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 - 9Morphett Vale, Australia
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H.U. Partners is a small Accounting company in Morphett Vale, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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DeGroot CPA Prof LLC is an Accounting company launched in 1995. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Yorketown, Australia
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Christine Heinrich Tax Professionals is an Accounting company established in 2009. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Headquartered in Sioux Falls, South Dakota, Grant and Williams is an Accounting company. They offer Accounting.
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UndisclosedUndisclosedFreelancerSioux Falls, SD
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Connie Buskohl, CPA PC is an Accounting company. The team provides Accounting, and the agency is headquartered in Sioux Falls, South Dakota.
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UndisclosedUndisclosed2 - 9Norwood, Australia
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Small Accounting company Gilberts Accounting, is based in Norwood, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Upper Coomera, Australia
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Balanced Accounts & Business Services ( BABS) is an Accounting company. The Upper Coomera, Australia-based agency was launched in 2004. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Matinee Accounting & Technologies is an Accounting company. They are headquartered in Sioux Falls, South Dakota and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stepney, Australia
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Resolve Accounting & Taxation is a Stepney, Australia-based Accounting company. Founded in 2003, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Helensvale, Australia
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Business Integrated Solutions is an Accounting company. They are in Helensvale, Australia and have small team. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Mount Gambier, Australia
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Kirby Financial Solutions is an Accounting company. Their small team is located in Mount Gambier, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9McAllen, TX
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Elite-Pay is a McAllen, Texas-based Accounting company. Launched in 2006, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Coombabah, Australia
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APR BOOKKEEPING is an Accounting company. They are located in Coombabah, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Accounting company FDJ, LLC was founded in 1990. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Newark, DE
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Nutax Financial Services is an Accounting company. They are headquartered in Newark, Delaware and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Scm Business Services, an Accounting company, was established in 2001. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Lewes, DE
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Lokken Investment Group, LLC, a small Accounting and Business Consulting company, is based in Lewes, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newark, DE
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Cornerstone Financial Services LLC is a small Accounting and Business Consulting company in Newark, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milford, DE
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Black Diamond Financial Solutions is an Accounting company. Founded in 2010, the team offers Accounting and Business Consulting. The firm is located in Milford, Delaware.
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UndisclosedUndisclosed50 - 249Boston, MA
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Headquartered in Boston, Massachusetts and Newark, Delaware, The Kessler Group is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Labrador, Australia
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Rob's Bookkeeping and BAS is an Accounting company. They are located in Labrador, Australia, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Sioux Falls, SD
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Fair Tax Inc is an Accounting company. In Sioux Falls, South Dakota, the team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Busy Beas Bookkeeping, a small Accounting company, is located in Laidley , Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dover, DE
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WMG Advisors is a small Accounting and Business Consulting company. They specialize in Accounting and Business Consulting and were founded in 2001.
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UndisclosedUndisclosed2 - 9Newark, DE
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Berkeridge Financial Services is a Newark, Delaware-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lewes, DE
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Key Advisors Group, LLC is an Accounting and Business Consulting company. Their small team is headquartered in Lewes, Delaware. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Franklin, Australia
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TAS-Australia is a small Accounting company located in Franklin, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New Castle, DE
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Small Accounting company TAXcellent Financial Services, LLC, is based in New Castle, Delaware. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hockessin, DE
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Independence Wealth Services, an Accounting and Business Consulting company, is located in Hockessin, Delaware. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting company Ferrari Bookkeeping was established in 2005. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newark, DE
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Elite Financial Service is an Accounting company. The Newark, Delaware-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Peter A Oldziey Cfp & Associates, a small Accounting and Business Consulting company, is headquartered in Dover, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Affinity Wealth Management LLC is an Accounting and Business Consulting company based in Wilmington, Delaware. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Small Accounting and Business Consulting company Compass Investment Advisors, is located in Dover, Delaware. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newark, DE
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Insley Insurance & Financial Services, Inc. Is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting and are in Newark, Delaware.
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UndisclosedUndisclosed2 - 9Dover, DE
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Paradee Financial LLC is an Accounting and Business Consulting company. They are in Dover, Delaware. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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In Wilmington, Delaware, Blue Rock Dravo Bay is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hockessin, DE
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Sherpa Financial Services is an Accounting and Business Consulting company. Located in Hockessin, Delaware, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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New Hampshire Society of CPA is a small Accounting company. Launched in 1934, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Founded in 1994, Wheeler Ring Dolan & Dupuis is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Drouin Associates, LLC is an Accounting company launched in 2014. In Manchester, New Hampshire, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Kangaroo Point, Australia
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River City Bookkeeping is an Accounting company. They are based in Kangaroo Point, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Teneriffe, Australia
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Eyes on Business, a small Accounting company, is located in Teneriffe, Australia and East Toowoomba, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Based in Ferny Hills, Australia, Conscious Accounts is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kenmore, Australia
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Seed Bookkeeping is an Accounting company. Their small team is in Kenmore, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manly West, Australia
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NACK Financial, an Accounting company, offers Accounting and Business Consulting. The company is headquartered in Manly West, Australia.
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UndisclosedUndisclosed10 - 49Adelaide, Australia
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Accounting company BRM Holdich is located in Adelaide, Australia. Established in 1995, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Asheboro, NC
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Joe F Weaver, CPA, an Accounting company, was launched in 2007. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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TIB Business Advisers is an Accounting company established in 1999. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Knightdale, NC
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Headquartered in Knightdale, North Carolina, C H Wells, CPA, PC is a small Accounting company. The team offers 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.
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.