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 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 - 9Hatfield, England
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HJRL & Associates is a small Hatfield, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Essex, England
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AACSL Accountants is an Accounting company based in Essex, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mayfair, England
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Dua & Co is an Accounting company. The company is based in Mayfair, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hitchin, England
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LBCA - Accountants, a small Accounting company, is located in Hitchin, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ware, England
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Headquartered in Ware, England, Tittensor & Co LLP is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Waltham Cross, England
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Orlando Accountancy Ltd is an Accounting company. They are based in Waltham Cross, England and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hempstead, England
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Founded in 1995, Melwoods Chartered Certified Accountants is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barnet, England
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Headquartered in Barnet, England, Joshua Leigh & Co Accountants is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hitchin, England
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Optima Accountancy Services, a small Accounting company, is in Hitchin, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watford, England
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Exel Accountancy Ltd is an Accounting company. Their small team is in Watford, England and focuses on Accounting and Business Consulting. The agency was launched in 2012.
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UndisclosedUndisclosed10 - 49Hoddesdon, England
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HB Accountants is a small Accounting company. They specialize in Accounting and Business Consulting and were launched in 1921.
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UndisclosedUndisclosed2 - 9Kings Langley, England
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Futurelink Accountancy Services Limited is an Accounting company founded in 1996. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Berkhamsted, England
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Established in 1990, HJP Chartered Accountants is an Accounting company. In Berkhamsted, England, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerStenungsund, Sweden
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Guttman & Partners AB is an Accounting company. Based in Stenungsund, Sweden, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Grästorp, Sweden
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Levenskog Redovisning is a Grästorp, Sweden-based Accounting company. Established in 1989, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Shevas Bookkeeping is an Accounting company in Toronto, Canada. They provide Accounting and were launched in 2018.
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UndisclosedUndisclosed2 - 9Vänersborg, Sweden
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Amgård Redovisning AB is a small Accounting company headquartered in Vänersborg, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Headquartered in Wrocław, Poland, Biuro Rachunkowe Magdalena Sterczała is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Launched in 2011, Qmulus is an Accounting company. In Toronto, Canada, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bytom, Poland
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Biuro Rachunkowe Fabryka is an Accounting company. They are located in Bytom, Poland and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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Trager, Kevy & Trager, LLP is an Accounting company. Launched in 1982, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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Stuart, Edelstein, Linderman & Co., Inc. Is a small Bellmore, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Located in Wrocław, Poland, Biuro Rachunkowe Correct Consulting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Anna:s Bokföring AB is an Accounting company. The agency is headquartered in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Garden City, NY
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Minsky & Cottone, CPAs, PC is a small Accounting company established in 1994. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vänersborg, Sweden
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Located in Vänersborg, Sweden, Hedmans Revisionsbyrå AB is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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Bacchioni & Company, CPAs, P.C. Is an Accounting company. Their small team is in Mineola, New York and provides Accounting and Business Consulting. The agency was established in 2016.
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UndisclosedUndisclosed2 - 9New Hyde Park, NY
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Small Accounting company Interactive Business Services, is located in New Hyde Park, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roslyn, NY
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DelBene CPA LLC is a small Roslyn, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Hyde Park, NY
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Established in 1974, Furman & Hauswirth is an Accounting company. The team offers Accounting and Business Consulting and is located in New Hyde Park, New York.
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UndisclosedUndisclosed2 - 9Stenungsund, Sweden
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Small Accounting company H Kjellberg Redovisning AB, is in Stenungsund, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jamaica, NY
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Dynamic Accounting Services is an Accounting company. Their team is in Jamaica, New York and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Danderyd, Sweden
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Accounting company Canseko AB is located in Danderyd, Sweden. They specialize in Accounting and were launched in 1999.
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UndisclosedUndisclosed2 - 9Hollis, NY
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Andrew Pieri CPA, P.C. Is a small Accounting company located in Hollis, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Flushing, NY
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SHAY CPA P.C. Is an Accounting company. They were founded in 2014 and provide Accounting.
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UndisclosedUndisclosed2 - 9Danderyd, Sweden
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Small Accounting company Ekonomitornet Redovisningsbyrå, is in Danderyd, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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McAuliffe CPA Enterprises, P.C. Is a Bellmore, New York-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Täby, Sweden
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EAS Ekonomiservice AB is an Accounting company. They are based in Täby, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Westbury, NY
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Accounting company Boyce, Hughes & Associates, LLP is based in Westbury, New York. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Jericho, NY
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Established in 1977, Grodsky, Caporrino & Kaufman, LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Advantage Tax and Accounting LLC is an Accounting company. They are located in Baldwin, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Headquartered in Baldwin, New York, Accounting Services of NY, Inc. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wantagh, NY
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Accounting company CPA Directory is headquartered in Wantagh, New York. Established in 1999, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden City, NY
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Located in Garden City, New York, Bernarda C. Melone CPA, P.C. Is an Accounting company. Founded in 1991, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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Launched in 1986, Accounts Retrievable System is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camillus, NY
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The Terzolo Financial Group, Inc. Is a Camillus, New York-based Accounting company. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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MAWN LAW CONSULTING is an Accounting company. The team specializes in Accounting and is based in Berlin, Germany.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Wfirma.pl, a small Accounting company, is based in Wrocław, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Accounting company GOSKON Kancelaria Podatkowa Krzysztof Mickiewicz is in Wrocław, Poland. They provide Accounting.
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UndisclosedUndisclosed2 - 9Bytom, Poland
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Accounting company GRUPA PROFIT Sp. Z o. O. Was founded in 2000. The company focuses on Accounting, and is small.
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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.