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
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$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 - 9Hampstead, NC
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Accounting Solutions Inc., a small Accounting company, is in Hampstead, North Carolina. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Business2BASIX is an Accounting company. The West Lake, Australia-based team provides Accounting.
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UndisclosedUndisclosed10 - 49Wangara, Australia
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GPS Business Solutions, an Accounting company, is headquartered in Wangara, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49South Jordan, UT
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Accuplan Benefits Services is an Accounting company. Their small team is based in South Jordan, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Headquartered in Raleigh, North Carolina, W.Paul Mattox, CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Bunbury, Australia
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AMD Chartered Accountants is a Bunbury, Australia-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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Heasman & Associates is a small Esperance, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burswood, Australia
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WMP Tax is an Accounting company. They are based in Burswood, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Geraldton, Australia
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Mid Coast Partners is a small Accounting company founded in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Accounting company RB Sharpe & Co was established in 1988. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Matt Barfield, CPA, PLLC is an Accounting company launched in 2003. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jacksonville, NC
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Katrina Carrington, CPA, PLLC, an Accounting company, was founded in 2012. In Jacksonville, North Carolina, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Mandurah, Australia
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Growth Partners is an Accounting company launched in 2000. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Security Finance is an Accounting company. In Birmingham, Alabama, the agency was founded in 1959. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Valleydale TaxPrep is an Accounting company. Their small team is located in Birmingham, Alabama. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Accounting company R P Bourgeois & Co was founded in 1986. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Rosatone & Bell: Bell Don J CPA is an Accounting company. Their team is based in Portsmouth, New Hampshire. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bedford, NH
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GEM Accounting Services, LLC is an Accounting company founded in 1999. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Ackley Associates is a Nashua, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Mc Cafferty & Co PC is an Accounting company established in 1994. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Rockingham, Australia
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Small Accounting company Rockingham Tax Hut, is in Rockingham, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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A & K Bookkeeping is a small Adelaide, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Myrtle Bank, Australia
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Balance-rite Business Services is a small Accounting company in Myrtle Bank, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Fremantle, Australia
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CSJP Accounting is an Accounting company. They are headquartered in East Fremantle, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Quinns Rocks, Australia
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SL Ideal Accounting is an Accounting company. Their small team is located in Quinns Rocks, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bunbury, Australia
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Hiscox Partners is a small Bunbury, Australia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Arietis Tax & Business Services is an Accounting company. Founded in 2014, the team provides Accounting and Business Consulting. The firm is based in Sioux Falls, South Dakota.
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UndisclosedUndisclosed2 - 9Golden Grove, Australia
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Account Stability is an Accounting company. Their small team is in Golden Grove, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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TMA Advisory is a South Perth, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Northbridge, Australia
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Headquartered in Northbridge, Australia, DKY Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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The JCC Group is an Accounting company established in 2008. Their team focuses on Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Perth, Australia
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NexiaCorp is an Accounting company. They are in Perth, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Kennesaw, GA
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Impact Partnership is an Accounting company. The firm is based in Kennesaw, Georgia. Their team provides Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Located in Fort Wayne, Indiana, Professional Tax & Accounting LP is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Whittle Strategic Accounting is an Accounting company. The Fort Wayne, Indiana-based firm was launched in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kadina, Australia
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Launched in 2016, Aramas Business Solutions is an Accounting company. In Kadina, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Smart Figures is an Accounting company founded in 2011. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Blue Wren Bookkeeping is an Accounting company. They are based in Flagstaff Hill , Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Barker, Australia
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Based in Mount Barker, Australia, ALL HILLS BOOKKEEPING SERVICES is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Londonderry, NH
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Robert L Hamel Enrolled Agent, an Accounting company, was launched in 2008. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Como, Australia
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Alpha Accountancy Services is a small Como, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Joondalup, Australia
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In Joondalup, Australia, Swan Accountants is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Accounting company Lehmann, Ullman and Barclay LLP Certified Public Accountants provides Accounting. They are based in Birmingham, Alabama.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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AG Accounting Services is an Accounting company launched in 2000. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Lischkoff & Pitts is an Accounting company. Their small team is headquartered in Birmingham, Alabama. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Morley, Australia
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Star Tax Accounting is an Accounting company. They are in Morley, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mountain Brook, AL
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AKP & Associates is a Business Consulting company. Their small team is in Mountain Brook, Alabama. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Atkins & Company, PLLC was launched in 2009. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Irma Miller MBA CPA is based in Lexington, Kentucky. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company James R. Whitten, CPA, PLLC is headquartered in Lexington, Kentucky. 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.
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
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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.
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
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.