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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Osasco, Brazil
Services provided
Pro Firma Serviços Contábeis S/S Ltda., an Accounting company, is headquartered in Osasco, Brazil. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
Services provided
Accounting company ILS contabilidade is based in São Paulo, Brazil. Launched in 1991, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Established in 1995, Gerry Andrade & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Cummins & Regenhardt, Inc. CPAs is an Accounting company headquartered in Torrance, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Escritório Vitória Contabilidade is an Accounting company. They were established in 1971 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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ICAN Tax Prep & Accounting is a small Accounting company based in Torrance, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Small Accounting company MRN Assessoria Contábil, is headquartered in São Paulo, Brazil and São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Servatius, O'Brien & Fong, LLP is a Torrance, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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In São Paulo, Brazil, Polifisc Contabilidade is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Launched in 2005, 7PLUSPLUS POLISH ACCOUNTING is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Gi HR Services is a Milano, Italy-based HR Consulting company. They provide HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Danderyd, Sweden
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Partnereye AB is a small Accounting company located in Danderyd, Sweden. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Creal & Creal, An Accountancy Corp is an Accounting company. They are located in Torrance, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Taxmart Accountants is an Accounting company. They are located in London, England and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Lindqvist Accounting AB is a small Stockholm, Sweden-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Carrington Blake Accountancy, a small Accounting company, is in London, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tarrytown, NY
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Peretz, Resnick, Mitgang & Marcus, LLP, a small Accounting company, is located in Tarrytown, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Avon, CT
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Small Accounting company Rothstein & Company, LLC, is located in Avon, Connecticut. The team focuses on Accounting.
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UndisclosedUndisclosedFreelancerTorrance, CA
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Motalebi & Associates CPA is an Accounting company. The company is based in Torrance, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Täby, Sweden
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Marie Lundholm Redovisning, an Accounting company, is located in Täby, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Iraj Pessian & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lidingö, Sweden
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Sofia Redovisning is an Accounting company. They were founded in 2005, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bloomingdale, IL
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Accounting company Kirkby, Phelan & Associates was launched in 1970. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Xellence Business Development is a small Accounting company located in Stockholm, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Smithtown, NY
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Accounting company Michels & Hanley CPAs, LLP is in Smithtown, New York. Founded in 2003, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Saltsjö-boo, Sweden
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Established in 2005, Nacka Konsulterna AB is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Divetas AB is an Accounting company. Their small team is headquartered in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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N&W Global Accounting is a small Stockholm, Sweden-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Accountants East London is an Accounting company. Their small team is located in London, England. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49AAF, Argentina
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Estudio Lucca is an Accounting company. The AAF, Argentina-based company offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London , England
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Tax Innovations is a London , England-based Accounting company. Established in 1995, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Golden Leader accounting office sp. Z o. O is a small Warszawa, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Aspect Finance Sp. Z o.o. Is an Accounting company. They are headquartered in Bydgoszcz, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Founded in 1991, Biuro rachunkowe Bilans sc is an Accounting company. The team offers Accounting and is based in Bydgoszcz, Poland.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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BIUCZER Law and Tax Office is an Accounting company. Established in 1994, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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KRZYSZTOF LIPCZYK, an Accounting company, is based in Łódź, Poland. They specialize in Accounting and were founded in 2009.
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UndisclosedUndisclosed50 - 249Bengaluru, India
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RK Information Technologies (India) Pvt. Ltd., a midsize Accounting company, is based in Bengaluru, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Chaturvedi & Shah is an Accounting company. They offer Accounting and are based in Mumbai, India.
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UndisclosedUndisclosed2 - 9London, England
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Kaab Chartered Accountants is an Accounting company. They are headquartered in London, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Brahmayya & Co. Is an Accounting company. They specialize in Accounting and were launched in 1932.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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BIURO RACHUNKOWO-KSIĘGOWE AGATA NYKIEL-PATALAS is an Accounting company. Their small team of employees is based in Łódź, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Robert A. Morin, CPA is an Accounting company. They are based in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Founded in 2015, Taxform Sp z o o Certyfikowane biuro rachunkowe, a small Accounting company, is headquartered in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Chennai, India
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Established in 1950, V Ramaratnam & Company is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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DK Biuro Rachunkowe is an Accounting company. They are in Łódź, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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In Łódź, Poland, Crede Experto is an Accounting company. They specialize in Accounting and were launched in 2005.
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UndisclosedUndisclosed2 - 9El Cajon, CA
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SimpleTime is an Accounting company founded in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wuppertal, Germany
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Accounting company Stroesser Lazar PartG mbB is headquartered in Wuppertal, Germany. They focus on Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed50 - 249Mumbai, India
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APMH Moores Rowland Advisory Pvt Ltd is an Accounting and Business Consulting company. They are based in Mumbai, India and have midsize team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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Seacrest Consulting Group is an Accounting company. The Stockton, California-based team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$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$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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+$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 -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.2/40.016.6/20 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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
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.