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 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 - 9Burnaby, Canada
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Riquelme & Associates, Chartered Professional Accountant is an Accounting company. Based in Burnaby, Canada, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Sylvain Navarro Audit & Conseil is an Accounting company. Their team is based in Paris, France and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Le Point Asso, a small Accounting company, is headquartered in Paris, France. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Dalmacio Accountancy Corp., an Accounting company, was founded in 2003. The small team focuses on Accounting.
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UndisclosedUndisclosed1,000 - 9,999Manchester, England
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Moore Stephens, an Accounting company, is based in Manchester, England. Launched in 1907, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Based in Vällingby, Sweden, Contus Ekonomi AB is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Founded in 2008, Khosh & Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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EAC Accountancy Assist is an Accounting company. They are headquartered in Manchester, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Coral Springs, FL
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Blum and Blum is an Accounting company launched in 1985. The firm focuses on Accounting.
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UndisclosedUndisclosed250 - 999Manchester, England
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Lockton Companies LLP is an Accounting company. They are based in Manchester, England and have midsize team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Manchester, England
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Headquartered in Manchester, England, Parkinson UK is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Towler & Associates is an Accounting company located in North Vancouver, Canada. Established in 2008, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Located in Irvine, California, LEE CPAs & Company is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Small Accounting company The Tax Team, is located in Sheffield, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Based in Newport Beach, California, Core Performance Consulting LLC is an Accounting company. Founded in 2002, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Barnes Accountancy Corporation is an Accounting company. In Santa Ana, California, the company was established in 1988. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Accounting company Hollis and Co specializes in Accounting. They were established in 2013.
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UndisclosedUndisclosed10 - 49Sparks, NV
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E-Quantum Inc. Is an Accounting and e-commerce development firm. They are located in Sparks, Nevada and have small team. Their services include Accounting and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Paris, France
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Headquartered in Paris, France, CPA is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Sheffield, England
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Established in 1991, Royston Parkin Limited, a small Accounting company, is in Sheffield, England. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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France Expertise is an Accounting company. Launched in 1999, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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THE TAXPERTS is an Accounting company established in 2012. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Branham & Company Chartered Professional Accountants Ltd. Is an Accounting company. Based in Vancouver, Canada, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Carrie Liu & Co. Inc., a small Accounting company, is headquartered in Vancouver, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Salt Lake, UT
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Gutke & Associates, P.C. Is an Accounting company. Launched in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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Farley Grant CPA is a small Accounting company headquartered in Brandon, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Reid & Miller Chartered Professional Accountants Inc is an Accounting company. Their small team is headquartered in Winnipeg, Canada. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Valley City, UT
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Tax Plus - Utah is an Accounting company launched in 2003. Headquartered in West Valley City, Utah, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Mission, Canada
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Gordon Yard Ltd. Is an Accounting company. Located in Mission, Canada, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Winkler, Canada
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Jim M Smith CPAs is a small Accounting company based in Winkler, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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The Exchange Group, a small Accounting company, is in Winnipeg, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Beausejour, Canada
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GREG PENNER ACCOUNTING is a Beausejour, Canada-based Accounting company. Founded in 2009, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Platinum Business Services is a small Accounting company located in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Quesnel, Canada
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Established in 2013, FBB Chartered Professional Accountants LLP is an Accounting company. Located in Quesnel, Canada, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Port Moody, Canada
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Accounting company Gregory, Yick & Associates was launched in 1991. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Glazier CPA, a small Accounting company, is based in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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Venture Accounting Group Ltd. Is an Accounting company. The Brandon, Canada-based team offers Accounting.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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Accounting company Paramount Consultancy was established in 2017. Headquartered in دبي, United Arab Emirates, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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PPW Chartered Accountants, a small Accounting company, is headquartered in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Based in Winnipeg, Canada, Cheryl Simpson CPAs is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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John D Masson Chartered Accountant is a small Accounting company headquartered in Brandon, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Steinbach, Canada
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Based in Steinbach, Canada, Peters Koop CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Rana Accounting & Tax Services is a small Accounting company located in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Based in Winnipeg, Canada, Youssef Bezzahou CPAs is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Powell River, Canada
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Reid Hunter, an Accounting company, was founded in 2001. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Cranbrook, Canada
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Apex Accounting, Chartered Professional Accountants is an Accounting company. Established in 1996, the team provides Accounting and Business Consulting. The firm is based in Cranbrook, Canada.
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UndisclosedUndisclosed2 - 9Morden, Canada
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Krahn Friesen Neufeld CPAs is an Accounting company. Their small team of employees is based in Morden, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Kyle Scott CPAs, a small Accounting company, is based in Winnipeg, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gilbert Plains, Canada
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AFOLABI BOOKKEEPING SERVICES & COMPANY is an Accounting company. They are located in Gilbert Plains, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosedFreelancerWinnipeg, Canada
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Dorota Haskins, Chartered Professional Accountant is a small Accounting company. Founded in 2010, the team provides Accounting and Business Consulting.
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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.