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 - 9Concord, NH
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Business Finance Authority is an Accounting company. Their small team is based in Concord, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Drummoyne, Australia
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Small Accounting company Tenet Business Engineering, is headquartered in Drummoyne, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, Australia
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John Mollica & Associates is a small Fairfield, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Randwick, Australia
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Ascendum Business Services is an Accounting company established in 2019. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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SACC Group is a small Melbourne, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Launched in 2008, THE TAX PLACE, a small Accounting company, is located in Fullerton, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Carrum Downs, Australia
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Located in Carrum Downs, Australia, MCA Accountants is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed250 - 999San Francisco, Costa Rica
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Located in San Francisco, Costa Rica, DO Gestión de Talento is a Staffing company. They focus on Staffing and HR Consulting and were established in 2000.
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UndisclosedUndisclosed2 - 9Hampton, NH
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Raymond E Jeffs, CPA, PLLC, an Accounting company, was established in 1993. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malvern East, Australia
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Geoffrey Cliff & Associates is a small Accounting company located in Malvern East, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Rafael de Escazú, Costa Rica
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Small Accounting company Job Solutions LATAM, is in San Rafael de Escazú, Costa Rica. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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J Morris & Company is an Accounting company. Their team is headquartered in Anaheim, California. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Small Accounting company GFM Gruchy Accounting, is based in Camberwell, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Keilor East, Australia
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Jelenic & Co is a small Keilor East, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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ACTIVE NUMBERS, a small Accounting company, is headquartered in Coogee , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mernda, Australia
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Christine Lee Mobile Tax Agent, a small Accounting company, is in Mernda, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mascot, Australia
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PARAMITA Bookkeeping is a small Accounting company based in Mascot, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Located in Marrickville , Australia, EXPERT ACCOUNTING is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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HeadStart Tax & Accounting Services 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 - 9Dulwich Hill, Australia
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Bryant’s Bookkeeping Services is an Accounting company based in Dulwich Hill, Australia. They provide Accounting and were founded in 2004.
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UndisclosedUndisclosed2 - 9Box Hill, Australia
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Effective Tax Accounting Associates is an Accounting company. They are headquartered in Box Hill, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seaforth, Australia
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Starfish Accounts Pty Ltd is a small Seaforth, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oakleigh, Australia
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Perreemium Accountants & Advisers , a small Accounting company, is headquartered in Oakleigh, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Burwood, Australia
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In Burwood, Australia, Second Nature accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Where About Bookkeeping is an Accounting company. Established in 2001, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Coolangatta, Australia
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Astute Bookkeepers is an Accounting company. Their small team is based in Coolangatta, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Albury, Australia
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Ace Local Bookkeeping is an Accounting company. Their small team is headquartered in North Albury, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Nepean Balanced Books is a small Glenmore Park, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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William B. May, Jr., CPA, P.C. Is an Accounting company founded in 1979. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Forster, Australia
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AARBBS is an Accounting company. They are based in Forster, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Muswellbrook, Australia
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Small Accounting company Catalyst Plus, is headquartered in Muswellbrook, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Orange, CA
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Accounting company Talley LLP provides Accounting and Business Consulting. They were launched in 1989.
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UndisclosedUndisclosed2 - 9Kooringal, Australia
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Velocity Business Solution is an Accounting company. Their small team is based in Kooringal, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Charlestown, Australia
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Mobile Bookkeeping & Secretarial Services is an Accounting company. They are headquartered in Charlestown, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Clayton, Australia
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ZASH Partners is an Accounting company founded in 2007. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Wheelers Hill, Australia
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Business Logic Group is an Accounting company. They are located in Wheelers Hill, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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ACT Financial Services, Inc. Is an Accounting company. The team is located in Gainesville, Georgia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Blackburn, Australia
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Small Accounting company SGW Group, is based in Blackburn, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bentleigh East, Australia
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Baker, Major & Associates is a small Accounting company in Bentleigh East, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Based in Mount Waverley, Australia, Accountree is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bundoora, Australia
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AJD Accountants, an Accounting company, is in Bundoora, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundoora, Australia
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Small Accounting company Unhill Accounting, is headquartered in Bundoora, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensborough, Australia
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TCK Accountants is a small Accounting company headquartered in Greensborough, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Doncaster East, Australia
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More Than Tax is an Accounting company. Launched in 1999, the firm is based in Doncaster East, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Epping, Australia
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Basildon Business Accounting is an Accounting company. They are headquartered in Epping, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mill Park, Australia
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Small Accounting company Absolute Accounting Solutions, is headquartered in Mill Park, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Johnson, Love and Associates is an Accounting company. Their small team is based in Anaheim, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Prime Tax Advisors, Inc. Is an Accounting company. They are located in Anaheim, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Clayton, Australia
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K. Ang & Co is an Accounting company. They are headquartered in Clayton, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Eltham North, Australia
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Andrew Browne is an Accounting company. Their small team is headquartered in Eltham North, Australia. Their services include Accounting.
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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.
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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.