Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Accounting company Schultze, Boone & Silva is headquartered in Sacramento, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vineland, NJ
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Headquartered in Vineland, New Jersey, Martini & Martini, CPA is an Accounting company. Established in 1962, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Collaroy, Australia
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Freedom Office Solutions, an Accounting company, is in Collaroy, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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MDS Accounting Group is an Accounting company founded in 2004. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dural, Australia
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Balanced Advantage, an Accounting company, was launched in 2004. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Dural, Australia.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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JMR Partners is an Accounting company. In Cheltenham, Australia, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Revesby, Australia
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Stellar Profits is an Accounting company founded in 2009. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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Accounting company Lindsay Brown & Associates is headquartered in Brighton, Australia. They offer Accounting.
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UndisclosedUndisclosed2 - 9Keilor, Australia
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Verdino & Co is a Keilor, Australia-based Accounting company. Founded in 1997, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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East West Tax Services, Inc. Is an Accounting company launched in 2007. The agency provides Accounting.
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UndisclosedUndisclosed10 - 49Malvern East, Australia
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Maccora & Associates is a small Malvern East, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Elk Grove, CA
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Accounting company Francisco & Michel, LLP was founded in 2013. The team provides Accounting and is in Elk Grove, California.
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UndisclosedUndisclosed2 - 9Caulfield, Australia
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AP Taxation Services is an Accounting company. The company is located in Caulfield, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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COMPUKEEP is an Accounting company. Their small team is headquartered in West Pennant Hills, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rancho Santa Margarita, CA
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FOHRMAN & FOHRMAN, INC. Is an Accounting company. They provide Accounting and Business Consulting and were founded in 1999. The company is located in Rancho Santa Margarita, California.
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UndisclosedUndisclosed2 - 9Sparta, NJ
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Dispenziere & Associates LLC is a small Sparta, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spring Lake, NJ
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Vitale Smyth & Associates LLC is a small Spring Lake, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Covina, CA
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Hoffman Short Rubin DeWinter Sanderson, APC is a small Accounting company established in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manalapan Township, NJ
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Par Business Solutions, LLC is a small Accounting company headquartered in Manalapan Township, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montmorency, Australia
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De Francesco Vella & Associates is an Accounting company. They are located in Montmorency, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Neptune City, NJ
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Adriana Perry Consulting is an Accounting company. They are in Neptune City, New Jersey and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Madison, WI
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Grobe & Associates CPAs, LLC is an Accounting company. They were established in 1979 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Irena's Bookkeeping, a small Accounting company, is headquartered in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Beckett Tax, a small Accounting company, is based in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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My Own Bookkeeper is a small Accounting company based in Bondi Junction, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Based in Madison, Wisconsin, AtWood Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Newark, NJ
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Pereira & Azevedo LLC is an Accounting company. Their small team is in Newark, New Jersey and focuses on Accounting and Finance & Accounting Outsourcing (FAO). The firm was established in 1998.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Build on Bookkeeping is an Accounting company. Founded in 2008, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Thornleigh, Australia
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Your Accounts Department is an Accounting company. They are located in Thornleigh, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Noble Park, Australia
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Olfive is a small Noble Park, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Susanville, CA
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SingletonAuman, PC is a small Accounting company located in Susanville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mentone, Australia
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Accounting company JS Felman and Associates is in Mentone, Australia. They provide Accounting and were founded in 1976.
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UndisclosedUndisclosed2 - 9Madison, WI
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Accede is an Accounting company. Their small team is headquartered in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Ablre Tax Associates is an Accounting company. They are in Madison, Wisconsin and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warragul, Australia
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Smith McCarthy Wilson is an Accounting company. They are headquartered in Warragul, Australia and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Mildura, Australia
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MPB Accountants & Business Consultants is a small Accounting and Business Consulting company based in Mildura, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Novato, CA
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Founded in 2003, Cameron Coffey & Kaye Professional Corporation is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Small Accounting company Muller Tax & Accounting, is located in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Accounting company Bean Hunt Harris & Company provides Accounting. They are in Fresno, California.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Br Wellington, an Accounting company, is in Melbourne, Australia. Founded in 1994, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Middleton, WI
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Johnson Block & Company, is an Accounting company. The agency is located in Middleton, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Aek Kshatry, CPA, a small Accounting company, is located in Madison, Wisconsin. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Nagel & Vanden Heuvel CPAs, LLC is an Accounting company. They are located in and have small team. They provide Accounting.
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UndisclosedUndisclosed10 - 49Tulare, CA
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Adair & Evans Certified Public Accountants is an Accounting company. Based in Tulare, California, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Verona, NJ
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Accounting company Richard Greenberg CPA PC was established in 1980. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Florham Park, NJ
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Founded in 1973, Reggiani, Grill & Avallone LLC is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Warrawong, Australia
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Pellegrino Perri Accountants & Financial Planners is an Accounting company. Their small team is located in Warrawong, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monona, WI
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Small Accounting company Mary J. Himsel-DeGroot, CPA, is in Monona, Wisconsin. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sonora, CA
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Benton, Roberson CPA's, LLP is an Accounting company launched in 2012. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Hills Renaut Homen & Hughes is an Accounting company. Their small team of employees is in Fresno, California. Their team focuses on Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
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.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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- Market presence
- 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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.