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 - 9Plymouth, NH
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Established in 2004, Diane B. Rohde, CPA PLLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Acuity CPA Firm is a small Savannah, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Riordan & Associates, CPAs is an Accounting company. The Newport Beach, California-based firm was launched in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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Councilman Farlow Marlowe & Co PLLC is a small Greensboro, North Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Based in Savannah, Georgia, Coomer, Coomer & Routhier, P.C. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Robert E Frohlking, CPA PC is an Accounting company. Based in Laguna Niguel, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Appel Accounting & Tax Services is an Accounting company established in 1996. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Zennie E Shearouse Hall CPA PC is a small Savannah, Georgia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Whiting Tax Services is a Concord, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Reading, PA
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Based in Reading, Pennsylvania, Safe Berks is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Port St. Lucie, FL
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Green and Gentry, CPA's is an Accounting and Business Consulting company. The Port St. Lucie, Florida-based firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Accounting company Robert A. Owens, CPA was founded in 1987. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Small Accounting company David R. Dingus CPA, LLC, is located in Savannah, Georgia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Based in Port St. Lucie, Florida, Elite Accounting & Income Tax is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Based in Savannah, Georgia, King Tax Savannah is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Accounting company Repoli Michael CPA offers Accounting and Finance & Accounting Outsourcing (FAO). They are based in Port St. Lucie, Florida.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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William G. Pembroke, CPA is a small Port St. Lucie, Florida-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Shann's Tax Services is an Accounting company. They are based in Port St. Lucie, Florida and have small team of experts. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Business Accounting & Tax Professionals, an Accounting company, is located in Port St. Lucie, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kitty Hawk, NC
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In Kitty Hawk, North Carolina, Johnson Burgess Mizelle & Straub LLP is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Clinton, NC
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Baldwin & Hodge, LLP is an Accounting company. They are in Clinton, North Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Omega Accounting Solutions is an Accounting company. They offer Accounting and were founded in 2007.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Accounting company Barry Kritz & Associates was established in 1976. The company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Calabasas, CA
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Hunnicutt Okamoto Kurges & Associates is an Accounting company. The Calabasas, California-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Established in 1995, Peter R. Cabrera, CPA is an Accounting company. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Leda, Australia
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Headquartered in Leda, Australia, Flexible Accounting Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mandurah, Australia
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Accounting company Virtual Office Management Australia was launched in 2011. The team provides Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Launched in 1988, Edmundson CPA, PLLC is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Waikiki, Australia
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Launched in 2006, Rockingham Bookkeeping & Admin Service is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Kartchner & Associates, an Accounting company, is based in Laguna Niguel, California. They offer Accounting.
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UndisclosedUndisclosed50 - 249Provo, UT
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Accounting company Caselle was established in 1978. The firm focuses on Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Phillips Tax Professionals is a small San Mateo, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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CG Johnson & Company is an Accounting company. In Long Beach, California, the firm was established in 1998. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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VOCKER KRISTOFFERSON AND CO., a small Accounting company, is based in San Mateo, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warren, MI
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Accounting company Heemer Klein & Co was founded in 1964. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warren, MI
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Partyka & Company, P.C. Is an Accounting company. Headquartered in Warren, Michigan, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Headquartered in San Mateo, California, ANDREWS, LUCIA & COMPANY, LLP is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Warren, MI
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Launched in 2005, A & B SERVICES COMPANY is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warren, MI
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America's Tax & Accounting is an Accounting company. They provide Accounting and were established in 2008. The company is headquartered in Warren, Michigan.
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UndisclosedUndisclosed2 - 9Warren, MI
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General Bookkeeping & Tax Service, LLC is an Accounting company. They are headquartered in Warren, Michigan. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Victoria Park, Australia
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OBAS , a small Accounting company, is headquartered in East Victoria Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, PA
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Landis & Associates is a small Accounting company located in Lancaster, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wyomissing, PA
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Integra Business Solutions is an Accounting company. Their small team is headquartered in Wyomissing, Pennsylvania and specializes in Accounting. The firm was established in 1996.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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Lipkin CPA, PLLC is an Accounting company. They are headquartered in Chapel Hill, North Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeming, Australia
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Accounting company Leeming Accounting Solutions is in Leeming, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goldsboro, NC
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Banks, Gray & Crumpler, PLLC, CPA's, an Accounting company, is based in Goldsboro, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lynnfield, MA
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Atlantic Tambone, a Commercial Property Management company, was founded in 2004. The company provides Commercial Property Management and Commercial Development, and is small.
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UndisclosedUndisclosed2 - 9Fremantle, Australia
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Balancing Act Bookkeeping, a small Accounting company, is headquartered in Fremantle, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Abbotsford, Australia
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Chilli Bookkeeping is an Accounting company launched in 1992. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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In Chapel Hill, North Carolina, Boyd Tax & Accounting is a small Accounting company. Their services include 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.
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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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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.