Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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HJP ASSOCIATES, an Accounting company, was founded in 1978. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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Established in 2010, JPW Accountancy Corporation is an Accounting company. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed50 - 249Markham, Canada
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Kraft Berger LLP, an Accounting company, is based in Markham, Canada. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Alaudin A. Jamal, C.A. Is a small Accounting company located in Markham, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin 5, Ireland
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Founded in 1988, J. Meade & Company is an Accounting company. In Dublin 5, Ireland, the team offers Accounting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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Based in City of Industry, California, Twanmoh, Peng & Assoc., CPAs is an Accounting company. They offer Accounting and were founded in 2001.
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UndisclosedUndisclosed2 - 9London, Canada
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Accounting company Robert Ng, CPA Professional Corporation was founded in 2019. The team offers Accounting and is headquartered in London, Canada.
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UndisclosedUndisclosed10 - 49Woking, England
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Headquartered in Woking, England, Hamlyns LLP Chartered Accountants is an Accounting company. Established in 1988, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Sutton, England
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EJR Accounting & Bookkeeping Services is a small Accounting company located in Sutton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Banstead, England
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Marden & Co Accountants Ltd is a small Accounting company launched in 2006. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9East Molesey, England
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Goddards Accountants is a small Accounting company headquartered in East Molesey, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Philip L. Liberatore, CPA is an Accounting company. They were established in 1980 and offer Accounting.
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UndisclosedUndisclosed2 - 9New Malden, England
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Martax Accountants is an Accounting company. The New Malden, England-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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Washington J. Sanchez & Associates, LLC, a small Accounting company, is headquartered in Elizabeth, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Reading, England
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HJS Accountants, a midsize Accounting company, is based in Reading, England and Southampton, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Headquartered in Southampton, England, Genio Accountants is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Eastleigh, England
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Now Bookkeeping LTD is an Accounting company. They are based in Eastleigh, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hampton Wick, England
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David Howard Chartered Accountants is a small Accounting company launched in 1973. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Southampton, England
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Finanspol Group Ltd is a small Southampton, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Walton on the Hill, England
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Surrey Accountants Limited is an Accounting company. They are based in Walton on the Hill, England, and their services include Accounting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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Established in 2016, ArborCPA is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bramley, England
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Caldwell Penn Chartered Accountants is an Accounting company. Their small team is based in Bramley, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chandler's Ford, England
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Headquartered in Chandler's Ford, England, Chandlers Ford Bookkeeping Ltd is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerRomsey, England
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Lollipop Bookkeeping is an Accounting company. Their small team of employees is located in Romsey, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Haslemere, England
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Cundy & Co Ltd, a small Accounting company, is in Haslemere, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Whiteley, England
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CASA Accountancy & Bookkeeping Ltd, a small Accounting company, is in Whiteley, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cobham, England
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Riches & Company is a small Accounting company headquartered in Cobham, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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Established in 2012, VRC Accounting LLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Byfleet, England
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Headquartered in Byfleet, England, Michael Welfare & Co Ltd is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Eastleigh, England
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Based in Eastleigh, England, Tickdoc Ltd is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surbiton, England
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Kingston Burrowes Accountants is an Accounting company based in Surbiton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chandler's Ford, England
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AJ Bookkeeping is an Accounting company. Their small team is headquartered in Chandler's Ford, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kingston Upon Thames, England
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In Kingston Upon Thames, England, Accounts Plus Payroll Ltd is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Southampton, England
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Accounting company Roger Smallman & Co Ltd is headquartered in Southampton, England. They provide Accounting.
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UndisclosedUndisclosed2 - 9Surbiton, England
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Richard Morgan and Co is a small Accounting company headquartered in Surbiton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warsash, England
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JAM Accounting is an Accounting company. They are located in Warsash, England and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Hythe, England
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Graham Jones Chartered Accountants is a small Accounting company based in Hythe, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cranleigh, England
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Small Accounting company Bernard Brace, is headquartered in Cranleigh, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Colden Common, England
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Based in Colden Common, England, Format Accounts & Bookkeeping is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Great Neck, NY
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A. H. CPA, PLLC is an Accounting company. They are headquartered in Great Neck, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerChandler's Ford, England
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Mant & Co Accountants Ltd is a small Accounting company launched in 2016. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Small Accounting company PD Accountancy Services Limited, is headquartered in Southampton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Babylon, NY
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L.I Tax & Planning Inc is an Accounting company. They are headquartered in West Babylon, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shirrell Heath, England
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Victory Bookkeeping Services is a small Shirrell Heath, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eastleigh, England
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Accounting Innovations Ltd is an Accounting company. They are in Eastleigh, England and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Forest Hills, NY
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Founded in 2012, Kalantry LLP, a small Accounting company, is headquartered in Forest Hills, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
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LeGrand Financial Services is an Accounting company. Headquartered in Elizabeth, New Jersey, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fareham, England
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FFS Bookkeeping is an Accounting company. They are headquartered in Fareham, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Flushing, NY
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C & S Accounting & Tax Inc is a small Accounting company located in Flushing, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Small Accounting company Pandey & Co Ltd, is in Southampton, England. The team specializes in Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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
36.7/40.017/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.6/40.017/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.6/40.019.2/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32/40.016.4/20 Reviews8.4/10 Clients & Experience7.2/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.