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.
-
UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
Foster, Griffith & Allen, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were established in 2004.
Read more -
UndisclosedUndisclosed50 - 249Philadelphia, PA
Services provided
Founded in 1921, Tait Weller is an Accounting company. The midsize team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
CPA Philly is a small Accounting company in Philadelphia, Pennsylvania. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Morris J Cohen & Co is an Accounting company. Established in 1929, the company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
David A Lopez & Co is a small Accounting company based in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Established in 2011, JT Goldstein Accountants and Business Advisors is an Accounting and Business Consulting company. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Atribus Solutions is a Philadelphia, Pennsylvania-based Accounting company. Launched in 2017, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Located in Philadelphia, Pennsylvania, June Ha CPA is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Premier Accounting & Tax Services, Inc is an Accounting company. The Los Angeles, California-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Amro Azazi CPA, PC is a small Philadelphia, Pennsylvania-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
CPAFinder.com is an Accounting and Business Consulting company. Their small team is headquartered in and specializes in Accounting and Business Consulting. The company was founded in 1998.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Bowe and Associates CPA, a small Accounting company, is located in Philadelphia, Pennsylvania. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Erdenheim, PA
Services provided
Lynn, Gottschalk and Company, LLC, an Accounting company, specializes in Accounting. The firm is located in Erdenheim, Pennsylvania.
Read more -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
Paul A. Garcia, P.A. Is an Accounting company. Established in 1985, the firm is in Coral Gables, Florida. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
David Sobel CPA & Co is an Accounting company. Their small team is headquartered in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Located in Philadelphia, Pennsylvania, Brown's Fulfillment Consulting & Accounting Firm is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Schwartz & Schwartz is an Accounting company. They provide Accounting and were founded in 2014.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
The Fontana Group is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Fintegrity Group, P.C. Is an Accounting company. The Westlake Village, California-based company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Kagan & Associates, CPA is a small Santee, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Accounting company Beck, Whitehead & Co CPA's, An Accountancy Corporation is located in Agoura Hills, California. They specialize in Accounting and were established in 2002.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Affordable Accounting Solutions, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
ACT Tax & Bookkeeping Services is a small Philadelphia, Pennsylvania-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
TrueUp Business Solutions Ltd is an Accounting company. The agency is headquartered in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
In Philadelphia, Pennsylvania, Holtzman Tax and Financial Services is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Guerrero, Jimenez, Diaz & Co. LLP is a small San Diego, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Small Accounting company Fernando Suarez Business Advisors, is based in Philadelphia, Pennsylvania. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Ramirez Y Ramirez Contadores is an Accounting company. Launched in 2019, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company FRIDMAN & ASSOCIATES provides Accounting. They were established in 2018.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
Héctor Buitrago & Asociados, a small Accounting company, is headquartered in Bogotá, Colombia. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Amy Eklove, CPA / MSA is an Accounting company established in 2010. The agency provides Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Chapinero, Colombia
Services provided
Launched in 2014, Revisar Auditores, a small Accounting company, is headquartered in Chapinero, Colombia. Their team focuses on Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Plovdiv, Bulgaria
Services provided
AIA Bankova is a small Plovdiv, Bulgaria-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bogotá, Colombia
Services provided
Accounting company Auditores y Asesores is located in Bogotá, Colombia. Established in 1987, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barmache & Alford, LLP is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino, LLP, an Accounting company, is in Thousand Oaks, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
Ceayos Accounting is an Accounting company. They are headquartered in Bogotá, Colombia and have small team. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Sparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
El Proceso, an Accounting company, was launched in 2018. The team focuses on Accounting and Back Office Outsourcing and is in Bogotá, Colombia.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Macon, GA
Services provided
Expat Tax Solutions, LLC/Advanced Tax Solutions, LLC is an Accounting company. They are in Macon, Georgia, and their services include Accounting and ERP consulting and SI.
Read more -
UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
H&CO, LLP is a Coral Gables, Florida-based Accounting company. They provide Accounting and Business Consulting and were established in 1993.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Located in Miami, Florida, Mata & Baker Tax Consultants, P.A is an Accounting company. Founded in 2016, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Potter & Golden P.C. Is an Accounting company. Their small team is headquartered in Houston, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Hess Hopkins Alexander LLP is an Accounting company. Their small team is based in Houston, Texas. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jacksonville, FL
Services provided
Villela & Shilts, LLC is an Accounting company in Jacksonville, Florida. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
TL Squared is an Accounting company established in 2018. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
Richard A. Reynolds CPA is an Accounting company established in 1984. The team provides Accounting and Business Consulting and is headquartered in Pittsburgh, Pennsylvania.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Surplus is a small Miami, Florida-based Accounting company. Their services include Accounting.
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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.3/40.017.4/20 Reviews5.9/10 Clients & Experience9/10 Market PresenceService focus
50% Accounting50% 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 -
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.