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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UndisclosedUndisclosed10 - 49Troy, MI
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Launched in 1986, Angell & Company, P.L.L.C. Is a small Troy, Michigan-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
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C R Williams & Company, a small Accounting company, is based in Winston-Salem, North Carolina. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burlingame, CA
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Founded in 1999, Greenough Consulting Group is an Accounting company. Located in Burlingame, California, the team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Providencia, Chile
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ERP Contaline is an ERP consulting and SI company. The team focuses on ERP consulting and SI and Business Consulting and is located in Providencia, Chile.
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UndisclosedUndisclosed2 - 9Troy, MI
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In Troy, Michigan, Beals, Caruana & Company, PC is an Accounting company. Founded in 2010, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Established in 2006, S A J And Company, a small Accounting company, is headquartered in New Delhi, India and New Delhi, India. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Santiago, Chile
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CARMO Contabilidad, an Accounting company, is based in Santiago, Chile. They offer Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Troy, MI
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Accounting company Mueller & Company, PC provides Accounting. They were established in 2001.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Launched in 2016, Kotwani Anil Kumar & Associates is an Accounting company. The team specializes in Accounting and Business Consulting and is in New Delhi, India.
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UndisclosedUndisclosedFreelancerTroy, MI
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Howrylak & Company PC, an Accounting company, was founded in 2011. The team provides Accounting and is located in Troy, Michigan and Lapeer, Michigan.
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UndisclosedUndisclosed2 - 9Watertown, NY
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Crowley & Halloran CPAs, P.C., an Accounting company, was established in 2011. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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VAIBHAM ACCOUNTS SERVICES is an Accounting company. They were launched in 2009 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camden, ME
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Established in 2011, The Loiacono Firm, CPAs, P.C., a small Accounting company, is based in Camden, Maine. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Levin, Spinnett & Company, LLP, an Accounting company, is based in Winston-Salem, North Carolina. Established in 1967, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watertown, NY
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M.R. Gaebel, Inc is a Watertown, New York-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49North Syracuse, NY
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Piaker & Lyons, CPA's is an Accounting company in North Syracuse, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cicero, NY
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Headquartered in Cicero, New York, Venesky & Company is an Accounting company. They offer Accounting and Business Consulting and were established in 2000.
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UndisclosedUndisclosed2 - 9Utica, NY
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Small Accounting company Brown & Associates CPAs, P.C., is located in Utica, New York. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Troy, MI
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Iannuzzi Manetta & Company, P.C. Is a small Accounting company launched in 1990. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Utica, NY
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Feldman & Company CPA's, a small Accounting company, is located in Utica, New York. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Corient Business Solutions Pvt Ltd, an Accounting company, was launched in 2011. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Millbrae, CA
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Bautista & Co. Accounting Services is a small Accounting company founded in 1982. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oswego, NY
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Burdick & Pearson CPAs PLLC is an Accounting company founded in 1975. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Located in Troy, Michigan, Robert Duda CPA, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oswego, NY
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RJ Caruso Tax & Accounting is a small Oswego, New York-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manlius, NY
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Small Accounting company Gregory F. Wilt, CPA, is in Manlius, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Gibson Company is a small Winston-Salem, North Carolina-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rome, NY
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Established in 1985, Kim M. Cook, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Chandra Wadhwa & Co. Is an Accounting company. They are in New Delhi, India and have small team of experts. Their services include Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Mumbai, India
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PayCare India Payroll is a small Mumbai, India-based Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Oneida, NY
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Dec & Benson CPAs, a small Accounting company, is headquartered in Oneida, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canastota, NY
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Established in 1977, Gustafson & Wargo CPAs LLP is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Maged Michail, CPA, P.C. Is an Accounting company. Launched in 1996, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Manlius, NY
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John Breazzano CPA, a small Accounting company, is in Manlius, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Bruno, CA
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Launched in 1976, Fisher & Bagley CPA's is an Accounting company. Located in San Bruno, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Rayner CPA, PLLC is an Accounting company. Founded in 2009, the company is based in New York, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Cuomo, Winters & Schmidt, an Accounting company, is in East Syracuse, New York. They offer Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9New Hartford, NY
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Jeffrey W Hanretty, CPA & Associates is an Accounting company. The team focuses on Accounting and Business Consulting and is based in New Hartford, New York.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Founded in 2009, AZR Consultation is an Accounting company. The small team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Cicero, NY
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Launched in 2007, No Fuss Accounting Services, a small Accounting company, is based in Cicero, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
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Sills and Associates PA is an Accounting company. They were established in 1976, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Rome, NY
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Puma Accounting is an Accounting company. The team specializes in Accounting and is located in Rome, New York.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Master Tax, an Accounting company, was founded in 2011. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Tax Savers Professional Group is an Accounting company. Headquartered in Syracuse, New York, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canton, NY
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Based in Canton, New York, Gray & Gray and Associates CPAs is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Rakchamps Chartered Accountants is an Accounting company. Their midsize team of employees is based in Mumbai, India. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterville, NY
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Accounting company John Savage was established in 1998. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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PB&J Accounting is an Accounting company. Their small team is headquartered in Syracuse, New York. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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RRCA & Associates, an Accounting company, was established in 2008. They specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Troy, MI
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B&G Accounting & Tax Service of Troy, an Accounting company, is in Troy, Michigan. Launched in 1991, the team specializes in 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.