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 - 49Balwyn, Australia
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Kidmans Partners, an Accounting company, is based in Balwyn, Australia. Founded in 2000, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellevue, WA
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Accounting company Condominium Management was established in 1972. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kent, WA
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All Services Properties is a small Kent, Washington-based Commercial Property Management company. Their services include Commercial Property Management and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Caulfield North, Australia
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Guests Accounting is a Caulfield North, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ormond, Australia
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Accounting company Gartly & Associates was established in 2000. The team focuses on Accounting and Business Consulting and is based in Ormond, Australia.
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UndisclosedUndisclosed10 - 49Bayswater, Australia
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TaxBiz Australia, a small Accounting company, is based in Bayswater, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dandenong, Australia
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Business & Tax Matters, a small Accounting company, is in Dandenong, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Willow Vale, Australia
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End 2 End Bookkeeping Gold Coast is an Accounting company. Their small team is based in Willow Vale, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, MWest Holdings is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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Lowe Lippmann Chartered Accountants is a midsize Melbourne, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Bryan Cole and Associates is an Accounting company. Their small team is headquartered in Cheltenham, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Adroit Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Tolevsky Partners, an Accounting company, was established in 1985. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nunawading, Australia
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Top Class Accounting, an Accounting company, was established in 2012. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensborough, Australia
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TBT Accountants is a small Accounting company headquartered in Greensborough, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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Troiano & Associates is an Accounting company. Their team is headquartered in Hawthorn East, Australia and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Albans, Australia
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Small Accounting company Tudo Business Solutions, is headquartered in St Albans, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Murrumbeena, Australia
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Founded in 1968, TWB Chartered Accountants is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flemington, Australia
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Vargiu & Associates is an Accounting company. Their small team is in Flemington, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Griffiths Partners, a small Accounting company, is located in Cheltenham, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cheltenham, Australia
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ASV Partners Chartered Accountants is a small Accounting company based in Cheltenham, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Mill Point Accounting is a small Accounting company located in South Perth, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Accounting company Varrasso Accounting was founded in 1976. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Rispin & Mott is a small Accounting company headquartered in Melbourne, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Small Accounting company Veale Partners, is located in Malvern, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Blackburn, Australia
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Venn Milner Pty Ltd. Is an Accounting company. The team specializes in Accounting and is headquartered in Blackburn, Australia.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Daniel Toma Chartered Accountant is an Accounting company. Their team is located in Toronto, Canada. The firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Fuller Financial Solutions, is in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Fint.Cloud is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting and were established in 2017. The firm is headquartered in Toronto, Canada.
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UndisclosedUndisclosed2 - 9Hughesdale, Australia
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Victory Accounts is an Accounting company. They are headquartered in Hughesdale, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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Located in Dandenong, Australia, VINCE & ASSOCIATES is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Swat Accountants is an Accounting company. Their small team is located in Huntingdale, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Caulfield South, Australia
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Schmidt Chartered Accountants is a small Caulfield South, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moorabbin, Australia
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Accounting company Halifax Accountants was founded in 1997. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Carrum Downs, Australia
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Julie Dixon, a small Accounting company, is headquartered in Carrum Downs, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Commercial Brokerage Services company Rain City Property Management was established in 1990. The agency specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Lynnwood, WA
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Marathon Properties is a Commercial Brokerage Services company. The Lynnwood, Washington-based team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Vision Consulting Group is an Accounting company. They are located in Carlton, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moolap, Australia
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Small Accounting company Geoff Missen Accounting, is in Moolap, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Accounting company W.P. Smith & Associates was established in 2006. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Corona, CA
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Ayoub & Associates CPA Firm is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2003. The agency is based in Corona, California.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Scott & Co Accounting is an Accounting company. Their small team is headquartered in Baulkham Hills, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Onisko & Scholz, LLP Certified Public Accountants is an Accounting company. Established in 2004, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Everett, WA
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THE LANDLORD LAW GROUP PLLC is a Commercial Property Management company. Headquartered in Everett, Washington, the team focuses on Commercial Property Management and Commercial Development.
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UndisclosedUndisclosed10 - 49Berrinba, Australia
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Tax Time Accountants is an Accounting company. They offer Accounting and were established in 1992.
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UndisclosedUndisclosed2 - 9Cupertino, CA
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Agape CPA Firm is a small Accounting company founded in 2012. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Stevens, WA
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Impact Association Management is a Commercial Property Management company established in 2005. The company focuses on Commercial Property Management and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Walch In Practice is an Accounting company. Their small team is in Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Carrum Downs, Australia
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Greg Broderick Accounting Solutions is a small Accounting company based in Carrum Downs, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Blackburn, Australia
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WangYuan Accountants, an Accounting company, was established in 2001. The team focuses on 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.
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.
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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.