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.
-
UndisclosedUndisclosed2 - 9St. Louis, MO
Services provided
The Wagner Company, P.C. Is an Accounting company established in 1961. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed50 - 249St. Louis, MO
Services provided
Accounting company Anders was established in 1965. Headquartered in St. Louis, Missouri, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
One Nexus Consulting is a Singapore, Singapore-based HR Consulting company. Launched in 2007, the team offers HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Clayton, MO
Services provided
Mueller Prost is an Accounting company. Based in Clayton, Missouri, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249St. Louis, MO
Services provided
Kerber, Eck & Braeckel LLP is an Accounting company. Founded in 1931, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9St. Louis, MO
Services provided
Mccollum Karen, CPA is an Accounting company. They are based in St. Louis, Missouri and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9St. Louis, MO
Services provided
Headquartered in St. Louis, Missouri, Bender & Company CPAs, PC is an Accounting company. Founded in 1990, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
Godfrey & Associates is an Accounting company. They are in St. Louis, Missouri, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
Schmersahl Treloar & Co is a small St. Louis, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
In Singapore, Singapore, PayDynamics is a small HR Consulting company. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
RHT Management Services is an Accounting company. The company is located in Singapore, Singapore. Their team focuses on Accounting and Branding.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Launched in 2009, Hallmark CPA Group LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
Founded in 1957, Prida, Guida & Perez, P.A. Is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in Tampa, Florida.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
David McQuay, Jr., CPA, PA, a small Accounting company, is headquartered in Tampa, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
Headquartered in Tampa, Florida, Rivero, Gordimer & Company is an Accounting company. Founded in 1983, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Zacharias CPA Group, PA is an Accounting company in Tampa, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed250 - 999Tampa, FL
Services provided
Frazier, an Accounting company, was founded in 1981. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
ONE HR PTE LTD is a HR Consulting company. They are based in Singapore, Singapore and have small team. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Broyles, Rooks & Johnson CPAs, P.A. Is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2005. The company is based in Tampa, Florida.
Read more -
UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
Saltmarsh, Cleaveland & Gund is an Accounting company. Established in 1944, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
Flowers, Rieger & Associates, P.L.L.C. Is an Accounting company located in Tucson, Arizona. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
The Royce CPA Firm is an Accounting company. They provide Accounting and are located in Tucson, Arizona.
Read more -
UndisclosedUndisclosed10 - 49Tucson, AZ
Services provided
Established in 1972, HBL CPAs, P.C., a small Accounting company, is based in Tucson, Arizona. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tucson, AZ
Services provided
Keegan Linscott & Kenon, PC is an Accounting company. Established in 1994, the company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tucson, AZ
Services provided
R & A CPAs is an Accounting company. Their small team of employees is based in Tucson, Arizona. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
Established in 1988, J Michale Haubert CPA PC is a small Accounting company in Tucson, Arizona. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
Ludwig Klewer & Co is an Accounting company based in Tucson, Arizona and. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
Desert Rose Tax & Accounting is an Accounting company. Located in Tucson, Arizona, the agency was launched in 2002. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
PK Accounting & Tax is an Accounting company launched in 1974. The team specializes in Accounting and is headquartered in Tucson, Arizona.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Briscoe, Burke & Grigsby LLP is an Accounting company founded in 1977. The firm focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Launched in 1988, Lohrey & Associates, PLLC, a small Accounting company, is headquartered in Tulsa, Oklahoma. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Muret CPA, PLLC is an Accounting company located in Tulsa, Oklahoma. Launched in 1999, the team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Tulsa, OK
Services provided
CCK Strategies, PLLC is an Accounting company established in 1997. Headquartered in Tulsa, Oklahoma, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Founded in 1952, Stanfield + O'Dell is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tulsa, OK
Services provided
Elliott, Dozier and Helland P.C., a small Accounting company, is in Tulsa, Oklahoma. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tulsa, OK
Services provided
Launched in 2007, Minert & Associates is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tulsa, OK
Services provided
Preston Smith, PLLC is a small Accounting company. Founded in 2011, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Burkeen Clagg Bartel, an Accounting company, was launched in 2010. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tulsa, OK
Services provided
Balancing Act Accounting LLC is an Accounting company. They are based in Tulsa, Oklahoma. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Virginia Beach, VA
Services provided
DesRoches & Company, CPAs, PC is an Accounting company based in Virginia Beach, Virginia. They specialize in Accounting and Business Consulting and were launched in 1985.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
Stephen Merritt, CPA, PC is an Accounting company located in Virginia Beach, Virginia. They specialize in Accounting and Business Consulting and were founded in 1995.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
Stewart & Company is an Accounting company launched in 1977. The team specializes in Accounting and Business Consulting and is based in Virginia Beach, Virginia.
Read more -
UndisclosedUndisclosed10 - 49Virginia Beach, VA
Services provided
Jones CPA Group, P.C. Is a small Virginia Beach, Virginia-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
NLP CPAs, P.C. Is a small Virginia Beach, Virginia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Machspeed Human Resources is a HR Consulting company. Their small team is based in Singapore, Singapore. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
Espinoza & Company CPA and IT Consulting is an Accounting company. Launched in 2009, the agency is located in Virginia Beach, Virginia. Their team focuses on Accounting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
Small Accounting company Dawson's Accounting, is headquartered in Virginia Beach, Virginia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Virginia Beach, VA
Services provided
Harry Jernigan CPA Attorney, P.C. Is an Accounting company. The team is in Virginia Beach, Virginia, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
8Hunters International is a HR Consulting company. They specialize in HR Consulting and Accounting and were established in 2008.
Read more -
UndisclosedUndisclosed10 - 49Virginia Beach, VA
Services provided
Zukerman & Associates, Ltd. Is a small Accounting company located in Virginia Beach, Virginia. The team specializes in Accounting.
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 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
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+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 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 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.