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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UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Borchardt, Corona, Faeth & Zakarian, an Accounting company, is based in Fresno, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, NM
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DeeAnn Coalson McLaughlin is a small Accounting company in Carlsbad, New Mexico. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Devils Lake, ND
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Swenseth Law Office, PLLC is an Accounting company launched in 2014. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rozelle, Australia
Services provided
Effective Services Pty Ltd is an Accounting company. They are in Rozelle, Australia and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Commerce, CA
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Accounting company Kiyohara & Takahashi is located in Commerce, California. They offer Accounting and Business Consulting and were founded in 2000.
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UndisclosedUndisclosed2 - 9Rio Rancho, NM
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CARR CPAs LLC is a small Rio Rancho, New Mexico-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Ellis Norton + Co, an Accounting and Business Consulting company, was launched in 1991. The team specializes in Accounting and Business Consulting and is located in Sydney, Australia.
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UndisclosedUndisclosed2 - 9Taos, NM
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Swinehart CPA, PC is an Accounting company. They are in Taos, New Mexico and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washburn, ND
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Hetletved CPA is a small Washburn, North Dakota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cumming, GA
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Founded in 2003, CB Smith and Associates, P.C. Is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Zlotnick, Laws & Sandoval, PC is a small Accounting company based in Santa Fe, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Grafton, ND
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Cawley & Associates PC, a small Accounting company, is located in Grafton, North Dakota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Portland, OR
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Launched in 1995, Kern & Thompson is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Blairsville, GA
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Small Accounting company Strickland and Associates, P.C., is based in Blairsville, Georgia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Emerson Randell Young, a small Accounting company, is located in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Maria, CA
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Benedetti & Associates, CPA Inc., an Accounting company, is located in Santa Maria, California. They provide Accounting and Business Consulting and were launched in 2000.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Fierro & Fierro, P.A is an Accounting company. Their small team is headquartered in Las Cruces, New Mexico. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Portland, OR
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Based in Portland, Oregon, Maginnis & Carey is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmington, NM
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Steve Oldfield & Associates is an Accounting company. Headquartered in Farmington, New Mexico, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marietta, GA
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Launched in 1968, Post CPAs, LLC is a small Marietta, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Portland, OR
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Pittman & Brooks is an Accounting company. The Portland, Oregon-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Savannah, GA
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KRT, CPAs P.C. Is an Accounting company. The team provides Accounting and Business Consulting, and the firm is headquartered in Savannah, Georgia.
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UndisclosedUndisclosed10 - 49Portland, OR
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Alten Sakai & Co. Is an Accounting company launched in 1950. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Mundingburra, Australia
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Hodkinson Accounting is an Accounting company. Their small team is located in Mundingburra, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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CFO Services is an Accounting company launched in 1992. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Cando, ND
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MICHAEL A. FARBO, CPA, P.C is an Accounting company established in 1981. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Accounting and Business Consulting company O'Regan & Partners is based in Brisbane City, Australia. Founded in 1992, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salem, OR
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Accounting company WRGN is located in Salem, Oregon. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Banyo, Australia
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General Taxation Services, an Accounting company, was founded in 2008. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed50 - 249Portland, OR
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Accounting company Geffen Mesher is in Portland, Oregon. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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In Sacramento, California, RG Consulting Group Inc is a small Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bend, OR
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Established in 2011, Bend Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Roseburg, OR
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Wicks Emmett is an Accounting company located in Roseburg, Oregon. They offer Accounting and Business Consulting and were established in 1964.
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UndisclosedUndisclosed10 - 49Medford, OR
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KDP Certified Public Accountants is an Accounting company launched in 1979. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Accounting company Henning, Dowdy & Jones, LLC focuses on Accounting and Business Consulting. They are based in Atlanta, Georgia.
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UndisclosedUndisclosed2 - 9Rincon, GA
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Pace & Company, P.C. Is an Accounting company. The team is based in Rincon, Georgia, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Allen & Company, PC is an Accounting company. Their team is in Kennesaw, Georgia and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Between, GA
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The Houston Group is a small Between, Georgia-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Snellville, GA
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David C. Huff, CPA is a small Snellville, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Salem, OR
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Boldt, Carlisle & Smith CPAs is an Accounting company established in 1968. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tualatin, OR
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Accounting company Merina+Co. Was founded in 1979. The team specializes in Accounting and Business Consulting and is in Tualatin, Oregon.
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UndisclosedUndisclosed10 - 49Lakemba, Australia
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Established in 2008, EXPRESS TAX SOLUTIONS (ETS) is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Founded in 2009, FBT Solutions is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Artarmon, Australia
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FC ACCOUNTING is a small Artarmon, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Ridgway Accounting, an Accounting company, was launched in 2008. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubbo, Australia
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Ferrari Gardner Pty Ltd is an Accounting company. The agency is located in Dubbo, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Horizon Accounting Group is an Accounting company. Their small team is headquartered in Toowoomba City, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dalby, Australia
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Bowdler Tax & Accounting is a Dalby, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nowra, Australia
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Financial Dynamics Group, an Accounting company, is located in Nowra, Australia. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
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CKG Partners is an Accounting company. Headquartered in Upper Mount Gravatt, Australia, the team provides Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
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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
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.