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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UndisclosedUndisclosed10 - 49Boulder, CO
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JOHNSON KIGHTLINGER & CO is a small Accounting company in Boulder, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cairns City, Australia
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Accounting company Grubers Beckett Chartered Accountants is headquartered in Cairns City, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boulder, CO
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Kingsbery CPAs, an Accounting company, was launched in 1980. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Founded in 1931, Cheesman Applegarth & Partners is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Alan Thal & Company, CPA is an Accounting company. Their small team is headquartered in Boulder, Colorado. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boulder, CO
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The Sunderland Group, Inc. Is an Accounting company. The team offers Accounting and is headquartered in Boulder, Colorado.
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UndisclosedUndisclosed10 - 49Dalby, Australia
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Accounting company Carrick Aland Accountants is based in Dalby, Australia. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Clockwork Technology, LLC is an Accounting company. They are headquartered in Dallas, Texas. Their team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed50 - 249Denver, CO
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ACM LLP is an Accounting company established in 2002. The team offers Accounting and is in Denver, Colorado.
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UndisclosedUndisclosed10 - 49Carlton, Australia
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Based in Carlton, Australia, HID Group is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Caulfield East, Australia
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Hillyer Riches, a small Accounting company, is based in Caulfield East, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9East Providence, RI
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Headquartered in East Providence, Rhode Island, Oliveira & Associates Ltd is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wauwatosa, WI
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Based in Wauwatosa, Wisconsin, Tosa Accounting & Tax Service is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milwaukee, WI
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Giersch Group is an Accounting company. Founded in 2016, the company is based in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brunswick, Australia
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K&A ACCOUNTANTS & FINANCIAL PLANNERS is an Accounting company. Their small team is headquartered in Brunswick, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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KBH Partners Pty Ltd is an Accounting company. They are located in Mount Waverley, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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AM Accounting & Tax Service is a Milwaukee, Wisconsin-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Kindle Partners is an Accounting company. They are based in Kew, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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King & Whittle Pty Ltd is an Accounting company. They provide Accounting and Business Consulting and were founded in 1926. The company is headquartered in Melbourne, Australia.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Pronto Help Staffing is a Staffing company. Founded in 2006, the company provides Staffing and Accounting.
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UndisclosedUndisclosed2 - 9East Providence, RI
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Edward M. Simpson, CPA, an Accounting company, was founded in 2013. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Balwyn, Australia
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Small Accounting company KMS Financial Solutions Pty Ltd, is based in Balwyn, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company Compliance Payroll, Inc. Is located in Sacramento, California. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Forbush CPAs is an Accounting company. They are based in Reno, Nevada and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Koustas + Co is an Accounting company. Launched in 1998, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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Launched in 1999, Virtual Jeannie Business Services is a small Accounting company headquartered in Santa Rosa, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Small Accounting company KP Partners, is located in Mount Waverley, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Sharp Income Tax Service, a small Accounting company, is located in Sarasota, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Mike Conroy CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed10 - 49Boulder, CO
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Kurtz Fargo LLP, a small Accounting company, is based in Boulder, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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JB Tax and Accounting is a small New Orleans, Louisiana-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Thomas E Healy Cpa Pc is a small Accounting and Business Consulting company headquartered in Boulder, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Miller Tax & Accounting Inc, an Accounting and Business Consulting company, is in Boulder, Colorado. Founded in 2003, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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David P. Linderer, LLC. , an Accounting company, was established in 1990. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Gordon F. Schafer, Jr., CPA, CGMA is a New Orleans, Louisiana-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Scher Jasper, PLLC is an Accounting company. They were founded in 2005, and their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Simple Startup is a small Boulder, Colorado-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Toowoomba City, Australia
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McConachie Stedman is an Accounting company. The firm is based in Toowoomba City, Australia and Clayfield, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Axiom Business Consulting - CPA Firm is a small Accounting company established in 2008. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Deb’s Bookkeeping is an Accounting company headquartered in New Orleans, Louisiana. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jacksonville Beach, FL
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CDev Technologies, a small e-commerce development firm, is based in Jacksonville Beach, Florida. The team offers E-Commerce Development and Accounting.
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UndisclosedUndisclosed2 - 9Redan, Australia
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BeFinancial is a small Accounting company. They provide Accounting and Business Consulting and were founded in 2016.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Alfonso, Brooks, Lev-Ary & Co. Is an Accounting company. The agency is based in Boulder, Colorado. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Gibbs and Associates, PLLC is an Accounting company. Based in Boulder, Colorado, the agency was established in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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ABS Accountable Business Solutions is an Accounting company. The Ballarat Central, Australia-based firm was established in 2005. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Werribee, Australia
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Launched in 1966, Simon Jones & Co is a small Accounting company located in Werribee, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Campbell & Associates is an Accounting company based in Boulder, Colorado. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Werribee, Australia
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Add Value Australia, an Accounting company, was founded in 1996. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Accounting company Trailhead Accounting Solutions, CPA, LLC is based in Boulder, Colorado. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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HeartLand Accounting is an Accounting company. They are in Omaha, Nebraska and have small team. Their services include 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.
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We evaluate service providers using a structured methodology that combines:
- 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.