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.
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Greenbelt, MD
Services provided
TD Emory, CPA & Associates, a small Accounting company, is located in Greenbelt, Maryland. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Certified Advisors LLC is a Financial Advising & Planning company founded in 2001. Their team focuses on Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Claremont, CA
Services provided
In Claremont, California, ITS Consulting Incorporated is a CRM consulting and SI company. The team focuses on CRM consulting and SI and ERP consulting and SI.
Read more -
UndisclosedUndisclosed2 - 9New Orleans, LA
Services provided
Business Consulting company Loyal Consulting and Business Services, Inc. Is headquartered in New Orleans, Louisiana. They offer Business Consulting and Accounting and were established in 2017.
Read more -
UndisclosedUndisclosed2 - 9Columbia, MD
Services provided
Established in 2020, ADVICE ALLIANCE LLC is a small Accounting company headquartered in Columbia, Maryland. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Founded in 2016, Red River Resources, LLC NavAide, a small IT managed services company, is in San Diego, California. Their team focuses on IT managed services and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Financial Advising & Planning company Lodestar Consulting, Inc. Was founded in 1997. The small team focuses on Financial Advising & Planning and BI & big data consulting & SI.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Founded in 2009, Technical Institute of America, Inc. Is an Accounting company. The team provides Accounting and IT managed services and is located in New York, New York.
Read more -
UndisclosedUndisclosed2 - 9Ferndale, MI
Services provided
Powers Consulting Group, LLC is a Financial Advising & Planning company. They are in Ferndale, Michigan and have small team. Their services include Financial Advising & Planning and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
KANAELA, LLC is a small Accounting company founded in 2020. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Winnebago, NE
Services provided
Launched in 2004, Blue Earth Marketing Company Ho-Chunk Technical Solutions is a Business Consulting company. The team offers Business Consulting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Accounting company Mind Your Business Accounting and Consulting Services Inc. Specializes in Accounting and Business Consulting. They were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Anna, TX
Services provided
The One Nine Group Inc. Is an Accounting company. The team offers Accounting and Financial Advising & Planning and is headquartered in Anna, Texas.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Accounting company ACURANCE, LLC was founded in 2018. The firm offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Rockville, MD
Services provided
Destiny Management Services, LLC is an Accounting company. Established in 1996, the team offers Accounting and Custom Software Development. The agency is in Rockville, Maryland.
Read more -
UndisclosedUndisclosed2 - 9Tacoma, WA
Services provided
FODENCO LLC is an Accounting company. The team offers Accounting and is headquartered in Tacoma, Washington.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
JOYCE OF MANY TRADES LLC, an Accounting company, was launched in 2019. They provides Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Vienna, VA
Services provided
Headquartered in Vienna, Virginia, SP Group LLC is an Accounting company. Launched in 2010, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Powder Springs, GA
Services provided
Located in Powder Springs, Georgia, WEEKS FINANCIAL CONSULTING, LLC is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
Boundless Associates, LCC is an Accounting company established in 2012. The small team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Founded in 2009, GLOBAL INSIGHTS SOLUTIONS LLC is a Business Consulting company. Located in Washington, District of Columbia, the team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Springfield, VA
Services provided
Small ERP consulting and SI company Nextstep Technology, Inc, is headquartered in Springfield, Virginia and Morgan Hill, California. The team focuses on ERP consulting and SI and Cybersecurity.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
The Robert Bobb Group, LLC is a small Business Consulting company. They focus on Business Consulting and Accounting and were launched in 2011.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
Innovative Solutions Consulting, an Accounting company, was launched in 2013. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Juneau, AK
Services provided
Goldbelt Frontier, LLC is a Juneau, Alaska-based Business Consulting company. Founded in 2015, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Midland, MI
Services provided
Litherland Tax & Accounting Services LLC is an Accounting company. The Midland, Michigan-based company was established in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ellenwood, GA
Services provided
A. Woods, LLC is an Accounting company. Their small team is headquartered in Ellenwood, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Tommy China Business Consulting is an Accounting company. Their team is headquartered in and offers Accounting and Search Engine Optimization.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
IRS Tax Solutions is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is located in Austin, Texas.
Read more -
UndisclosedUndisclosed2 - 9Lakeville, MN
Services provided
LightHouse Business & Tax Solutions is a small Lakeville, Minnesota-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Gaithersburg, MD
Services provided
Accounting company Reema Consulting Services, Inc. Specializes in Accounting and Back Office Outsourcing. They are headquartered in Gaithersburg, Maryland.
Read more -
UndisclosedUndisclosed10 - 49Lake Forest, IL
Services provided
A3B LLC is a Lake Forest, Illinois-based Accounting company. Their services include Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Axel Ford, an Accounting company, is in Houston, Texas. They specialize in Accounting and Staffing and were founded in 2019.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Sunde Consulting & Accounting LLC, an Accounting company, was launched in 2020. They specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Gunter Consulting, Inc is an user experience design agency. Their team is headquartered in Atlanta, Georgia and provides UX/UI Design and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9York, SC
Services provided
Infinity Accounting LLC is a York, South Carolina-based Accounting company. Launched in 2014, the team specializes in Accounting.
Read more -
UndisclosedUndisclosedFreelancerLakewood, CO
Services provided
Accounting company AE&B Accounting Services was founded in 2019. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Trimerge Consulting Group, PA is a small Accounting company located in Miami, Florida. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
Desired Accounting & Business Solutions LLC is an Accounting company. Launched in 2020, the agency is headquartered in Fort Lauderdale, Florida. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Americana Business Consultants LLC is a Financial Consulting company. The Houston, Texas-based team focuses on Financial Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shanghai, China
Services provided
CEC - China Expert Consulting (China) Limited is a small Business Consulting company in Shanghai, China. The team offers Business Consulting and Advertising.
Read more -
UndisclosedUndisclosed2 - 9Central, Hong Kong
Services provided
Kenneth Chau & Co. Is a small Finance & Accounting Outsourcing (FAO) and Accounting company founded in 1960. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Hyattsville, MD
Services provided
Workforce Resources, Inc. Is a Logistics & Supply Chain Consulting company headquartered in Hyattsville, Maryland. They offer Logistics & Supply Chain Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Jackman Professional Accounting, Inc., an Accounting company, is headquartered in Boston, Massachusetts. They offer Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Falcon Capital Advisors LLC is a small Financial Advising & Planning company based in Washington, District of Columbia. The team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249Vienna, VA
Services provided
Futrend Technology, Inc., an IT strategy consulting and Financial Advising & Planning company, was launched in 2000. The team provides IT strategy consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Huntsville, AL
Services provided
Drodex Inc is an Accounting company founded in 2012. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Riverdale, MD
Services provided
SEBA Professional Services, LLC is a Commercial Development company founded in 2006. Based in Riverdale, Maryland, the team specializes in Commercial Development and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
Ilaka Solutions LLC is an Accounting company founded in 2013. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Harlingen, TX
Services provided
Wycotax, an Accounting company, specialize in Accounting. They were founded in 2014.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
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.