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 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 - 49Dublin, Ireland
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Accounting company Beyond Accounting provides Accounting and Corporate Training & Coaching. They are based in Dublin, Ireland.
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UndisclosedUndisclosed2 - 9Brea, CA
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Focus CPA Group is an Accounting company. The Brea, California-based company was founded in 2004. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Urquidez & Associates, CPAs is an Accounting company. They are in Long Beach, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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The Co. Accountants & Business Advisors, an Accounting company, is based in Melbourne, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Headquartered in Toronto, Canada and Markham, Canada, A&A Partners LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company Veritas Accountants & Advisory Limited specializes in Accounting. They are based in Manchester, England.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Eric Salmon & Partners is an Accounting company in Milano, Italy. Established in 1990, the team focuses on Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Ignitus Accountants & Advisors is an Accounting company. They are headquartered in Melbourne, Australia and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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California Public Accountancy Corp. Is a small City of Industry, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Leeds, England
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Accounting company Sagars Accountants Ltd was established in 1926. Located in Leeds, England, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Ormsby and Rhodes is an Accounting company. They are located in Dublin, Ireland, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Leeds, England
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Brown Butler is a small Accounting company. Launched in 1919, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Corona, CA
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John Garth Rasmussen, CPA is an Accounting company. The team offers Accounting, and the company is in Corona, California.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Clever Consulting, a Business Consulting company, is based in Milano, Italy. Their services include Business Consulting and IT managed services.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Ajay B Garg is an Accounting company. Their small team is based in Mumbai, India. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49DUBLIN 7, Ireland
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FMB Chartered Accountants, an Accounting company, specializes in Accounting. The firm is located in DUBLIN 7, Ireland.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Located in Dublin, Ireland, Irish Accounts is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Tower Interconsult Kft. Is an Accounting company. They are located in Budapest, Hungary and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Tax Guidance Limited is a small Leeds, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clevedon , England
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Dart Services is an Accounting company. Their small team is in Clevedon , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Thomasville, GA
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Waterford Business Solutions is an Accounting company. Their small team is in Thomasville, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Located in Tustin, California, REMM Group is an Accounting company. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Leeds, England
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Founded in 2013, Delta Accounting, a small Accounting company, is headquartered in Leeds, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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SHAH, SHAH & SHAH is an Accounting and Business Consulting company. Founded in 1997, the company is in Mumbai, India. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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California Commercial Investment Group is a small Westlake Village, California-based Accounting company. The team focuses on Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Peachtree City, GA
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Launched in 2018, Justin Uhland CPA, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Leeds, England
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RS Accountancy is a small Leeds, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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BSPL Kft. Is an Accounting company. Based in Budapest, Hungary, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Accounting company Perscriptor Könyvelőiroda Kft. Is located in Budapest, Hungary. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Established in 2008, GBL Tax Services, LLC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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CPGI Real Estate Services is a Commercial Financing company established in 2004. Their team offers Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Chuck Johnson CPA is a small Accounting company. Founded in 2008, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, MI
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Fox and Felix is an Accounting company. Their team is located in Rochester, Michigan. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 3, Ireland
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Accountant Online is an Accounting company established in 2015. Based in Dublin 3, Ireland, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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MSF Associates Accountants, an Accounting company, is located in Leeds, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Launched in 2017, Accounts Geek Ltd is a small Leeds, England-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Orr Forensic Accounting is an Accounting company launched in 2011. Based in Newport Beach, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Leeds, England
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BHP Chartered Accountants is a midsize Accounting company in Leeds, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Located in Hyderabad, India, M N Reddy & Co. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Leeds, England
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Accounting company Kirk Newsholme Chartered Accountants & Business Advisors was launched in 1992. In Leeds, England, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Accounting company Everest Accounting Zrt. Was launched in 2005. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Bhubaneswar, India
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Small Accounting company Prasant Das & Associates, is located in Bhubaneswar, India. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company LYEL Accountants was founded in 2015. Located in England, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Accounting company BBR Biuro Biegłego Rewidenta Sp. Z o. O is based in Lublin, Poland. They focus on Accounting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Leeds , England
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Established in 1983, BCL Accountants is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Łęczna, Poland
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Kancelaria Doradcy Podatkowego BaaF Witold Walatek is a small Accounting company in Łęczna, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Biuro Rachunkowe MWasilewska, is located in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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DBA Chartered Accountants is an Accounting company. Their small team of employees is headquartered in Leeds, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
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Headquartered in Rolling Hills Estates, California, Angela L. H. Sayers, CPA is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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RNH, LLP, an Accounting company, was launched in 2017. The team offers Accounting and is in Seal Beach, California.
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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.