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Home > Financial Consulting Firms > Best Financial Consulting Firms in Philadelphia, PA 2021

Best Financial Consulting Firms in Philadelphia, PA 2021

The success and stability of companies rely not only on their internal workforce but also from third-party partners that provide them objective insights and advice that they can utilize in executing sound decisions. 

Over the years, massive growth in the population of financial consulting firms have been observed. In fact, a study shows that there are more than 700,000 financial consulting firms across the globe, with the figure increasing by the day. This shows how important the industry has been to helping companies succeed. 

For executives and finance officers, having a professional and experienced consulting firm as a partner could mean assurance in making sure that their company has the necessary objective support when it comes to solving conflicts and issues. 

With that, choosing a firm to partner with comes crucial and confusing given the number of firms in today’s financial industry. 

When it comes to solving issues and concerns regarding operations, HR, strategy, management, financials, and business, these are the top-performing financial consulting firms that business owners in Philadelphia, Pennsylvania, can hire.  

Best Financial Consulting Firms in Philadelphia, PA 2021

Wescott Financial Advisory Group

Wescott Financial Advisory Group's unique blend of experience and innovation has culminated in more than 30 years of industry-leading financial service. They rely on that experience and their approach to guide their customers.

Founded in 1987, Wescott Financial Advisory Group is an independently registered investment advisory and wealth management agency equipped with a unique approach in helping clients achieve financial goals. Wescott integrates financial expertise and life solutions into a singular advisory that guides clients into well-informed financial decisions.  

Wescott’s full service financial solutions includes wealth management, investment management, tax planning, retirement planning, estate planning and trust planning. They also provide philanthropic strategy, outside asset advice, stock options advice, long-term care planning, business planning, divorce planning, trustee services, generational transfer planning and business valuation. 

Wescott Financial Advisory Group possesses a strategic edge which has gained them recognition and awards in the national level from CNBC, as well as being included in Barron’s Top 100 Ranking Companies in the U.S.  


Asterion provides financial and economic consulting services along four integrated service lines: Forensics, Valuation, Intellectual Property and Performance Optimization. They delivers exceptional services and economic value.

Asterion offers financial and economic consulting services along with their four integrated service lines which are financial forensics, valuation, intellectual property and performance optimization. 

Serving a variety of industries and sectors, Asterion provides solutions to clients belonging in industries such as advertising, automotive, banking, biotechnology, telecommunications, education, healthcare, insurance, manufacturing and energy sectors. 

Applying integrated service approach in various settings, Asterion yields solutions concerning bankruptcy, business interruption & lost income, class action, commercial damages, family law, forensic bankruptcy, healthcare compliance and healthcare valuation. They also provide IP damages, mergers and acquisitions and professional negligence solutions. The firm specializes in solving firm conflicts and white-collar crime advisory.  

With their years of experience and team of expert consultants and advisors, Asterion provides professional services to law firms, publicly and privately traded companies, government agencies, entrepreneurs and individual clients.  

Duff & Phelps, LLC.

Duff & Phelps is the global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, investigations, disputes, cybersecurity, compliance and regulatory matters, and other governance-related issues.

As a global advisory company, Duff & Phelps helps clients across diverse sectors and countries restore, protect and maximize value in areas of corporate finance, disputes, claims registration, valuation and regulatory issues. 

The firm provides reliable solutions through straightforward approaches in order to provide clarity which ensures compliance, risk reduction and enhanced value. Duff & Phelps’ pool of professionals and experts helps clients in terms of valuation services, alternative asset advisory, real estate advisory group and tax services. Meanwhile, their most popular services are transfer pricing, fixed asset management, insurance solutions and compliance and regulatory consulting. 

Since their founding in 1932, Duff & Phelps has evolved into a diverse and agile firm that serves more than 5,000 clients and partners each year, most of them being Fortune 100 Companies and top-notch private equity and hedge funds.  

KD Financial Services

KD Financial delivers professional services at competitive rates to individuals and business owners with the aid of its cost-efficient and comprehensive automated processes.

Specializing in individual tax preparation and small business tax returns, KD Financial Services has 25 years of experience in being a full-service tax preparation firm with deep experience in preparing corporate and partnership returns. 

Focusing on excellent customer service and experience and fair pricing, the company offers solutions including individual tax services, business tax services, Internal Revenue Service resolution, accounting and payroll services, small business accounting and tax and estate planning.  

KD Financial provides individuals and business owners quality services at reasonable prices with the help of their cost-efficient and systematic automated processes.  

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