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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$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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UndisclosedUndisclosed2 - 9Budapest, Hungary
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HM Management Kft., a small Accounting company, is located in Budapest, Hungary. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Lyon, MI
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Mark L. Persitz, CPA, P.C., a small Accounting company, is based in South Lyon, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Grand Blanc, MI
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SpudGroup is an Accounting and Business Consulting company. Their small team is headquartered in Grand Blanc, Michigan. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Hiral S Shah & Associates is a small Accounting company in Mumbai, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Small Accounting company AT&A American and Tax Accounting Services, is headquartered in Garden Grove, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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Accounting company Stan DiLiberto, CPA, CFP focuses on Accounting. They are based in Seal Beach, California.
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UndisclosedUndisclosed10 - 49Clarkston, MI
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Senter, CPA, P.C., a small Accounting company, is located in Clarkston, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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PEW TAX PREPARATION is a small Accounting company based in Southfield, Michigan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut, CA
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Small Accounting company C&Z Accounting, is based in Walnut, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting and Business Consulting company Sheikh Jahangir & Associates offers Accounting and Business Consulting. They were founded in 2014.
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UndisclosedUndisclosed10 - 49Birmingham, MI
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Accounting company Detroit Financial is based in Birmingham, Michigan. They specialize in Accounting and Business Consulting and were founded in 2017.
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UndisclosedUndisclosed10 - 49Lathrup Village, MI
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Plotnik, Feinberg & Associates, P.C. Is a small Lathrup Village, Michigan-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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MVK Associates, a small Accounting and Business Consulting company, is based in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Accounting company S. Sahoo & Co. Is headquartered in New Delhi, India. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Ganeshghat, India
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Pams Associates is a small Accounting and Business Consulting company. Launched in 1985, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bhubaneswar, India
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ABP & Associates is an Accounting company founded in 1984. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cuttack, India
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JBAS & Associates is a small Cuttack, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bhubaneswar, India
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Kejriwal & Associates, an Accounting company, was established in 1999. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Louis E. Kuntz, CPA is a Newnan, Georgia-based Accounting company. They specialize in Accounting and were launched in 1980.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Accounting Resources, a small Accounting company, is in Fayetteville, Georgia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Gotting Revision AB, a small Accounting company, is based in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Lamooi Accounting AB is an Accounting company. Their small team is in Stockholm, Sweden. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Accounting company Conseil Revision is located in Stockholm, Sweden. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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EKONOMISTÖD AB is an Accounting company. Their small team is in Stockholm, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Älvsjö, Sweden
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Delegera, a small Accounting company, is in Älvsjö, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cabinteely, Ireland
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BJK Accountants is a small Cabinteely, Ireland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kerhonkson, NY
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Kathleen E Young EA Inc. Is an Accounting company based in Kerhonkson, New York. Founded in 2017, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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Located in Mississauga, Canada and Oakville, Canada, A&J CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Palm Desert, CA
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Godecke Clark is an Accounting company. The team provides Accounting, and the firm is in Palm Desert, California.
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UndisclosedUndisclosed2 - 9New Paltz, NY
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Small Accounting company Schain and Company, is based in New Paltz, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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FM Accountants & Business Advisors is an Accounting company. Headquartered in Dublin 2, Ireland, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Paltz, NY
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Headquartered in New Paltz, New York, Tax Planning FIRST is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Poughkeepsie, NY
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Kirshon & Company, P.C. Is a small Accounting company founded in 1970. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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In Hamilton, Canada, ADA ACCOUNTING & TAX SERVICES is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds , England
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HTA Accountants Ltd is an Accounting company. Their small team is located in Leeds , England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Poughkeepsie, NY
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Fred Timm CPA is an Accounting company. They are based in Poughkeepsie, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Leeds , England
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DSC Dack Chartered Accountants is an Accounting company. They are based in Leeds , England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin 24, Ireland
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Small Accounting company DC Accounting, is located in Dublin 24, Ireland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Guelph, Canada
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Located in Guelph, Canada, Amplify LLP is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Leeds, England
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Sanders Geeson, Chartered Accountants is an Accounting company established in 2005. The company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Montgomery, NY
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Nugent & Haeussler, P.C. Is a small Accounting company launched in 1925. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kingston, NY
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Merck CPAs & Consultants is an Accounting company launched in 2002. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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L & L LLP Chartered Professional Accountants, a small Accounting company, is located in Mississauga, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, NY
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Accounting company JEM Accounting Solutions, Inc. Is in Woodstock, New York. They focus on Accounting and were founded in 2018.
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UndisclosedUndisclosed10 - 49Çankaya , Türkiye
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Ankey Consulting is an Accounting company founded in 2007. Based in Çankaya , Türkiye, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Rita Zelikman Chartered Accountant Professional Corporation, a small Accounting company, is located in Vaughan, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Biuro Rachunkowe Monika Manowska, a small Accounting company, is headquartered in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Świdnik, Poland
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Kancelaria Rachkowa "Beata" is a small Accounting company in Świdnik, Poland. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Nolan & Associates, an Accounting company, is headquartered in Dublin, Ireland. They focus on Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Łęczna, Poland
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BIURO RACHUNKOWE ILMA is a small Accounting company headquartered in Łęczna, Poland. The team offers Accounting.
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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.