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 - 9Virginia Beach, VA
Services provided
LaRossa & Co is an Accounting company. They are located in Virginia Beach, Virginia and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
Advent Resource Consultancy, a HR Consulting company, focus on HR Consulting and Accounting. They were established in 2000.
Read more -
UndisclosedUndisclosed50 - 249Wichita, KS
Services provided
Allen, Gibbs & Houlik, L.C. Is an Accounting company. They are based in Wichita, Kansas. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Wichita, KS
Services provided
Accounting company Kirkpatrick, Sprecker & Company, LLP is in Wichita, Kansas. Launched in 1963, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Located in Wichita, Kansas, Regier and Juresic, LLC is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Busby Ford & Reimer, LLC is a small Wichita, Kansas-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Panamá, Panama
Services provided
Established in 2008, Panama Outsourcing is a HR Consulting company. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Wichita, KS
Services provided
Criser Gough & Parrish LLC, a small Accounting company, is headquartered in Wichita, Kansas. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Hanneman CPA PA is an Accounting company. Headquartered in Wichita, Kansas, the firm was established in 2004. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Established in 1980, Dunning & Dunning LTD is a small Wichita, Kansas-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Small Accounting company Sabala, Harmon & Case CPAs, PA, is in Wichita, Kansas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Hampton & Hampton Public Accounting, Inc. Is a small Accounting company in Wichita, Kansas. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Cook CPA, LLC is an Accounting company. Founded in 2017, the company is based in Wichita, Kansas. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Singapore
Services provided
Launched in 2012, Connectus Group is a HR Consulting company. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
J. Diane Dunn, CPA LLC is an Accounting company established in 1992. The team offers Accounting and is in Wichita, Kansas.
Read more -
UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
Kenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
Bollinger, Glenn, Guattery, Gunn & McAravy, LLP, an Accounting company, is located in Santa Rosa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Montgomery Taylor Family of Companies is an Accounting company. Their small team is based in Santa Rosa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerSanta Rosa, CA
Services provided
In Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
Founded in 1979, Zainer Rinehart Clarke is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Muegge Baldi Hardcastle is an Accounting company. Their small team is headquartered in Santa Rosa, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
Dillwood Burkel & Millar, LLP, an Accounting company, is headquartered in Santa Rosa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Cromwell Tax & Bookkeeping is an Accounting company. In Santa Rosa, California, the firm was founded in 1983. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Santa Rosa, CA
Services provided
Allen Wine Group LLP, an Accounting company, is in Santa Rosa, California. They focus on Accounting and were established in 2010.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Headquartered in Chicago, Illinois, Resolution Economics is a Business Consulting company. The team specializes in Business Consulting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
DLW Business Consultants Ltd. Is a small Chicago, Illinois-based Business Consulting company. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
DIESVI Desarrollo Informático, S.C. Is a custom software development firm. Their team is located in Ciudad de México, Mexico and provides Custom Software Development and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
AIRAM TECNOLOGÍA, PROCESOS E INFORMACIÓN is a custom software development firm. Their team is headquartered in Ciudad de México, Mexico and offers Custom Software Development and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
SJC Business Management Inc., a small Business Consulting company, is headquartered in Los Angeles, California. The team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Business Consulting company The Kenrich Group LLC is headquartered in New York, New York. Established in 2004, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2000, Toomari Business Consultants is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Acc-Link is a HR Consulting company. Their small team is located in Singapore, Singapore. Their team focuses on HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
In San Jose, California, Crawford Pimentel Corporation is a small Accounting company. Their services include Accounting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Weber and Company, Inc. Is an Accounting company. Their small team is in San Jose, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Wubbels & Duffy CPAs RLLP is a small San Jose, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
MHTB Accountancy Group of Silicon Valley, a small Accounting company, is headquartered in San Jose, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Wheeler Accountants, LLP is an Accounting company. The small San Jose, California-based team offers Accounting and Business Consulting. The company was established in 1950.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
B & R Accounting is an Accounting company. They are located in San Jose, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Orlando, Mitts, Moore & Company is an Accounting company. Founded in 1981, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Abbott, Stringham & Lynch is a midsize Accounting company. They specialize in Accounting and Business Consulting and were founded in 1977.
Read more -
UndisclosedUndisclosed250 - 999Independence, OH
Services provided
Rea & Associates is an Independence, Ohio-based Accounting company. Launched in 1938, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
Brady Ware & Company is an Accounting company. Their midsize team is headquartered in Columbus, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
Holbrook & Manter, CPAs is an Accounting company. In Columbus, Ohio, the firm specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
Clarus Partners, an Accounting company, was launched in 2007. The team provides Accounting and Business Consulting and is in Columbus, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
Payne & Company CPAs, LLC is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Anchorage, AK
Services provided
Swalling & Associates PC is an Anchorage, Alaska-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Anchorage, AK
Services provided
Thomas Head & Greisen is an Accounting company. They provide Accounting and were founded in 1969. The company is based in Anchorage, Alaska.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
TruVim LLC is an Accounting company. The small Anchorage, Alaska-based team specializes in Accounting. The company was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Fairbanks, AK
Services provided
Small Accounting company Kohler, Schmitt & Hutchison PC, is located in Fairbanks, Alaska. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fairbanks, AK
Services provided
In Fairbanks, Alaska, Walsh Kelliher & Sharp is a small Accounting company. Their services include Accounting and Business Consulting.
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.