Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Silsoe, England
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Abbott Moore is a small Accounting company in Silsoe, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oroville, CA
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Matthews, Hutton & Warren, CPAs, an Accounting company, offer Accounting. They were established in 1988.
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UndisclosedUndisclosed2 - 9Chico, CA
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Accounting company Johnson & Heller is based in Chico, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Launched in 1993, Scott A. Gailey CPA is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Kathleen L. Altenburg CPA is an Accounting company. Located in Chico, California, the company was founded in 2009. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Small Accounting company Thompson R & Co Ltd, is headquartered in Bedford, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bedford, England
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The Accounting Tech is an Accounting company. They are headquartered in Bedford, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Ryan Cheung, CPA is an Accounting company. They are headquartered in Chico, California and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Luton, England
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Keens Shay Keens is an Accounting company. The company is in Luton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Small Accounting company Jameson Accounting Services, is headquartered in Bedford, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Based in Bedford, England, Soaring Falcon Accountancy is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Wright Connections Ltd is a small Accounting company located in Bedford, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hitchin, England
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TUS Accountancy Services Ltd is an Accounting company headquartered in Hitchin, England. Established in 2008, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ampthill, England
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GKP Chartered Accountants is a small Ampthill, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buzzard, England
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Holmes & Company is an Accounting company. Their small team is based in Buzzard, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Based in Bedford, England, Virgo Associates is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Warren Tamworth Ltd is a small Accounting company headquartered in Bedford, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Flitwick, England
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In Flitwick, England, Godfrey Laws & Co Ltd is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bedford, England
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Novakovic & Co is an Accounting company. Their small team is headquartered in Bedford, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Luton, England
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In Luton, England, KATHIRESAN COMPANY LIMITED is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cople, England
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S J Tax Ltd is a small Cople, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Caddington, England
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Astons Accountants Luton, a small Accounting company, is located in Caddington, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Willington, England
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Small Accounting company Baker Noel, is based in Willington, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Luton, England
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Digitus Accountancy is a small Luton, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Turvey, England
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Accounting company Cox & Co was founded in 1990. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wilden, England
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Gregory Wildman is a small Wilden, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Luton, England
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In Luton, England, S J Males & Co is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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In Bengaluru, India, GRV & PK is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Suruchi & Co is a small Bengaluru, India-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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HVJ & Associates is an Accounting company. Headquartered in Bengaluru, India, their small team specializes in Accounting. The agency was founded in 2006.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Kotla and Associates, a small Accounting company, is headquartered in Bengaluru, India. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Accounting company GPSV & Co. Offers Accounting. They are in Bengaluru, India.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Bagrodia & Co is an Accounting company founded in 2004. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Pradeep Bhat & Co. Is a small Bengaluru, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Krutin Advisors is a small Bengaluru, India-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mangalore, India
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S N S B & Associates is an Accounting company. Based in Mangalore, India, the company was launched in 2010. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Sapthagiri Tax is a small Bengaluru, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ithaca, NY
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Equus Advisors is an Accounting company located in Ithaca, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jamestown, NY
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Accounting company Saxton, Kocur and Associates, LLP is based in Jamestown, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
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Jeffrey L Offhaus CPA LLC, a small Accounting company, is located in Orchard Park, New York. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Corning, NY
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Alsworth Capital Management, LLC is an Accounting company. They are located in Corning, New York and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamestown, NY
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Small Accounting company Schaffner Knight Minnaugh & Co, is based in Jamestown, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dunkirk, NY
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Based in Dunkirk, New York, Joanne M. Hallmark, CPA is an Accounting company. They provide Accounting and Business Consulting and were launched in 2000.
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UndisclosedUndisclosed2 - 9Grand Island, NY
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Christine A Learman CPA PC is an Accounting company. The small Grand Island, New York-based team provides Accounting and Business Consulting. The firm was launched in 1990.
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UndisclosedUndisclosed2 - 9Niagara Falls, NY
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Small Accounting company Swiantek, Kling & Pasieka LLP, is in Niagara Falls, New York. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9West Seneca, NY
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Partners Financial is an Accounting company. Their small team is headquartered in West Seneca, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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EURO FINANCE is a small Warszawa, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Endicott, NY
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Salvatore R Peretore Cpa is an Accounting company. Founded in 1981, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Johnson City, NY
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Small Accounting company Bill Spring CPA, is located in Johnson City, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Binghamton, NY
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Johnson Lauder & Savidge LLP is an Accounting company. They are located in Binghamton, New York. Their team focuses on Accounting and Business Consulting.
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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.
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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.