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 - 9Parramatta, Australia
Services provided
Rendall Kelly Accountants is an Accounting company. They are in Parramatta, Australia and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
Established in 2005, Burds & Kuntz, P.C. Is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kimberling City, MO
Services provided
Small Accounting company Berman CPA, is located in Kimberling City, Missouri. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plattsmouth, NE
Services provided
Based in Plattsmouth, Nebraska, Rishel & Pfeifer, P.C. Is a small Accounting company. Their services include Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Parramatta, Australia
Services provided
Smith Hancock is an Accounting company. They provide Accounting and are headquartered in Parramatta, Australia.
Read more -
UndisclosedUndisclosed2 - 9Joplin, MO
Services provided
David A. Turk, CPA, LLC is a small Joplin, Missouri-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pequot Lakes, MN
Services provided
Justin, Clasen & Company, Ltd., an Accounting company, was founded in 1991. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Ste. Genevieve, MO
Services provided
Founded in 1999, HSB Advisors, LLC, a small Accounting company, is headquartered in Ste. Genevieve, Missouri and Perryville, Missouri. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
Founded in 1999, Mumm & Associates, P.C. CPA's is an Accounting company. The team specializes in Accounting and Business Consulting and is located in Lincoln, Nebraska.
Read more -
UndisclosedUndisclosed2 - 9Saint Charles, MO
Services provided
Botz, Deal & Company is a small Saint Charles, Missouri-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Services provided
Myslajek Kemp & Spencer, Ltd. Is an Accounting company. The St. Louis Park, Minnesota-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Hannibal, MO
Services provided
Wade Stables P.C., a small Accounting company, is based in Hannibal, Missouri. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Newark, DE
Services provided
Brisco & Associates, LLC is a small Accounting company in Newark, Delaware. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Florence, AL
Services provided
Accounting company Sandra's Tax Service is in Florence, Alabama. Founded in 1987, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hopkins, MN
Services provided
Corneliuson & Associates, Inc. Is an Accounting company in Hopkins, Minnesota. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Farmington, MO
Services provided
Maloney, Wright & Robbins, CPAs is an Accounting company. They are based in Farmington, Missouri and Dexter, Missouri and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Springfield, MO
Services provided
Established in 1989, Abacus CPAs, LLC is a midsize Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Russellville, AL
Services provided
Established in 1976, Joe M. Tucker CPA, PC is an Accounting company. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Springfield, MO
Services provided
RMMC-CPA, an Accounting company, is headquartered in Springfield, Missouri. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Southport, Australia
Services provided
AAA Business Accountants is an Accounting company located in Southport, Australia. Founded in 1991, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Maple Grove, MN
Services provided
Jenson & Co - CPA Advisors is an Accounting company. Their team is based in Maple Grove, Minnesota. The company focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fulton, MO
Services provided
David J. Shively, CPA is a small Fulton, Missouri-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Saint Paul, MN
Services provided
Freimuth & CO., LLC, a small Accounting company, is headquartered in Saint Paul, Minnesota. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria Park, Australia
Services provided
Headquartered in Victoria Park, Australia, Atlas Business Solutions is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Edina, MN
Services provided
Frank E. Nute Certified Public Accountant is an Accounting company located in Edina, Minnesota. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Noosaville, Australia
Services provided
Clarity Accounting Solutions is a small Accounting company in Noosaville, Australia. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Birtinya, Australia
Services provided
Founded in 2010, HBA Encompass is an Accounting company. The team offers Accounting and is in Birtinya, Australia.
Read more -
UndisclosedUndisclosed2 - 9Noosaville, Australia
Services provided
BDM Accountants, an Accounting company, was launched in 2001. The team provides Accounting and is located in Noosaville, Australia.
Read more -
UndisclosedUndisclosed2 - 9Albury, Australia
Services provided
Briese Janissen & Associates is a small Accounting company based in Albury, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Parramatta, Australia
Services provided
Spry Roughley is an Accounting company. The company is in Parramatta, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Little Rock, AR
Services provided
Small Accounting company ELLIS, TUCKER & ALDRIDGE,, is headquartered in Little Rock, Arkansas. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Parramatta, Australia
Services provided
Small Accounting company T & R ACCOUNTANTS, is headquartered in Parramatta, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Ulladulla, Australia
Services provided
South East Access , a small Accounting company, is based in Ulladulla, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9North Little Rock, AR
Services provided
Small Accounting company Heartland Tax Service, is based in North Little Rock, Arkansas. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49La Vista, NE
Services provided
Accounting company Verdant Accounting was launched in 1950. The small team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Penrith, Australia
Services provided
Small Accounting company A Grade Tax Accountants, is based in Penrith, Australia. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Penrith, Australia
Services provided
Accounting company Berger Piepers was launched in 1997. The team specializes in Accounting and Business Consulting and is located in Penrith, Australia.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
Matrix Accounting & Tax Inc. Is an Accounting company established in 2003. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Jamisontown, Australia
Services provided
Complete Taxation Solutions is an Accounting company. Their small team is headquartered in Jamisontown, Australia. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Monroe, LA
Services provided
Kelly, Noland, + Ducote CPA, an Accounting company, was established in 1975. The team offers Accounting and is located in West Monroe, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Granite Falls, MN
Services provided
Robert F Danielowski Cpa is an Accounting company. Their small team is located in Granite Falls, Minnesota. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Richland, NE
Services provided
Schmeits, Mueller & Martinsen, P.C, an Accounting company, is headquartered in Richland, Nebraska. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
Barrios Peter P CPA is a small Accounting company in Baton Rouge, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Quirindi, Australia
Services provided
Cyre Partners is a small Accounting company located in Quirindi, Australia. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Metairie, LA
Services provided
Headquartered in Metairie, Louisiana, Robert J. Logreco, CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Baton Rouge, LA
Services provided
TWRU CPAs and Financial Advisors, an Accounting company, was founded in 1948. The team focuses on Accounting and Business Consulting and is in Baton Rouge, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Phillipsburg, KS
Services provided
Located in Phillipsburg, Kansas, Mapes & Miller is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Denham Springs, LA
Services provided
Carnahan Andrews, CPA, LLC is an Accounting company. Their team is based in Denham Springs, Louisiana. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Lake Charles, LA
Services provided
Scalisi Myers & White, an Accounting company, was established in 1983. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Metairie, LA
Services provided
Launched in 1976, Cressend CPA, a small Accounting company, is headquartered in Metairie, Louisiana. Their services include Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 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.