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 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 - 9Hewlett, NY
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LTSA Accounting is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2012.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Taurus CPA Solutions is an Accounting company. Launched in 2016, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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HKMP, LLP is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Roger Advisory Services is a New York, New York-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Asendant is a small Accounting company in Ellicott City, Maryland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Pro Tax of New York is an Accounting company. They are headquartered in New York, New York and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
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Small Accounting company Chumenti Accounting, is headquartered in Staten Island, New York. Their services include Accounting.
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UndisclosedUndisclosedFreelancerEllicott City, MD
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Small Accounting company David A. Stein, CPA, P.A., is in Ellicott City, Maryland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2012, Aiola CPA, PLLC, a small Accounting company, is based in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
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Burns Rodriguez & Associates Tax Services is an Accounting company. They are in The Bronx, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Horowitz & Ullmann, P.C. Is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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John S. Curtin, CPA is an Accounting company. Founded in 2006, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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SGS Advisors is an Accounting company. Their small team is located in Cedarhurst, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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A. Parness Company CPA is an Accounting company. They were established in 1985, and their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Randolph C Ruckert, PA is a small Accounting company headquartered in Ellicott City, Maryland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Asher Financial Services is an Accounting company. Their small team is based in Ellicott City, Maryland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hewlett, NY
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Nathan & Bernstein CPA'S P.C. Is an Accounting company. Their small team is headquartered in Hewlett, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Headquartered in Bremen, Germany, HOLLMANN+PARTNER is a small Accounting company. The team provides Accounting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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Stacy A. Sand, CPA is an Accounting company in Far Rockaway, New York. They offer Accounting and Business Consulting and were launched in 2006.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting company Thierfeld und Berg, is headquartered in Bremen, Germany. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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TBooks is an Accounting company founded in 1997. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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In Bremen, Germany, GAN Steuerberatungsgesellschaft mbH is an Accounting company. Founded in 1992, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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M-med is an Accounting company. Their team is headquartered in Bremen, Germany. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jamaica, NY
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Arman Chowdhury, CPA, P.C. Is a Jamaica, New York-based Accounting company. Launched in 2010, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Accounting company POWERWORKS FINANCIAL INC. Was founded in 1994. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Corona, CA
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Alma's Accounting and Tax Services is an Accounting company. Launched in 1998, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ontario, CA
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Mariette F. Martinez, EA is a small Accounting company. They offer Accounting and Business Consulting and were established in 2009.
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UndisclosedUndisclosed2 - 9Corona, CA
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Daw & Frantz, CPAs is an Accounting company. They provide Accounting and were founded in 1985. The company is located in Corona, California.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Small Accounting company Slack Tax & Consulting, is located in Ellicott City, Maryland. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Ellicott City, MD
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Court Place Advisors, LLC, an Accounting company, focus on Accounting. They were established in 1990.
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UndisclosedUndisclosed2 - 9Chino, CA
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David L. Buck, CPA is a Chino, California-based Accounting company. They focus on Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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AROS Consulting LLC, an Accounting company, was established in 2011. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Higher Blackley , England
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SRT Accounting Services is an Accounting company. They are based in Higher Blackley , England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Linköping, Sweden
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Accounting company Stenstark ekonomi AB offers Accounting. They were established in 2015.
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UndisclosedUndisclosed10 - 49Linköping, Sweden
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Accounting company Checkat AB was founded in 2016. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mjölby, Sweden
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Cambrant Ekonomi & Redovisning AB is an Accounting company. They are headquartered in Mjölby, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Croydon, England
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Small Accounting company Vision Accounting Services, is headquartered in Croydon, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kristinehamn, Sweden
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Bro Konsult & Ekonomi is a small Kristinehamn, Sweden-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Skövde, Sweden
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Launched in 2012, Skovde Redovisningsbyrå AB is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Anthony Lai Professional Corporation is an Accounting company. Their small team is in Markham, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Norrköping, Sweden
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Reventia AB is a small Accounting company located in Norrköping, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Söderköping, Sweden
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Frejms AB is an Accounting company. They are based in Söderköping, Sweden and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kumla, Sweden
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Nolér Revision AB is an Accounting company. They are based in Kumla, Sweden and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Götene, Sweden
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Kinnekulle Redovisningsbyrå AB is a small Accounting and Business Consulting company headquartered in Götene, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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DL Redovisning AB, a small Accounting company, is in Norrköping, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Helenas Ekonomitjänst AB is a small Avesta, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Katowice, Poland
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Small Accounting company TAX-NET SA, is in Katowice, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Zabrze, Poland
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CESKO Biuro Rachunkowe Biegly Rewident is an Accounting company. They are located in Zabrze, Poland and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Opole, Poland
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Accounting Office Wojciech Brzozowski is an Accounting company. They are in Opole, Poland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Launched in 1938, P. G. Bhagwat is an Accounting company. The team offers Accounting and is in Pune, India.
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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.