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.
-
UndisclosedUndisclosed10 - 49Perth, Australia
Services provided
Aspen Corporate is an Accounting company. In Perth, Australia, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kinston, NC
Services provided
Small Accounting company Lloyd Moody, CPA, is based in Kinston, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Perth, Australia
Services provided
Astrum Consultants is an Accounting company. The Perth, Australia-based agency was launched in 2016. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, NH
Services provided
Penchansky & Co is an Accounting company based in Manchester, New Hampshire. The team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Mount Airy, NC
Services provided
WorkForce Unlimited, LLC, an Accounting company, is headquartered in Mount Airy, North Carolina. Their services include Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Kalamunda, Australia
Services provided
Small Accounting company Bas's & Balances Bookkeeping Services, is located in Kalamunda, Australia. The team specializes in Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Established in 2006, Oster & Wheeler PC, a small Accounting company, is headquartered in Keene, New Hampshire. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Accounting & Tax Solutions is an Accounting company. They were established in 1990, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lake Park, NC
Services provided
Carlini CPA is an Accounting company. Founded in 1979, the firm is based in Lake Park, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Perth, Australia
Services provided
CVW Accounting is a small Accounting company based in Perth, Australia. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Padbury, Australia
Services provided
LookupBooks is an Accounting company. Their team is located in Padbury, Australia. The agency offers Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Established in 1996, John G Burk & Associates is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Mojo Bookkeeping Services is an Accounting company. Their small team is in Quinns Rocks, Australia. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Paul Grandmaison, CPA is an Accounting company. They are in Keene, New Hampshire. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Northbridge, Australia
Services provided
Small Accounting company Elite Group, is in Northbridge, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Hogancamp PC is a Keene, New Hampshire-based Accounting company. Founded in 1981, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Alexander Alvarez & Company, CPAs, an Accounting company, was established in 1997. The team offers Accounting and is located in Laguna Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Accounting company Jim Meehan & Son Tax & Bookkeeping Services is located in Keene, New Hampshire. They offer Accounting and were launched in 1964.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Rabon & Dailey, LLP is a small Cary, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Keene, NH
Services provided
Anthony L. Olson, CPA/PFS Tax & Business Consultant, an Accounting company, specializes in Accounting and Business Consulting. The firm is in Keene, New Hampshire.
Read more -
UndisclosedUndisclosed10 - 49Swanzey, NH
Services provided
Rust & Company CPAs is an Accounting company in Swanzey, New Hampshire. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Scott Holt, CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is in Laguna Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Exeter, NH
Services provided
M P Losapio & Co, an Accounting company, offers Accounting. The company is based in Exeter, New Hampshire.
Read more -
UndisclosedUndisclosed10 - 49Oceanside, CA
Services provided
DOAAR is an Accounting company. They are based in Oceanside, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
Bridget A. Ryan, CPA, PLLC, an Accounting company, is headquartered in Durham, North Carolina. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
BFI Accounting is an Accounting company. Their team is in Laguna Beach, California and specializes in Accounting.
Read more -
UndisclosedUndisclosedFreelancerMorley, Australia
Services provided
Book Wiz Bookkeeping is a small Accounting company located in Morley, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
Launched in 2016, Bass Carney CPA, PLLC is a small Durham, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Southport, NC
Services provided
Camilla J. Desmarais, CPA is a Southport, North Carolina-based Accounting company. They focus on Accounting and were founded in 2011.
Read more -
UndisclosedUndisclosed10 - 49Perth, Australia
Services provided
Small Accounting company Support Corp, is in Perth, Australia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Mellotti & Rasmusson, an Accounting company, was founded in 1993. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
W. Allen Scazzero, a small Accounting company, is based in Raleigh, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria Park, Australia
Services provided
WB Bookkeeping & Accounting Services, a small Accounting company, is in Victoria Park, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Plaistow, NH
Services provided
Accounting company Freedom Financial, LLC was founded in 1992. The team provides Accounting and is headquartered in Plaistow, New Hampshire.
Read more -
UndisclosedUndisclosed2 - 9Plaistow, NH
Services provided
Based in Plaistow, New Hampshire, Stratton's Payroll and Tax Services, LLC is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Plaistow, NH
Services provided
Established in 2002, Waters & Associates, PLLC is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Reading, PA
Services provided
A Mazzo Accounting Services is an Accounting company. Their small team is in Reading, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Small Accounting company Shahlegacy, is located in Embleton, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Reading, PA
Services provided
GBB & Company, LLP, a small Accounting company, is in Reading, Pennsylvania. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cornelius, NC
Services provided
Martin Halloran, C.P.A. Is an Accounting company. Their small team is in Cornelius, North Carolina. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bassendean, Australia
Services provided
Small Accounting company TAG Bookkeeping & Accounting Services, is in Bassendean, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kardinya, Australia
Services provided
AMM Accounting is an Accounting company. They are headquartered in Kardinya, Australia and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wyomissing, PA
Services provided
Based in Wyomissing, Pennsylvania, William G. Koch & Associates is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kalamunda, Australia
Services provided
Located in Kalamunda, Australia, Jaminik is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Timely Bookkeeping is an Accounting company. Founded in 2001, the firm is in Gosnells, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shillington, PA
Services provided
Renninger & Associates LLC is a small Accounting company in Shillington, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Henderson, NC
Services provided
Holden Moss Certified Public Accountants is an Accounting company. The team specializes in Accounting, and the agency is headquartered in Henderson, North Carolina.
Read more -
UndisclosedUndisclosed10 - 49Reading, PA
Services provided
Wyomissing Tax & Accounting Services LLC is a small Accounting company based in Reading, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New Ipswich, NH
Services provided
Romeril Tax & Accounting LLC is an Accounting company. The agency is in New Ipswich, New Hampshire. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
ROY & COMPANY is an Accounting company. They focus on Accounting and Business Consulting and were established in 1984.
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
-
$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.