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 - 49San Diego, CA
Services provided
PKF LLP, an Accounting company, is based in San Diego, California. They specialize in Accounting and Business Consulting and were established in 1996.
Read more -
UndisclosedUndisclosed2 - 9Bozeman, MT
Services provided
In Bozeman, Montana, Absaroka Accounting + Consulting is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Alaska Tax Service, an Accounting company, was established in 1974. The firm focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Southport, Australia
Services provided
Quill is an Accounting company. They were established in 2001 and focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mudgeeraba, Australia
Services provided
SDM consultants is a small Mudgeeraba, Australia-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Alaska Bookkeeping Services is an Accounting company. Launched in 2010, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pacific Paradise, Australia
Services provided
Small Accounting company CJW accounting, is based in Pacific Paradise, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palmer, AK
Services provided
Lizzy Bee's Tax & Accounting is an Accounting company headquartered in Palmer, Alaska. They provide Accounting and were launched in 2016.
Read more -
UndisclosedUndisclosed2 - 9Yarraman, Australia
Services provided
SARaccounting is an Accounting and Business Consulting company established in 2010. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ingham, Australia
Services provided
LEONARDI ACCOUNTANTS is a small Ingham, Australia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Redlands, CA
Services provided
Accounting company The Weaver Company CPA was launched in 1989. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cairns City, Australia
Services provided
Based in Cairns City, Australia, Lennon Cairns is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Browns Plains, Australia
Services provided
BRIS Accountants, a small Accounting company, is located in Browns Plains, Australia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Dulwich, Australia
Services provided
HLB Mann Judd is an Accounting company. Their midsize team is located in Dulwich, Australia. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Narellan, Australia
Services provided
FITZPATRICK GROUP is an Accounting company. Located in Narellan, Australia, the agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Albury, Australia
Services provided
FOCUS PARTNERS, a small Accounting company, is in Albury, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Forrester Korfiatis, an Accounting company, is located in Sydney, Australia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chatswood, Australia
Services provided
Small Accounting company CHATSWOOD TAXATION CONSULTANTS, is headquartered in Chatswood, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Warriewood, Australia
Services provided
G Henderson & Co is an Accounting company. They offer Accounting and were launched in 1981. The agency is located in Warriewood, Australia.
Read more -
UndisclosedUndisclosed10 - 49Ballina, Australia
Services provided
Gaertner & Associates is an Accounting company headquartered in Ballina, Australia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Chatswood, Australia
Services provided
Accounting and Business Consulting company Gauld Tulloch Bove was founded in 1985. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Moore Creek, Australia
Services provided
GC Taxation Services is an Accounting company. Their small team is headquartered in Moore Creek, Australia. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Leichhardt, Australia
Services provided
Small Accounting company Generation Pty Ltd., is based in Leichhardt, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bathurst, Australia
Services provided
Geoffrey Finall & Co, a small Accounting company, is located in Bathurst, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Caringbah, Australia
Services provided
Glenn Hughes & Associates is an Accounting company. In Caringbah, Australia, the agency provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Launched in 1985, Goodman & Co. Is an Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
Launched in 1995, ManagedPAY is a small Accounting and HR Outsourcing company. Their services include Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Henderson, NV
Services provided
AECIndustryPro is an Accounting company. Headquartered in Henderson, Nevada, their small team specializes in Accounting and Business Consulting. The agency was launched in 2013.
Read more -
UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Hanson Vaughan is an Accounting company. They were established in 1991, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Santa Cruz, CA
Services provided
Founded in 1993, SUSAN LACCABUE, EA Tax & Accounting, a small Accounting company, is located in Santa Cruz, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Grove Mueller & Swank is an Accounting company. Established in 1984, the agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salem, OR
Services provided
Accounting company Katter Barrett & Patten was launched in 2013. The team focuses on Accounting and is located in Salem, Oregon.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Ram Accountancy Services is an Accounting company founded in 2006. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Isler Northwest , an Accounting company, specialize in Accounting and Business Consulting. They were established in 1961.
Read more -
UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Morones Analytics is an Accounting company based in Portland, Oregon. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Billings, MT
Services provided
Cottonwood Technology Consulting LLC is a small Billings, Montana-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Established in 1993, Moore Accountancy Corporation is a small Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Collaborative Business Solutions is an Accounting company. The Portland, Oregon-based company specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Launched in 1985, George M. Mattos, CPA is an Accounting company. The agency specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Gresham, OR
Services provided
Northwest Accounting Partners is an Accounting company. They were established in 2015 and offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Daryle W Yergler CPA, LLC is a small Accounting company in Marietta, Georgia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Duluth, GA
Services provided
Rhodes, Young, Black & Duncan, CPAs, an Accounting company, is based in Duluth, Georgia. They specialize in Accounting and Business Consulting and were founded in 1957.
Read more -
UndisclosedUndisclosed2 - 9Sandy Springs, GA
Services provided
Barnes Merritt & Barnes LLC is an Accounting company. Founded in 2013, the agency is located in Sandy Springs, Georgia and Cumming, Georgia. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toccoa, GA
Services provided
Small Accounting company Johnson & Fields LLC, is located in Toccoa, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Norcross, GA
Services provided
Flynt & Associates, CPAs, PC is an Accounting company. Their small team is headquartered in Norcross, Georgia. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Savannah, GA
Services provided
Stein Accounting is an Accounting company launched in 1993. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Eugene, OR
Services provided
Headquartered in Eugene, Oregon, Maxwell & Co is an Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Lawrence Accountancy Corporation is an Accounting company. Their small team is headquartered in San Jose, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Eugene, OR
Services provided
Principle Accounting is an Accounting company. Based in Eugene, Oregon, the agency was established in 2012. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
Harley H. Hoppe & Associates is a Bellevue, Washington-based Commercial Brokerage Services company. They specialize in Commercial Brokerage Services and Accounting and were founded in 1984.
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.