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.
-
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.
-
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Irwin, Jackson & Wang, Certified Public Accountants is an Accounting company located in Fresno, California. Founded in 1979, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Shayna Accounting Services is an Accounting company. They are in Ann Arbor, Michigan and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Daniel Towle & Warkentine, CPAs is an Accounting company. In Fresno, California, their small team specializes in Accounting. The company was established in 2001.
Read more -
UndisclosedUndisclosed50 - 249Asheville, NC
Services provided
Accounting company Johnson Price Sprinkle PA was founded in 1955. The midsize team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Donald W. Strom, CPA is a small Ann Arbor, Michigan-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
Tax Matters is an Accounting company. Located in El Paso, Texas, the company was established in 1988. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
Accounting company Avila & Rey is based in El Paso, Texas. They provide Accounting and were launched in 2011.
Read more -
UndisclosedUndisclosed2 - 9Bridgeman Downs, Australia
Services provided
VG Consultancy Services is an Accounting company. Their small team is located in Bridgeman Downs, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shelby, NC
Services provided
Fedyshyn CPA Group PLLC is a small Accounting company located in Shelby, North Carolina. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Port Pirie, Australia
Services provided
R.A Aughey & Associates is an Accounting company launched in 1953. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Reynella, Australia
Services provided
JSA Accounting is an Accounting company launched in 1989. The team provides Accounting and Business Consulting and is located in Reynella, Australia.
Read more -
UndisclosedUndisclosed2 - 9Noosaville, Australia
Services provided
Noosa Bookkeeping Services is an Accounting company. They are located in Noosaville, Australia and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9North Adelaide, Australia
Services provided
Small Accounting company Superfund Accounting Services, is in North Adelaide, Australia. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
Accounting company Wayne J. Belisle, CPA was founded in 1991. The team offers Accounting and Business Consulting and is in El Paso, Texas.
Read more -
UndisclosedUndisclosed10 - 49Monroe, NC
Services provided
Moyer, Smith & Roller, PA, CPA's is an Accounting company. Headquartered in Monroe, North Carolina, the agency focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Findon, Australia
Services provided
Westwoods BGA is a small Accounting company headquartered in Findon, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Linger, Peterson, Shrum & Co. Is an Accounting company launched in 1923. The team specializes in Accounting and Business Consulting and is in Fresno, California.
Read more -
UndisclosedUndisclosed10 - 49Greenock, Australia
Services provided
Carol Kalleske is a small Greenock, Australia-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mount Gambier, Australia
Services provided
Joe D'Agostino & Associates is an Accounting company. They are in Mount Gambier, Australia and Bordertown, Australia and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Whiteville, NC
Services provided
THOMPSON, PRICE, SCOTT, ADAMS & CO. , PA is an Accounting company. Launched in 1950, the firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jamestown, Australia
Services provided
Mid North Accounting is a small Accounting and Business Consulting company located in Jamestown, Australia and Burra, Australia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Accounting company James Kha, CPA PC is headquartered in Fresno, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oatley, Australia
Services provided
Accounting company S Bradfield Consulting was launched in 2003. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Gawler, Australia
Services provided
Small Accounting company Pauline R. Murray Accounting, is based in Gawler, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mermaid Beach, Australia
Services provided
ClearView Accounting & Bookkeeping Services, a small Accounting company, is headquartered in Mermaid Beach, Australia. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
BFAB Bookkeeping, an Accounting company, was founded in 1998. They provides Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Mooloolaba, Australia
Services provided
Mullan Bookkeeping is an Accounting company. Their small team is located in Mooloolaba, Australia. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Kelz Accounts Bookkeeping Services, a small Accounting company, is located in Caboolture , Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Cairns City, Australia
Services provided
Based in Cairns City, Australia, Australian Bookkeeping Company is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
ABC Tax Services is an Accounting company. Based in El Paso, Texas, the agency was launched in 1999. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Eastwood, Australia
Services provided
Robins Harris is an Accounting company. Their team is based in Eastwood, Australia and provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Holly Hall Polopolos is an Accounting company. They are based in Ann Arbor, Michigan, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Small Accounting company SME Business Consultants, is in Ann Arbor, Michigan. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Strathalbyn, Australia
Services provided
Glyn Morris and Co is an Accounting company. They are headquartered in Strathalbyn, Australia and have small team. They provide Accounting.
Read more -
UndisclosedUndisclosed10 - 49Unley, Australia
Services provided
RJC Evans & Co is a small Accounting company in Unley, Australia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Froelich CPA is an Accounting company. They provide Accounting and are in Ann Arbor, Michigan.
Read more -
UndisclosedUndisclosed10 - 49Kent Town, Australia
Services provided
Small Accounting company Crosby Dalwood, is in Kent Town, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
Lepper & Company is an Accounting company in Ann Arbor, Michigan. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
Taxes By Mina, an Accounting company, was founded in 1993. In El Paso, Texas, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Port Lincoln, Australia
Services provided
Located in Port Lincoln, Australia, Eyre Accounting Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Broadbeach Waters, Australia
Services provided
Inspired Business Services is an Accounting company. They are located in Broadbeach Waters, Australia and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Deltona, FL
Services provided
Focus 9 Enterprises, LLC. Is an Accounting company. They are headquartered in Deltona, Florida and Orange City, Florida and have small team. They focus on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bundaberg North, Australia
Services provided
COS Business Solutions is an Accounting company. Based in Bundaberg North, Australia, their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Monterey Park, CA
Services provided
NANCY L. LUKE, CPA, an Accounting company, is based in Monterey Park, California. Established in 1986, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
In Los Angeles, California, White, Zuckerman, Warsavsky, Luna & Hunt is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Parramatta Park, Australia
Services provided
Established in 2013, AJA Bookkeeping Services, a small Accounting company, is in Parramatta Park, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Deltona, FL
Services provided
Established in 1982, Shinner Accounting Services, Corp. Is an Accounting company. Headquartered in Deltona, Florida, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stafford Township, NJ
Services provided
Small Accounting company Dolan, Mauthe & Marsella CPA's, is located in Stafford Township, New Jersey. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9East Brunswick, NJ
Services provided
Accounting company Matthews & Nulty, Inc. Provides Accounting. They were founded in 1983.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Established in 2003, Global Mobility Tax, LLP, a midsize Accounting company, is located in San Jose, California. Their services include Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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
- 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.
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.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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
-
$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.