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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UndisclosedUndisclosed50 - 249Washington, IA
Services provided
See all 1 projectsLattaHarris, LLP offers comprehensive Accounting services including Bookkeeping, CPA, Financial Reporting, and Tax Preparation. Reviews indicate significant dissatisfaction, with clients reporting poor communication, delays, and errors in tax preparation. The overall feedback highlights a need for improvement in project management and responsiveness.
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UndisclosedUndisclosed50 - 249Spring Hill, Australia
Services provided
See all 1 projectsMarsh & Partners offers a range of accounting services, including reconciliation of accounts. However, the overall feedback highlights serious concerns, with allegations of fraudulent practices and unethical behavior by a senior accountant, and inadequate responses from the management team when challenged. Potential clients should thoroughly research and consider these reviews before engaging Marsh & Partners.
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UndisclosedUndisclosed10 - 49Landover, MD
Services provided
See all 1 projectsThe HR Source specializes in staffing for HR and administrative roles. Reviews reveal significant concerns, citing poor management, lack of effective communication, and high employee turnover. There is a consistent theme of dissatisfaction with the company's leadership, training, and unrealistic performance expectations, which ultimately contribute to a negative working environment.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
See all 1 projectsDuffy Kruspodin, LLP offers a range of accounting services, including Tax Preparation and Financial Reporting. Client feedback highlights concerns about poor project management and data privacy issues, although they fulfill their deliverables accurately. The reviews suggest a need for improvements in communication and record-keeping practices.
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UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
See all 1 projectsAbdullah Accounting Services Inc. is Located in Daly City, California. At tax time or any time, don't risk the hassle and stress of dealing with difficult accounting when the professionals at
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UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
See all 1 projectsFull Stack Finance provides services including bookkeeping and financial reporting. While their proximity to clients' locations is a positive, overall feedback indicates significant dissatisfaction with project management and responsiveness. The reviews suggest a need for substantial improvements in client communication and management practices.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
See all 1 projectsDMCL offers Audit Services, primarily acting as company auditors. Overall feedback from their reviews indicates significant dissatisfaction, highlighting issues with competence, communication, and timeliness. Clients reported numerous errors and unprofessional behavior from staff, leading to missed deadlines and additional work due to error correction.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsTULATAX Tax Service offers services in Tax Preparation and related financial areas. Customer feedback highlights significant dissatisfaction with the accuracy and integrity of their services, including issues with incorrect tax filings and allegations of misappropriated funds. Clients report a lack of transparency and responsiveness, recommending against their services.
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UndisclosedUndisclosed2 - 9Douglasville, GA
Services provided
See all 1 projectsHagan, Johnson & Associates, CPA, PC offers services in tax preparation and financial reporting. The overall feedback indicates significant dissatisfaction with their services, highlighting issues with communication, project management, and claims of undelivered work. The client expressed concerns about lost personal information and a lack of integrity, leading to a negative recommendation.
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UndisclosedUndisclosed2 - 9Troy, MI
Services provided
See all 1 projectsBraun & Associates, CPA, PLC offers services such as bookkeeping, financial reporting, tax preparation, and CPA-related tasks. However, reviews indicate significant concerns regarding professionalism, technical capability, and communication. Clients report a lack of follow-through and responsibility, with unmet project commitments and insecure handling of sensitive information.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
See all 1 projectsDeodat S. Singh CPA PC provides services including Tax Preparation and CPA expertise. However, client feedback highlights significant issues in accuracy, communication, and professionalism, noting multiple errors in tax filings and poor client interaction, which have led to substantial financial losses for the customer.
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UndisclosedUndisclosed2 - 9
Services provided
See all 1 projectsMonarch Business Valuations specializes in providing business valuation services, particularly for software as a service (SaaS) companies. However, the feedback indicates dissatisfaction with their services, highlighting issues such as incorrect business model application, lack of responsiveness, and poor execution. One client described the valuation report as worthless due to these shortcomings.
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Undisclosed$100 - $149 / hr50 - 249Carmel, IN
Services provided
Blue Horseshoe Solutions is an ERP consulting and SI company. Their team is headquartered in Carmel, Indiana and specializes in ERP consulting and SI and Accounting.
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Undisclosed$150 - $199 / hr50 - 249Baltimore, MD
Services provided
Gross Mendelsohn and Associates is an Accounting company. Established in 1960, their team specializes in Accounting.
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Undisclosed< $25 / hr50 - 249Ahmedabad, India
Services provided
In Ahmedabad, India, Harbour is a midsize custom software development company. The team offers Custom Software Development and E-Commerce Development.
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$1,000+$50 - $99 / hr50 - 249Boston, MA
Services provided
Edelstein & Company, an Accounting company, was launched in 1968. The firm offers Accounting, and is midsize.
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$1,000+$100 - $149 / hr50 - 249East Syracuse, NY
Services provided
FMF&E is a midsize East Syracuse, New York-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Woburn, MA
Services provided
Rucci, Bardaro & Falzone is an Accounting company. In Woburn, Massachusetts and Atkinson, New Hampshire, their small team provides Accounting. The company was established in 1982.
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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
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Bregante + Company, an Accounting company, focus on Accounting. They were launched in 1976.
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$1,000+$100 - $149 / hr10 - 49Pleasant Hill, CA
Services provided
Spiegel Accountancy Corp is a small Accounting company located in Pleasant Hill, California. Their services include Accounting.
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$10,000+$50 - $99 / hr50 - 249Sofia, Bulgaria
Services provided
Virtual Affairs is an UX design agency. Based in Sofia, Bulgaria and Amsterdam, Netherlands, their midsize team specializes in UX/UI Design and Mobile App Development. The agency was founded in
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$1,000+$100 - $149 / hr2 - 9Washington, DC
Services provided
Dagley & Co is a Washington, District of Columbia-based Accounting company. They offer Accounting and were established in 2013.
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$1,000+$100 - $149 / hr2 - 9Bethesda, MD
Services provided
Established in 2011, BusinessWise CPA, a small Accounting company, is in Bethesda, Maryland. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Falls Church, VA
Services provided
Make My Day CPA is an Accounting company. Established in 2015, the company offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Annapolis, MD
Services provided
MKS, an Accounting company, offers Accounting. The firm is in Annapolis, Maryland.
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$1,000+$100 - $149 / hr2 - 9Camp Springs, MD
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Accounting company Capital T. Solutions specializes in Accounting. They are located in Camp Springs, Maryland.
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$1,000+$100 - $149 / hr2 - 9Alexandria, VA
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The Accounting Firm is an Accounting company. Founded in 2010, the team specializes in Accounting. The firm is in Alexandria, Virginia.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
Services provided
Founded in 2010, Credibility Consulting is a small Washington, District of Columbia-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Small Accounting company BFS, is based in Washington, District of Columbia. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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CFO Services Group is an Accounting company. Their team is based in Washington, District of Columbia and Austin, Texas. The agency specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Springfield, VA
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Renaissance Acct. Is an Accounting company. Based in Springfield, Virginia, the firm specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
Services provided
Small Accounting company Wells Tarkington, LLC, is headquartered in Atlanta, Georgia. The team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
Services provided
Say YES To Profits is an Accounting company. They are headquartered in Atlanta, Georgia and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Salus Consulting is an Accounting company. They are headquartered in Atlanta, Georgia and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Meridian Investment , an Accounting company, was launched in 2011. The company provides Accounting, and is small.
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$1,000+$100 - $149 / hr2 - 9Rex, GA
Services provided
Based in Rex, Georgia, Distinct Tax and Notary is an Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Alpharetta, GA
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The Goldstein Firm is an Accounting company. Their small team is in Alpharetta, Georgia and offers Accounting. The company was launched in 2014.
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$1,000+$100 - $149 / hr2 - 9Roswell, GA
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Kinsey CPA is an Accounting company. Located in Roswell, Georgia, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Snellville, GA
Services provided
Premier Taxes & Acct, an Accounting company, is based in Snellville, Georgia. They offer Accounting.
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$1,000+$100 - $149 / hr2 - 9Alpharetta, GA
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Accounting company IncorpTaxAct was founded in 2011. Located in Alpharetta, Georgia, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Gainesville, GA
Services provided
Established in 2013, The Buffaloe Group is a small Accounting company based in Gainesville, Georgia. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9McDonough, GA
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Accounting company RTW Financial Solutions is based in McDonough, Georgia. Founded in 2011, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
Established in 2014, VWM is an Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49
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Launched in 2011, Vestboard is a small Phoenix, Arizona-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Scottsdale, AZ
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Hanagan CPA is an Accounting company. The Scottsdale, Arizona-based agency was founded in 2010. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Tempe, AZ
Services provided
High Rock is a small Tempe, Arizona-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Tempe, AZ
Services provided
Conover Asay CPA is an Accounting company. Established in 2017, the firm is based in Tempe, Arizona. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Mesa, AZ
Services provided
VALIANT ACCT is an Accounting company. In Mesa, Arizona, the team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Chandler, AZ
Services provided
Solex Accounting, an Accounting company, was established in 2014. The small team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Chandler, AZ
Services provided
Schneider & Stone is an Accounting company. Launched in 2012, their team provides Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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.