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 - 49Richmond, VA
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Small Accounting company Joyner, Kirkham, Keel & Robertson, P.C., is located in Richmond, Virginia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Norfolk, VA
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Virginia Accounting Services is a Norfolk, Virginia-based Accounting company. Founded in 1969, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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Launched in 1994, ATB Partners is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Located in Arlington, Virginia, COKER FINANCIAL SERVICES INC. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Stanmore, Australia
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Located in Stanmore, Australia, BPI Accounting Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chatswood, Australia
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Launched in 2009, Bespoke Advisory is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Elsternwick, Australia
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P Sulman & Associates is an Accounting company. Their small team is located in Elsternwick, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Klausner & Company is a small Accounting company headquartered in Arlington, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Access Accounting Services is an Accounting company. Their small team is based in Arlington, Virginia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cheltenham, Australia
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Partners in Planning is an Accounting company. They are based in Cheltenham, Australia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Arlington, VA
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Established in 1948, Hertzbach is a midsize Arlington, Virginia-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249St Kilda, Australia
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Partners Wealth Group is a St Kilda, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Located in Alexandria, Virginia, M&E is an Accounting company. Founded in 1994, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Epping, Australia
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Perera & Company Tax Accountant is a small Epping, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leongatha, Australia
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Perrett Group, a small Accounting company, is headquartered in Leongatha, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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Peter A Haans FCPA Pty Ltd is an Accounting company. They are in Ballarat Central, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sale, Australia
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Phillipsons Accounting Services Pty Ltd, a small Accounting company, is located in Sale, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winchester, VA
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Launched in 1998, Kilmer & Associates is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Greensborough, Australia
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Located in Greensborough, Australia, Plan to Prosper is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Winchester, VA
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Cundiff & Associates is a Winchester, Virginia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Melton, Australia
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Platinum Accounting &Taxation is an Accounting company. They are based in Melton, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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PLC Accountants & Advisers is a small Accounting company located in Kew, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winchester, VA
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Established in 1971, Hottel & Willis, P.C. Is an Accounting company. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Vienna, VA
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GEORGEN SCARBOROUGH ASSOCIATES PC is an Accounting company established in 2008. The team specializes in Accounting and is based in Vienna, Virginia.
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UndisclosedUndisclosed10 - 49Vienna, VA
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Accounting company TPI Group, Inc. Was established in 1994. Based in Vienna, Virginia, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Vienna, VA
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Johnson Robinson, PLC, an Accounting company, was founded in 1982. Located in Vienna, Virginia, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Tysons, VA
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Avicenna Accounting Inc is an Accounting company. Founded in 1992, the agency is located in Tysons, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Launched in 2011, Machel Advisory Services is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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In Fairfax, Virginia, CPA Financial is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Leesburg, VA
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Launched in 1960, Berg Faircloth & Company is an Accounting and Commercial Financing company. The small team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Virginia First Financial Services is an Accounting company established in 1996. The firm provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Located in Sydney, Australia, Cohen & Krass is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Geelong, Australia
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MacMillan Cowan & Co is an Accounting company. They focus on Accounting and were launched in 1986.
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UndisclosedUndisclosed2 - 9Redan, Australia
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Accounting company Mahar Accounting was established in 1980. Based in Redan, Australia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centro, Brazil
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BPO Innova is an Accounting company. Launched in 2015, their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pakenham, Australia
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Patison Partners , an Accounting company, is located in Pakenham, Australia. They offer Accounting and Business Consulting and were launched in 1952.
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UndisclosedUndisclosed2 - 9Hastings, Australia
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Headquartered in Hastings, Australia, Burke Bond Partners is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
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Selby Watson & Co is an Accounting company based in Wagga Wagga, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mechanicsville, VA
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Davis Financial Services is an Accounting company. They are located in Mechanicsville, Virginia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
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Paisley Robertson Accountants is an Accounting company established in 1985. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Located in Virginia Beach, Virginia, MOSS FINANCIAL SERVICES is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9McLean, VA
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Edge Financial and Management Solutions is a small McLean, Virginia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Busselton, Australia
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Established in 1982, UHY Haines Norton PRT is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Geraldton, Australia
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Ascend Business Results is an Accounting company. They are based in Geraldton, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49McLean, VA
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Located in McLean, Virginia, Frank & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Albany, Australia
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Porters CA is a small Accounting company located in Albany, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Headquartered in Roanoke, Virginia, Budd & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Small Accounting company Micah Fraim, CPA, is headquartered in Roanoke, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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SPENCER, HAGER AND MOSDELL, PC is an Accounting company. Their small team is located in Roanoke, Virginia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Reston, VA
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MillerMusmar CPAs is a small Accounting company. Founded in 1989, the team 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.