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 - 9Birmingham, AL
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Accounting company Lehmann, Ullman and Barclay LLP Certified Public Accountants provides Accounting. They are based in Birmingham, Alabama.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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AG Accounting Services is an Accounting company launched in 2000. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Lischkoff & Pitts is an Accounting company. Their small team is headquartered in Birmingham, Alabama. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Morley, Australia
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Star Tax Accounting is an Accounting company. They are in Morley, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mountain Brook, AL
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AKP & Associates is a Business Consulting company. Their small team is in Mountain Brook, Alabama. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Atkins & Company, PLLC was launched in 2009. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Irma Miller MBA CPA is based in Lexington, Kentucky. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company James R. Whitten, CPA, PLLC is headquartered in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Founded in 2004, Holcomb & Associates, PSC, a small Accounting company, is located in Lexington, Kentucky. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Menasha, WI
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Healthcare Management Consultants, Inc. Is an Accounting company. Located in Menasha, Wisconsin, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Launched in 1990, WR Ramsey & Associates Inc. Is a small Accounting company headquartered in Lexington, Kentucky. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Salem, NH
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Accounting company Tax Matters LLC was established in 2014. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Glenelg, Australia
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Founded in 2002, Bullen Business Services, a small Accounting company, is in Glenelg, Australia. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Salem, NH
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Donovan Thomas Billings Tax is an Accounting company. In Salem, New Hampshire, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Erina, Australia
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Absolute Accounting Services is an Accounting company. The team focuses on Accounting and Business Consulting and is based in Erina, Australia.
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UndisclosedUndisclosed2 - 9Lancaster, PA
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Crane & Bell PLLC is an Accounting company. The small Lancaster, Pennsylvania-based team specializes in Accounting. The firm was launched in 2010.
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UndisclosedUndisclosed2 - 9Stepney, Australia
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Resolve Bookkeeping is an Accounting company. They are located in Stepney, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Littleton, NH
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Secord Mark CPA, an Accounting company, was launched in 2008. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Littleton, NH
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Founded in 1999, Keeler Accounting is an Accounting company. Based in Littleton, New Hampshire, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Nedlands, Australia
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Paragon Consultants, an Accounting company, was founded in 1989. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Advanced Bookkeeping, a small Accounting company, is headquartered in Adelaide, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Para Vista, Australia
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Small Accounting company Moore 2 Bookkeeping, is based in Para Vista, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Accounting company Helm Accounting was launched in 2010. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Claremont, NH
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Horizon Financial Services, an Accounting company, was established in 1963. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sunapee, NH
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Champion Accounting Solutions is a Sunapee, New Hampshire-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Interactive Accounting, an Accounting company, was launched in 2009. The team provides Accounting and Business Consulting and is based in Melbourne, Australia and Chippendale, Australia.
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UndisclosedUndisclosed2 - 9Sunapee, NH
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Headquartered in Sunapee, New Hampshire, Joseph T. Twardy, Jr., CPA LLC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Gray Financial Center, Inc. Is an Accounting company. Headquartered in , the firm was launched in 1986. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Seacliff Park, Australia
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Accounting company Southern Accounting Pty Ltd is based in Seacliff Park, Australia. Launched in 2011, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wheaton, IL
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Sanders Commercial Real Estate is an Accounting company located in Wheaton, Illinois. Established in 2009, the team specializes in Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Amherst, NH
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Gerlach Accounting LLC, an Accounting company, is headquartered in Amherst, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leederville, Australia
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PRM Integrated Accounting Group is a small Accounting company headquartered in Leederville, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hanover, MD
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Headquartered in Hanover, Maryland, Malden Solutions LLC is a small Accounting company. The team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Safety Bay, Australia
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Acolyte Accounting, a small Accounting company, is in Safety Bay, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moultonborough, NH
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Founded in 1997, Nancy Goss Associates, LLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Ross Stern & Associates is an Accounting company. Founded in 2011, the team offers Accounting and Business Consulting. The agency is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Busselton, Australia
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Flint Accounting + Business Services is a small Busselton, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Launched in 2011, Weidema, Lavin & Grott Accounting, PC Certified Public Accountants, a small Accounting company, is based in Portsmouth, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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In Esperance, Australia, Dwyer and Co is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Parkside, Australia
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Sarix Business Services, an Accounting company, is located in Parkside, Australia. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amherst, NH
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Joseph B Sullivan Prof Ass'n is an Accounting company founded in 1978. The team specializes in Accounting and is based in Amherst, New Hampshire.
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UndisclosedUndisclosed2 - 9Woodville South, Australia
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Summit Bookkeeping Services’ (SBS) is an Accounting company. The Woodville South, Australia-based company was launched in 2000. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249San Diego, CA
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Sayva Solutions is an Accounting company. Their midsize team is in San Diego, California and Tempe, Arizona and specializes in Accounting and Staffing. The company was founded in 2014.
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UndisclosedUndisclosed2 - 9Donnybrook, Australia
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Donnybrook Accounting is an Accounting and Business Consulting company. Their small team is based in Donnybrook, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Djugun, Australia
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Cable Beach Accountants is a small Accounting company in Djugun, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Innaloo, Australia
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LG Accounting Solutions, a small Accounting and Business Consulting company, is headquartered in Innaloo, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Doubleview, Australia
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Muntz Partners is an Accounting company. The firm is in Doubleview, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Caffarelli is a West Perth, Australia-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centennial Park, Australia
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Small Accounting company GM Taxation & Accounting, is in Centennial Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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Price Jack CPA is a small Accounting company located in Chapel Hill, North Carolina. 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
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- 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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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 -
$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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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.