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.
-
UndisclosedUndisclosed10 - 49Westwood, KS
Services provided
Miller Haviland Ketter is an Accounting company. The company is headquartered in Westwood, Kansas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bullhead City, AZ
Services provided
Brent A. Marshall, CPA is a small Bullhead City, Arizona-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Smyrna, DE
Services provided
Small Accounting company Wattay Accounting, is headquartered in Smyrna, Delaware. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
Papaleo, Rosen & Chelf, PA is a small Accounting company in Wilmington, Delaware. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
Mark Taylor, CPA is an Accounting company. Their small team is located in Tempe, Arizona. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Newark, DE
Services provided
Established in 2004, DuVilla and Company, LLC is a small Newark, Delaware-based Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Tempe, AZ
Services provided
Located in Tempe, Arizona, Henry+Horne is an Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Sydney, Australia
Services provided
Midsize Accounting company Prosperity Advisers Group, is located in Sydney, Australia and Newcastle, Australia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Financial Safeguards Group is an Arizona-based Accounting company. Established in 1990, the team specializes in Accounting and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Smith Accounting & Business Solutions LLC is an Accounting company. Established in 2007, the company is located in Phoenix, Arizona. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mesa, AZ
Services provided
Sean Core CPA is a Mesa, Arizona-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kingman, AZ
Services provided
Small Accounting company Henry W Varga PLC, is located in Kingman, Arizona. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mesa, AZ
Services provided
Accounting company Ellsworth Stauffer Professional Tax & Accounting was established in 1990. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Gilbert, AZ
Services provided
Martinez & Shanken, PLLC is a small Gilbert, Arizona-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
PlotPoint Financial LLC is an Accounting company. Their small team is in Chicago, Illinois. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newcastle, Australia
Services provided
Accounting company Hub Advisory Group is based in Newcastle, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
Preston CPA is an Accounting company. They are headquartered in Tempe, Arizona and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Skipworth & Associates is an Accounting company launched in 2001. The team focuses on Accounting and is located in Anchorage, Alaska.
Read more -
UndisclosedUndisclosed2 - 9Fairbanks, AK
Services provided
Feniks & Co is an Accounting company. Located in Fairbanks, Alaska, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marion, IA
Services provided
Joel Grandon Accounting Services is a small Accounting company. They provide Accounting and were launched in 1994.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Accounting company Alban & Company was launched in 1989. The agency focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Barrington, IL
Services provided
Randall Gross & Company, Ltd., a small Accounting company, is headquartered in Barrington, Illinois. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ankeny, IA
Services provided
RW Tax Advisors is a small Accounting company based in Ankeny, Iowa. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Anchorage, AK
Services provided
Launched in 1994, Laughlin Ogle & Rodgers is a small Anchorage, Alaska-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fairbanks, AK
Services provided
Steele Accounting Services is an Accounting company. The team offers Accounting and is located in Fairbanks, Alaska.
Read more -
UndisclosedUndisclosed10 - 49Ballarat Central, Australia
Services provided
Cluff Accountants is an Accounting company. They were launched in 1990 and provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Corowa, Australia
Services provided
Potts & Schnelle is an Accounting company. Their small team of employees is located in Corowa, Australia. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Based in Anchorage, Alaska, Owen C Freeman CPA PC is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Johnston, IA
Services provided
Kane Company is an Accounting company founded in 1990. The team specializes in Accounting and is located in Johnston, Iowa.
Read more -
UndisclosedUndisclosed10 - 49Crystal Lake, IL
Services provided
Accounting company Miller Verchota, Inc. Is located in Crystal Lake, Illinois. They offer Accounting and were established in 2000.
Read more -
UndisclosedUndisclosed2 - 9Cronulla, Australia
Services provided
Millar Partners , a small Accounting company, is in Cronulla, Australia. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Gympie, Australia
Services provided
Brown, Macaulay and Warren Chartered Accountants is an Accounting company established in 1948. The team specializes in Accounting and Business Consulting and is in Gympie, Australia.
Read more -
UndisclosedUndisclosed50 - 249Alton, IL
Services provided
Scheffel Boyle is an Accounting company. Launched in 1924, their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toowoomba City, Australia
Services provided
Accounting company Betts & Associates was founded in 1981. In Toowoomba City, Australia, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Surry Hills, Australia
Services provided
In The Picture is an Accounting company. Their small team is headquartered in Surry Hills, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, IA
Services provided
Vermazen Tax Services is an Accounting company. They are based in Manchester, Iowa and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Coralville, IA
Services provided
Established in 2012, Culver & Garrity is a small Accounting company based in Coralville, Iowa. Their team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Salina, KS
Services provided
K·Coe Isom is a midsize Accounting company located in Salina, Kansas. The team provides Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
Services provided
Taxwise Consultants is an Accounting company. Their small team is headquartered in Moonee Ponds, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ottumwa, IA
Services provided
David W Goodman is an Accounting company. Their small team is located in Ottumwa, Iowa. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sioux City, IA
Services provided
Kramer & Associates, a small Accounting company, is located in Sioux City, Iowa. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Spencer, IA
Services provided
Winther Stave & Company is an Accounting company. They focus on Accounting and are based in Spencer, Iowa.
Read more -
UndisclosedUndisclosed50 - 249Columbus, MS
Services provided
T. E. Lott & Company, CPA's, an Accounting company, was established in 1926. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Independence, KS
Services provided
Yerkes & Michels is an Accounting company. Founded in 1930, the agency is located in Independence, Kansas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Glenroy, Australia
Services provided
John A Lawson & Associates, a small Accounting company, is located in Glenroy, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cedar Rapids, IA
Services provided
Broghammer & Duncan is an Accounting company. Their small team is in Cedar Rapids, Iowa. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Huntsville, AL
Services provided
Seaman, Shinkunas & Lindgren, P.C. Is an Accounting company. Headquartered in Huntsville, Alabama and Athens, Alabama, the agency was established in 2007. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
KMF Accounting is an Accounting company headquartered in. They provide Accounting.
Read more -
UndisclosedUndisclosed10 - 49Surry Hills, Australia
Services provided
Small Accounting company Link Accountant, is in Surry Hills, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249San Diego, CA
Services provided
Considine & Considine is an Accounting company based in San Diego, California. The team provides 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 -
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 -
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
37.4/40.017.8/20 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 -
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 -
$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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+< $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+$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 -
$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
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.