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 - 9Crumpler, NC
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Bruce S Chroback, CPA, an Accounting company, is located in Crumpler, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Williams Overman Pierce, LLP, an Accounting company, is headquartered in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9High Point, NC
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Launched in 1969, Odom & Company, L.L.P. Is an Accounting company. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Optimo Tax is an Accounting company. They are in Naperville, Illinois and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Small Accounting company Crusader Management Services, LLC, is based in Oakland, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Founded in 1993, Patel & Associates, LLP is a small Oakland, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Osborne Park, Australia
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Accounting company Haydon Kinnaird offers Accounting. They were established in 1984.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Noel McKenney & Co is an Accounting company. Based in West Perth, Australia, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Napoli Chartered Accountants is an Accounting company. They are in Perth, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burswood, Australia
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Located in Burswood, Australia, AMHR Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Inglewood, Australia
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Quarles is an Accounting company. Based in Inglewood, Australia, the firm was established in 1974. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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BG Advisors CPA, Ltd. Is a small Naperville, Illinois-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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Nuke Pros LLC is a small Accounting company based in Overland Park, Kansas. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Wolfeboro, NH
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Founded in 1992, William J. Krause CPA, a small Accounting company, is headquartered in Wolfeboro, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Windham, NH
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Blundell Accounting Solutions is an Accounting company. They were established in 2013, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Epping, NH
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A Step Up Bookkeeping Services is a small Epping, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lee, NH
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Headquartered in Lee, New Hampshire, Erik R. Johnson, CPA PLLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Subiaco, Australia
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NKH Business Advisors & Accountants, a small Accounting company, is headquartered in Subiaco, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raymond, NH
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Howard & Company, CPAs, PC is an Accounting company. The company is headquartered in Raymond, New Hampshire. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Kalgoorlie, Australia
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Allen & Co is an Accounting company. In Kalgoorlie, Australia, their small team provides Accounting and Business Consulting. The firm was founded in 1991.
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UndisclosedUndisclosed10 - 49Spearwood, Australia
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Launched in 1990, Goodall & Co is an Accounting company. The agency offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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TAXCO is an Accounting company. Their team is located in Long Beach, California and Long Beach, California. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Bristol, NH
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Wicked Accurate Bookkeeping Services, LLC, an Accounting company, focus on Accounting. They were launched in 2013.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Sunshine Services Inc is an Accounting company. Headquartered in Naperville, Illinois, their small team provides Accounting. The company was established in 1999.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Denis Rosenberg, CPA is an Accounting company. Their small team is headquartered in Westlake Village, California and offers Accounting. The agency was launched in 2009.
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UndisclosedUndisclosed2 - 9Newton, NH
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Larson Tax Services is an Accounting company. Headquartered in Newton, New Hampshire, their small team provides Accounting. The firm was launched in 1982.
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UndisclosedUndisclosed2 - 9Hampstead, NH
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Accounting and Business Consulting company All-N-1 Payroll Services is located in Hampstead, New Hampshire. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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RLG Tax Advisors, LLC is a small Arlington, Virginia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moultonborough, NH
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Zelek & Associates Financial Services is an Accounting company. The Moultonborough, New Hampshire-based company was established in 1999. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Osborne Park, Australia
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Freedom Accounting is an Accounting company based in Osborne Park, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Loudon, NH
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CP Tax & Accounting LLC is an Accounting company. Established in 2010, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, Australia
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GFA Business is an Accounting company. Their small team is located in Mount Pleasant, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Morley, Australia
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Launched in 1980, Terrace Taxation is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Innovative Financial Services Inc., an Accounting company, was established in 2007. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chermside, Australia
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Ros little is a small Accounting company headquartered in Chermside, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullarton, Australia
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Headquartered in Fullarton, Australia, Adelaide and Hills Bookkeeping Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Camden Park, Australia
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Based in Camden Park, Australia, Being Accountable is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Midland, Australia
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SB BookKeeping is a small Midland, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ellenbrook, Australia
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Based in Ellenbrook, Australia, O’Neill Accounting & Legal Business Services is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Johnsbury, VT
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Launched in 1986, Bruce A Corrette & Associates is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Broome, Australia
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In Broome, Australia, Range Business Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Morley, Australia
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In Morley, Australia, MTBooks is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mundaring, Australia
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S L H Bookkeeping, a small Accounting company, is located in Mundaring, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Established in 2002, Jake E. Lang, CPA is a small Accounting company based in Thousand Oaks, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Launched in 2001, Gonzalez CPA is an Accounting company. Located in Long Beach, California and Tustin, California, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Joondalup, Australia
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Bizwize is a small Joondalup, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Vicken J. Festekjian, CPA is an Accounting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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Burbank Tax Services is an Accounting company. Their team is based in Long Beach, California. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Thomas J. Rollins, CPA is a small Raleigh, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Franklin, NC
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Carla L. Haire, CPA, PA., an Accounting company, was established in 2011. The team focuses on Accounting and is headquartered in Franklin, North Carolina.
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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.