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 fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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UndisclosedUndisclosed2 - 9Capalaba, Australia
Services provided
EEA Accountants is an Accounting company. They are in Capalaba, Australia and have small team. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49North Lakes, Australia
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Business Result Accountants, an Accounting company, is in North Lakes, Australia. They offer Accounting and were launched in 1980.
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UndisclosedUndisclosed10 - 49Mareeba, Australia
Services provided
Duesburys Accountants & Advisors, an Accounting company, offers Accounting and cloud consulting & SI. The agency is located in Mareeba, Australia.
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UndisclosedUndisclosed2 - 9Downers Grove, IL
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Mint Accounting is an Accounting company launched in 2019. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Bundaberg South, Australia
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The Money Edge is an Accounting company. Headquartered in Bundaberg South, Australia, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Accounting company Atlanta Accounting & Taxation Group, LLC was launched in 2006. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Alton, IL
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Founded in 1937, C.J. Schlosser & Company, LLC, a small Accounting company, is headquartered in Alton, Illinois. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
Bennett Thrasher is an Accounting company headquartered in Atlanta, Georgia. Founded in 1980, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
Based in Atlanta, Georgia and Atlanta, Georgia, Delerme CPA, LLC is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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Founded in 1985, Philip+Rae & Associates CPA is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Moore Colson CPAs and Advisors is an Accounting company. They are headquartered in Atlanta, Georgia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glen Carbon, IL
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Tzinberg & Associates, P.C. Is an Accounting company. The company is based in Glen Carbon, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Merced, CA
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MARCIA B HALL CPA is an Accounting company. In Merced, California, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Located in Duluth, Georgia and Atlanta, Georgia, Roe CPA, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cowra, Australia
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Ballie Simpson Financial Services is an Accounting and Business Consulting company based in Cowra, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glen Ellyn, IL
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Located in Glen Ellyn, Illinois, Laubinger & Associates, LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nerang, Australia
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Small Accounting company NTS Accounting & Taxation, is based in Nerang, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cowra, Australia
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SWM Chartered Accountants is a small Accounting company in Cowra, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Paul G. Calvin, CPA, LLC, an Accounting company, is in Atlanta, Georgia. Founded in 1994, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Wilson Lewis is an Accounting company. Founded in 1999, the firm is based in Atlanta, Georgia and Duluth, Georgia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9North Curl Curl, Australia
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FOR ALL ACCOUNTS, a small Accounting company, is based in North Curl Curl, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Dalby, Australia
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Accounting company BMO BUSINESS CENTRE was launched in 1990. The team focuses on Accounting and is based in Dalby, Australia.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Lorenzana Tax & Accounting Services, a small Accounting company, is in Chicago, Illinois. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Headquartered in Las Vegas, Nevada, McNair & Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Savannah, GA
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Hancock Askew & Co., LLP, an Accounting company, was launched in 1910. The agency provides Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Porter, IN
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Based in Porter, Indiana, Furmankiewicz & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Merrillville, IN
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Headquartered in Merrillville, Indiana, Pickart & Associates PC is an Accounting company. They specialize in Accounting and were launched in 1988.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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A L Smith Professional Corp is a small Accounting company. Founded in 1983, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Santa Barbara, CA
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Small Accounting company Mark S. Pasternak, CPA, is based in Santa Barbara, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
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In Upper Mount Gravatt, Australia, More Than Accounting Pty Ltd is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dee Why, Australia
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Palmers Chartered Accountants is an Accounting company. Their small team is based in Dee Why, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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Established in 2008, Crossroads Tax Advisors is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Carmel, IN
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Four Quadrants Advisory is an Accounting company. Launched in 2004, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Kirkman CPA Group is an Accounting company. They were established in 2012 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dee Why, Australia
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Established in 1974, Raymond Kemsley & Co, a small Accounting company, is located in Dee Why, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Mark Wilson, Certified Public Accountants, an Accounting company, was founded in 2014. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9New Haven, IN
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Douglas W Perkins, CPA, Inc. Is an Accounting company. Based in New Haven, Indiana, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Drummoyne, Australia
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Accounting company Dymond, Foulds & Vaughan was launched in 2016. Based in Drummoyne, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Auburn, IN
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Seigel Group LLC is an Accounting company founded in 1990. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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Adams Triglone is an Accounting company. Their small team of employees is in Baulkham Hills, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sellersburg, IN
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Small Accounting company J Rorrer & Co, is based in Sellersburg, Indiana. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Berry & CO CPA is a small Las Vegas, Nevada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Headquartered in Irvine, California, Masler & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Coughlins Accountants is a Brisbane City, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Michigan City, IN
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Espar Marc a CPA is an Accounting company. Their small team of employees is in Michigan City, Indiana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bayview, Australia
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LILLYMAN Accountants is an Accounting company headquartered in Bayview, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Thayer & Green Associates CPA is a small Accounting company located in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kailua-Kona, HI
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Small Accounting company Tuttle Financial Services, is based in Kailua-Kona, Hawaii. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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Egami & Ichikawa is a small Accounting company based in Honolulu, Hawaii. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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BDH Leaders is an Accounting company. They are headquartered in Sydney, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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Get My MatchesWhy Trust Clutch
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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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 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
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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
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.