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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$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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UndisclosedUndisclosed10 - 49Cowes, Australia
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Coastal View Financial Services is an Accounting company based in Cowes, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Accounting company Southwest Finance Management Group focuses on Accounting and IT managed services. They are in El Paso, Texas.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Otis Bookkeeping and Tax Services is a small El Paso, Texas-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Portland, OR
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James Keep & Company, an Accounting company, offers Accounting. The company is headquartered in Portland, Oregon.
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UndisclosedUndisclosed2 - 9Portland, OR
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Fox Accounting & Tax Services, Inc. Is an Accounting company established in 1993. In Portland, Oregon, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Bloch, Rothman & Associates is an Accounting company. Their small team of employees is based in Denver, Colorado. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Charlestown, Australia
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Located in Charlestown, Australia, Climax Business Strategies is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249El Paso, TX
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Lauterbach, Borschow & Co. Is an Accounting company. The El Paso, Texas-based company was founded in 1952. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
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EZ Express Tax Service is an Accounting company established in 2010. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49South Yarra, Australia
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Cohen Fasciani is an Accounting company established in 1994. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Established in 2011, Eagles Tax & Accounting Services is a small Accounting company headquartered in Raleigh, North Carolina. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Footscray, Australia
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Collins & Co, a small Accounting company, is based in Footscray, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Don Brown Associates is an Accounting company. Their small team is headquartered in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Fresno Bookkeeping Solutions is an Accounting company. The team is in Fresno, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Based in Charleston, South Carolina, Calvert & Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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C & M Bookkeeping, LLC is an Accounting company. Their team is based in Reno, Nevada. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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BlueFire Accounting is an Accounting company. Their small team is headquartered in Charlotte, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Accounting company Consulting Tax Group was founded in 1974. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Payroll & Tax Solution, an Accounting company, was established in 2015. The team provides Accounting and is in Clovis, California.
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UndisclosedUndisclosed2 - 9Mulgrave, Australia
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Coster Galgut is an Accounting company. Their small team is based in Mulgrave, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Allied Tax & Accounting Consultants, LLC is an Accounting company. Their small team is headquartered in Charlotte, North Carolina. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fresno, CA
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Payroll People Inc Business Services is an Accounting company. Based in Fresno, California, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Carolina Accounting is an Accounting company. They are based in Charlotte, North Carolina and have small team. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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Accounting company 4K Accounting Services offers Accounting. They are in Grand Rapids, Michigan.
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UndisclosedUndisclosed2 - 9Sandringham, Australia
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Coutts Partners Pty Ltd is an Accounting company. Their small team is headquartered in Sandringham, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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In , Steiner Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Small Accounting company PayOptions LLC, is headquartered in Cincinnati, Ohio. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Essendon, Australia
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Cox Partners Accountants is an Accounting company. The agency is in Essendon, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Grand Rapids, MI
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Located in Grand Rapids, Michigan, Gabridge & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Croydon, Australia
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Based in Croydon, Australia, LMP Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Robert Hodge Tax & Accounting Co. Is an Accounting company in Indianapolis, Indiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Malvern, Australia
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Accounting company Cranage Partners was established in 1990. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Wyoming, OH
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Based in Wyoming, Ohio, Sheldon Reder CPAs is an Accounting company. They specialize in Accounting and Commercial Financing and were founded in 1983.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Cursio & Co is an Accounting company. Their small team is in Moonee Ponds, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Hamilton & Ruiz Company, Inc. Is a Rochester, New York-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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The Original Tax Place on Main Street, a small Accounting company, is based in Cincinnati, Ohio. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Marietta Financial Services is an Indianapolis, Indiana-based Accounting company. They specialize in Accounting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Vision Tax Payroll, an Accounting company, is headquartered in Rochester, New York. They offer Accounting and were founded in 2016.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Accounting company Ameritax Bookkeeping & Payroll is located in Indianapolis, Indiana. Established in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Orange Park, FL
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Payroll Savvy is an Accounting company. The small Orange Park, Florida-based team provides Accounting. The agency was founded in 2012.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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Accounting company FIRST COAST TAX AND ACCOUNTING was founded in 2015. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company JD Tax and Accounting Services was established in 2009. Based in Sacramento, California, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Kansas City, MO
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LSCV CPA's CP, an Accounting and Business Consulting company, is based in Kansas City, Missouri. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lee's Summit, MO
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Kansas City Business Solutions, a small Accounting company, is based in Lee's Summit, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kansas City, MO
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Accounting company Miller Management was founded in 1989. The agency focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Accounting company Lassiter Tax Service specializes in Accounting and Business Consulting. They are in Cleveland, Ohio.
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UndisclosedUndisclosed2 - 9Mayfield, OH
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Compass Business Services is an Accounting company. Founded in 2000, the team provides Accounting and Recruiting. The firm is located in Mayfield, Ohio.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Vavro & Co., Inc, a small Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company TaxWorks Plus, Inc was launched in 2008. The team offers Accounting and is in Sacramento, California.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Small Business Services of San Antonio is an Accounting company. The San Antonio, Texas-based agency specializes in 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
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- Market presence
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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.
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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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$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.