Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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 - 9Los Angeles, CA
Services provided
Small Accounting company Lazarus David E CPA, is based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Friedman Minsk Cole Fastovsky is a small Accounting and Business Consulting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Telephone answering service LaSalle Network was established in 1998. The team provides Call Center Services and Accounting and is based in Chicago, Illinois.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Abraham Finberg and Associates, Inc. Is a small Accounting and Business Consulting company located in Los Angeles, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Golbar & Associates is an Accounting company. The Los Angeles, California-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Collins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Books LA is an Accounting company. They are located in Los Angeles, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Jean Kripton, Inc., an Accounting company, is based in Chicago, Illinois. Their services include Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Launched in 1957, Rojas & Associates, CPAs is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Located in Los Angeles, California, Allana Associates is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Truro, Canada
Services provided
D&D Bookkeeping Inc. Is an Accounting company. The Truro, Canada-based team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Halifax, Canada
Services provided
The Tax Depot, a small Accounting company, is headquartered in Halifax, Canada. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dartmouth, Canada
Services provided
Shupe & Company is an Accounting company. Their small team is headquartered in Dartmouth, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Founded in 2010, LBN Bookkeeping & Tax Preparation Services is an Accounting company. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Halifax, Canada
Services provided
Harding & Associates Accounting Inc. Is a small Accounting company launched in 2011. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Halifax, Canada
Services provided
TrueVista accounting Solutions is an Accounting company located in Halifax, Canada. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dartmouth, Canada
Services provided
Small Accounting company Tax Smart Inc., is in Dartmouth, Canada. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Coldbrook, Canada
Services provided
TCJones | Chartered Professional Accountants, an Accounting company, specializes in Accounting. The company is headquartered in Coldbrook, Canada.
Read more -
UndisclosedUndisclosed2 - 9Lower Sackville, Canada
Services provided
Peverill & Associates Inc. Is an Accounting company. Their small team of employees is headquartered in Lower Sackville, Canada. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Apark Accountancy is a small Accounting company based in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
RKG Professional Tax Services is a Glendale, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
The Huberman Group, an Accounting company, is in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Huntington Park, CA
Services provided
Bellwood Income Tax & Travel Agency is an Accounting company. They are based in Huntington Park, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Miller Kaplan Arase LLP, an Accounting and Business Consulting company, was established in 1941. Located in Los Angeles, California, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Corbett Accountancy Corporation, a small Accounting company, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Birmingham, AL
Services provided
Launched in 1996, WAC Solution Partners, a midsize Accounting company, is located in Birmingham, Alabama. Their team specializes in Accounting and CRM consulting and SI.
Read more -
UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Launched in 1967, VanNatta Public Relations, a small Advertising company, is in Salem, Oregon. Their team provides Advertising and Branding.
Read more -
UndisclosedUndisclosed50 - 249Annapolis, MD
Services provided
The Squires Group, an Accounting company, was founded in 1995. The company focuses on Accounting and ERP consulting and SI, and is midsize.
Read more -
UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
The Mice Groups, Inc. Is a small Accounting company established in 2001. Their services include Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Wahlquist & Company is a small Accounting company based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Small Accounting company Tax Ease Plus Accounting Services, is based in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Duben & Associates, Inc. Is an Accounting and Business Consulting company. They are in Los Angeles, California and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Sharp Accountancy, an Accounting company, is located in Glendale, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Stride Business Development and Accounting, a small Accounting company, is in Glendale, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
LA Swan Consulting is a Business Consulting company. Their small team is headquartered in Pasadena, California. Their team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
Small Accounting company Tax IQ, Accountancy Group, is headquartered in Downey, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Stoller CPA is an Accounting and Business Consulting company. Launched in 1961, the team focuses on Accounting and Business Consulting. The agency is headquartered in Los Angeles, California.
Read more -
UndisclosedUndisclosed10 - 49Rochester, MI
Services provided
Employees only, an Accounting and HR Consulting company, was founded in 1996. Based in Rochester, Michigan, the team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Grand Rapids, MI
Services provided
Accounting and HR Consulting company Axios HR is in Grand Rapids, Michigan. They focus on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laval, Canada
Services provided
Hub6 is an Accounting company. Their small team is in Laval, Canada and Brossard, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Livonia, MI
Services provided
HR ALLIANCE GROUP is a Livonia, Michigan-based Accounting and HR Consulting company. They focus on Accounting and HR Consulting and were launched in 2010.
Read more -
UndisclosedUndisclosed10 - 49Bentonville, AR
Services provided
My HR Professionals is an Accounting company. Established in 1995, the firm is in Bentonville, Arkansas. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sterling Heights, MI
Services provided
Small Accounting and HR Consulting company HR Maxim, LLC, is in Sterling Heights, Michigan. The team offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
LRB Accountancy is a small Accounting company headquartered in Burbank, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Launched in 2009, Your LA CPA is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Founded in 2004, Haro’s Business Solutions is an Accounting company. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Peoria, AZ
Services provided
Accounting company Cailean Group Business Services is in Peoria, Arizona. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Centurion Consulting is a small Dubai, United Arab Emirates-based Market Research company. The team offers Market Research and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Leonard Business Management is a small Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Summit Business Management, Inc. Is an Accounting and Business Consulting company. Their small team is based in Los Angeles, California. Their team specializes in 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 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 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 -
$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 / hr250 - 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+< $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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $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 / 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.