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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UndisclosedUndisclosed50 - 249Jönköping, Sweden
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Brahe Redovisning AB is an Accounting company in Jönköping, Sweden. Established in 2003, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hatfield, England
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Small Accounting company Absolute Accountants, is based in Hatfield, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hitchin, England
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Base52 Accountants is a Hitchin, England-based Accounting company. Launched in 2003, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Marcos, CA
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Leo Cruz Tax Services is an Accounting company located in San Marcos, California. They specialize in Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9St Albans, England
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In St Albans, England, NAS St Albans Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Narinyan CPA, APC is an Accounting company. Located in Los Angeles, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9St Albans, England
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Louise Riddell Accounting is a small St Albans, England-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Stortford, England
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Perrys Chartered Certified Accountants is an Accounting company. Founded in 1983, the team focuses on Accounting and Business Consulting. The agency is based in Stortford, England.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro rachunkowe AsPres is an Accounting company. They are based in Wrocław, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sawbridgeworth, England
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Small Accounting company Ashley James Ltd, is in Sawbridgeworth, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edmonton, England
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ADA Accountants is an Accounting company. Their small team is based in Edmonton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stevenage, England
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Tony Orphanou & Associates is an Accounting company founded in 1999. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Albans, England
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H & S Accounting Ltd is an Accounting company. Their team is located in St Albans, England. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Trucker Tax Lady, a small Accounting company, is in Fullerton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Harpenden, England
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RPJ Accountancy Ltd is a small Accounting company in Harpenden, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Watford, England
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Landmark Chartered Accountants, an Accounting company, is in Watford, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Albans, England
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Small Accounting company Windfall Accounting LLP, is in St Albans, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Kevin Wong, CPA, CFE is an Accounting company. Their team is headquartered in Arcadia, California. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9North Babylon, NY
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Double D Accounting & Tax Services is a small Accounting company headquartered in North Babylon, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company Voppell, Inc is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Islip, NY
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Founded in 2016, Mlcpas Inc is a small East Islip, New York-based Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Accounting company Stuart Levy CPA, APC is based in Torrance, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
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William J. Camera & Company is an Accounting company. Headquartered in Melville, New York, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dix Hills, NY
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Sales Tax Defense LLC is an Accounting company. They are in Dix Hills, New York and have small team. Their services include Accounting and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Signal Hill, CA
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Crisell & Associates is an Accounting company. Their team is headquartered in Signal Hill, California and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
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CostaRothbort CPAs LLC is an Accounting company located in Melville, New York. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Locust Valley, NY
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Launched in 1991, Kempa & Company CPAs LLP is an Accounting company. The team focuses on Accounting and is based in Locust Valley, New York.
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UndisclosedUndisclosed10 - 49Johnson City, NY
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Established in 1985, Mondorf & Fenwick Pllc is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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FIN-EL CONSULTING is an Accounting company. Based in Gdańsk, Poland, the company was launched in 1998. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Small Accounting company Koslow CPA, is in Baldwin, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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H&B Premier Tax and Accounting LLC is a small Accounting company in Baldwin, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oceanside, NY
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In Oceanside, New York, Safe Harbor Tax and Accounting LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Uniondale, NY
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IMA Tax and Accounting LLC is an Accounting company. The company is located in Uniondale, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerGdańsk, Poland
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ProKlient Accounting Office is an Accounting company. They are headquartered in Gdańsk, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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T. Howton & Co., Inc., an Accounting company, was launched in 2007. The team provides Accounting and Business Consulting and is based in Mineola, New York.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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BZ Consulting is an Accounting company. They are headquartered in Gdańsk, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jalandhar, India
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Rahul B Gupta & Co is an Accounting company. They are in Jalandhar, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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Accounting Office AFK is an Accounting company. They are based in Gdańsk, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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Tax Free accounting is an Accounting company. They are based in Gdańsk, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Goyal Mangal & Co. Is an Accounting company. Their team is headquartered in Jaipur, India. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Headquartered in Jaipur, India, P C Modi & Company is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Launched in 1991, G. K. Mittal & Associates is a small Accounting company in Jaipur, India. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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JLN US & Co, a small Accounting company, is headquartered in Surat, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bikaner, India
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AVR Associates is an Accounting company. Their small team is headquartered in Bikaner, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Coimbatore, India
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S P P & Co. Is an Accounting and Business Consulting company. Their small team is based in Coimbatore, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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B S Sridhar & Co. Is a small Accounting company in Chennai, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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K Saravanan & Co. Is an Accounting company. The Chennai, India-based agency was founded in 1999. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Located in Liverpool, England, Malthouse Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oceanside, NY
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Headquartered in Oceanside, New York, Albert Haft CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hempstead, NY
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Comuzzi Accounting, an Accounting company, was founded in 2018. The small team offers Accounting and Business Consulting.
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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.