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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$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 - 9Berserker, Australia
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Affordable Tax Returns is an Accounting company. Their small team is in Berserker, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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PADDOCKCPA is an Accounting company. Founded in 2012, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Bruce D. Bloch, CPA is an Accounting company. Launched in 1995, the firm is based in Las Vegas, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cannonvale, Australia
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Accountancy Plus - Whitsunday & Melbourne is an Accounting company. Their small team is in Cannonvale, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company Smaldino, Lutz, Curtis and Associates was established in 1998. The team provides Accounting and Business Consulting and is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Chatswood, Australia
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Based in Chatswood, Australia, Lewis & Coble is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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MX Advisors is an Accounting company in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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The Warnick Group is a small Accounting company in Henderson, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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Launched in 1976, P. Allen Lemas, CPA A Professional Corporation is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Carson City, NV
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VT Accounting Associates, LLP is an Accounting company. In Carson City, Nevada, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Terre Haute, IN
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Stadler & Company is a small Terre Haute, Indiana-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Boehme & Boehme, CPA's is an Accounting company. Established in 1996, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bellbird Park, Australia
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Small Accounting company EJ Radke & Co, is in Bellbird Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Cartlidge, Cartlidge & Co. LLC, a small Accounting company, is based in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Haines, Isenbarger & Skiba LLC is a small Accounting company. Founded in 1998, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Sitkoff/O'Neil Accountancy Corporation is an Accounting company. The team provides Accounting, and the company is headquartered in Reno, Nevada and Truckee, California.
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UndisclosedUndisclosed10 - 49Bundaberg Central, Australia
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DGZ Chartered Accountants is an Accounting company. Their small team is based in Bundaberg Central, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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Gary Boyd, CPA is a small Accounting company. They offer Accounting and were established in 2006.
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UndisclosedUndisclosed10 - 49Schererville, IN
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Launched in 1984, Laciak Accountancy Group, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fortitude Valley, Australia
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Hogg Lawson is an Accounting company. They are headquartered in Fortitude Valley, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Aspire CPAs, PC is an Accounting company in Indianapolis, Indiana. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Henderson, NV
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Udall CPA Group is an Accounting company. The agency is located in Henderson, Nevada and Gilbert, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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ACT Services, Inc. Is an Accounting company founded in 2002. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Edwin Pereyra, CPA is an Accounting company. They focus on Accounting and were founded in 1994. The company is located in Reno, Nevada.
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UndisclosedUndisclosed10 - 49Johnstown, PA
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Accounting company Wessel & Company was launched in 1958. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Engadine, Australia
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Lister Mason Accountants is an Accounting and Business Consulting company in Engadine, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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LLK Accountants is an Accounting company. Based in North Sydney, Australia, their small team offers Accounting and Business Consulting. The company was launched in 1989.
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UndisclosedUndisclosed2 - 9Tamworth, Australia
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Based in Tamworth, Australia, LOCKHART Business Advisors is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Chinchilla, Australia
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In Chinchilla, Australia, EnVision Partners is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eight Mile Plains, Australia
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In Eight Mile Plains, Australia, JAG Partners is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Logicca Chartered Accountants is an Accounting company launched in 2006. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Morayfield, Australia
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Headquartered in Morayfield, Australia, David Unwin CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Berserker, Australia
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Launched in 1995, Griffin Hancock & Moffitt Accountants is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Launched in 2004, Thomas & Reed, LLC is an Accounting company. The team focuses on Accounting and is headquartered in Indianapolis, Indiana.
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UndisclosedUndisclosed10 - 49Plymouth, IN
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Small Accounting company Weidner and Company, P.C., is headquartered in Plymouth, Indiana. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Small Accounting company Peachin Schwartz & Weingardt P.C., is located in Indianapolis, Indiana. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Coffs Harbour, Australia
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Lynda Soderlund Accountants, an Accounting company, was founded in 2007. Headquartered in Coffs Harbour, Australia, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Logansport, IN
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Accounting company Zehner, Maloy & Associates, CPA's LLC is based in Logansport, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hillcrest, Australia
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Sytsma and Associates is an Accounting company. They are headquartered in Hillcrest, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Belmont, Australia
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Emerge Business Advisory is an Accounting and Business Consulting company launched in 1963. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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VonLehman is an Accounting company. They are based in Indianapolis, Indiana and Cincinnati, Ohio and have midsize team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Warana, Australia
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Save On Tax is a small Warana, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Estep Burkey Simmons, LLC is an Accounting company. In Chicago, Illinois, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Launched in 1985, Martin & Luscombe is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bloomington, IN
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Accounting company Stampfli Associates, CPAs specializes in Accounting. They were launched in 1993.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Established in 1981, Charts Partners, a small Accounting and Business Consulting company, is located in Brisbane City, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Thielen & Associates, Inc. Is an Accounting company. Founded in 2005, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Huntington, IN
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Kline’s CPA Group, P.C., a small Accounting company, is headquartered in Huntington, Indiana. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Launched in 2015, JPL Financial Management is an Accounting company. The team focuses on Accounting and Business Consulting and is headquartered in Brisbane City, Australia.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Established in 1953, WEIL & COMPANY LLP is a small Accounting company. Their team offers 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.
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We evaluate service providers using a structured methodology that combines:
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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
36.9/40.017.2/20 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.