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 - 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 -
UndisclosedUndisclosed2 - 9Topeka, KS
Services provided
Cummins, Coffman & Schmidtlein is a small Topeka, Kansas-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Jennings, LA
Services provided
Schulthess Melvin R, CPA is an Accounting company. Launched in 1980, the company is based in Jennings, Louisiana. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hollister, CA
Services provided
831 Tax and Accounting is an Accounting company. Located in Hollister, California, the company was established in 2015. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houma, LA
Services provided
Launched in 1990, Charles C. Theriot & Company, Certified Public Accountants, LLC, a small Accounting company, is in Houma, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbeville, LA
Services provided
Dore & Co is a small Accounting company located in Abbeville, Louisiana. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
ACG is a small Accounting company established in 2003. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Billings, MT
Services provided
Small Accounting company K C & Co PC, is in Billings, Montana. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
Latuso & Johnson CPA is an Accounting company. Established in 2006, the firm provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Monroe, LA
Services provided
Launched in 1999, S Renee Stadius CPA (APAC) is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in West Monroe, Louisiana.
Read more -
UndisclosedUndisclosed10 - 49Bozeman, MT
Services provided
Neil & Company CPAs PC is a small Accounting company based in Bozeman, Montana. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Monroe, LA
Services provided
Felts Tax Service is an Accounting company. The company is located in West Monroe, Louisiana. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
IT Tax Solutions is an Accounting company. Their team is based in Omaha, Nebraska and specializes in Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Spring Lake Park, MN
Services provided
Wayne A Blosberg, PA is a Spring Lake Park, Minnesota-based Accounting company. They specialize in Accounting and Business Consulting and were established in 1988.
Read more -
UndisclosedUndisclosed2 - 9Merced, CA
Services provided
Accounting company Alice Berger Contreras CPA Firm is located in Merced, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Shreveport, LA
Services provided
Heath Crager CPA, an Accounting company, was founded in 2010. They offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
Accounting company James Hardy & Haley is located in Shreveport, Louisiana. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
Balanced Bookkeeping and Tax Services is an Accounting company. They are headquartered in Lincoln, Nebraska and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Denham Springs, LA
Services provided
Established in 2015, David A Dominique, CPA and Business Advisor is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bozeman, MT
Services provided
Vail Ken CPA, a small Accounting company, is in Bozeman, Montana. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thibodaux, LA
Services provided
Stagni & Company is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is headquartered in Thibodaux, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Lake Charles, LA
Services provided
Accounting company Denny B. Dennison CPA (APC) is headquartered in Lake Charles, Louisiana. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Washington, MO
Services provided
Tochtrop & Associates P.C. Is an Accounting company. Their small team is based in Washington, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Springfield, MO
Services provided
Located in Springfield, Missouri, Kollmeyer & Company, LLC is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Butte, MT
Services provided
Founded in 2005, Gould Accounting & Consulting is an Accounting company. The firm offers Accounting.
Read more -
UndisclosedUndisclosedFreelancerBlue Springs, MO
Services provided
Green & Company, CPA, P.C. Is a small Accounting company. Launched in 2011, the team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Butte, MT
Services provided
Newland and Company, P.C. Is an Accounting company launched in 1940. The team offers Accounting and is headquartered in Butte, Montana.
Read more -
UndisclosedUndisclosed2 - 9Macon, MO
Services provided
Grimshaw & Associates LLC is a small Macon, Missouri-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49California, MO
Services provided
Bobby Medlin CPA Group, LLC is a California, Missouri-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sullivan, MO
Services provided
Langenberg, Strubberg, Arand & King, LLC is an Accounting company. Their small team is located in Sullivan, Missouri and Union, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cuba, MO
Services provided
Accounting company Layman CPA is based in Cuba, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
Piercy Bowler Taylor & Kern is an Accounting company in Las Vegas, Nevada. They provide Accounting.
Read more -
UndisclosedUndisclosed10 - 49Rockville, MD
Services provided
Sarfino and Rhoades, LLP is an Accounting company. The team specializes in Accounting and Business Consulting and is headquartered in Rockville, Maryland.
Read more -
UndisclosedUndisclosed10 - 49Butte, MT
Services provided
Prigge & Otten PC is a small Butte, Montana-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Henderson, NV
Services provided
Arlint CPA is an Accounting company. The Henderson, Nevada-based firm provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Elko, NV
Services provided
McMullen McPhee & Company LLC is an Accounting company. The team provides Accounting, and the company is based in Elko, Nevada.
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
-
$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.