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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UndisclosedUndisclosedFreelancerHelena, MT
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SPARTAN CONSULTING is a small Business Consulting and Insurance Services & Brokers company. They focus on Business Consulting and Insurance Services & Brokers and were established in 2007.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Bridger Operations is an Architectural Design company. They were launched in 2020, and their services include Architectural Design and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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In Baton Rouge, Louisiana, GPS Consultants is an Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Daigrepont & Brian, APAC is a Business Consulting company. Their team is headquartered in Baton Rouge, Louisiana and specializes in Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerPortland, ME
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Slate Consulting is a Business Consulting company. They are based in Portland, Maine and have small team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New Gloucester, ME
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Truliance Consulting is a Business Consulting company. Their team is in New Gloucester, Maine. The company focuses on Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Fractional CFO Services company SMB Strategy Consultants, LLC provides Fractional CFO Services and Business Consulting. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Legacy Consulting Group is a Business Consulting company headquartered in Atlanta, Georgia. They specialize in Business Consulting and Commercial Financing and were established in 1996.
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UndisclosedUndisclosed2 - 9Zachary, LA
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The Ephod Company is a small Business Consulting company. Established in 2003, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Shreveport, LA
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Watkins, Young, Hamaker & Bell, LLC is an Accounting company. They specialize in Accounting and Business Consulting and are headquartered in Shreveport, Louisiana.
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UndisclosedUndisclosed2 - 9
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Business Consulting company Fives Management Solutions focuses on Business Consulting and Accounting. They are headquartered in Baton Rouge, Louisiana.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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A to Z Management Consulting is a Business Consulting company. The Alpharetta, Georgia-based agency was founded in 2014. Their team focuses on Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Better Business Consulting Group LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and Accounting and were founded in 2017.
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UndisclosedUndisclosed2 - 9
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Transformational Business Consulting, LLC, a Business Consulting company, is in Cartersville, Georgia. The team offers Business Consulting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9New Castle, DE
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Parker Business Management Services is a Business Consulting company. The team provides Business Consulting and Financial Consulting, and the company is based in New Castle, Delaware.
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UndisclosedUndisclosed2 - 9Arbutus, MD
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Atlas Business Consulting, LLC is an Arbutus, Maryland-based Marketing Strategy company. They focus on Marketing Strategy and Corporate Training & Coaching and were established in 2022.
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UndisclosedUndisclosed2 - 9
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Freedom Business Management LLC. Is a Business Consulting company. The team offers Business Consulting and Accounting and is based in Cornelia, Georgia.
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UndisclosedUndisclosed50 - 249Boston, MA
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GGI Global Alliance is an Accounting company. Established in 1995, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quincy, MA
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Clarke, Snow & Riley, LLP is an Accounting company. They were founded in 1998 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milford, MA
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HSMC - Human Services Management Corporation is a midsize Business Consulting company. Launched in 1990, the team provides Business Consulting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Business Consulting company Leadership Needed Consulting Services was founded in 2017. The company specializes in Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosedFreelancerWoodlawn, MD
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Business Consultant Concepts is a Business Consulting company. The team focuses on Business Consulting and Financial Advising & Planning, and the firm is located in Woodlawn, Maryland.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Established in 2008, K Alexander & Associates, Inc. Is a small Atlanta, Georgia-based Business Consulting company. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Tyee Carr Advisory is based in Portland, Oregon. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sherwood, OR
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Founded in 2006, Crestwood Consulting Services, LLC is a small Sherwood, Oregon-based Business Consulting company. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Business Consulting company TManagement is in Atlanta, Georgia. They specialize in Business Consulting and Accounting and were founded in 2005.
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UndisclosedUndisclosed10 - 49Salem, OR
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Accounting company Fischer, Hayes, Joye & Allen, LLC is based in Salem, Oregon. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Quality Auditing LLC is an Accounting company launched in 2012. The team provides Accounting and Compliance Consulting.
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UndisclosedUndisclosed2 - 9Portland, OR
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AltaCrecí is a Business Consulting and Accounting company. They focus on Business Consulting and Accounting and are located in Portland, Oregon.
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UndisclosedUndisclosedFreelancerElkridge, MD
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Forsyth Consulting Group , a Marketing Strategy company, is in Elkridge, Maryland. They offer Marketing Strategy and Business Consulting and were launched in 2022.
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UndisclosedUndisclosed250 - 999Edison, NJ
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Johnson Lambert LLP is an Edison, New Jersey-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Holland, MI
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De Boer, Baumann & Company, PLC is an Accounting company. In Holland, Michigan and Grand Haven, Michigan, the firm was founded in 1934. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kalamazoo, MI
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Financial Advising & Planning company Rose Street Advisors is in Kalamazoo, Michigan. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9New Brighton, MN
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Founded in 1993, Lighthouse Management Group, Inc. Is a Business Consulting company. The company focuses on Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed50 - 249Annapolis, MD
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Immersion Consulting is a Business Consulting company. The Annapolis, Maryland-based team specializes in Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Gambrills, MD
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Accounting company Small Business Advisors was launched in 1999. Based in Gambrills, Maryland, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
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Smart's Management & Consulting Associates, LLC is a Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerBaltimore, MD
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Cap Ex Management is a Business Consulting company launched in 2019. The small team focuses on Business Consulting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Established in 2017, Brunner Consulting Inc. Is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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Business Consulting company PS Business Management, LLC was launched in 2002. The company offers Business Consulting and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Hattiesburg, MS
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Small Business Consulting company Hattiesburg Management Group, is headquartered in Hattiesburg, Mississippi. The team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Biloxi, MS
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Business Consulting company Table Max Solutions, LLC is based in Biloxi, Mississippi. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Founded in 2008, Vitteaux Ltd. Is a Business Consulting company. The team specializes in Business Consulting and Accounting and is located in Brooklyn, New York.
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UndisclosedUndisclosed2 - 9Madison, MS
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Cox Consulting Agency is a small Business Consulting company located in Madison, Mississippi. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Established in 2016, Wheeler and Morris Business Management Consulting LLC. Is a Business Consulting company. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerOdenton, MD
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Sparrow CPA & Accounting Services is an Odenton, Maryland-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gulfport, MS
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Based in Gulfport, Mississippi, Corporate Management Incorporated is a small Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerBaltimore, MD
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4Tenets Consulting, LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9New York, NY
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Marketing Strategy company Medvid Consulting Corporation was founded in 2015. The company specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Plymouth, MN
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The Big Picture Consulting is an Accounting company. The firm is in Plymouth, Minnesota. Their team provides Accounting and Business Consulting.
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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.
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- In-depth client interviews and ratings
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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.
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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 -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 -
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.