Top Financial Services Firms
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$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.
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UndisclosedUndisclosed2 - 9Akron, OH
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Freedom Tax Service, a small Accounting company, is located in Akron, Ohio. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Osborne Park, Australia
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Located in Osborne Park, Australia, AVS Taxation & Business Advisors is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Bourke O'Brien Kennedy is an Accounting company. Their small team is in Melbourne, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Located in Melbourne, Australia, Bourne & Weir is an Accounting company. They provide Accounting and Business Consulting and were launched in 1990.
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UndisclosedUndisclosed2 - 9Federal Way, WA
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Commercial Property Management company Zaran Sayre & Associates, Inc. Is located in Federal Way, Washington. They offer Commercial Property Management and Commercial Financing.
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UndisclosedUndisclosed2 - 9Donvale, Australia
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Brown Hamilton Partners is an Accounting company. Their small team is headquartered in Donvale, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Beaumaris, Australia
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Bruce Edmunds & Associates is an Accounting company. Their small team is headquartered in Beaumaris, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Akron, OH
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Summit Accounting & Tax Services, a small Accounting company, is headquartered in Akron, Ohio. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Myaree, Australia
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Ease Business Services is a small Accounting company. They provide Accounting and were launched in 2013.
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UndisclosedUndisclosed2 - 9Wembley, Australia
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ProCFO is an Accounting company. Their small team is in Wembley, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Perth, Australia
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Accounting company Pascoe Partners Accountants was launched in 1978. Located in West Perth, Australia and Moora, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
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Payroll Company is an Accounting company. Their small team is in Albuquerque, New Mexico. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Perth, Australia
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Primarius is an Accounting company. They are located in Perth, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
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Elevate Entertainment Payroll Services is an Accounting company. Their small team is based in Albuquerque, New Mexico. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Albuquerque, NM
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Payday HCM is an Accounting company. They were established in 1985, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Fendrick & Associates, PC, a small Accounting company, is based in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Accounting company Atlanta Bookkeeping Solutions, LLC specializes in Accounting. They are headquartered in Atlanta, Georgia.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Carter & Company Atlanta CPA & Tax Firm is an Accounting company. Headquartered in Atlanta, Georgia, the firm offers Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Small Accounting company Hydon & Mody, is located in Malvern, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Port Melbourne, Australia
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Small Accounting company Bruce Legg & Co , is based in Port Melbourne, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hawthorn, Australia
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Bruce Mulvaney & Co is an Accounting company. Headquartered in Hawthorn, Australia, the agency was founded in 1995. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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Bunnett & Bassal is a small Dandenong, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Nunawading, Australia
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Based in Nunawading, Australia, Burgess Bryan Partners is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hallam, Australia
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Burton Partners is a small Accounting company launched in 1985. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kew East, Australia
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Headquartered in Kew East, Australia, Business Growth Guardian is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Butler Pty Ltd is an Accounting company. They are headquartered in Ballarat Central, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hallam, Australia
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CJ Lohrey Accountants & Tax Agents is an Accounting company. Their small team is headquartered in Hallam, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Perth, Australia
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ROCG Perth is a small Accounting company. They focus on Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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C.W. Stirling & Co. Is a small Accounting company headquartered in Melbourne, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coburg, Australia
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Capita Business Advisors and Tax Consultants, an Accounting company, was launched in 2012. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Vlassis & Co is an Accounting company. The Adelaide, Australia-based company provides Accounting.
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UndisclosedUndisclosed50 - 249Adelaide, Australia
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Founded in 1963, Nexia Edwards Marshall is a midsize Adelaide, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Zografou, Greece
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KSM Human Resources, a HR Consulting company, was founded in 2003. The firm provides HR Consulting and Accounting, and is large.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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NRM Johnson is an Accounting company. Founded in 1993, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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David Tucker CPA PC is an Accounting company. The Austin, Texas-based firm was founded in 2000. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Launched in 1996, Hayes Knight is a midsize Sydney, Australia-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Golden Bull Accountants is a small Accounting and Business Consulting company established in 2014. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Parkside, Australia
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Perks Integrated Business Services, an Accounting company, was launched in 1981. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norwood, Australia
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Eleonora Zappia & Associates is a small Accounting company based in Norwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bundall, Australia
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I Count Beans is an Accounting company. The team offers Accounting, and the agency is based in Bundall, Australia.
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UndisclosedUndisclosed10 - 49Myrtle Bank, Australia
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Bartley Partners Accounting is an Accounting company. Their small team is headquartered in Myrtle Bank, Australia and offers Accounting. The agency was launched in 2012.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Founded in 2016, Nepali Accountant in Australia is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Custom Data Inc is an Accounting company. Their small team is headquartered in Austin, Texas. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Small Accounting company Scott Schaubhut, CPA, is based in Austin, Texas. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Launched in 1997, White Accounting Services, LLC is a small Baltimore, Maryland-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Owings Mills, MD
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Moshe Pelberg CPA is a small Accounting company headquartered in Owings Mills, Maryland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Accounting company Federal Hill Income Tax, LLC is headquartered in Baltimore, Maryland. They offer Accounting and were founded in 2000.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Located in Baton Rouge, Louisiana, Carleton & Company APAC is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Planche Politz Ledet is a small Accounting company in Baton Rouge, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Small Accounting company ERC Payroll Service, is in Baton Rouge, Louisiana. Their services include Accounting and HR Consulting.
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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
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- 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.
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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+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$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 -
$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 -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$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
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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+$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$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 - 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.