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 specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Phillips Gold and Company, LLP is a small Accounting company based in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
MADDI & COMPANY is an Accounting company. They are based in Mumbai, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49El Segundo, CA
Services provided
Niman & Associates, Inc., an Accounting company, is headquartered in El Segundo, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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In New York, New York, Li, Xu & Associates, CPA, PLLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Founded in 1989, Aldo Sistilli CPA Professional Corporation, a small Accounting company, is in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, NY
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Long Island Tax Professionals is an Accounting company. Their small team is located in Long Beach, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson Heights, NY
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Progreso Accountants & Advisors is an Accounting company established in 2013. Located in Jackson Heights, New York, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melville, NY
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Founded in 1986, Nawrocki Smith is a small Melville, New York-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Bonamassa, Maietta & Cartelli, LLP is an Accounting company. The small Brooklyn, New York-based team offers Accounting. The agency was founded in 1985.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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J&L Tax Inc. Is an Accounting company. Established in 2006, the team focuses on Accounting and Business Consulting. The firm is located in Brooklyn, New York.
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UndisclosedUndisclosed2 - 9New York, NY
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Melzer & Associates, CPA's, P.C., a small Accounting company, is in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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HAC Accountax Consultants LLC, an Accounting company, focus on Accounting. They were launched in 1995.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Prime Accountancy Ltd is a small Accounting company based in Liverpool, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Jones & Associates is a Los Angeles, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Abbots Leigh, England
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Small Accounting company GMSM Accounting Limited, is headquartered in Abbots Leigh, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Willsbridge, England
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Cox & Co Payroll Solutions Ltd is an Accounting company. Launched in 2008, the firm is in Willsbridge, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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In Elizabeth, New Jersey, Optimum Financial & Tax Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Based in Los Angeles, California, Denson's Tax & Financial Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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AdAc, a small Accounting company, is headquartered in Kraków, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chełmiec, Poland
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ABT green office, Agnieszka Brdej is a small Accounting company located in Chełmiec, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Luka sc is an Accounting company. Headquartered in Kraków, Poland, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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KANDER Biuro Rachunkowe, an Accounting company, was founded in 2002. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Markham, Canada
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FranklyCA is an Accounting company established in 2017. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Alex Wai CPA Professional Corporation is an Accounting company. Their small team is in Markham, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Moeller LLP is an Accounting company. The team specializes in Accounting, and the company is headquartered in Oakville, Canada.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Narendra & Associates is an Accounting company. Their small team is headquartered in Hyderabad, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Guntur, India
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Karthikeya & Co is an Accounting company. They are headquartered in Guntur, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Guwahati, India
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Gaurab & Co. Is a small Guwahati, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Guwahati, India
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Khakholia Mundhra & Associates is an Accounting company. They specialize in Accounting and are based in Guwahati, India.
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UndisclosedUndisclosed2 - 9Guwahati, India
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Garodia & Associates is a small Accounting company based in Guwahati, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madhubani, India
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Established in 2012, Aakash Kumar & Co. Is a small Madhubani, India-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sasaram, India
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V Bandhul & Co. Is a small Sasaram, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woodbridge Township, NJ
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Dogra CPA LLC is an Accounting company. They provide Accounting and Business Consulting and were established in 2016. The company is based in Woodbridge Township, New Jersey.
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UndisclosedUndisclosed2 - 9Roseland, NJ
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Magone & Company, P.C., CPAs and Business Advisors is an Accounting company. The team is based in Roseland, New Jersey, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
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WilkinGuttenplan is a small East Brunswick, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Founded in 1980, Century Business & Financial Services SM is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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Ekonomibolaget is an Accounting company. In Stockholm, Sweden, the agency was founded in 2009. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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In Kraków, Poland, Biuro Usług Księgowych Raś & Raś Accounting sp. Z oo is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe Finanse i Rachunkowość Katarzyna Kłyś is an Accounting company. The Kraków, Poland-based agency was established in 2007. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Creacta Ekonomi AB is a small Accounting company headquartered in Stockholm, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
Services provided
Ziffran Redovisning AB is an Accounting company. They are in Stockholm, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Small Accounting company Biuro Rachunkowe Spectrum, is headquartered in Kraków, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Anderson CPA Professional is an Accounting company. They are in Toronto, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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In Stockholm, Sweden, AAE CONSULTING is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brody, Poland
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Biuro Rachunkowe Alfa-Biz is a Brody, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Located in Kraków, Poland, Biuro rachunkowe Kraków Economic Consulting is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Based in Stockholm, Sweden, Digital Ekonomi is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Nordenhem Redovisning AB is a small Accounting company headquartered in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Small Accounting company Kancelaria Biegłych Rewidentów KRAK-AUDYT s.c., is based in Kraków, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Delta Accounting AB is an Accounting company. Their small team is located in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.