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 fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Berkson Asset Management is an Accounting company founded in 1995. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Takata & Marzalek Inc is an Accounting company headquartered in Los Angeles, California. They focus on Accounting.
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UndisclosedUndisclosedFreelancerSan Francisco, CA
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Small Accounting company Jolicoeur & Associates, is located in San Francisco, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
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Perry Hay, LLP is an Accounting company. Their small team of employees is based in Westlake Village, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Ma CPA Inc. Is a small Accounting company located in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Records In Order, an Accounting company, offer Accounting. They were founded in 2006.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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TBK Tax & Financial Services, Inc., an Accounting company, is located in Los Angeles, California. Established in 2009, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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MAS Certified Public Accountants is a small Accounting company headquartered in Seattle, Washington. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Seattle, WA
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Huddleston Tax CPAs is a Seattle, Washington-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Montgomery & Company, PLLC is a small Southfield, Michigan-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lincoln Park, MI
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Accounting Plus is a small Accounting company located in Lincoln Park, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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RainCity CPA is a small Accounting company launched in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Zwick & Banyai P.L.L.C. Is a small Accounting company located in Southfield, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Accounting Practice Sales is an Accounting company. They are in Roseville, California and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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HLW Tax & Financial Services, a small Accounting company, is based in Simi Valley, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Count on That, LLC is an Accounting company headquartered in Seattle, Washington. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Knoxville, TN
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Clark Simson Miller is a small Accounting company based in Knoxville, Tennessee. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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I Am Management Solution LLC. Is an Accounting and HR Consulting company. Their small team is located in Los Angeles, California. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Trenton, MI
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Bovitz CPA, P.C., a small Accounting company, is in Trenton, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kirkland, WA
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Pitch CPA, an Accounting company, was founded in 2015. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Detroit, MI
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MWSchaber PC is a small Detroit, Michigan-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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EA Tax Resolutions is an Accounting company. Established in 2016, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Allen + Koe PLLC, an Accounting company, is based in Seattle, Washington. Established in 2017, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Premier Tax & Finance is an Accounting company. They are in Thousand Oaks, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Syracuse, NY
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Grossman St. Amour CPAs, PLLC is an Accounting company. The small Syracuse, New York-based team offers Accounting and Commercial Financing. The firm was founded in 1957.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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In Simi Valley, California, Prosperra Financial is an Accounting company. Founded in 2009, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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William M. Galvin, CPA is an Accounting company. Headquartered in Los Angeles, California, the firm was founded in 1998. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Escanaba, MI
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Headquartered in Escanaba, Michigan, Randy Malueg Accountant is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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STERLING TAX GROUP INC, a small Accounting company, is headquartered in Carlsbad, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ypsilanti, MI
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Accounting company Baker's Accounting Service Inc. Is located in Ypsilanti, Michigan. Founded in 1992, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Omni Legal Group is an Accounting company. Located in Los Angeles, California, their team offers Accounting.
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UndisclosedUndisclosed10 - 49Simi Valley, CA
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Winthco Wealth Management is an Accounting company. They focus on Accounting and were founded in 1980.
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UndisclosedUndisclosed2 - 9
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Steer Management, a small Accounting company, is located in California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2000, Super Eye Investigations, a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Swan Income Tax is a small Accounting company. They offer Accounting and were established in 1986.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Honest Buck Accounting is an Accounting company launched in 2007. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Tax Corp is a small Accounting and Business Consulting company based in Southfield, Michigan. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Alisa Na CPA, an Accounting company, focuses on Accounting. The firm is located in Seattle, Washington.
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UndisclosedUndisclosed2 - 9Silverdale, WA
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Waterfront CPA Group is an Accounting company. Their small team is based in Silverdale, Washington and specializes in Accounting and Business Consulting. The company was founded in 2006.
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UndisclosedUndisclosed50 - 249Seattle, WA
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Brighton Jones, an Accounting company, was launched in 2000. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Shoreline, WA
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Small Accounting company Rock Solid, is based in Shoreline, Washington. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Redmond, WA
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Established in 1991, Falco Sult is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bellevue, WA
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Founded in 2018, Gentle Frog is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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System Six is an Accounting company. Their small team is located in Seattle, Washington. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Aldaris CPA Group, a small Accounting company, is in Seattle, Washington. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shoreline, WA
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Huebner, Dooley & McGinness, P.S is an Accounting company. Their small team is headquartered in Shoreline, Washington. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Headquartered in Seattle, Washington, Akopyan & Company, CPA is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company Alvin J. Brown, CPA is in Los Angeles, California. They specialize in Accounting and Business Consulting and were founded in 1992.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Sprowls and Company, an Accounting company, was launched in 2000. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Launched in 2015, Sharpe Venture Group is a Commercial Development company. The firm provides Commercial Development and Commercial Financing.
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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.
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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.