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 - 9Winston-Salem, NC
Services provided
Gray, Callison & Jones CPA, P.C., an Accounting company, is located in Winston-Salem, North Carolina. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Berkeley, CA
Services provided
Based in Berkeley, California, Mary Pavellas Bookkeeping is a small Business Consulting company. The team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
Services provided
Based in Burleigh Heads, Australia, Master Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49South Jordan, UT
Services provided
Launched in 2018, Foresight CPA Group is an Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Rutherfordton, NC
Services provided
In Rutherfordton, North Carolina, Acadia Northstar is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bountiful, UT
Services provided
Trader Roberts and Spangler, PLLC is an Accounting company. Their small team is located in Bountiful, Utah. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
Accounting company MPC Certified Public Accountants is located in Raleigh, North Carolina. They offer Accounting and were launched in 1989.
Read more -
UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
Services provided
Byrne and Miller MGA, a small Accounting company, is in Burleigh Heads, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wahroonga, Australia
Services provided
Small Accounting company SJM accountants, is located in Wahroonga, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
Jeri Evans & Associates is an Accounting company. They are based in Salt Lake City, Utah and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
Headquartered in Salt Lake City, Utah, Savas & Company, LLC is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arvada, CO
Services provided
Founded in 2004, TaxPlus Financial is an Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Belrose, Australia
Services provided
SME is a small Accounting company headquartered in Belrose, Australia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buderim, Australia
Services provided
David Johnston Accountancy is a small Buderim, Australia-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Asheville, NC
Services provided
Brian C. Hunter, CPA, P.A. Is an Accounting company. Their small team is located in Asheville, North Carolina and offers Accounting. The agency was launched in 1995.
Read more -
UndisclosedUndisclosed2 - 9Monument, CO
Services provided
BRW Tax & Accounting is a Monument, Colorado-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Colorado Springs, CO
Services provided
Headquartered in Colorado Springs, Colorado, Wilklow & Associates, CPA PC is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mint Hill, NC
Services provided
Rowell Craven & Short PA is a small Mint Hill, North Carolina-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Cary, NC
Services provided
Triangle Accounting, Inc., an Accounting company, was launched in 2016. Located in Cary, North Carolina, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
Based in Denver, Colorado, O'Connor & CO. CPAs, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Redwood City, CA
Services provided
Small Accounting company Robert’s Tax Service, is based in Redwood City, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Lakewood, CO
Services provided
Launched in 1998, ATBS is a midsize Lakewood, Colorado-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Scharf Pera & Co., PLLC is a Charlotte, North Carolina-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Piedmont, CA
Services provided
Rheinheimer & Associates, a small Business Consulting company, is based in Piedmont, California. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria Point, Australia
Services provided
Headquartered in Victoria Point, Australia, Southern Cross Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buderim, Australia
Services provided
AMH Accounting is an Accounting company. They are headquartered in Buderim, Australia and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Based in Campbell, California, Tax Goddess Inc. Is an Accounting company. They specialize in Accounting and were established in 2009.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
Headquartered in Oakland, California, Merchants Accounting Services is a Business Consulting company. They specialize in Business Consulting and Accounting and were established in 1946.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
The Tax Man is an Accounting company. Headquartered in San Jose, California, their small team specializes in Accounting and Business Consulting. The company was launched in 1986.
Read more -
UndisclosedUndisclosed2 - 9North Sydney, Australia
Services provided
Tinworth & Co is a small North Sydney, Australia-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Small Accounting company Lim Company, is based in San Jose, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Flower Mound, TX
Services provided
Chandler & Knowles CPAs is an Accounting company. They provide Accounting and Business Consulting and were launched in 1996.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Based in San Jose, California, BOITANO & SARGENT is an Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
David Kesel, CPA is an Accounting company. The firm is located in McKinney, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Insogna CPA is an Accounting company established in 2011. The agency offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Antonio, TX
Services provided
Founded in 1990, Davidson Freedle Espenhover & Overby is an Accounting company. The agency offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
ABIP, CPA is an Accounting company. The company is based in Houston, Texas and San Antonio, Texas. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
Accounting company Lane Gorman Trubitt provides Accounting and Business Consulting. They are in Dallas, Texas.
Read more -
UndisclosedUndisclosed2 - 9Sugar Land, TX
Services provided
Saleem Lakhani CPA is an Accounting company. The Sugar Land, Texas-based agency provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
J. Dwayne Anderson, CPA/Carefree Financial Management is an Austin, Texas-based Accounting company. Launched in 1999, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Moree, Australia
Services provided
SRF Chartered Accountants is an Accounting and Business Consulting company. They are located in Moree, Australia and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Son Nguyen, CPA, an Accounting company, is headquartered in San Jose, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
In Sydney, Australia, St Clair partners is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
Accounting company Collins, Mason & Company was launched in 1986. The agency provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
In Sydney, Australia, Star & Associates is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Star & Co, a small Accounting company, is located in Sydney, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Pat Stoller's Tax Service is a San Jose, California-based Accounting company. They offer Accounting and were launched in 2003.
Read more -
UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Stephen Page & Co is an Accounting and Business Consulting company. They are located in Sydney, Australia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kensington, CA
Services provided
Cole Accounting Services is an Accounting company. Their small team is based in Kensington, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kaysville, UT
Services provided
Launched in 2009, Durham & Company LLC is an Accounting company. The team focuses on 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 -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
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 -
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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.7/40.018.6/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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.