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.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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Alloy Silverstein is an Accounting company. In Cherry Hill, New Jersey, their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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In Bogotá, Colombia, Biz Latin Hub is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Miller & Company LLP is an Accounting company headquartered in New York, New York. Founded in 1986, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dallas, TX
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Goldin Peiser & Peiser, LLP is an Accounting company. The Dallas, Texas-based firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Pine Island, FL
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Launched in 2003, SCHNEIDER GROUP is a midsize Pine Island, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr250 - 999Montevideo, Uruguay
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CPA FERRERE, a Business Consulting company, provides Business Consulting and Accounting. The agency is headquartered in Montevideo, Uruguay and Asunción, Paraguay.
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$1,000+$100 - $149 / hr50 - 249Delhi, India
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6wresearch is a Delhi, India-based branding firm. They offer Branding and Social Media Marketing.
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$1,000+< $25 / hr10 - 49London, England
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Lanop Accountants is an Accounting company. They focus on Accounting and were established in 2009.
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UndisclosedUndisclosed2 - 9Pune, India
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Sachin Gujar & Associates - SGA is an Accounting company launched in 1999. The team focuses on Accounting and is based in Pune, India.
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UndisclosedUndisclosed2 - 9Burgess Hill, England
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Preece Accountancy Ltd t/a The Financial Management Centre is an Accounting company. Launched in 2009, the company provides Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Mercer & Hole is an Accounting company. They focus on Accounting and Business Consulting and were established in 1905.
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UndisclosedUndisclosed50 - 249Watford, England
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Workwell is an Accounting company. They are in Watford, England and have midsize team. They provide Accounting.
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$5,000+$50 - $99 / hr50 - 249Curitiba, Brazil
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ROIT Accountech is an Accounting company. Founded in 2016, the firm is located in Curitiba, Brazil. Their services include Accounting and Artificial Intelligence.
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$1,000+$200 - $300 / hr10 - 49Colorado Springs, CO
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Small Accounting company WCG CPAs & Advisors, is in Colorado Springs, Colorado. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Birmingham, England
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Tax Accountant is an Accounting company. They are in Birmingham, England. Their team provides Accounting.
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$10,000+$25 - $49 / hr10 - 49Everett, WA
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Located in Everett, Washington, QBS Enterprise Support LLC is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr2 - 9Atlanta, GA
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The Savvy DigiSQuad LLC is a Business Consulting company launched in 2021. The small team specializes in Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Addi, a Financial Advising & Planning company, specializes in Financial Advising & Planning. The company is in Bogotá, Colombia.
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UndisclosedUndisclosed2 - 9Apia, Samoa
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Asiaciti Trust, a Financial Advising & Planning company, is headquartered in Apia, Samoa. The team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr250 - 999Mumbai, India
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Choice India is a Commercial Financing company. The Mumbai, India-based agency was launched in 2010. Their team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Hamilton, Bermuda
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Financial Advising & Planning company Apex Group is headquartered in Hamilton, Bermuda. Launched in 2003, the team specializes in Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed250 - 999London, England
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PKF Littlejohn is a midsize Accounting company located in London, England and Leeds, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Launched in 2001, Engineered Tax Services Inc. Is an Accounting company. The firm offers Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Cardiff, Wales
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Affinity Financial, a Financial Advising & Planning company, was established in 2020. The small team provides Financial Advising & Planning.
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$1,000+< $25 / hr1,000 - 9,999
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Founded in 2004, IGS Bookkeeping is a Finance & Accounting Outsourcing (FAO) and Accounting company. The large team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Launched in 2010, Figured is a Finance & Accounting Outsourcing (FAO) and Accounting company. The midsize team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed10 - 49Memphis, TN
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Accounting company Whirks is located in Memphis, Tennessee. They provide Accounting and Insurance Services & Brokers.
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$50,000+Undisclosed10 - 49Raleigh, NC
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Cherokee Investment Partners LLC is a Commercial Financing and Financial Advising & Planning company. They were launched in 1991 and provide Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Small Benefits Administration company Tontine Trust Europe KB, is located in Stockholm, Sweden. The team provides Benefits Administration and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Lubbock, TX
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Barklee Financial Group, LLC is an Accounting company. Their team is in Lubbock, Texas. The company offers Accounting.
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$1,000+< $25 / hr10 - 49Ann Arbor, MI
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Timothy Roberts & Associates, LLC is a Business Consulting company located in Ann Arbor, Michigan. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Setupfiling.in is an Intellectual Property Law company. Their small team of employees is in Delhi, India. Their team specializes in Intellectual Property Law and Tax Law.
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$5,000+$25 - $49 / hr250 - 999
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PathQuest Solutions, an Accounting company, was founded in 2021. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Wilmslow, England
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Umbrella.UK Insolvency is a Business Consulting company. They were established in 2013 and focus on Business Consulting and Financial Consulting.
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$1,000+Undisclosed2 - 9New York, NY
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1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.
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$1,000+Undisclosed250 - 999
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Headquartered in haryana, India, Indifi Technologies is a Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2015.
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UndisclosedUndisclosed10 - 49Asheville, NC
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AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Founded in 2019, Funding Guru is a Commercial Financing company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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The Weft - Accounting & Bookkeeping Services Sydney is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Tulpar Global Taxation is a small Accounting company. Founded in 2020, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salinas, CA
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Branding firm Monterey Park Marketing is headquartered in Salinas, California. They specialize in Branding and Public Relations and were founded in 2023.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Established in 2020, Onyx Adjusting is a Financial Advising & Planning and Insurance Services & Brokers company. The team offers Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$100 - $149 / hr50 - 249Gurugram, India
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Companies Next is a Finance & Accounting Outsourcing (FAO) company. Their team is located in Gurugram, India. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed10,000+New York, NY
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In New York, New York, ReSource Pro is a large Insurance Services & Brokers and Back Office Outsourcing company. Their services include Insurance Services & Brokers and Back Office Outsourcing.
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UndisclosedUndisclosed250 - 999London, England
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Saltus is a Financial Advising & Planning company. Founded in 2004, the firm is in London, England. Their services include Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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Business and Beyond Consulting LLC is a Business Consulting company located in دبي, United Arab Emirates. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Franklin, TN
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Justin Harnick with New York Life, a Financial Advising & Planning company, was founded in 2024. They focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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Numeracy Accounting Solutions is a Mississauga, Canada-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed2 - 9
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Business Consulting company Incorporate.ae - Business Setup in Dubai offers Business Consulting and Finance & Accounting Outsourcing (FAO). They were established in 2007.
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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:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$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 -
$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
36/40.017.8/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33/40.016.4/20 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+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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.1/40.017.8/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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 -
$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.