Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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Undisclosed$150 - $199 / hr50 - 249
Services provided
Offshore x is an Accounting company. In Perth, Australia, their team offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Pocatello, ID
Services provided
LTCpro is an Accounting and Financial Advising & Planning company. They are based in Pocatello, Idaho, and their services include Accounting and Financial Advising & Planning.
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$25,000+$50 - $99 / hr2 - 9
Services provided
GURELI PARTNERS is a Financial Advising & Planning company founded in 2026. Their services include Financial Advising & Planning.
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$1,000+$150 - $199 / hr2 - 9
Services provided
CWT Studio is a CRM consulting and SI company. Located in Toronto, Canada, the company was founded in 2024. Their team offers CRM consulting and SI and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
SIA Wonderstore is an Accounting company. The agency is in Kakenieki, Latvia. Their team provides Accounting and Business Consulting.
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Undisclosed< $25 / hr10 - 49
Services provided
Kinshiro is an Accounting company. The team specializes in Accounting and is based in Bangalore, India.
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$1,000+$150 - $199 / hr2 - 9Casper, WY
Services provided
Corven & Ashby LLC, a Business Consulting company, is located in Casper, Wyoming. They specialize in Business Consulting and Commercial Development and were launched in 2024.
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UndisclosedUndisclosed2 - 9
Services provided
Aggarwal Abhishek & Co., an Accounting company, was founded in 2025. Based in BALLABGARH, India, the team specializes in Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Corebridge Corporate Services LLC is a Dubai, United Arab Emirates-based Accounting company. The team focuses on Accounting and Compliance Consulting.
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Undisclosed$25 - $49 / hr2 - 9
Services provided
Established in 2021, Legal Crea is a small Tunis, Tunisia-based Business Consulting company. Their team offers Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
AccTech BPO Service, an Accounting company, was established in 2021. Headquartered in Dhaka, Bangladesh, the team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
Fractional CFO Services company Finvera Global was launched in 2025. The small team provides Fractional CFO Services and Accounting.
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UndisclosedUndisclosed50 - 249
Services provided
Bean Squad is an Accounting company established in 1992. The firm specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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PPTC Group is an Accounting company founded in 2021. Based in Dallas, Texas, the team provides Accounting and Demand Generation Marketing.
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Undisclosed$100 - $149 / hr2 - 9
Services provided
Launched in 2022, Founding Principals LLC is a Business Consulting company. The team specializes in Business Consulting and Accounting.
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$5,000+$100 - $149 / hr2 - 9
Services provided
AI Accounts LTD is a Fractional CFO Services company. Launched in 2020, their team focuses on Fractional CFO Services and Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Cabinet comptable Al Contador is in Tunis, Tunisia. Established in 2013, the team provides Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
Located in Kathmandu, Nepal, Anup Associates is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9Delhi, India
Services provided
AMR FinTech is a small Accounting company in Delhi, India. Their services include Accounting and Financial Advising & Planning.
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$10,000+$200 - $300 / hr10 - 49
Services provided
Perrin & Co. Is a Fractional CFO Services company. They provide Fractional CFO Services and Finance & Accounting Outsourcing (FAO) and were founded in 2026. The agency is in Fresno, California.
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$5,000+$200 - $300 / hr2 - 9Miami, FL
Services provided
Corpiya, a Back Office Outsourcing company, focus on Back Office Outsourcing and Compliance Consulting. They were established in 2024.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
See all 1 projectsReadyMade Poland Sp. z o.o. is a company offering accounting services, including bookkeeping and financial reporting. However, feedback highlights severe dissatisfaction, with 100% of the review describing highly unprofessional conduct and significant service failures. This overwhelming negative critique suggests major deficiencies in their business operations and management.
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UndisclosedUndisclosed250 - 999Pimpri-Chinchwad, India
Services provided
Paysquare Consultancy Ltd is a HR Outsourcing company. The Pimpri-Chinchwad, India-based team focuses on HR Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249Vilnius, Lithuania
Services provided
See all 1 projectsLeinonen Group is an accounting services company that provides support such as bookkeeping, financial reporting, and tax preparation. The feedback from their reviews is predominantly negative, highlighting ineffective workflows, delays, and a lack of progress, with 100% of reviewers mentioning a slow and negative experience.
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UndisclosedUndisclosed250 - 999Chandler, AZ
Services provided
See all 1 projectsVensure Employer Services is a company specializing in payroll, benefits, and HR data management services. Based on the review provided, 100% of the feedback reflects significant dissatisfaction, citing consistent issues with payroll and benefit processing and a lack of responsive customer support. The review highlights recurring errors and ineffective communication, impacting the reviewer’s organization negatively.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
See all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
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UndisclosedUndisclosed50 - 249St. Cloud, MN
Services provided
See all 1 projectsSchlenner Wenner & Co. CPA's is a firm specializing in accounting services, including corporate and personal tax preparation. Based on the reviews, there is a significant concern regarding their reliability and adherence to professional standards, with 100% of the feedback expressing dissatisfaction, particularly around timely tax filing and customer trust.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
Services provided
See all 1 projectsSwain & Grieco, LLC is an accounting firm offering Tax Preparation and Accounting Services. However, based on available reviews, the feedback is overwhelmingly negative, with 100% of reviewers highlighting poor communication and failure to deliver tax returns in a timely manner. Many emphasize the need for significant improvement in responsiveness and professionalism.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
See all 1 projectsS & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.
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UndisclosedUndisclosed10 - 49Orem, UT
Services provided
See all 1 projectsMazuma USA is a company that offers bookkeeping and tax preparation services. Based on a review, the company faces significant challenges in service delivery, with issues in bookkeeping accuracy, tax filing delays, and communication shortcomings. Despite an attractive pricing structure, 100% of the feedback indicates dissatisfaction, highlighting operational and customer service deficiencies.
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
See all 1 projectsBoxelder Consulting & Tax Relief is a firm specializing in tax relief and accounting services, including tax preparation and financial advisory. The reviewed experience highlights concerns with customer relations and professionalism, particularly with a key representative. While the firm may offer valuable accounting services, the feedback emphasizes caution, with 100% of the review expressing dissatisfaction with communication and client handling.
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UndisclosedUndisclosed10 - 49
Services provided
See all 1 projectsApel Associates, Inc. is a firm specializing in tax preparation and accounting services. Overall feedback from the reviews reflects a predominantly negative experience, with issues such as errors and poor communication cited, and a lack of accountability for mistakes. Despite some efforts from lower-level employees, 100% of the documented client feedback highlights significant areas for improvement, particularly regarding financial advisory and tax filing accuracy.
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
See all 1 projectsThe Adams Group, LLC - Denver is an accounting services firm specializing in CPA and tax filing. According to client feedback, they have been criticized for their untimely project management and outdated processes, leading to penalties for clients. 100% of the reviewers expressed dissatisfaction, citing a lack of professionalism and responsiveness.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
See all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
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UndisclosedUndisclosed50 - 249Oak Brook, IL
Services provided
Cultivate Advisors is a midsize Business Consulting company. Established in 2013, the team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Margate, FL
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See all 5 projectsAccount-Tech Solutions was built on the Idea that service should always be provided in an expeditious and courteous manner. Our customers are our lifeline. Without you there is no us. This means
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UndisclosedUndisclosed10 - 49Cairo, Egypt
Services provided
See all 1 projectsAl-Dawy Audit, Tax and Consultancy was established more than 10 years ago by a team of professionals with diverse experiences in the fields of auditing, tax services, regulation, administrative
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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See all 1 projectsGateway Accounting is an accounting and Tax consultancy firm based in Dubai, providing comprehensive financial and advisory services to businesses and individuals in the region. Our team
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UndisclosedUndisclosed2 - 9Oceanside, NY
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See all 1 projectsWith more than 15 years of experience, we are an accounting firm focused on helping our clients timely and accurately meet their accounting and tax responsibilities. Our primary goal as a trusted
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UndisclosedUndisclosed50 - 249Beverly Hills, CA
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See all 1 projectsCitrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in a two bedroom apartment in New York City. Over the next two decades, six firms joined and Citrin Cooperman moves
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UndisclosedUndisclosed2 - 9Vienna, VA
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See all 1 projectsRAS CPA offers a full range of Certified Public Accountants and accounting professional placement services. We've grown our business by helping our clients grow theirs, especially in respect of
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$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
See all 12 projects360 Accounting Pro Inc is a comprehensive accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and business auditing. The company consistently receives positive feedback, with 100% of reviewers praising their responsiveness, attention to detail, and cost-effective services. Clients frequently highlight their strong project management skills and ability to adapt to various accounting systems and needs.
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
Services provided
See all 4 projectsEdelman Financial Engines offers a range of services, including Financial Reporting, Tax Preparation, and CFO services. Reviews highlight their good value for cost, positive culture fit, and effective communication methods. The overall feedback from clients is positive, noting smooth operations and significant support in achieving financial goals.
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UndisclosedUndisclosed2 - 9
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See all 2 projectsWHP Human Resource Consulting (Pty) Ltd) offers comprehensive HR outsourcing, business systems implementation, and consulting services, including tax setup, payroll, recruitment, and branding. Clients praise their competence, clear communication, and strategic effectiveness, noting their ability to handle complex tasks and deliver professional, cost-effective solutions. Overall, the feedback highlights their reliability and client-focused approach.
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UndisclosedUndisclosed10,000+Daytona Beach, FL
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See all 2 projectsBrown & Brown offers comprehensive business insurance solutions and employee benefits services. Reviews highlight their geographic convenience, budget-friendly pricing, and strong support for coverage questions and claims. Clients note high satisfaction with the value and employee support provided, although one review mentioned a desire for lower costs. Brown & Brown has fostered long-term partnerships marked by effective communication and reliable service delivery.
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UndisclosedUndisclosed50 - 249Oxford, England
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See all 2 projectsShaw Gibbs offers services that facilitate communication and support business expansion, effectively contributing to increased revenue and employee growth. The overall feedback from their clients highlights their efficient service delivery and cost-effective pricing, which are consistently noted as impressive aspects of their partnership.
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$1,000+$25 - $49 / hr50 - 249Troy, MI
Services provided
See all 1 projectsTrion Solutions provides payroll and employee management services, aiming to optimize payroll processes for companies. Feedback highlights a significant business impact, with reported growth of 21% for client companies. Communication is effectively maintained through virtual meetings, and overall, the reviews indicate high satisfaction without notable areas for improvement.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
See all 1 projectsDunham Associates CPAs provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. The reviews highlight the firm's effective financial analysis and consistent communication, leading to increased revenue and high customer satisfaction. Clients appreciate the firm's professionalism, alignment with company values, and budget-friendly pricing.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
Services provided
See all 1 projectsAGX provides accounting and VAT-related services with a focus on streamlining and improving accounting processes. Reviews highlight AGX's professionalism, timely service, and genuine interest in understanding and growing with client businesses. Their team is noted for being approachable yet professional, contributing to achieving financial stability for clients.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.6/40.017/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.