance consulting firms in Las Vegas63
- Business finance consulting firms in Portland61
- Business finance consulting firms in Raleigh61
- Business finance consulting firms in Irvine56
- Business finance consulting firms in Columbus51
- Business finance consulting firms in Nashville51
- Business finance consulting firms in Fort Lauderdale50
- Business finance consulting firms in Newport Beach50
- Business finance consulting firms in Cincinnati47
- Business finance consulting firms in Indianapolis47
- Business finance consulting firms in Jacksonville47
- Business finance consulting firms in San Antonio46
- Business finance consulting firms in Boca Raton44
- Business finance consulting firms in Fort Worth41
- Business finance consulting firms in Salt Lake City40
- Business finance consulting firms in Birmingham38
- Business finance consulting firms in Pittsburgh37
- Business finance consulting firms in Boulder34
- Business finance consulting firms in Tulsa34
- Business finance consulting firms in Columbia32
- Business finance consulting firms in Grand Rapids32
- Business finance consulting firms in Richmond32
- Business finance consulting firms in Rochester32
- Business finance consulting firms in Detroit31
- Business finance consulting firms in Wilmington31
- Business finance consulting firms in Kansas City30
- Business finance consulting firms in St. Louis30
- Business finance consulting firms in Beverly Hills29
- Business finance consulting firms in Omaha29
- Business finance consulting firms in Alpharetta28
- Business finance consulting firms in Greenville28
- Business finance consulting firms in Cleveland27
- Business finance consulting firms in Colorado Springs26
- Business finance consulting firms in West Palm Beach26
- Business finance consulting firms in Sacramento25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names business finance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many business finance consulting firms are there based in Philadelphia, United States?
RevenueBase identified 60 business finance consulting firms headquartered in Philadelphia, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
PFM, headquartered in Philadelphia, tops this list with the largest team on record.
Which city in the United States has the most business finance consulting firms?
New York leads the United States with 560 headquartered companies, followed by Atlanta (236) and Chicago (220). Philadelphia has 60.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 438 verified decision-maker contacts tracked across these 60 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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