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.
-
UndisclosedUndisclosed2 - 9Miranda, Australia
Services provided
In Miranda, Australia, Clifford Curran is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Shellharbour City Centre, Australia
Services provided
Coco Accounting & Financial is a Shellharbour City Centre, Australia-based Accounting company. Established in 2016, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Valley City, ND
Services provided
Accounting company Ludvigson Braun & Co was established in 1949. The firm specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49North Sydney, Australia
Services provided
Browne & Company, a small Accounting company, is in North Sydney, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Old Bar, Australia
Services provided
Collison Accounting is an Accounting company. They are headquartered in Old Bar, Australia, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Minot, ND
Services provided
Raymond James Financial Services is an Accounting company. They are headquartered in Minot, North Dakota and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rocklea, Australia
Services provided
Affinity Accounting Plus is an Accounting company founded in 2009. Located in Rocklea, Australia, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
Accounting company JL Consulting, A Professional Accounting Corporation focuses on Accounting and Business Consulting. They were founded in 2001.
Read more -
UndisclosedUndisclosed10 - 49Toowoomba City, Australia
Services provided
Moore Lewis & Partners is a small Toowoomba City, Australia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dickinson, ND
Services provided
Badlands Tax Solutions, Inc. Is a small Accounting company located in Dickinson, North Dakota. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Harristown, Australia
Services provided
Small Accounting company Haslam Consulting & Accounting, is based in Harristown, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mackay, Australia
Services provided
Whitson Dawson is an Accounting company. In Mackay, Australia, their small team specializes in Accounting. The firm was established in 1956.
Read more -
UndisclosedUndisclosed10 - 49Mount Pleasant, Australia
Services provided
Founded in 1971, Flor-Hanly is an Accounting company. The team focuses on Accounting and cloud consulting & SI and is in Mount Pleasant, Australia.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
A. Francis & Associates, a small Accounting company, is headquartered in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Smithfield, Australia
Services provided
Launched in 1988, Goodman Chartered Accountants is a small Accounting company. Their team focuses on Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed10 - 49Mackay, Australia
Services provided
Small Accounting company Connole Carlisle Chartered Accountants, is based in Mackay, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
CQR Partners is a small Sydney, Australia-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49North Sydney, Australia
Services provided
Crofts is an Accounting company. Their small team is located in North Sydney, Australia and provides Accounting and Business Consulting. The company was launched in 1985.
Read more -
UndisclosedUndisclosed2 - 9Port Macquarie, Australia
Services provided
CTC Accountants is an Accounting and Business Consulting company. They are headquartered in Port Macquarie, Australia and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sunnybank Hills, Australia
Services provided
In Sunnybank Hills, Australia, Eunica Accountants and Tax Agents is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerBethany, OK
Services provided
Novotny Paula CPA is a small Bethany, Oklahoma-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
Smith, Carney & Co., P.C. Is an Accounting company headquartered in Oklahoma City, Oklahoma. Launched in 1984, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bismarck, ND
Services provided
Affinity Tax & Professional Services is a small Accounting company in Bismarck, North Dakota. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Fe, NM
Services provided
Suzanne Smith is an Accounting company. Their small team is in Santa Fe, New Mexico. Their team provides Accounting.
Read more -
UndisclosedUndisclosedFreelancerOklahoma City, OK
Services provided
Steven G Wade CPA, PLLC is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
In Oklahoma City, Oklahoma, B. A. Kerr Financial is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Darling Point, Australia
Services provided
Loewy Consulting Partners is a small Accounting company located in Darling Point, Australia. The team offers Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
Tax Audit Rescue of Oklahoma is a small Oklahoma City, Oklahoma-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Ipswich, Australia
Services provided
Accounting company G J Walsh & Co was launched in 1994. The team offers Accounting and cloud consulting & SI and is in Ipswich, Australia.
Read more -
UndisclosedUndisclosed2 - 9Edmond, OK
Services provided
Craig Carter & Associates, an Accounting company, was established in 1997. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
MARK D. CAIN, PC, a small Accounting company, is headquartered in Oklahoma City, Oklahoma. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
Montgomery Dillavou CPA, LLC is an Accounting company. They are based in Albuquerque, New Mexico and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
R L Cloud CPA, PC, a small Accounting company, is in Oklahoma City, Oklahoma. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
Sorum Rob CPA is an Accounting company. They are located in Oklahoma City, Oklahoma and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ashmore, Australia
Services provided
Accrual Accounting & Taxation is a small Accounting company launched in 2000. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Milsons Point, Australia
Services provided
David Hicks & Co is an Accounting company. Their small team is headquartered in Milsons Point, Australia. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
Burnett Advisors is a small Accounting company headquartered in Oklahoma City, Oklahoma. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
Small Accounting company CPA Tax Counselors PLLC, is based in Oklahoma City, Oklahoma. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fargo, ND
Services provided
Reliance Associates is an Accounting company. Their small team is headquartered in Fargo, North Dakota. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Edmond, OK
Services provided
Copeland Hild & Trotter, PC is a small Accounting company based in Edmond, Oklahoma. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
E. Daniel Powers CPA CFE is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
Located in Albuquerque, New Mexico, CJB Tax & Bookkeeping Services, LLC is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosedFreelancerOklahoma City, OK
Services provided
Small Accounting company Buxton M Thomas CPA, is headquartered in Oklahoma City, Oklahoma. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Hermit Park, Australia
Services provided
Austax Townsville is an Accounting company. Their small team is based in Hermit Park, Australia. Their team specializes in Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosedFreelancerOklahoma City, OK
Services provided
F D Thompson & Co Plc is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Branson, MO
Services provided
Howe 2 Accounting LLC, a small Accounting company, is located in Branson, Missouri. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerOklahoma City, OK
Services provided
Gregory Karnes CPA is an Accounting company. Their team is based in Oklahoma City, Oklahoma. The agency provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9St. Peters, MO
Services provided
Favazza & Associates, LLC CPAs is an Accounting company headquartered in St. Peters, Missouri. They focus on Accounting and were founded in 2004.
Read more -
UndisclosedUndisclosed2 - 9Clovis, NM
Services provided
Willoughby & Willoughby CPAs, PC is a small Clovis, New Mexico-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
Luton & Co., PLLC is an Accounting company. The Oklahoma City, Oklahoma-based firm was established in 1967. Their services include 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.