Top Financial Services Firms
-
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, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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.
-
UndisclosedUndisclosed250 - 999Anchorage, AK
Services provided
Leslie J Schmitz CPA is an Accounting company established in 2002. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Liberty, MO
Services provided
Accounting company Isley, Curry & Howerton specializes in Accounting. They were founded in 1979.
Read more -
UndisclosedUndisclosed10 - 49Juneau, AK
Services provided
Elgee Rehfeld is an Accounting company. Their small team of employees is in Juneau, Alaska. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kirkwood, MO
Services provided
Croghan & Croghan, PC is a small Accounting company headquartered in Kirkwood, Missouri. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wasilla, AK
Services provided
Foster and Company, LLC is an Accounting company. Their small team is headquartered in Wasilla, Alaska and focuses on Accounting. The firm was founded in 2002.
Read more -
UndisclosedUndisclosed2 - 9Gardendale, AL
Services provided
J. Berry Brooks, Jr., P.C. Is an Accounting company. The team provides Accounting, and the company is based in Gardendale, Alabama.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Maixner, LLC is an Accounting company. They are in St. Louis, Missouri and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Lafayette, IN
Services provided
Established in 1963, Girardot Strauch & Co CPA is an Accounting company. Based in Lafayette, Indiana, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Consulting Professionals of Alaska is a small Accounting company launched in 1992. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Wheaton, IL
Services provided
Mathieson, Moyski, Austin & Co., LLP is an Accounting company in Wheaton, Illinois. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, MN
Services provided
Sampair Tax & Retirement Advisers is an Accounting company. Located in Roseville, Minnesota, the agency was established in 2007. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49York, NE
Services provided
Kopsa Otte is an Accounting company. Located in York, Nebraska, their small team provides Accounting and Business Consulting. The firm was launched in 1978.
Read more -
UndisclosedUndisclosed50 - 249Columbia, MO
Services provided
Williams-Keepers LLC is an Accounting company. Located in Columbia, Missouri and Jefferson City, Missouri, the agency focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Anchorage, AK
Services provided
Headquartered in Anchorage, Alaska, Newhouse & Vogler, CPA's is an Accounting company. They provide Accounting.
Read more -
UndisclosedUndisclosedFreelancerFishers, IN
Services provided
Wright Accounting Group, LLC, an Accounting company, provide Accounting. They were launched in 2006.
Read more -
UndisclosedUndisclosed2 - 9Crossville, AL
Services provided
Accounting company Stepleton & Holcomb, CPAs provides Accounting and Business Consulting. They are headquartered in Crossville, Alabama.
Read more -
UndisclosedUndisclosed10 - 49Springfield, MO
Services provided
Elliott, Robinson & Company, LLP is a small Accounting company. They specialize in Accounting and were launched in 1973.
Read more -
UndisclosedUndisclosed10 - 49Fenton, MO
Services provided
Coughlin, Donovan, Niehaus & Scherle, P.C. Is an Accounting company. They are headquartered in Fenton, Missouri and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Durych Schaefer & Associates LLC is a small Anchorage, Alaska-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
Nick A Hill P.C. Is a small Accounting company located in Omaha, Nebraska. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Small Accounting company cfd Accounting, is based in Indianapolis, Indiana. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Aurora, IL
Services provided
Coffey & Associates, P.C. Is an Accounting company. They are based in Aurora, Illinois and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kenai, AK
Services provided
Coghill Group is an Accounting company. Headquartered in Kenai, Alaska, their small team provides Accounting. The agency was launched in 1985.
Read more -
UndisclosedUndisclosedFreelancerBlue Springs, MO
Services provided
Accounting company Anissa Nelson CPA PC is located in Blue Springs, Missouri. Established in 2005, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Saint Paul, MN
Services provided
Located in Saint Paul, Minnesota, Scott Reid CPAs Inc. Is an Accounting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Schererville, IN
Services provided
Thomas W Daniels & Co, P.C. - CPA is an Accounting company. They were established in 1983 and specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Athens, AL
Services provided
Johnson, Feigley, Newton & Brand, LLP is an Accounting company. They are based in Athens, Alabama and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alexandria, MN
Services provided
Larter CPA Group, Ltd. Is an Accounting company. Their small team is located in Alexandria, Minnesota. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Merrillville, IN
Services provided
Located in Merrillville, Indiana, Swartz Retson is an Accounting company. They provide Accounting and were established in 1919.
Read more -
UndisclosedUndisclosed10 - 49Muswellbrook, Australia
Services provided
Davies, Thompson & Wright Service is an Accounting company. The team is located in Muswellbrook, Australia, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Currey Accounting & Tax Service is an Accounting company. They are based in Indianapolis, Indiana. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dodge, NE
Services provided
Oelkers & Associates, LLC is a small Accounting company launched in 1977. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9DeKalb, IL
Services provided
The Clausen Group, LLP is an Accounting company established in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chadron, NE
Services provided
Gardner, Loutzenhiser, and Ryan, P.C. Is a small Accounting company based in Chadron, Nebraska. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Robertsdale, AL
Services provided
Gruenloh & Associates PC is a small Accounting company headquartered in Robertsdale, Alabama. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Madison, AL
Services provided
Launched in 1996, Joe D White PC is an Accounting company. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Peoria, IL
Services provided
Supreme Accounting & Tax Services, Inc is a small Accounting company headquartered in Peoria, Illinois. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Las Vegas, NV
Services provided
Accounting and HR Consulting company TPC Payroll HR Consultants offers Accounting and HR Consulting. They are based in Las Vegas, Nevada.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
Rossitto & Associates, an Accounting company, was established in 1991. They offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Montgomery, AL
Services provided
Bern Butler Capilouto & Massey, PC, an Accounting company, is located in Montgomery, Alabama. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Grand Island, NE
Services provided
Veritas Professional Group is a small Accounting company in Grand Island, Nebraska. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rockford, IL
Services provided
Founded in 1978, Boeke & Associates is an Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lebanon, MO
Services provided
Launched in 2002, Walters, Staedtler & Allen LLC, a small Accounting company, is in Lebanon, Missouri and Camdenton, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Neutral Bay, Australia
Services provided
Established in 1985, Aitken O'Grady Chartered Accountants is an Accounting company. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Neutral Bay, Australia
Services provided
Launched in 2005, Aitken Signor Chartered Accountants is a small Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Bartlett, IL
Services provided
ROI Business Services, LLC is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Bartlett, Illinois.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
Frazer & Persac is an Accounting company. The Baton Rouge, Louisiana-based team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Neutral Bay, Australia
Services provided
Crispin & Jeffery is an Accounting company. Established in 1981, the company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Baton Rouge, LA
Services provided
Accounting company L. A. Champagne & Co focuses on Accounting. They were launched in 1919.
Read more -
UndisclosedUndisclosed2 - 9Ponchatoula, LA
Services provided
Phil Hebert, CPA is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2005. The agency is based in Ponchatoula, Louisiana.
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
-
$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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
$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 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$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
32.6/40.017.4/20 Reviews8.3/10 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+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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 - 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 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.