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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UndisclosedUndisclosed2 - 9Ängelholm, Sweden
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In Ängelholm, Sweden, BBS Accounting Service AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bishop, CA
Services provided
Torrey Pines Advisors & Accountants LLP is an Accounting company. Their team is based in Bishop, California and focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Established in 2009, Dwight Zurawski CPA is a small Lakewood, Colorado-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bishop, CA
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Headquartered in Bishop, California, SCHOBER TAX & BOOKS is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fortuna, CA
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About Anderson, Lucas, Somerville & Borges, LLP is an Accounting company. They were founded in 1945 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Fortuna, CA
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Accounting company Terry L. Pontes, CPA offers Accounting. They are located in Fortuna, California.
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UndisclosedUndisclosed2 - 9Eureka, CA
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Melinda Walsh, CPA is an Eureka, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Blythe, CA
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Douglas R. Bigler, CPA, Inc., an Accounting company, was launched in 2006. Based in Blythe, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Blythe, CA
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Bradley A Schwindt CPA is an Accounting company. Their small team is located in Blythe, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Anderson & Associates, CPA is an Accounting company. Launched in 1978, the company is located in Riverside, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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C.Dart CPA, Inc. Is an Accounting company. Located in Riverside, California, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Kenneth Koozin, Certified Public Accountant is an Accounting company. Their team is headquartered in Riverside, California and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Established in 2015, The Accounting Group, LLC. Is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Corona, CA
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Ma & Associates, CPA is an Accounting company. Their small team is based in Corona, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Quon & Associates, Inc. Is an Accounting company. The Tustin, California-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Carlson Accountancy Corporation is an Accounting company. They were established in 2000, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Christchurch, New Zealand
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Nexia New Zealand is an Accounting and Business Consulting company based in Christchurch, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Fitzgerald & Company CPA's is an Accounting company. Their small team is located in Tustin, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Wilwor Group is a small Warszawa, Poland-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Otwock, Poland
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Small Accounting company Accounting Office Otwock Peter Green, is headquartered in Otwock, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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Accounting company Abacus Kancelaria Podatkowo-Księgowa provides Accounting. They were founded in 2000.
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UndisclosedUndisclosed2 - 9Moczydłów, Poland
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Small Accounting company BBR-FINLEX, is based in Moczydłów, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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Biuro Rachunkowe Etna is an Accounting company. They are headquartered in Piaseczno, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Commack, NY
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OA Tax Partners, a small Accounting company, is located in Commack, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Józefosław, Poland
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Based in Józefosław, Poland, Biuro Rachunkowe AWANS is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Astoria, NY
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Small Accounting company Charalambos Selearis, CPA PLLC, is based in Astoria, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Elmhurst, NY
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Garcia & Associates CPA PC is an Accounting company. Their small team is based in East Elmhurst, New York. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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Eco-Tax, Inc is an Accounting company. Launched in 2012, the company is located in Brooklyn, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gloversville, NY
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Philip Beckett CPA PC is a Gloversville, New York-based Accounting company. They specialize in Accounting and Business Consulting and were established in 1985.
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UndisclosedUndisclosed10 - 49Tustin, CA
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Founded in 2006, Immel Financial Services, Inc. Is an Accounting company. The team provides Accounting and is headquartered in Tustin, California.
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UndisclosedUndisclosed2 - 9
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Andrew Matthews, Chartered Professional Accountant is a small Accounting company in Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Andrew Mingay Professional Corporation is a small Markham, Canada-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Well Balanced Financial Services, an Accounting company, is located in Lakewood, Colorado. They provide Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Administrative Concepts is a Lakewood, Colorado-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Founded in 1980, Timothy M. Kelley, Esq., MBA, CPA is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Macher and Clark, CPAs is an Accounting company. Their team is based in Riverside, California. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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CALCULO Accounting Office is an Accounting company. They are headquartered in Piaseczno, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Joseph W. Wiley Certified Public Accountant is an Accounting company. The team focuses on Accounting and Business Consulting and is located in Riverside, California.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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Small Accounting company KCK Biuro Rachunkowe, is located in Piaseczno, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Frank W. Stearns CPA, Inc. Is an Accounting company. The company is in Riverside, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Located in New Delhi, India, Pan India Corporate Services is an Accounting company. Established in 2007, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Shaila Chamberlain, CPA is an Accounting company. The team specializes in Accounting and Business Consulting and is based in Riverside, California.
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UndisclosedUndisclosed2 - 9Lesznowola, Poland
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ACCOUNTING SERVICES Łuczak Izabella, an Accounting company, is based in Lesznowola, Poland. They provide Accounting and were founded in 2001.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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The BUCHALETER Accounting Office is an Accounting company. They are located in Warszawa, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Redlands, CA
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Accounting company CPA Financial Advisors Inc specializes in Accounting. They are headquartered in Redlands, California.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Launched in 1946, Langlois Hauck Lettner & Co. LLP is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Rashidi LLP is an Accounting company. The Richmond Hill, Canada-based agency was established in 1992. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Christenson Orejel Associates, LLP is an Accounting company. Their small team is located in Riverside, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Saratoga Springs, NY
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Ferraro, Amodio & Zarecki, CPAs is an Accounting company headquartered in Saratoga Springs, New York. They offer Accounting and Business Consulting and were established in 2016.
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UndisclosedUndisclosed2 - 9Clifton Park, NY
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Capital District Accounting, LLC, an Accounting company, was launched in 2019. The agency provides Accounting and HR 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.