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 - 9Tempe, AZ
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Preston CPA is an Accounting company. They are headquartered in Tempe, Arizona and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Skipworth & Associates is an Accounting company launched in 2001. The team focuses on Accounting and is located in Anchorage, Alaska.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Feniks & Co is an Accounting company. Located in Fairbanks, Alaska, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Marion, IA
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Joel Grandon Accounting Services is a small Accounting company. They provide Accounting and were launched in 1994.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Accounting company Alban & Company was launched in 1989. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Barrington, IL
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Randall Gross & Company, Ltd., a small Accounting company, is headquartered in Barrington, Illinois. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ankeny, IA
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RW Tax Advisors is a small Accounting company based in Ankeny, Iowa. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Launched in 1994, Laughlin Ogle & Rodgers is a small Anchorage, Alaska-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Steele Accounting Services is an Accounting company. The team offers Accounting and is located in Fairbanks, Alaska.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Cluff Accountants is an Accounting company. They were launched in 1990 and provide Accounting.
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UndisclosedUndisclosed2 - 9Corowa, Australia
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Potts & Schnelle is an Accounting company. Their small team of employees is located in Corowa, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Based in Anchorage, Alaska, Owen C Freeman CPA PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Johnston, IA
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Kane Company is an Accounting company founded in 1990. The team specializes in Accounting and is located in Johnston, Iowa.
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UndisclosedUndisclosed10 - 49Crystal Lake, IL
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Accounting company Miller Verchota, Inc. Is located in Crystal Lake, Illinois. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed2 - 9Cronulla, Australia
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Millar Partners , a small Accounting company, is in Cronulla, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Gympie, Australia
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Brown, Macaulay and Warren Chartered Accountants is an Accounting company established in 1948. The team specializes in Accounting and Business Consulting and is in Gympie, Australia.
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UndisclosedUndisclosed50 - 249Alton, IL
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Scheffel Boyle is an Accounting company. Launched in 1924, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Accounting company Betts & Associates was founded in 1981. In Toowoomba City, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Surry Hills, Australia
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In The Picture is an Accounting company. Their small team is headquartered in Surry Hills, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, IA
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Vermazen Tax Services is an Accounting company. They are based in Manchester, Iowa and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Salina, KS
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K·Coe Isom is a midsize Accounting company located in Salina, Kansas. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Taxwise Consultants is an Accounting company. Their small team is headquartered in Moonee Ponds, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ottumwa, IA
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David W Goodman is an Accounting company. Their small team is located in Ottumwa, Iowa. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Spencer, IA
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Winther Stave & Company is an Accounting company. They focus on Accounting and are based in Spencer, Iowa.
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UndisclosedUndisclosed50 - 249Columbus, MS
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T. E. Lott & Company, CPA's, an Accounting company, was established in 1926. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Independence, KS
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Yerkes & Michels is an Accounting company. Founded in 1930, the agency is located in Independence, Kansas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Cedar Rapids, IA
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Broghammer & Duncan is an Accounting company. Their small team is in Cedar Rapids, Iowa. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Seaman, Shinkunas & Lindgren, P.C. Is an Accounting company. Headquartered in Huntsville, Alabama and Athens, Alabama, the agency was established in 2007. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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KMF Accounting is an Accounting company headquartered in. They provide Accounting.
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UndisclosedUndisclosed10 - 49Surry Hills, Australia
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Small Accounting company Link Accountant, is in Surry Hills, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249San Diego, CA
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Considine & Considine is an Accounting company based in San Diego, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Leawood, KS
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Founded in 1988, Ifft & Co. PA is an Accounting and Finance & Accounting Outsourcing (FAO) company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is in Leawood,
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UndisclosedUndisclosed2 - 9Woodstock, IL
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JL Accounting, Inc. Is an Accounting company in Woodstock, Illinois. Launched in 1994, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Surry Partners is an Accounting company. Based in , the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Dal Poggetto & Company LLP is an Accounting company. In Santa Rosa, California, the agency was established in 1992. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Dupuy CPA Firm is a small Baton Rouge, Louisiana-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Metairie, LA
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Malcolm M Dienes is an Accounting company. Located in Metairie, Louisiana, their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Monroe, LA
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Established in 1946, Heard, McElroy & Vestal is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Brand Blackwell & Company is an Accounting company established in 1991. The team specializes in Accounting and is in Huntsville, Alabama.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Michael R. Choate & Company, CPAs is an Accounting company. Their team is headquartered in Baton Rouge, Louisiana and provides Accounting.
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UndisclosedUndisclosed2 - 9Monroe, LA
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Johnston & Company, L.L.P. Is a small Accounting company. Founded in 1975, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Armidale, Australia
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Jones Cracknell & Starr is an Accounting company. They were launched in 1948 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Leichhardt, Australia
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Small Accounting company Kristallis Accounting, is in Leichhardt, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daphne, AL
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Launched in 2012, The Thrasher Company, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Armidale, Australia
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Roberts & Morrow is an Accounting company. Launched in 1951, the agency is located in Armidale, Australia and Glen Innes, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Quirindi, Australia
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Headquartered in Quirindi, Australia, Brackenbury Green & Owen is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Armidale, Australia
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Smith Sharpe & Abbott is an Accounting company. Founded in 1987, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hoover, AL
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Aderholt & Horton LLC is a small Hoover, Alabama-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burwood, Australia
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Clearview Business Solutions is a small Burwood, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Joliet, IL
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Accounting company Wermer, Rogers, Doran & Ruzon, LLC focuses on Accounting. They are based in Joliet, Illinois.
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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
- Comprehensive project details
- 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.