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 - 9Moorestown, NJ
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Gold Gerstein Group LLC, a small Accounting company, is based in Moorestown, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Moorestown, NJ
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Accounting company Zook Dinon PA was launched in 1979. The agency offers Accounting, and is small.
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UndisclosedUndisclosed50 - 249Florham Park, NJ
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Untracht Early, an Accounting company, is in Florham Park, New Jersey. They provide Accounting.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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USA Payroll Cherry Hill, NJ, an Accounting company, was launched in 1996. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Accountworx LLC is a small Accounting company headquartered in Old Bridge, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boulder Creek, CA
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Accounting company AP Accounting & Consulting is headquartered in Boulder Creek, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester , England
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Headquartered in Manchester , England, Jonathan Gallagher & Co is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Whitefield, England
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Kays Accountants is a small Accounting company based in Whitefield, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Barrette is a small Manchester, England-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Warburton and Co is an Accounting company. Their small team is based in Manchester, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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MSJ Chartered Certified Accountants is an Accounting company. They are based in Manchester, England and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bolton, England
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Small Accounting company Lighthouse, is located in Bolton, England. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Radcliffe, England
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Small Accounting company Wilds Chartered Accountants, is headquartered in Radcliffe, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Skopje, North Macedonia
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Headquartered in Skopje, North Macedonia, Audit Macedonia LLC is an Accounting company. They offer Accounting and were founded in 1995.
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UndisclosedUndisclosed2 - 9Skopje, North Macedonia
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Accounting Solutions is an Accounting company. They were founded in 2017, and their services include Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Medina, OH
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Diversified Employee Solutions is an Accounting company. They are based in Medina, Ohio and have small team of experts. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Brunswick, GA
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John C. Dills, Jr., CPA, P.C., a small Accounting company, is based in Brunswick, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brunswick, GA
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Mike Murray & Company is a small Accounting company in Brunswick, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Citrus Heights, CA
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Launched in 2016, Anne McCaleb, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. Simons Island, GA
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Schell & Hogan, LLP, an Accounting company, is headquartered in St. Simons Island, Georgia. They offer Accounting and Business Consulting and were launched in 1956.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Mcgovern Planesi & Walters LLP is an Accounting company. They offer Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Sydney H. Highley CPA, an Accounting company, was launched in 1988. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buford, GA
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Solid Accounting And Tax Services is an Accounting company. Established in 2010, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buford, GA
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Brent C. Duncan, CPA is an Accounting company. Their small team is headquartered in Buford, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakwood, GA
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Founded in 1990, Charles L Lewis & Associates is a small Oakwood, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pico Rivera, CA
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MONTERROSO ENTERPRISE, INC., a small Accounting company, is headquartered in Pico Rivera, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Felicia J. Murciano, P.A., a small Accounting company, is headquartered in Plantation, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Small Accounting company John S. Bush, CPA, is located in Plantation, Florida. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Brian Lynn, C.P.A., P.A. Is a small Accounting company based in Plantation, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tampa, FL
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Accounting and Business Consulting company Reliance Consulting LLC was founded in 1984. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Small Accounting company Les S. Kushner, P.A., is based in Plantation, Florida. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Small Accounting company Garg and Associates Incorporation, is located in Plantation, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Halberstadt Financial Consultants, Inc. Is an Accounting company launched in 1986. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9Manasquan, NJ
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Partners Financial Group, LLC is a small Accounting company located in Manasquan, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Skopje, North Macedonia
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RSM Macedonia is an Accounting company established in 2004. The firm provides Accounting and IT strategy consulting, and is small.
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UndisclosedUndisclosed2 - 9Skopje, North Macedonia
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Established in 1994, Konto Profit is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Skopje, North Macedonia
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Nova Konsalting is an Accounting company. Their team is located in Skopje, North Macedonia. The company specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9New Providence, NJ
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Based in New Providence, New Jersey, Allegra Financial is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Skopje, North Macedonia
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BDO Macedonia is an Accounting company. Their team is based in Skopje, North Macedonia and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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GCC ACCOUNTANTS is an Accounting company. They are based in Manchester, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Amin & Co. Accountants is a small Manchester, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Skopje, North Macedonia
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Launched in 2010, Polar Cape is a midsize Accounting company. Their team focuses on Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Z Z Accountants is a small Manchester, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Whitefield, England
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Headquartered in Whitefield, England, Rose, Chartered Accountants is an Accounting company. Launched in 2013, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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In Manchester, England, Lams Accountants is an Accounting company. They provide Accounting and were launched in 2017.
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UndisclosedUndisclosed10 - 49Manchester, England
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AMS Accountants Group, a small Accounting company, is based in Manchester, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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M Seitler & Co is an Accounting company. Their small team is headquartered in Manchester, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Savannah, GA
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Momentum Resources is an Accounting and HR Consulting company. The Savannah, Georgia-based team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Salford, England
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Founded in 2009, MCC Accountants is an Accounting company. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Manchester, England
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Founded in 2011, Smart City Accountants & Tax Advisers is an Accounting company. Their team offers 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.