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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$1,000+< $25 / hr50 - 249Noida, India
Services provided
Genesis Zeal Multi Solution is a custom software development firm. The team provides Custom Software Development and HR Consulting, and the firm is located in Noida, India.
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$1,000+< $25 / hr10 - 49Gurugram, India
Services provided
Established in 1989, Caliber Human Resources, a small Accounting and HR Consulting company, is headquartered in Gurugram, India. Their services include Accounting and HR Consulting.
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$1,000+< $25 / hr2 - 9
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Established in 2011, Riaison International is an Accounting company. The company offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr1,000 - 9,999Quito, Ecuador
Services provided
Adecco EC is a HR Consulting company. The team is located in Quito, Ecuador, and their services include HR Consulting and Accounting.
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$5,000+$100 - $149 / hr10 - 49Kuala Lumpur, Malaysia
Services provided
Keeyaa is an Accounting and Business Consulting company established in 2003. The small team focuses on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
Services provided
Talentvis is an Accounting company. Their small team of employees is based in Singapore, Singapore. Their team specializes in Accounting and Staffing.
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$1,000+< $25 / hr2 - 9Bhopal, India
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GenNext Human Resource Management is a HR Consulting company. The firm is based in Bhopal, India. Their services include HR Consulting and Accounting.
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$1,000+< $25 / hr2 - 9Ahmedabad, India
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J & V Human Resources Services is a HR Consulting company launched in 2012. The team provides HR Consulting and Accounting and is in Ahmedabad, India.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
Services provided
Stinnett Padrutt & Aranyosi is an Accounting company. They are in Akron, Ohio. Their team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Fairlawn, OH
Services provided
Located in Fairlawn, Ohio, Winer+Bevilacqua, Inc is a small Accounting company. The team specializes in Accounting and IT managed services.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
Services provided
Sullivan & Company, LLC is an Accounting company. Located in Akron, Ohio, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Minato-ku, Japan
Services provided
HTM is a HR Consulting company. They provide HR Consulting and Finance & Accounting Outsourcing (FAO) and were launched in 1987. The firm is based in Minato-ku, Japan.
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$1,000+< $25 / hr10 - 49Mumbai, India
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Be3 Human Resource Management is a Mumbai, India-based HR Consulting company. They focus on HR Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Akron, OH
Services provided
LUX & ASSOCIATES CPA, INC is an Accounting company. Their small team is in Akron, Ohio. Their team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Shinjuku City, Japan
Services provided
Tokyo Consulting Group, an Accounting company, is located in Shinjuku City, Japan. The team focuses on Accounting and HR Consulting.
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$1,000+$25 - $49 / hr50 - 249Fairlawn, OH
Services provided
Bober Markey Fedorovich, an Accounting company, is in Fairlawn, Ohio and Cleveland, Ohio. The team provides Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Delhi, India
Services provided
Launched in 2007, Aspire India, a small HR Consulting company, is located in Delhi, India. Their team focuses on HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Shibuya City, Japan
Services provided
Mannet is a HR Consulting company. Established in 1986, the team offers HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Pune, India
Services provided
HR Remedy is an Accounting company. Their team is headquartered in Pune, India. The company focuses on Accounting and Staffing.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
Services provided
Small Accounting company F. Lees Tax & Accounting Services, is based in Akron, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
Services provided
Jon Bell, CPA LLC is an Accounting company. Their small team is in Albuquerque, New Mexico. Their team focuses on Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49Albuquerque, NM
Services provided
Hinkle + Landers, P.C., an Accounting company, was launched in 1972. The agency specializes in Accounting and Financial Consulting, and is small.
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$1,000+$25 - $49 / hr10 - 49Corrales, NM
Services provided
Castellano-Piatt Accounting, LLC, an Accounting company, is based in Corrales, New Mexico. They focus on Accounting and Financial Consulting and were launched in 1996.
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$1,000+$25 - $49 / hr250 - 999Akron, OH
Services provided
Accounting company Apple Growth Partners was established in 1943. In Akron, Ohio and Canton, Ohio, the team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
Services provided
Small Accounting company Seikel & Company, is in Akron, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Cleveland, OH
Services provided
Established in 1932, Maloney + Novotny LLC is an Accounting company. The team specializes in Accounting and Business Consulting and is located in Cleveland, Ohio.
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$1,000+$25 - $49 / hr10 - 49Cleveland, OH
Services provided
Pease & Associates, an Accounting company, was established in 1999. They provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
Accounting Business Services, a small Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
J Donohoe & Associates LLC is a small Accounting company based in Cleveland, Ohio. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Parma Heights, OH
Services provided
The Ciulla Group, LLC, a small Accounting company, is based in Parma Heights, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Albuquerque, NM
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Pulakos CPAs PC, an Accounting company, was established in 1960. The small team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Garcia CPA Accounting Firm, PC is a small Albuquerque, New Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
Services provided
McKinney & Associates, CPAs is an Accounting company. Their small team is located in Albuquerque, New Mexico. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Muehlmeyer, P.C., CPA is a small Albuquerque, New Mexico-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Palmer & Co., PA is an Albuquerque, New Mexico-based Accounting company. They offer Accounting and Business Consulting and were founded in 1992.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
Newman & Company is a small Accounting company in Cleveland, Ohio. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
Henton & Associates, Inc., an Accounting company, was founded in 2005. The company specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
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Headquartered in Cleveland, Ohio, Zuber Gardner CPAs Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Columbus, OH
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Parms + Company, LLC is an Accounting company. Located in Columbus, Ohio, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
Services provided
BBI Accounting is a small Columbus, Ohio-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Colorado Springs, CO
Services provided
Harrison Tax Services is an Accounting company. They are based in Colorado Springs, Colorado and have small team. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Bexley, OH
Services provided
Accounting company Perfect Balance Accounting is located in Bexley, Ohio. Established in 1992, the team offers Accounting.
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$1,000+$25 - $49 / hr10 - 49Omaha, NE
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Masimore, Magnuson & Associates PC, an Accounting company, was established in 1973. They provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerOmaha, NE
Services provided
Established in 2015, Barb Brady, LLC is a small Accounting company headquartered in Omaha, Nebraska. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
Services provided
Small Accounting company Baas & Associates PC, is in Omaha, Nebraska. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Steier & Prchal, Ltd. Is a small Omaha, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
Services provided
Anderson & Schlautman PC, an Accounting company, was founded in 1945. They provides Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
Services provided
Boyle, Hess & Elliott, CPAs, P.C. Is an Omaha, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Columbus, OH
Services provided
GBQ Partners is an Accounting company. Their midsize team is located in Columbus, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Omaha, NE
Services provided
Accounting company Hemenway Associates Inc. Was launched in 1986. The firm specializes in Accounting and Business Consulting, and is small.
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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.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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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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$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
33.4/40.018.8/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.7/40.017.6/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% 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.