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 - 9Pearcedale, Australia
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Tax On Time is an Accounting company. The Pearcedale, Australia-based firm was founded in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Headquartered in Scottsdale, Arizona, The Balance Sheet is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Willcox, AZ
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Andrew O. Terry, PC is an Accounting company. Their small team is in Willcox, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Danbury, CT
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Accounting company Fiorita Kornhaas & Company, PC is headquartered in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Davenport, IA
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Accounting company Moorhead Patterson & Company is located in Davenport, Iowa. They offer Accounting.
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UndisclosedUndisclosed10 - 49Morwell, Australia
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LSH Accounting is a small Morwell, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Acumen Accounting & Business Services, an Accounting company, was established in 2006. Headquartered in Toowoomba City, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, CT
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Small Accounting company Anderson, Brolin & Coba., is in Fairfield, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westport, CT
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Abramson & Company LLC is an Accounting company. They are based in Westport, Connecticut. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Blueprint Accounting is a small South Perth, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, CT
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Accounting company Knight Rolleri Sheppard CPAS, LLP is located in Fairfield, Connecticut. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Established in 1968, Hopp Accounting & Tax Service is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Hudson Henderson & Company, Inc. Is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 2014.
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UndisclosedUndisclosed50 - 249Redlands, CA
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Accounting company Soren McAdam LLP was launched in 1979. Headquartered in Redlands, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Ocheltree CPA is an Accounting company established in 2016. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Morton, IL
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David Mills CPA is a small Morton, Illinois-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Carmi, IL
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Dartt & Company, LLC is an Accounting company. Based in Carmi, Illinois, the firm was launched in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9McLeansboro, IL
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Accounting company Bowling & Associates, CPA Firm was established in 2014. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sioux Center, IA
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Siebrecht & Company is a small Sioux Center, Iowa-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Humboldt, IA
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T.P. Anderson & Company is a small Accounting company located in Humboldt, Iowa. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montmorency, Australia
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Small Accounting company GWS Accountants, is based in Montmorency, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Point, GA
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Launched in 1990, Menke & Company is a small West Point, Georgia-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Hawthorn, Australia
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Small Accounting company Hawthorn Business Services, is headquartered in Hawthorn, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Urbandale, IA
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Accounting company Timmins, Jacobsen & Strawhacker was launched in 1945. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Selby, Australia
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Small Accounting company Selby Accounting Service, is based in Selby, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Warners Bay, Australia
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Evolution Business + Personal Advisers is an Accounting company. Founded in 2004, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlestown, Australia
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KLM Accountants is an Accounting company. They are located in Charlestown, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Highton, Australia
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Keleman & Associates is an Accounting company. Their small team is headquartered in Highton, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dunlap, IA
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Founded in 2000, Gross & Company is a small Dunlap, Iowa-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Highton, Australia
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Miss Money Penny is an Accounting company. Their small team is located in Highton, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Clinton, IA
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Accounting company Winkel, Parker & Foster was established in 2009. The team offers Accounting and is based in Clinton, Iowa.
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UndisclosedUndisclosed2 - 9Newtown, Australia
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Strive Business Solutions is an Accounting company. Their small team is headquartered in Newtown, Australia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49
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Headquartered in , BDO Alliance USA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Epsom, Australia
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Established in 1998, Goers & Maunder is a small Epsom, Australia-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Waratah, Australia
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AV Chartered Accountants, a small Accounting company, is located in Waratah, Australia and Maitland, Australia. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Newcastle, Australia
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Launched in 1953, Cutcher & Neale is an Accounting company. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Newcastle, Australia
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John W. Hopton Pty Ltd is an Accounting company headquartered in Newcastle, Australia. They focus on Accounting and cloud consulting & SI and were launched in 1971.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Founded in 2007, K & R Tax Accounting Services is an Accounting company. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Geelong, Australia
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Business Audit Specialists is an Accounting company. Their small team is based in Geelong, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Glastonbury, CT
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Fiondella, Milone & LaSaracina LLP is a small Glastonbury, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fairy Meadow, Australia
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Launched in 2017, KH Accounting & Financial Group is an Accounting company. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Blacktown, Australia
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CBD Accountants is an Accounting company. They are in Blacktown, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New London, CT
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Doherty, Beals & Banks, P.C, a small Accounting company, is located in New London, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monroe, CT
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Based in Monroe, Connecticut, Kaskie, Plude & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Linda M. Ellison, CPA is a Modesto, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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A.M. Accounting Services is a Phoenix, Arizona-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Surprise, AZ
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Arrington Accounting Services is a small Accounting company headquartered in Surprise, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Master Accounting and Tax Service is an Accounting company. They specialize in Accounting and are based in Tempe, Arizona.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Established in 1977, Horning's Accounting & Tax Services, a small Accounting company, is based in Mesa, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sedona, AZ
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ACCOUNTING SERVICES OF SEDONA is a small Accounting company based in Sedona, Arizona. 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.
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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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.