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 - 9Holland Park, Australia
Services provided
Located in Holland Park, Australia, Jacaranda Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Salisbury, Australia
Services provided
Cooper Reeves is an Accounting company founded in 1989. Headquartered in Salisbury, Australia, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Edinboro, PA
Services provided
Foulkrod & Associates, Inc. Is an Accounting company. Based in Edinboro, Pennsylvania, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Kingston, PA
Services provided
Established in 1958, Snyder & Clemente, Accountants + Consultants is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Lancaster, PA
Services provided
Kauffman CPA Company is an Accounting company. Their team is in Lancaster, Pennsylvania. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bechtelsville, PA
Services provided
Barbara A. Akins CPA is an Accounting company. They are located in Bechtelsville, Pennsylvania, and their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sioux Falls, SD
Services provided
Nelson & Nelson, CPA's LLP is an Accounting company. Their small team of employees is in Sioux Falls, South Dakota. Their team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Rapid City, SD
Services provided
Ketel Thorstenson, LLP is an Accounting company launched in 1936. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
EG Conley, PC, an Accounting company, provide Accounting. They were launched in 1962.
Read more -
UndisclosedUndisclosed10 - 49Hastings, PA
Services provided
Established in 1973, Prasko's Accounting Firm, a small Accounting company, is headquartered in Hastings, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Blue Bell, PA
Services provided
Founded in 1992, William L. McKernan CPA is an Accounting company. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Stroudsburg, PA
Services provided
Established in 1969, Riley and Company, Inc. Is an Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pittston, PA
Services provided
Small Accounting company John P. Kearney CPA, is headquartered in Pittston, Pennsylvania. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Southampton, PA
Services provided
Founded in 2009, Guber & Company is an Accounting company. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
S.H Block is an Accounting company based in Baltimore, Maryland. Founded in 1997, the team specializes in Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Sydney, Australia
Services provided
Murray Partners Chartered Accountants is an Accounting company. They are based in North Sydney, Australia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Sydney, Australia
Services provided
Launched in 2010, MW James & Co is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Five Dock, Australia
Services provided
Newcombe & Co is an Accounting company. The small Five Dock, Australia-based team focuses on Accounting and Business Consulting. The company was launched in 1999.
Read more -
UndisclosedUndisclosed10 - 49El Monte, CA
Services provided
Chen and Fan Accountancy Corporation is an Accounting company located in El Monte, California. Launched in 1992, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Port Macquarie, Australia
Services provided
Launched in 1953, NorthCorp Accountants is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Tax Ofcs Of Kevin Bao Lenguyen is an Accounting company. Founded in 2013, the team provides Accounting. The company is located in San Jose, California.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Chavan & Associates, LLP, Certified Public Accountants is a San Jose, California-based Accounting company. They offer Accounting and Business Consulting and were launched in 2016.
Read more -
UndisclosedUndisclosed2 - 9Mount Gravatt East, Australia
Services provided
MAPA Accounting is an Accounting company. They are based in Mount Gravatt East, Australia and have small team. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Braintree, MA
Services provided
The Simon Companies is a Braintree, Massachusetts-based Commercial Development company. They provide Commercial Development and Accounting and were launched in 1966.
Read more -
UndisclosedUndisclosed10 - 49Rocklea, Australia
Services provided
Accounting company Maximize Accountants is headquartered in Rocklea, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
Services provided
Launched in 2007, Consolid8 | In association with BDO is an Accounting and Business Consulting company. The company focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rapid City, SD
Services provided
Casey Peterson, Ltd, a small Accounting company, is located in Rapid City, South Dakota. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Aspley, Australia
Services provided
Satellite Accounting is an Accounting company. Founded in 2011, the company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Watertown, SD
Services provided
VRS P.C. Is a small Watertown, South Dakota-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rapid City, SD
Services provided
DeSmet and Biggs, LLP is an Accounting company. Founded in 1983, the team focuses on Accounting. The firm is headquartered in Rapid City, South Dakota.
Read more -
UndisclosedUndisclosed2 - 9Aspley, Australia
Services provided
Amour Accountants is a small Aspley, Australia-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
Services provided
Lee & Lee Accountants is a small Accounting company based in Upper Mount Gravatt, Australia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Greensboro, NC
Services provided
Established in 1946, DMJ & Co., PLLC is an Accounting company. The midsize team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Robina, Australia
Services provided
O'Connor Business Consulting is an Accounting company in Robina, Australia. The team provides Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Winston-Salem, NC
Services provided
Launched in 1950, Cannon & Company, L.L.P. Is an Accounting company. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kernersville, NC
Services provided
Connor & Company, Inc., an Accounting company, is based in Kernersville, North Carolina. They specialize in Accounting and were established in 1979.
Read more -
UndisclosedUndisclosed10 - 49Aspley, Australia
Services provided
Sam Greco & Co , a small Accounting company, is based in Aspley, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sunnybank Hills, Australia
Services provided
XY PARTNERS ACCOUNTING is an Accounting company. They are located in Sunnybank Hills, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Collaroy, Australia
Services provided
Outsource Your Accounts is a small Accounting company located in Collaroy, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Geebung, Australia
Services provided
TAXNBOOKS Accounting is an Accounting company. They are located in Geebung, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manly West, Australia
Services provided
1st Stop Professional Services is a small Accounting company launched in 2002. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
James Walker, CPA is an Accounting company. Located in San Jose, California, their small team provides Accounting. The company was launched in 1986.
Read more -
UndisclosedUndisclosed10 - 49Milsons Point, Australia
Services provided
Page Harrison & Co, an Accounting company, is in Milsons Point, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Papadopoulos & Co, a small Accounting company, is in Sydney, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
Pascoe Whittle Chartered Accountants , an Accounting company, was launched in 1994. The company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Springwood, Australia
Services provided
Established in 1998, PDC Accounting is an Accounting company. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Killara, Australia
Services provided
PB Accountants & Advisors is a small Accounting company. Founded in 2012, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Timber Lake, SD
Services provided
Garret Tenbroek CPA PC is an Accounting company founded in 1995. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
EGE Group, LLC is an Accounting company. Their team is in Sioux Falls, South Dakota. The agency focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Pierre, SD
Services provided
Stulken Petersen is a small Pierre, South Dakota-based Accounting company. The team offers 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
-
$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.