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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UndisclosedUndisclosed2 - 9Clayton, Australia
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Essential Accounting Melbourne, a small Accounting company, is in Clayton, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Australia
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Watersedge Accounting Group is a small Accounting company in Toronto, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Gosford, Australia
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LWM Group is an Accounting company. The agency is based in Gosford, Australia. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Fyshwick, Australia
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Cordelta is an Accounting company. They are in Fyshwick, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Coburg, Australia
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Finite Group is an Accounting company. The Coburg, Australia-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ringwood East, Australia
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Focus Financial Group is a small Accounting company located in Ringwood East, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hillside, Australia
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Forbes Taxation is an Accounting company. Their small team is based in Hillside, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Braddon, Australia
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The Firm is a small Accounting company. They specialize in Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed2 - 9Hoppers Crossing, Australia
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Fortiz Accountants is a small Hoppers Crossing, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Croydon, Australia
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Varelas Accountants is a small Croydon, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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GAAP Consulting is an Accounting company. Established in 2003, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Ganrid Consultants is an Accounting company. They were established in 2008 and specialize in Accounting.
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UndisclosedUndisclosed10 - 49Hoffman Estates, IL
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Bridge Personnel Services is a Staffing company. The team is based in Hoffman Estates, Illinois, and their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Kew East, Australia
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Garcia & Company is a small Kew East, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bentleigh, Australia
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Gavin Ma & Co is an Accounting company. The team provides Accounting and Business Consulting, and the company is in Bentleigh, Australia.
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UndisclosedUndisclosed10 - 49Marcoola, Australia
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Accountancy Services is an Accounting company. The Marcoola, Australia-based agency was founded in 1988. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Coolum Beach, Australia
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Accounting company My Accountant Qld provides Accounting. They were founded in 2009.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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PJT Accountants & Business Advisors is an Accounting company. They are located in Birtinya, Australia and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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Located in Birtinya, Australia, Pinnacle Accounting & Business Services is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed50 - 249Milton, Australia
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Charter Partners is an Accounting company. Founded in 1932, the agency is located in Milton, Australia and Bundaberg West, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Byron Accounting Services Inc. Is an Accounting company. The Virginia Beach, Virginia-based firm was founded in 2018. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Doncaster East, Australia
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Haines Muir Hill Pty Ltd, a midsize Accounting company, is located in Doncaster East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Croydon South, Australia
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Geyer Accountants is an Accounting company. They specialize in Accounting and Business Consulting and are in Croydon South, Australia.
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UndisclosedUndisclosed2 - 9Forest Hill, Australia
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Hamilton Morello Pty Ltd is a small Accounting company in Forest Hill, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Horsham, Australia
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Glenn Thomas Connor is an Accounting company. Their small team is headquartered in Horsham, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Professional Tax & Accounting is an Accounting company launched in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Frankston, Australia
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Small Accounting company Harper Group Pty Ltd, is in Frankston, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Derrimut, Australia
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Golden Bookkeepers is a small Accounting company located in Derrimut, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Harvey Allatt & Co Pty Ltd is an Accounting company. They are located in Melbourne, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Horsham, Australia
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Green Taylor Partners is an Accounting company. Founded in 1942, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St Kilda, Australia
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Accounting company HBO Accounting offers Accounting. They were launched in 1980.
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UndisclosedUndisclosed2 - 9Mansfield, Australia
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Henry Partners Pty Ltd, a small Accounting company, is based in Mansfield, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Founded in 2007, Laus Consulting Services LLC is an Accounting company. The team provides Accounting and Business Consulting and is based in Orlando, Florida.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Greenberg & Co is an Accounting company. The Malvern, Australia-based firm was founded in 1987. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Kregel & Company CPA is an Accounting company. They are in Philadelphia, Pennsylvania, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49South Geelong, Australia
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ID Accounting & Wealth Solutions is an Accounting company. The South Geelong, Australia-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canadian, Australia
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ING Accounting is an Accounting company. Their small team is located in Canadian, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
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Shamshiri CPA Group, PLLC is an Accounting company. The Plano, Texas-based agency was founded in 2016. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wollongong, Australia
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Headquartered in Wollongong, Australia, ASL Accounting & Tax is an Accounting company. Launched in 2016, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Geelong, Australia
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Patrick Rowan & Associates is a small Accounting company established in 1973. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newtown, Australia
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Scotts Chartered Accountants is an Accounting company. The Newtown, Australia-based agency was founded in 2010. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cranbourne, Australia
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Founded in 1979, Insight Accounting is an Accounting company. The team offers Accounting and Business Consulting and is located in Cranbourne, Australia.
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UndisclosedUndisclosed10 - 49North Geelong, Australia
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Canny Group is an Accounting company. The team is located in North Geelong, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Boulder CPA Group, P.C. Is an Accounting company. They are located in Boulder, Colorado and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Laurieton, Australia
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Isaacs & Cole is an Accounting company launched in 1994. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed50 - 249Aitkenvale, Australia
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Maclean Partners, an Accounting company, was founded in 1985. The firm provides Accounting, and is midsize.
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UndisclosedUndisclosed50 - 249Boulder, CO
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Established in 1956, Brock and Company, CPAs PC is an Accounting company. Based in Boulder, Colorado, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cairns North, Australia
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Cutting Edge Accounting, an Accounting company, was founded in 2012. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bulleen, Australia
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Based in Bulleen, Australia, J & M Tax Partners is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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GRAHAM & COMPANY P.C. CPAs, an Accounting company, was founded in 1987. The agency offers Accounting and Business Consulting.
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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.
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- In-depth client interviews and ratings
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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.