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 - 9Davie, FL
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Absolute Accounting and Business Solutions Inc. Is an Accounting company. Launched in 2004, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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JB Tax & Financial Services, a small Accounting company, is headquartered in Anchorage, Alaska. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Waine Brandt, a small Accounting company, is located in Anchorage, Alaska. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Davie, FL
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South Broward Accounting Service, Inc., an Accounting company, was founded in 1994. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Santee, CA
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Based in Santee, California, Bookkeeping And Beyond is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Payrolls Plus is a small Davie, Florida-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Matthew Lemas, CPA & Associates is an Accounting company. Their small team of employees is headquartered in. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southwest Ranches, FL
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Pablo Gonzalez Taboada CPA is a small Southwest Ranches, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Rollins & Rollins, CPAs is a small Chattanooga, Tennessee-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Sherrell and Shelley, CPAs, a small Accounting company, is located in Chattanooga, Tennessee. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Davie, FL
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LibertAccounting is an Accounting company in Davie, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company STEES, WALKER & COMPANY LLP was established in 2014. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Fleetridge Financial, Inc., an Accounting company, was established in 2014. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Hache & Co. Is an Accounting company. The team focuses on Accounting and is headquartered in Davie, Florida.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Located in Fort Lauderdale, Florida, Heritage Accounting & Tax Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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CWP Chartered Certified Accountants is an Accounting company. They are based in Manchester, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company The Accountancy People was founded in 2009. In Manchester, England, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Launched in 1995, Santini & Sedawie, CPA is an Accounting company. Headquartered in Davie, Florida, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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MMR & CO Accountancy Services., a small Accounting company, is based in Manchester, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Prestwich, England
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AY Accountants Manchester is a small Prestwich, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warrington, England
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Founded in 1994, WatkinsonBlack is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eccles, England
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Launched in 2005, The Accounts Company Ltd is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Tyldesley, England
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Fosters Accountants is a small Tyldesley, England-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Percy Westhead & Company is a small Accounting company established in 1928. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Radcliffe, England
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Gortons - Chartered Accountants, an Accounting company, was launched in 2002. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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LAMB & MEYER APC is an Accounting company. Launched in 1991, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester , England
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Zia & Co is an Accounting company. They are headquartered in Manchester , England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wythenshawe, England
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Cutts and Company Limited is an Accounting company. Their small team is based in Wythenshawe, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Droylsden, England
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Accounting company Chadwick & Company was established in 1983. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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The TaxCom Accountants is an Accounting company. Their small team is based in Manchester, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Accounting company Jay B. Korngold C.P.A., P.A. Is headquartered in Davie, Florida. They specialize in Accounting and Business Consulting and were launched in 2013.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2007, Oladapo A. Olagbemi, CPA is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oldham , England
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Nexus Contractor Accounting is an Accounting company based in Oldham , England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glossop, England
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Accounting company Lomas & Company was established in 1992. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Accounting company J&P Accountants was established in 2007. The team provides Accounting and E-Commerce Development and is headquartered in Manchester, England.
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UndisclosedUndisclosed10 - 49Denton, England
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Warr & Co Chartered Accountants is an Accounting company launched in 1994. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Proacc Associates is an Accounting company. They are located in Manchester, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Gaines & Welsh Financial Services, Inc. Is an Accounting company. The team is in San Diego, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Third Sector Accountancy Limited, an Accounting company, specializes in Accounting and Business Consulting. The company is located in Manchester, England.
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UndisclosedUndisclosed2 - 9Davie, FL
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Blackstone CPAs is a small Davie, Florida-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Guest & Co is a small Manchester, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Fair View Accounting & Tax Services Ltd, a small Accounting company, is in Manchester, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Intrepid Consulting LLC is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Davie, FL
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Carroll & Cook is a small Davie, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Consulting Solutions, Inc. FL is an Accounting company. They are located in Fort Lauderdale, Florida and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Eddy CPA Advisory & Solutions is an Accounting company. In Davie, Florida, the team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Class Advisors, Inc. Is a San Diego, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Disley, England
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Founded in 2006, Castletree Consultants Limited is a small Disley, England-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester , England
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SARKS UK is a small Accounting company based in Manchester , England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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TriCPS, a small Accounting and Business Consulting company, is in Pompano Beach, Florida. The team specializes in Accounting and Business Consulting.
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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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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.