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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UndisclosedUndisclosed10 - 49Mississauga, Canada
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BGD Group is an Accounting company. Established in 2011, the company is located in Mississauga, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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POSITIVE ACCOUNTING is a small Accounting company based in Oakville, Canada. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Brunswick, NJ
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Samuel S. Fisher CPA, LLC is an Accounting company launched in 2001. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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BTL is a small Accounting company located in Toronto, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Future Balance CPAs is an Accounting company. They are headquartered in Toronto, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Balvir Saini CPA is an Accounting company. Their small team is in Brampton, Canada. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Hamilton, Canada
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Taylor Leibow LLP Accountants and Advisors is a midsize Hamilton, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gravenhurst, Canada
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In Gravenhurst, Canada, Morley Accounting Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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Headquartered in Stockton, California, The Salvetti Group is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hightstown, NJ
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Humphreys and Kosek Accounting and Tax Services, Inc. Is a small Hightstown, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ajax, Canada
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Small Accounting company Anna Armata, is headquartered in Ajax, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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WH Partners LLP is a small Richmond Hill, Canada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lorain, OH
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Pullin CPA & Associates, Inc. Is an Accounting company. Their team is headquartered in Lorain, Ohio and specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Launched in 2014, SDG is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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In Hamilton, Canada, Kevin Mann Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Bowerman Jack CPA is a small Ottawa, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clark, NJ
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Wysocki CPA LLC is a Clark, New Jersey-based Accounting company. They offer Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Lorain, OH
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Campana Campana & Co. Inc, a Finance & Accounting Outsourcing (FAO) company, is in Lorain, Ohio. The team specializes in Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9Lorain, OH
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Established in 1990, Park & Illenberger, CPA's is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lorain, OH
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Adams Bookkeeping Services is a small Lorain, Ohio-based Accounting and Finance & Accounting Outsourcing (FAO) company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Matawan, NJ
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The Pressler Group, PC is a Matawan, New Jersey-based Accounting company. They offer Accounting and were founded in 2002.
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UndisclosedUndisclosed10 - 49Lorain, OH
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Navy Financial is an Accounting company located in Lorain, Ohio. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Gary R Landa is an Accounting company. They are headquartered in Mississauga, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Bay, Canada
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Based in North Bay, Canada, Peter O'Toole, CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9West Long Branch, NJ
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Jersey Shore Tax and Accounting LLC is an Accounting company. Established in 1982, the team focuses on Accounting and Business Consulting. The agency is based in West Long Branch, New Jersey.
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UndisclosedUndisclosed2 - 9Freehold, NJ
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Petrik & Murtha, LLC CPA's is an Accounting company. Located in Freehold, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Medford, NJ
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Launched in 1987, Padden Cooper, LLC is an Accounting company. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Mirada, CA
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In La Mirada, California, Chris Haro, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerLorain, OH
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Genesis Accounting & Management Services is an Accounting company. The team offers Accounting, and the agency is headquartered in Lorain, Ohio.
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UndisclosedUndisclosed2 - 9Lowell, MA
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Mill City Accounting Services LLC is an Accounting company founded in 2018. The team specializes in Accounting and is based in Lowell, Massachusetts.
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UndisclosedUndisclosed2 - 9Rancho Cucamonga, CA
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Accounting company Best Accounting Bookkeeping and Tax Service was launched in 1985. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Rancho Cucamonga, CA
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JC&A Accounting, an Accounting company, provide Accounting. They were founded in 1970.
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UndisclosedUndisclosed50 - 249Rio de Janeiro, Brazil
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Grupo Planus - Soluções Empresariais is an Accounting company. Based in Rio de Janeiro, Brazil, the agency provides Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Âmbito Contábil is an Accounting company. Launched in 2000, the team offers Accounting.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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Launched in 2016, DiBella Halsig Accountancy Corp is a small San Dimas, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Rommel Monteiro Sociedade de Advogados is a small Accounting company in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Macon, GA
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The Robby Group LLC is a small Accounting company located in Macon, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waycross, GA
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Wester & Company is an Accounting company. Their small team is based in Waycross, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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Accounting company Bill Pollard CPA offers Accounting. They were launched in 1990.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Data Profit Assessoria Contabil e Fiscal is a small Accounting company based in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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The Accounting Works, LLC, a small Accounting company, is located in Woodstock, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company 3c Contabilidade, is in Rio de Janeiro, Brazil. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Executive Contábil is an Accounting company. Launched in 1984, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Woodstock, GA
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Davis & Associates, CPA and DPP, Inc. Is an Accounting company. In Woodstock, Georgia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Stockton, CA
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Paradigm Tax Services, an Accounting company, is headquartered in Stockton, California. Founded in 2004, the team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Dryden Tax and Accounting Services is a small Woodstock, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting with Schatz, LLC is an Accounting company. Founded in 2014, the firm is headquartered in Woodstock, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Stockton, CA
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Neumiller & Beardslee, an Accounting company, focus on Accounting and Commercial Development. They were established in 1903.
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UndisclosedUndisclosed2 - 9Keyport, NJ
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Accounting company Maldjian Citta & Company, PC. Is in Keyport, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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Adeptus Partners LLC is an Accounting company. Based in New York, New York and Ocean, New Jersey, the firm was established in 1985. Their services include Accounting.
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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.
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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 -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
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 -
$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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 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
32.1/40.016.4/20 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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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.