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 - 9Geelong, Australia
Services provided
CD&G Accountants, Geelong is an Accounting company. They are headquartered in Geelong, Australia and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brunswick East, Australia
Services provided
PVP Accounting is an Accounting company. They are in Brunswick East, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Voorhees Township, NJ
Services provided
Bowman & Company LLP is an Accounting company founded in 1939. The midsize team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Docklands, Australia
Services provided
MyCAssosiates, an Accounting company, is based in Docklands, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Red Bank, NJ
Services provided
Based in Red Bank, New Jersey, The Curchin Group is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Toms River, NJ
Services provided
Holman Frenia Allison, P.C. Is an Accounting company. Located in Toms River, New Jersey, their midsize team specializes in Accounting. The agency was founded in 1996.
Read more -
UndisclosedUndisclosed2 - 9Worcester, MA
Services provided
A&A Accounting, an Accounting company, was established in 2007. The firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Elite Bookkeeping Solutions, a small Accounting company, is based in Kirrawee, Australia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Northmead, Australia
Services provided
True Records is an Accounting company. They are in Northmead, Australia and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sutherland, Australia
Services provided
Ultimate Business is a small Accounting company in Sutherland, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
TJS Bookkeeping Services is a small Sutherland, Australia-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mona Vale, Australia
Services provided
In Mona Vale, Australia, Compliance Bookkeeping is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Castle Hill, Australia
Services provided
Castle Bookkeeping is an Accounting company. Their small team is headquartered in Castle Hill, Australia. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlton North, Australia
Services provided
F Trotta & Co is an Accounting company. They were founded in 1998 and provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Rutherford, Australia
Services provided
AccountCom is an Accounting company. Their team is located in Rutherford, Australia. The company offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Perfect Balance Financial Services is a small Accounting company headquartered in Medowie, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Located in Hawksburn, Australia, Base Ten Advisory is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Coburg, Australia
Services provided
Tax House, a small Accounting company, is headquartered in Coburg, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Elsternwick, Australia
Services provided
Sam Laser & Co is a small Accounting company headquartered in Elsternwick, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Rex Halverson & Associates, LLC is a Sacramento, California-based Accounting company. Established in 2005, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carnegie, Australia
Services provided
UTAX Accountants is a small Accounting company headquartered in Carnegie, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Box Hill, Australia
Services provided
WALK Professionals is an Accounting company. Their small team is located in Box Hill, Australia. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Sunbury, Australia
Services provided
Located in Sunbury, Australia, DG Powell & Associates is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Narre Warren North, Australia
Services provided
Based in Narre Warren North, Australia, WHL Accountants is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Beaconsfield, Australia
Services provided
Colleen Hennequin is an Accounting company. They are headquartered in Beaconsfield, Australia and have small team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Brookfield, Australia
Services provided
Based in Brookfield, Australia, Melton Partners Accountants is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Sacramento, CA
Services provided
Founded in 2000, Richard W. Humes, CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Blue River Tax Services is an Accounting company. In Sacramento, California, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Accounting company Collins Forensic and Valuation Services was launched in 2002. The company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Narre Warren, Australia
Services provided
Stephen Le Couilliard is a small Narre Warren, Australia-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bathurst, Australia
Services provided
In Bathurst, Australia, theBusinessActivitySpecialist is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
Services provided
Simple -Soluções em Recursos Humanos is a small Rio de Janeiro, Brazil-based Accounting company. Their services include Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9Bathurst, Australia
Services provided
Advise Accountants is an Accounting company. They are headquartered in Bathurst, Australia and have small team. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Templestowe, Australia
Services provided
Townshend & Associates is an Accounting company. Their small team is in Templestowe, Australia and specializes in Accounting and Business Consulting. The firm was founded in 1982.
Read more -
UndisclosedUndisclosed2 - 9Bega, Australia
Services provided
Located in Bega, Australia, Aspire Business Support is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Clayton South, Australia
Services provided
Headquartered in Clayton South, Australia, Karis tax and accounting services is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Sapphire Coast Bookkeeping and Payroll Services is an Accounting company. Based in Eden , Australia, the agency was established in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nunawading, Australia
Services provided
Kathleen Spicer – Chartered Accountant is an Accounting company. Launched in 2003, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Oradell, NJ
Services provided
Traphagen Financial Group is a small Accounting company founded in 1970. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
Malkasian Accountancy is an Accounting company. The Sacramento, California-based firm offers Accounting and Digital Strategy.
Read more -
UndisclosedUndisclosed2 - 9Tolland, Australia
Services provided
SOS-925 Business Advisory Services is an Accounting company. Their small team of employees is in Tolland, Australia. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sandringham, Australia
Services provided
Monami Accounting & Tax Solutions is an Accounting company. The Sandringham, Australia-based agency was established in 2007. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Clifton, NJ
Services provided
Marchionda & Ferrer, P.A. Is an Accounting company. Their small team of employees is located in Clifton, New Jersey. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mordialloc, Australia
Services provided
APM Partners is a Mordialloc, Australia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hackensack, NJ
Services provided
Tobin & Collins, CPA, PA, a small Accounting company, is headquartered in Hackensack, New Jersey. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Established in 2008, MZ ACCOUNTING & TAX SERVICE is an Accounting company. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westfield, NJ
Services provided
Launched in 1946, Suplee, Clooney & Company is an Accounting company. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Located in Maclean , Australia, C Bis Assist is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Centennial, CO
Services provided
Based in Centennial, Colorado, Foxstone Financial is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chelsea Heights, Australia
Services provided
L&J Partners, an Accounting company, was established in 2012. The team specializes in 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 -
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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $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.