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.
-
UndisclosedUndisclosed10 - 49Wichita, KS
Services provided
M&L CPA's Chartered is an Accounting company. The small Wichita, Kansas-based team focuses on Accounting and Business Consulting. The agency was established in 1991.
Read more -
UndisclosedUndisclosed2 - 9Dothan, AL
Services provided
Headquartered in Dothan, Alabama, Carpenter Wiggins Jordan Thomas & Scarborough is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Sramek Hightower is a small Accounting company in Anchorage, Alaska. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Overland Park, KS
Services provided
Pickett, Chaney & McMullen is an Overland Park, Kansas-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tuscaloosa, AL
Services provided
Harbin & Stough PC, a small Accounting company, is located in Tuscaloosa, Alabama and Greensboro, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Accounting company NANCY J. ADAMS CPA focuses on Accounting. They were established in 1991.
Read more -
UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
Sunshine is an Accounting company. The small Naperville, Illinois-based team focuses on Accounting and Business Consulting. The company was established in 1999.
Read more -
UndisclosedUndisclosed10 - 49Manhattan, KS
Services provided
Varney & Associates is an Accounting company. Headquartered in Manhattan, Kansas, the agency provides Accounting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Wasilla, AK
Services provided
Namtvedt & Company CPAs, Inc. Is a small Accounting company in Wasilla, Alaska. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Junction City, KS
Services provided
Pottberg Gassman & Hoffman, an Accounting company, was launched in 1976. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Manhattan, KS
Services provided
Launched in 1999, BJ Fritz & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palatine, IL
Services provided
Bryant & DaValle PC is a small Accounting company based in Palatine, Illinois. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kansas City, MO
Services provided
ACCOUNTING SOLUTIONS GROUP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hays, KS
Services provided
Brungardt Hower Ward Elliott & Pfeifer L.C. Is an Accounting company. The small Hays, Kansas-based team offers Accounting. The firm was established in 1956.
Read more -
UndisclosedUndisclosed10 - 49Rockville, MD
Services provided
E. Cohen is an Accounting company based in Rockville, Maryland. They offer Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Peru, IL
Services provided
Miller, Shevokas, Mason Accounting Group, Inc. Is a small Accounting company in Peru, Illinois. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
Sullivan & Company, CPAs is an Accounting company established in 1980. The firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Greenbelt, MD
Services provided
Accounting company Claxton and Company P.C. Offers Accounting and Business Consulting. They were established in 1979.
Read more -
UndisclosedUndisclosed10 - 49Towson, MD
Services provided
Gary R. Bozel & associates p.a is a small Accounting company. They specialize in Accounting and Business Consulting and were established in 1984.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Launched in 2007, Rhodes Knisley Williams LLP is an Accounting company. The team provides Accounting and is headquartered in Indianapolis, Indiana.
Read more -
UndisclosedUndisclosed2 - 9Gaithersburg, MD
Services provided
Davis & Associates P.A is an Accounting company established in 1984. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Gaithersburg, Maryland.
Read more -
UndisclosedUndisclosed2 - 9Noblesville, IN
Services provided
Small Accounting company Dunton & Co PC, is headquartered in Noblesville, Indiana. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Westfield, MA
Services provided
Accounting and Business Consulting company O. W. Krohn & Associates LLP was launched in 1986. Based in Westfield, Massachusetts, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Elevation CPA Group, PC is an Accounting company. They focus on Accounting and were founded in 2018. The company is based in Indianapolis, Indiana.
Read more -
UndisclosedUndisclosedFreelancerGaithersburg, MD
Services provided
Established in 2014, Jack Wan CPA is an Accounting company. Headquartered in Gaithersburg, Maryland, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerFishers, IN
Services provided
Lionheart Tax and Accounting, LLC is an Accounting company. Their team is in Fishers, Indiana. The firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fishers, IN
Services provided
Accounting company RYR Accounting & Business Consulting focuses on Accounting and Business Consulting. They are based in Fishers, Indiana.
Read more -
UndisclosedUndisclosed2 - 9Catonsville, MD
Services provided
Wolfe & Fiedler, P,A. Is an Accounting company. They are located in Catonsville, Maryland and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laurel, MD
Services provided
Founded in 2009, R.T. McCalpin & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Laurel, MS
Services provided
Accounting company Wm. F. Horne & Co., PLLC is in Laurel, Mississippi and Hattiesburg, Mississippi. They provide Accounting and were founded in 2008.
Read more -
UndisclosedUndisclosed10 - 49Frederick, MD
Services provided
MKS&H, an Accounting company, is headquartered in Frederick, Maryland. Established in 1943, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Crows Nest, Australia
Services provided
AG McDonald Consulting is an Accounting company. Located in Crows Nest, Australia, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Towson, MD
Services provided
Fresh Start Tax & Accounting, LLC is an Accounting company. Launched in 2009, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
Small Accounting company Swarts & Swarts, is based in Las Vegas, Nevada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
Arnold Stevens Finlay Services is an Accounting company located in Sydney, Australia. Established in 1997, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
Larry L Bertsch CPA is an Accounting company. Founded in 2003, the agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
Services provided
Kendalls LMJ is an Accounting company. They are located in Baulkham Hills, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company Mark Sherman CPA was established in 2000. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
Services provided
Bush & Campbell Accountants is an Accounting company. Launched in 1913, the team focuses on Accounting. The firm is headquartered in Wagga Wagga, Australia.
Read more -
UndisclosedUndisclosed10 - 49Griffith, Australia
Services provided
PinnacleHPC is an Accounting company. Their small team is headquartered in Griffith, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tamworth, Australia
Services provided
Malvern Mathews Smith is an Accounting company launched in 2006. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
Services provided
MTWO Accounting Partners is an Accounting company. They are in Baulkham Hills, Australia and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9St. Louis, MO
Services provided
Cole & Company, CPA is a small Accounting company in St. Louis, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Anchorage, AK
Services provided
Accounting company Carney Consulting Group is headquartered in Anchorage, Alaska. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Forestville, Australia
Services provided
Harrison & Gill Chartered Accountants is an Accounting company. They are headquartered in Forestville, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Farmington, MO
Services provided
Hafner Financial Services PC is an Accounting company based in Farmington, Missouri. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Jefferson City, MO
Services provided
Accounting company Evers and Company, CPA's, L.L.C. Is headquartered in Jefferson City, Missouri and Osage Beach, Missouri. Founded in 1974, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49North Parramatta, Australia
Services provided
Launched in 1995, McCarthy Salkeld is a small North Parramatta, Australia-based Accounting company. Their team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Penshurst, Australia
Services provided
Based in Penshurst, Australia, Perry Harrison Chartered Accountants is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Springfield, MO
Services provided
Accounting company McCullough & Associates, LLC was launched in 1992. Located in Springfield, Missouri, the team focuses on 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 - 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.