Top Financial Services Firms
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$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.
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UndisclosedUndisclosed10 - 49Oakland, CA
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Headquartered in Oakland, California, Merchants Accounting Services is a Business Consulting company. They specialize in Business Consulting and Accounting and were established in 1946.
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UndisclosedUndisclosed2 - 9San Jose, CA
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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.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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Tinworth & Co is a small North Sydney, Australia-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Small Accounting company Lim Company, is based in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Flower Mound, TX
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Chandler & Knowles CPAs is an Accounting company. They provide Accounting and Business Consulting and were launched in 1996.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Based in San Jose, California, BOITANO & SARGENT is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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David Kesel, CPA is an Accounting company. The firm is located in McKinney, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Insogna CPA is an Accounting company established in 2011. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Founded in 1990, Davidson Freedle Espenhover & Overby is an Accounting company. The agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Houston, TX
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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.
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UndisclosedUndisclosed50 - 249Dallas, TX
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Accounting company Lane Gorman Trubitt provides Accounting and Business Consulting. They are in Dallas, Texas.
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UndisclosedUndisclosed2 - 9Sugar Land, TX
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Saleem Lakhani CPA is an Accounting company. The Sugar Land, Texas-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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J. Dwayne Anderson, CPA/Carefree Financial Management is an Austin, Texas-based Accounting company. Launched in 1999, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Moree, Australia
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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.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Son Nguyen, CPA, an Accounting company, is headquartered in San Jose, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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In Sydney, Australia, St Clair partners is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Oakland, CA
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Accounting company Collins, Mason & Company was launched in 1986. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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In Sydney, Australia, Star & Associates is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Star & Co, a small Accounting company, is located in Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Pat Stoller's Tax Service is a San Jose, California-based Accounting company. They offer Accounting and were launched in 2003.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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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.
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UndisclosedUndisclosed2 - 9Kensington, CA
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Cole Accounting Services is an Accounting company. Their small team is based in Kensington, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kaysville, UT
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Launched in 2009, Durham & Company LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Stirling International is an Accounting company. They are headquartered in Sydney, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Based in Sydney, Australia, Stirling Warton Taylor is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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RICHARD SMITH & ASSOCIATES, an Accounting company, was established in 1977. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Stubbs & Co, a small Accounting company, is in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coogee, Australia
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Sullivans Accountants is a small Coogee, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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ACTAX is an Accounting company. Based in San Jose, California, the agency was established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Miranda, Australia
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Summers & Summers, an Accounting company, specialize in Accounting and Business Consulting. They were launched in 1987.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Higashioka & Yap LLP is an Accounting company headquartered in San Jose, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Located in Sydney, Australia, CASTAX is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nowra, Australia
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Tait Miller McIntyre is an Accounting and Business Consulting company. The Nowra, Australia-based agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Jordan, UT
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MASON CPA is an Accounting company. They are headquartered in South Jordan, Utah and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Morgan Hill, CA
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David J. Cormia, CPA is an Accounting company founded in 2004. Based in Morgan Hill, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bountiful, UT
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Robinson Burnett and Associates is a small Bountiful, Utah-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Blacktown, Australia
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Tax Doctor is an Accounting company. They are headquartered in Blacktown, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, UT
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SJC Financial Solutions is an Accounting company. Their small team is headquartered in Syracuse, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Lam Accounting & Tax Services is an Accounting company. The San Jose, California-based firm was founded in 2008. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Accounting company Tax Effective is in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Park City, UT
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In Park City, Utah, ParkCity Bookkeepers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. George, UT
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Pratt and LeFevre Corporation is an Accounting company. They are headquartered in St. George, Utah and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 1997, Community Management inc is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Jordan, UT
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Tax Debt Pros is an Accounting company. They are based in South Jordan, Utah and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cranebrook, Australia
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Tax Made Simple is an Accounting and Business Consulting company. They are based in Cranebrook, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Draper, UT
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Quoin Financial is an Accounting and Business Consulting company. Their team is located in Draper, Utah and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249South Jordan, UT
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Launched in 1975, Larson Certified Public Accountants is an Accounting company. The team specializes in Accounting and Business Consulting and is located in South Jordan, Utah.
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UndisclosedUndisclosed2 - 9Sandy, UT
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Launched in 2008, Nagel CPAs, LLC is an Accounting company. Located in Sandy, Utah and Rio Rancho, New Mexico, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Mortdale, Australia
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TaxGo is a small Mortdale, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Syracuse, UT
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PADGETT BUSINESS SERVICES UTAH is an Accounting company founded in 1966. The agency focuses on Accounting, and is small.
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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
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- Market presence
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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.
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List of the Top 15 Financial Services Companies
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$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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.