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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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Founded in 2016, ANG Partners Australia, a small Accounting company, is based in Melbourne, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Estifo Chartered Accountants and Advisors is an Accounting company. They are located in Moonee Ponds, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Paxinos and Habash is an Accounting company. They are based in Melbourne, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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In Melbourne, Australia, Midsun Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Golden Valley, MN
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Orion Associates is an Accounting company. Their team is headquartered in Golden Valley, Minnesota and specializes in Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Docklands, Australia
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One Minute Tax is a small Docklands, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Carlton, Australia
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Founded in 2016, Qubed Advisory is an Accounting company. In Carlton, Australia, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Docklands, Australia
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Enspira Financial is an Accounting company. The team is headquartered in Docklands, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Founded in 2002, Simons Accountancy Corporation is a small Accounting company. Their team focuses on Accounting.
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$1,000+Undisclosed50 - 249Lutherville-Timonium, MD
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KatzAbosch is an Accounting company. Their midsize team is headquartered in Lutherville-Timonium, Maryland and offers Accounting and Business Consulting. The company was launched in 1969.
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UndisclosedUndisclosed50 - 249Elkton, MD
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Weyrich, Cronin & Sorra, LLC, an Accounting company, is headquartered in Elkton, Maryland. They specialize in Accounting and were established in 1979.
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UndisclosedUndisclosed10 - 49La Plata, MD
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Askey, Askey & Associates, CPA, LLC is an Accounting company launched in 1996. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wyoming, Australia
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CONNECTIVE ACCOUNTING is an Accounting company. They are headquartered in Wyoming, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Vallensbæk Strand, Denmark
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Flexkapacitet ApS is a small Accounting company based in Vallensbæk Strand, Denmark. The team provides Accounting and Customer Service Outsourcing.
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UndisclosedUndisclosed2 - 9Upper Saddle River, NJ
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Bluekeeping Corp is an Accounting company located in Upper Saddle River, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hazlet, NJ
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Donofrio Inc. Is a small Hazlet, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Urbach & Avraham, CPAs, LLP is an Accounting company. In Edison, New Jersey, the firm was launched in 1991. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hanover, NJ
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The Tax Savant LLC is a small Hanover, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Morris Plains, NJ
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In Morris Plains, New Jersey, Daniel P. Vigilante CPA's & Profitability Consultan is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Woodcliff Lake, NJ
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Weber, Shapiro & Company LLP is an Accounting company. The Woodcliff Lake, New Jersey-based firm was launched in 1994. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Paramus, NJ
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KRS CPAs, LLC is an Accounting company. They focus on Accounting and were established in 2005.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Assurance Bookkeeping, a small Accounting company, is based in Melbourne, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Little Ferry, NJ
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Established in 2013, Brian Wittig & Associates, LLC is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Corrimal, Australia
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Austi Bookkeeping, a small Accounting company, is in Corrimal, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249South Melbourne, Australia
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Black and Krantz is an Accounting company. They are in South Melbourne, Australia and have midsize team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lodi, NJ
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Alba Translations CPA is a small Accounting company. Founded in 2003, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ringoes, NJ
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NJ Bookkeeping by Glicklin Accounting, LLC is an Accounting company. They were established in 2009 and specialize in Accounting.
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UndisclosedUndisclosed10 - 49Brunswick, Australia
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Sertori, a small Accounting company, is located in Brunswick, Australia and Mornington, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Garden City, NY
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Outsource Your Books, LLC (OSYB) is an Accounting company. They provide Accounting and are based in Garden City, New York.
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UndisclosedUndisclosed2 - 9
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Tax Home, a small Accounting company, is headquartered in Fairy Meadow, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Little Falls, NJ
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K&C Bookkeeping Services, LLC is a Little Falls, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cranbourne, Australia
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High View is an Accounting company. Their small team is based in Cranbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Broadmeadow, Australia
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Account Aspects, a small Accounting company, is based in Broadmeadow, Australia. The team focuses on Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Hillsborough Township, NJ
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Founded in 2019, Go Bookkeeping LLC is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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National Payroll Systems Inc is an Accounting company established in 1993. The small team offers Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Southbank, Australia
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The Mischel & Co Group is an Accounting company. They are headquartered in Southbank, Australia, and their services include Accounting.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
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Employers Council, a midsize Accounting and HR Consulting company, is headquartered in Salt Lake City, Utah. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49East Melbourne, Australia
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Tate Partners is a small Accounting company in East Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cedar Hills, UT
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Sunstone HR Consulting is a small Accounting and HR Consulting company based in Cedar Hills, Utah. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9South Melbourne, Australia
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Launched in 2014, WNR Business Consulting is a small South Melbourne, Australia-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Greenwood Village, CO
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Mosaic HCM is a Business Consulting company. They are headquartered in Greenwood Village, Colorado. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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CJ Malley Accountancy Corporation is an Accounting company. Located in Anaheim, California, the firm was established in 1971. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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Credence Business Solutions is an Accounting company. They are headquartered in Port Macquarie, Australia and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Collingwood, Australia
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Small Accounting company Keramitsis & Co, is in Collingwood, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Cundletown, Australia
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Based in Cundletown, Australia, Hicks Business Services is an Accounting company. They offer Accounting and were launched in 2010.
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UndisclosedUndisclosed2 - 9Bundall, Australia
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JR Accountants & Tax Agents, a small Accounting company, is located in Bundall, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Aurora Accounts is a -based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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CT Solutions Australia is an Accounting company. The agency is located in Melbourne, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Broomfield, CO
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Concurrent HRO is an Accounting and PEO/Employee Leasing company. Founded in 2016, the agency is in Broomfield, Colorado. Their team specializes in Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosed2 - 9Westminster, CO
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In Westminster, Colorado, Remote Business Solutions, Inc. Is an Accounting company. Their services include Accounting and Business Consulting.
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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
- 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.
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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
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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.