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.
-
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.
-
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Founded in 1980, Fishman, Block and Diamond, LLP is a small Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9St. Louis Park, MN
Services provided
Accounting company J.M. Knoll LLC was founded in 2002. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Founded in 2001, Lawrie CPA Group is a small Indianapolis, Indiana-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
Roger A Barlow PC, an Accounting company, was launched in 1984. They offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hurstville, Australia
Services provided
Get Accounting Done is an Accounting company. Their team is in Hurstville, Australia and specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Saint Paul, MN
Services provided
Redpath and Company, Ltd. Is an Accounting company. Founded in 1971, the agency is headquartered in Saint Paul, Minnesota. Their services include Accounting and Finance & Accounting Outsourcing
Read more -
UndisclosedUndisclosed2 - 9Bossier City, LA
Services provided
Accounting company Rachel & Kostelka is based in Bossier City, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tuscaloosa, AL
Services provided
Whisenant & Associates, LLC is a small Tuscaloosa, Alabama-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lafayette, LA
Services provided
Phillips Goodson & Co is an Accounting company. The Lafayette, Louisiana-based firm was established in 1964. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Nampa, ID
Services provided
Bailey & Company is an Accounting company. They are based in Nampa, Idaho. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mundingburra, Australia
Services provided
Kathy Neville Accounting & Tax Solutions is a small Mundingburra, Australia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lake Charles, LA
Services provided
Founded in 1985, Terranova Williams Klein CPA's is an Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Little Falls, MN
Services provided
Accounting company RTO PA provides Accounting. They were founded in 1978.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
First Choice Tax & Accounting Services is an Accounting company. Their small team is based in Shreveport, Louisiana. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Lafayette, LA
Services provided
Darnall Sikes Gardes & Frederick, an Accounting company, was established in 1950. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Boise, ID
Services provided
Accounting company Corbett Price & Associates provides Accounting. They were launched in 2018.
Read more -
UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
Radha Associates, Inc. Is an Accounting company. They are based in Naperville, Illinois and have small team. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Montgomery, AL
Services provided
Livings, Lankford, Lambert & Co, PC, an Accounting company, was launched in 1986. They provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Post Falls, ID
Services provided
Accounting company Kimpton & Co. CPAs is based in Post Falls, Idaho. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fort Payne, AL
Services provided
Darnell & Stephens, PC is a small Accounting company headquartered in Fort Payne, Alabama. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Carlton, Australia
Services provided
Jeffrey Todd & Associates is a small Accounting company in Carlton, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hoover, AL
Services provided
Headquartered in Hoover, Alabama, Hagler & Brocato LLC is an Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hurstville, Australia
Services provided
Accounting company munro SPAUL was established in 1982. Located in Hurstville, Australia, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boise, ID
Services provided
Bermensolo & Associates is an Accounting company. They offer Accounting and were founded in 2008.
Read more -
UndisclosedUndisclosed2 - 9Mawson Lakes, Australia
Services provided
Real Plus Accounting, an Accounting company, is based in Mawson Lakes, Australia. They focus on Accounting and were established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Hurstville, Australia
Services provided
Widdup Barilla is an Accounting company. They are in Hurstville, Australia and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
California H.O.A. Collection Services is a Commercial Financing company. Founded in 2014, the firm is in Los Angeles, California. Their team focuses on Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boise, ID
Services provided
Launched in 2014, Wadsworth Reese is an Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Aasand & Glore, a small Accounting company, is located in Anchorage, Alaska. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Alaska Accounting Solutions is a small Anchorage, Alaska-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Palmer, AK
Services provided
Accounting company Fosselman & Associates CPAS is headquartered in Palmer, Alaska. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fairbanks, AK
Services provided
Prenesti, CPAs is an Accounting company. The small Fairbanks, Alaska-based team provides Accounting. The firm was launched in 1998.
Read more -
UndisclosedUndisclosed50 - 249Eden Prairie, MN
Services provided
Boulay is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is headquartered in Eden Prairie, Minnesota.
Read more -
UndisclosedUndisclosed2 - 9Overland Park, KS
Services provided
Kyle P Nagy, CPA is an Accounting company. Based in Overland Park, Kansas, the agency was established in 2008. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Anchorage, AK
Services provided
Accounting company Rulien + Associates was established in 1991. The company offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
Friedlander Cherwon Capper LLP, an Accounting company, specialize in Accounting. They were launched in 1978.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Schneiter & Moad is an Accounting company. In Anchorage, Alaska, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Younger and Company is a small Accounting company headquartered in Anchorage, Alaska. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Topeka, KS
Services provided
Headquartered in Topeka, Kansas, Wendling Noe Nelson & Johnson is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Established in 2003, mAccounting is an Accounting company. Located in Indianapolis, Indiana, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Greenwood, IN
Services provided
Accounting company CapinCrouse LLP was founded in 1972. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Overland Park, KS
Services provided
McAuley & Crandall is an Accounting company based in Overland Park, Kansas. Launched in 2001, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
Chandler Nichol & Sloan P.A. Is an Accounting company. Their small team of employees is based in Wilmington, Delaware. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Greenwalt CPAs is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1945.
Read more -
UndisclosedUndisclosed10 - 49Milford, DE
Services provided
Accounting company Lank, Johnson & Tull, CPAs is located in Milford, Delaware. Established in 1975, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Rehoboth Beach, DE
Services provided
Marshall, Wagner & Assoc., P.A. Is an Accounting company. Founded in 1997, the company is in Rehoboth Beach, Delaware. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
Nichols & Associates, CPA is an Accounting company. Located in Wilmington, Delaware, the agency was established in 1993. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
Bishop Collins is an Accounting company. They were founded in 2003, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Napa, CA
Services provided
Headquartered in Napa, California, G&J Seiberlich & Co LLP is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Gatto, Pope & Walwick, LLP is an Accounting company. They are located in San Diego, California and have small team. They offer Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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
- Portfolio examples and industry recognition
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.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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
-
$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.