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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UndisclosedUndisclosed50 - 249Blackburn South, Australia
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Bizally is an Accounting company located in Blackburn South, Australia. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
Services provided
Build Growth, a small Accounting company, is based in Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sandringham, Australia
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Small b Accounts is a small Accounting company headquartered in Sandringham, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Scoresby, Australia
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Established in 1994, Boutique Accounts is an Accounting company. The team offers Accounting and is in Scoresby, Australia.
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UndisclosedUndisclosed2 - 9Cranbourne, Australia
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MPC Consolidated Pty Ltd is a small Cranbourne, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Ariel A. Javier, A Professional Corporation was launched in 2009. Located in San Diego, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ivanhoe East, Australia
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Julie Redmond is a small Ivanhoe East, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sale, Australia
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Small Accounting company Conway Accounting, is headquartered in Sale, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9St Albans, Australia
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Anthony Gigacz & Associates is an Accounting company. They are located in St Albans, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Bendigo, Australia
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Allan Accounting & Tax Solutions is an Accounting company. The Bendigo, Australia-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Proko, Uribe & Maynard, LLP is an Accounting company established in 1992. The team specializes in Accounting and is based in San Diego, California.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Richard Start Accountants is an Accounting company launched in 2000. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Cheltenham, Australia
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Headquartered in Cheltenham, Australia and McKinnon, Australia, Vawdrey Axton Turner is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Rowling & Associates is an Accounting company. The San Diego, California-based agency was founded in 2012. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Mulgrave, Australia
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Speed ACC Consulting is an Accounting company. They are based in Mulgrave, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Croydon North, Australia
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Clarity Taxation is a Croydon North, Australia-based Accounting company. Founded in 2012, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St Kilda, Australia
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Yoni Stein & Co is an Accounting company. Their small team is based in St Kilda, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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San Diego Business Advisors is a small Accounting company established in 2002. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Berwick, Australia
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Alan Boyd is an Accounting and Business Consulting company. They were established in 1986 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Concord, NH
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Based in Concord, New Hampshire, Checkmate Payroll Services is a Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Parkville, Australia
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Sue Lee Accounting is a small Parkville, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Charlottesville, VA
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Wills & Associates, PC is a Charlottesville, Virginia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Manomay Accountants, a small Accounting company, is in Melbourne, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kings Park, Australia
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Sherif & Associates is an Accounting company. Their small team is located in Kings Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leongatha, Australia
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Jim Pickersgill & Associates is an Accounting company. The Leongatha, Australia-based company was established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lynchburg, VA
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Harper Accounting & Tax Service LLC is a Lynchburg, Virginia-based Accounting company. Established in 1987, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Forest, VA
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Small Accounting company R L Lovelace & Associates, is headquartered in Forest, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Portfolio Payroll Limited, an Accounting company, is in London, England. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Shawano, WI
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Founded in 1979, KerberRose is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249La Crosse, WI
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Established in 1956, Hawkins Ash CPAs is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Baraboo, WI
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Accounting company Weickgenant Accounting, Inc. Is headquartered in Baraboo, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kenosha, WI
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Located in Kenosha, Wisconsin, Seymour & Associates, S.C. Is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Baraboo, WI
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Wegner CPAs is an Accounting company established in 1949. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eau Claire, WI
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Biesterveld & Spies, LLC. Is an Accounting company. They are headquartered in Eau Claire, Wisconsin and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Menomonee Falls, WI
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Tax Management & Financial Horizons, an Accounting company, was founded in 1998. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Appleton, WI
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Launched in 1981, Spurlock Runyan Miller & Associates, a small Accounting company, is headquartered in Appleton, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Brookfield, WI
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Launched in 1994, Sitzberger & Company is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Victoria Haas CPA, an Accounting company, was launched in 2012. Headquartered in Milwaukee, Wisconsin, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Based in London, England and Temple Back East, England, Frazer Jones is a midsize Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Cider Mill Consulting, LLC is a small Accounting company. They focus on Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Kuhn & Koviak, Certified Public Accountants, Inc is an Accounting company. Their team is based in San Diego, California and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seaford, Australia
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Gemetzis & Co is an Accounting company. The team provides Accounting and is headquartered in Seaford, Australia.
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UndisclosedUndisclosed2 - 9Croydon, Australia
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Autumn Leaves Accountancy, an Accounting company, was founded in 1997. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malvern East, Australia
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Based in Malvern East, Australia, Ruth Watson & Associates is an Accounting company. They focus on Accounting and were launched in 2003.
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UndisclosedUndisclosed10 - 49Camperdown, Australia
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Sinnotts Accountants is an Accounting and Business Consulting company. They were launched in 1950, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gisborne, Australia
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Gisborne Accounting, an Accounting company, is headquartered in Gisborne, Australia. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Based in Melbourne, Australia and Newtown, Australia, Lifewealth Group is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Miramar MBA Financial Services is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2008. The agency is in San Diego, California.
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UndisclosedUndisclosed10 - 49McKinnon, Australia
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Located in McKinnon, Australia, Private Wealth Accountants is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Lauer, Georgatos & Covel, APC is an Accounting company established in 1985. Based in San Diego, California, the team focuses on Accounting and Business Consulting.
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Get My MatchesWhy Trust Clutch
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- In-depth client interviews and ratings
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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
34.3/40.016.4/20 Reviews9.3/10 Clients & Experience8.6/10 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 -
$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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.017.8/20 Reviews6.6/10 Clients & Experience7.3/10 Market PresenceService focus
60% Accounting40% 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.