Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Manchester , England
Services provided
Connected Finance Partner is an Accounting company. They are in Manchester , England and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
Eddy CPA Advisory & Solutions is an Accounting company. In Davie, Florida, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Class Advisors, Inc. Is a San Diego, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Disley, England
Services provided
Founded in 2006, Castletree Consultants Limited is a small Disley, England-based Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Manchester , England
Services provided
SARKS UK is a small Accounting company based in Manchester , England. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pompano Beach, FL
Services provided
TriCPS, a small Accounting and Business Consulting company, is in Pompano Beach, Florida. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Worsley, England
Services provided
Champion Accountants is an Accounting company founded in 1971. The firm specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Stretford, England
Services provided
Dunhams Accountants & Financial Services, a small Accounting company, is located in Stretford, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Middleton, England
Services provided
Small Accounting company Middleton Accountancy Services, is located in Middleton, England. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Mo & Co Chartered Certified Accountants is a small Manchester, England-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Horwich, England
Services provided
CHW Accounting is an Accounting company based in Horwich, England. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockport, England
Services provided
Simmonds & Co, a small Accounting company, is located in Stockport, England. The team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerDavie, FL
Services provided
Pamela B. Hathaway, CPA is an Accounting company launched in 1974. The company offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Boynton Beach, FL
Services provided
Norris Tax Group is an Accounting company in Boynton Beach, Florida. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
Cardinal Accountants LLC is an Accounting company. They were founded in 2018 and focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
Paul Thayil is a small Accounting company based in Davie, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Sirius Accounting Solutions & Virtual Bookkeeping is an Accounting company in San Diego, California. Established in 2015, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wellington, FL
Services provided
Barthle and Associates is an Accounting company established in 2005. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Steven Alpinieri, CPA is a small San Diego, California-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Indevia Accounting is an Accounting company launched in 2007. The firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
Accounting company SEA CPA, PA was established in 1996. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Clayton, GA
Services provided
In Clayton, Georgia, Bethel & Co., LLC is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hephzibah, GA
Services provided
Bowman Bookkeeping is an Accounting company. The small Hephzibah, Georgia-based team focuses on Accounting and Litigation Support Services. The firm was established in 2001.
Read more -
UndisclosedUndisclosed2 - 9Bainbridge, GA
Services provided
Perry L. Henry, LLC is a small Bainbridge, Georgia-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bainbridge, GA
Services provided
Youmans & Gardner, LLC, a small Accounting company, is located in Bainbridge, Georgia and Quincy, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Small Accounting company MANA Accounting, is headquartered in Atlanta, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Established in 2005, JKA Associates LLC is an Accounting company. The firm provides Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Eatontown, NJ
Services provided
Esposito & Wiener, LLC is an Accounting company. Launched in 1987, the agency focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
The QuickBooks Guy, LLC, an Accounting company, was founded in 2002. The team provides Accounting and Business Consulting and is based in Marietta, Georgia.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
In Miami, Florida and Sunrise, Florida, Abakus Accounting & Tax is an Accounting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
Thompson-Smith CPA, LLC is an Accounting company. They are in Fort Lauderdale, Florida and have small team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Square Up Accounting is a small Accounting company established in 2009. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Moorestown, NJ
Services provided
Gold Gerstein Group LLC, a small Accounting company, is based in Moorestown, New Jersey. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Moorestown, NJ
Services provided
Accounting company Zook Dinon PA was launched in 1979. The agency offers Accounting, and is small.
Read more -
UndisclosedUndisclosed50 - 249Florham Park, NJ
Services provided
Untracht Early, an Accounting company, is in Florham Park, New Jersey. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseland, NJ
Services provided
Integrated Financial NJ is an Accounting company. The firm is based in Roseland, New Jersey. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cherry Hill, NJ
Services provided
USA Payroll Cherry Hill, NJ, an Accounting company, was launched in 1996. The firm provides Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Accountworx LLC is a small Accounting company headquartered in Old Bridge, New Jersey. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boulder Creek, CA
Services provided
Accounting company AP Accounting & Consulting is headquartered in Boulder Creek, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Manchester , England
Services provided
Headquartered in Manchester , England, Jonathan Gallagher & Co is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Bhandari & Co is a small Accounting company in Manchester, England. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Whitefield, England
Services provided
Kays Accountants is a small Accounting company based in Whitefield, England. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Barrette is a small Manchester, England-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Warburton and Co is an Accounting company. Their small team is based in Manchester, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
MSJ Chartered Certified Accountants is an Accounting company. They are based in Manchester, England and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bolton, England
Services provided
Small Accounting company Lighthouse, is located in Bolton, England. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Radcliffe, England
Services provided
Small Accounting company Wilds Chartered Accountants, is headquartered in Radcliffe, England. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Skopje, North Macedonia
Services provided
Headquartered in Skopje, North Macedonia, Audit Macedonia LLC is an Accounting company. They offer Accounting and were founded in 1995.
Read more -
UndisclosedUndisclosed2 - 9Skopje, North Macedonia
Services provided
Accounting Solutions is an Accounting company. They were founded in 2017, and their services include Accounting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49Medina, OH
Services provided
Diversified Employee Solutions is an Accounting company. They are based in Medina, Ohio and have small team of experts. Their services include Accounting and Recruiting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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+< $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+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.