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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UndisclosedUndisclosed2 - 9Footscray, Australia
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Axle Edge Accounting Group is an Accounting company. Their small team is in Footscray, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Michael F. DeLuca, an Accounting company, was launched in 1987. They specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Established in 2015, BasSoon Accounts is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Williamstown, Australia
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Acute Accounting is a small Accounting company in Williamstown, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Established in 1985, ACCOUNTAX AID, INC., a small Accounting company, is in Yorba Linda, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wollongong, Australia
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DRB Group is a small Wollongong, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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Small Accounting company MBC Accounting Solutions , is in Hawthorn East, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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ABC Insight is an Accounting company. They are in Hawthorn East, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caulfield North, Australia
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In Caulfield North, Australia, CP Numbers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Husami & Associates is an Accounting company based in Fullerton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Avondale Heights, Australia
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Warnock Accounting is an Accounting company. They are in Avondale Heights, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Conyers, GA
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Headquartered in Conyers, Georgia, Antares Group Inc. Is an Accounting company. They specialize in Accounting and IT strategy consulting and were established in 1984.
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UndisclosedUndisclosed2 - 9Chicago, IL
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The Office Grapevine is a Back Office Outsourcing company founded in 2005. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Butler-Davis Tax & Accounting, LLC, a small Accounting company, is located in Conyers, Georgia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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Headquartered in Douglasville, Georgia, Bottom Line Tax Services, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Rothschild & Associates is an Accounting company. Their small team is in Atlanta, Georgia and Dunwoody, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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Business Mechanic is a small Port Macquarie, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Moss Vale, Australia
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Located in Moss Vale, Australia, Apples Bookkeeping is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Noughts and All is a small Hamilton, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Sandy, UT
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Craig Swapp & Associates is an Accounting company. They focus on Accounting and were established in 2005. The firm is based in Sandy, Utah and Salt Lake City, Utah.
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UndisclosedUndisclosed2 - 9Turvey Park, Australia
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Concept Bookkeeping is a small Accounting company located in Turvey Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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S.B.S.A is an Accounting company. They are located in Richmond, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Back Office Outsourcing company Cybertary Chicago was launched in 2009. The agency specializes in Back Office Outsourcing and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Woonona, Australia
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Bookkeeping Matterz is a small Accounting company headquartered in Woonona, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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ClS Architects, an Architectural Design company, is headquartered in Metairie, Louisiana. The team focuses on Architectural Design and Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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On Call Accountants is an Accounting company established in 2011. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Anaheim Income Tax is an Anaheim, California-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Placentia, CA
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Harrison Tax Service, Inc., an Accounting company, was established in 1959. Based in Placentia, California, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Established in 1994, Donovan L. Anderson, CPA is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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WDH Business Consultants, LLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2009. The company is located in Fayetteville, Georgia.
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UndisclosedUndisclosed2 - 9Franklin, WI
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Accounting company Victory Creek Accounting was founded in 2008. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Middleton, WI
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Maier CPA LLC is an Accounting company. Their small team is located in Middleton, Wisconsin. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Small Accounting company The McClendon Group, CPA, PC, is located in Newnan, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerKiel, WI
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Fromm Accounting LLC is an Accounting company. The team focuses on Accounting, and the company is headquartered in Kiel, Wisconsin.
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UndisclosedUndisclosed2 - 9Oconomowoc, WI
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Groth Accounting and Investments, an Accounting company, was launched in 2009. They provides Accounting.
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UndisclosedUndisclosed2 - 9Sun Prairie, WI
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Located in Sun Prairie, Wisconsin, Sun Prairie Tax & Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Burlington, WI
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Based in Burlington, Wisconsin, Kevin P Schuerman CPA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Best Services Unlimited, LLC is an Accounting company founded in 2006. The team offers Accounting and is located in Fayetteville, Georgia.
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UndisclosedUndisclosed2 - 9New Berlin, WI
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Eschner Accounting and Tax Service LLC is an Accounting company. The company is located in New Berlin, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monona, WI
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DMA Tax & Accounting is a small Monona, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oshkosh, WI
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Rohan Meier & Morgan is an Accounting company. They were founded in 1971 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fond du Lac, WI
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Huberty is a Business Consulting company. They were founded in 1981 and provide Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sun Prairie, WI
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Launched in 2011, Full Spectrum Solutions LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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KP Accounting & Tax Service LLC, a small Accounting company, is headquartered in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grafton, WI
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Donahue & Associates LLC, a small Accounting company, is based in Grafton, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mauston, WI
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Small Accounting company Lutz Tax & Accounting, Inc., is based in Mauston, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Menomonee Falls, WI
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Farrow & Associates, LLC is an Accounting company. The Menomonee Falls, Wisconsin-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Founded in 1991, Suzanne Linn, Certified Public Accountant is an Accounting company. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brea, CA
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Anthony and Associates, CPA's, an Accounting company, focuses on Accounting. The company is in Brea, California.
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UndisclosedUndisclosed10 - 49Hurstville, Australia
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Tax Plus Accountants is an Accounting company. They are based in Hurstville, Australia and Edmondson Park, Australia and have small team. Their services include 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:
- 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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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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$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.