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 - 9Roseville, MN
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Sampair Tax & Retirement Advisers is an Accounting company. Located in Roseville, Minnesota, the agency was established in 2007. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49York, NE
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Kopsa Otte is an Accounting company. Located in York, Nebraska, their small team provides Accounting and Business Consulting. The firm was launched in 1978.
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UndisclosedUndisclosed50 - 249Columbia, MO
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Williams-Keepers LLC is an Accounting company. Located in Columbia, Missouri and Jefferson City, Missouri, the agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Headquartered in Anchorage, Alaska, Newhouse & Vogler, CPA's is an Accounting company. They provide Accounting.
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UndisclosedUndisclosedFreelancerFishers, IN
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Wright Accounting Group, LLC, an Accounting company, provide Accounting. They were launched in 2006.
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UndisclosedUndisclosed2 - 9Crossville, AL
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Accounting company Stepleton & Holcomb, CPAs provides Accounting and Business Consulting. They are headquartered in Crossville, Alabama.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Elliott, Robinson & Company, LLP is a small Accounting company. They specialize in Accounting and were launched in 1973.
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UndisclosedUndisclosed10 - 49Fenton, MO
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Coughlin, Donovan, Niehaus & Scherle, P.C. Is an Accounting company. They are headquartered in Fenton, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Durych Schaefer & Associates LLC is a small Anchorage, Alaska-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Nick A Hill P.C. Is a small Accounting company located in Omaha, Nebraska. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Small Accounting company cfd Accounting, is based in Indianapolis, Indiana. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Aurora, IL
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Coffey & Associates, P.C. Is an Accounting company. They are based in Aurora, Illinois and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kenai, AK
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Coghill Group is an Accounting company. Headquartered in Kenai, Alaska, their small team provides Accounting. The agency was launched in 1985.
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UndisclosedUndisclosedFreelancerBlue Springs, MO
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Accounting company Anissa Nelson CPA PC is located in Blue Springs, Missouri. Established in 2005, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Located in Saint Paul, Minnesota, Scott Reid CPAs Inc. Is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Schererville, IN
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Thomas W Daniels & Co, P.C. - CPA is an Accounting company. They were established in 1983 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, MN
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Larter CPA Group, Ltd. Is an Accounting company. Their small team is located in Alexandria, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Merrillville, IN
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Located in Merrillville, Indiana, Swartz Retson is an Accounting company. They provide Accounting and were established in 1919.
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UndisclosedUndisclosed10 - 49Muswellbrook, Australia
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Davies, Thompson & Wright Service is an Accounting company. The team is located in Muswellbrook, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Currey Accounting & Tax Service is an Accounting company. They are based in Indianapolis, Indiana. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dodge, NE
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Oelkers & Associates, LLC is a small Accounting company launched in 1977. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9DeKalb, IL
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The Clausen Group, LLP is an Accounting company established in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Robertsdale, AL
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Gruenloh & Associates PC is a small Accounting company headquartered in Robertsdale, Alabama. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, AL
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Launched in 1996, Joe D White PC is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peoria, IL
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Supreme Accounting & Tax Services, Inc is a small Accounting company headquartered in Peoria, Illinois. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Accounting and HR Consulting company TPC Payroll HR Consultants offers Accounting and HR Consulting. They are based in Las Vegas, Nevada.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Rossitto & Associates, an Accounting company, was established in 1991. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Bern Butler Capilouto & Massey, PC, an Accounting company, is located in Montgomery, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lebanon, MO
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Launched in 2002, Walters, Staedtler & Allen LLC, a small Accounting company, is in Lebanon, Missouri and Camdenton, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Established in 1985, Aitken O'Grady Chartered Accountants is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Launched in 2005, Aitken Signor Chartered Accountants is a small Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bartlett, IL
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ROI Business Services, LLC is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Bartlett, Illinois.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Frazer & Persac is an Accounting company. The Baton Rouge, Louisiana-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Neutral Bay, Australia
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Crispin & Jeffery is an Accounting company. Established in 1981, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Accounting company L. A. Champagne & Co focuses on Accounting. They were launched in 1919.
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UndisclosedUndisclosed2 - 9Ponchatoula, LA
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Phil Hebert, CPA is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2005. The agency is based in Ponchatoula, Louisiana.
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UndisclosedUndisclosed2 - 9Franklin, IN
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Jones & Anderson CPA Group, an Accounting company, was launched in 1984. They offers Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Based in Lincoln, Nebraska, Bryant & Associates, P.C. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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James Mathers & Co, a small Accounting company, is headquartered in Neutral Bay, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ruston, LA
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Founded in 1991, Hennigan & Wilt CPA's is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Small Accounting company LI Jaye & Co, is located in Neutral Bay, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Dugas, Soileau, & Breaux is an Accounting company founded in 2006. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Mandeville, LA
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Accounting company Alphonso and Associates is in Mandeville, Louisiana. Launched in 1999, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Based in Tustin, California, AK Property Management is a Commercial Property Management company. Founded in 2008, the team provides Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Sutherland, Australia
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The Quinn Group is an Accounting company. Their small team is in Sutherland, Australia and provides Accounting. The agency was established in 1989.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Small Accounting company Hagan, Tucker, Schmitt & Gintz LLC, is based in Springfield, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Alliance, NE
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JM & Associates, P.C., an Accounting company, was founded in 1986. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, LA
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Hebert & Carbo CPA's is an Alexandria, Louisiana-based Accounting company. They focus on Accounting and were founded in 1989.
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UndisclosedUndisclosed2 - 9Chesterfield, MO
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Thousand CPA Services, an Accounting company, was launched in 2009. Based in Chesterfield, Missouri, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lafayette, IN
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Accounting company Heath CPA & Associates was established in 2011. The company 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.