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
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
Services provided
See all 1 projectsRCSPL Canada INC. is an Outsourcing company registered under Canada Business Corporation Act (CBCA). We offer end-to-end technology and outsourcing services serving businesses, SMBs, and enterprises
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsNordholm Bookkeeping and Accounting provides a comprehensive suite of services including bookkeeping, financial reporting, tax preparation, and VAT services. Clients commend the firm for its timely reports, responsiveness, and alignment with company values, highlighting its good culture and cost-effective solutions. The professional handling of complex tasks such as bank reconciliation and financial reporting is particularly appreciated.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsAB Capital Services FZE specializes in facilitating business bank account openings in Dubai, offering services such as bank selection, documentation preparation, and KYC support. Reviews highlight their exceptional project management, responsiveness, and in-depth knowledge of the Dubai banking landscape. Clients commend their proactive approach and tailored solutions, making them a recommended partner for business banking services.
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$1,000+$100 - $149 / hr2 - 9Plovdiv, Bulgaria
Services provided
See all 1 projectsBulgarian Companies offers comprehensive services including bookkeeping, CPA, financial reporting, and tax preparation, with a focus on forming companies and providing detailed financial analysis and consulting. Clients praise their efficient project management and the value provided, highlighting that they deliver projects on time and exceed expectations, making them a preferred choice for accounting and consulting needs.
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
See all 1 projectsAdroetech provides specialized services in implementing Microsoft Dynamics 365 Human Resource systems. Client feedback indicates that Adroetech excels in enhancing HR processes through efficient, data-driven solutions, and is noted for its timely project management and pioneering approach in technology. Overall, reviews highlight the company's strong performance and value, with minor areas for improvement.
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsaccounting byte provides comprehensive bookkeeping and accounting management services. The reviews highlight their exceptional professionalism, timely delivery, and effective project management, emphasizing cost and time savings. Clients express satisfaction with their services, indicating that accounting byte is a reliable partner for bookkeeping and accounting needs.
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$1,000+< $25 / hr10 - 49Fresno, CA
Services provided
See all 1 projectsGlobal Tech Billing LLC provides bookkeeping, financial reporting, tax preparation, and CFO services. Clients consistently praise their expert input, effective project management, and commitment to understanding their unique challenges. The company is noted for its efficiency, productivity enhancement, and ability to offer innovative solutions.
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UndisclosedUndisclosed250 - 999Pune, India
Services provided
See all 1 projectsBSMART specializes in financial consultancy, audit assistance, and regulatory compliance, offering services such as bookkeeping, financial reporting, and tax preparation. Clients praise their personalized approach, expertise, and professionalism. While their meticulous work occasionally results in longer turnaround times, the quality of their output remains exceptional, making BSMART a trusted partner for top-tier financial services.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSince 2017, Ingram Insurance Group, located at 733 Salem Avenue in Dayton, OH, has been a trusted independent insurance agency serving families, individuals, and real estate investors. We specialize
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UndisclosedUndisclosed2 - 9Mira Bhayandar, India
Services provided
See all 1 projectsBashmakh & Co (Chartered Accountants) offers comprehensive services, including GST consulting, tax preparation, and financial reporting. Reviews consistently highlight the firm's prompt service delivery and effective communication, particularly through dedicated account management. Clients appreciate their on-time, monthly service provision and high responsiveness.
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Undisclosed< $25 / hr50 - 249Delhi, India
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See all 1 projectsExuberant Global provides dedicated outsourced accounting professionals for UK accounting firms, bookkeeping practices, and ACCA-registered accountants. We work on a full-time or hourly basis,
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$5,000+$25 - $49 / hr250 - 999
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See all 1 projectsCordatus Resource Group runs your operating model at enterprise grade, redesigning workflows for peak efficiency, automating for measurable ROI, and staffing what remains with specialists across all
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UndisclosedUndisclosed2 - 9DAGENHAM, England
Services provided
See all 1 projectsFZCO & CO offers tax preparation and financial reporting services. The reviews highlight significant dissatisfaction, particularly noting a lack of experience in eCommerce, unprofessional behavior, and misleading business practices. Overall, FZCO & CO has received negative feedback for their poor communication and unreliable service.
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$1,000+$150 - $199 / hr2 - 9Staten Island, NY
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Launched in 1990, Arlia & Associates is an Accounting company. Located in Staten Island, New York and New York, New York, the team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
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Spritzer, Kaufman & Company LLP, an Accounting company, is headquartered in New York, New York. They focus on Accounting and were founded in 1993.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Accurate Accounting Associates is an Accounting company. Established in 2013, the agency is in Boston, Massachusetts. Their team focuses on Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Hajiani CPA is an Accounting company. They are in Boston, Massachusetts and New York, New York. Their team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9Chicago, IL
Services provided
Lopez & Company CPAs, a small Accounting company, is based in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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Established in 1983, Wilson & Associates is an Accounting company. Based in Chicago, Illinois, the team provides Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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Furness & Associates is a Los Angeles, California-based Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9West Hollywood, CA
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Matei & Co. Is an Accounting company. Their small team is headquartered in West Hollywood, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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Samuel B. Choi Accountancy Corp is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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WWSA CPAs is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9San Francisco, CA
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California Accounting Center, an Accounting company, was launched in 1993. The firm provides Accounting.
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$1,000+$100 - $149 / hr2 - 9NY, NY
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Accounting Group of WNY, an Accounting company, was established in 1997. Based in NY, New York, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Wakefield, MA
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Johnson O'Connor Feron & Carucci is an Accounting company. They are located in Wakefield, Massachusetts. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
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Hertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Boston, MA
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Cohen + Associates is an Accounting company. Based in Boston, Massachusetts, the firm was founded in 1983. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Marblehead, MA
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Founded in 1981, Carlton, Healy & Frederick is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Burlington, MA
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In Burlington, Massachusetts, S. Gordon Corporation is an Accounting company. They focus on Accounting and were established in 1978.
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$1,000+$100 - $149 / hr10 - 49Newton, MA
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Headquartered in Newton, Massachusetts, AGS Tax Group is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Schaumburg, IL
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Cukierski & Kowal is a small Accounting company in Schaumburg, Illinois. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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D'Andrea & Associates is a small Accounting company located in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Washington, Pittman & McKeever, an Accounting company, was launched in 1939. In Chicago, Illinois, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
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DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Chu and Waters is a small Accounting company located in San Francisco, California. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9St. John's, Canada
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Established in 2014, Clarified Accounting, a small Accounting company, is located in St. John's, Canada. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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I&U CPA is an Accounting company. Located in New York, New York, their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
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Bachrach, Waschitz & Waschitz is a Monticello, New York-based Accounting company. They specialize in Accounting.
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$1,000+$100 - $149 / hr10 - 49Needham, MA
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Sandler & Company is an Accounting company. The team focuses on Accounting, and the agency is located in Needham, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Located in Los Angeles, California, Neuman + Associates is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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HRH Accountancy Corporation is an Accounting company. The San Francisco, California-based agency was launched in 1986. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
Services provided
Accounting company Clarke Public Accounting is located in Chicago, Illinois. They specialize in Accounting and were founded in 1993.
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$1,000+$100 - $149 / hr10 - 49Harwood Heights, IL
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D&J Accounting and Tax Services is an Accounting company established in 1990. The company offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Prado & Renteria is an Accounting company founded in 1990. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Park Ridge, IL
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Established in 1977, Rozovics Group is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Skokie, IL
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Rudder Services is an Accounting company founded in 2017. The small team offers Accounting.
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Undisclosed$50 - $99 / hrFreelancerBronx, NY
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Accounting company Cruz Income Tax & Payroll Services focuses on Accounting. They were founded in 2012.
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$1,000+< $25 / hr50 - 249Gainesville, FL
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Rccess Technologies is a Gainesville, Florida-based Accounting company. Established in 2012, the team offers Accounting and Custom Software Development.
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$1,000+$200 - $300 / hr2 - 9Uniondale, NY
Services provided
Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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Get My QuotesWhy 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
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% 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.