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 - 9Southfield, MI
Services provided
Monro & Lennon is an Accounting company. Their small team is based in Southfield, Michigan. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
Tax Professionals Inc MI is a small Southfield, Michigan-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
Located in Southfield, Michigan, Professional Auditing Services is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
VC Management is an Accounting company. They are located in München, Germany and have small team. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
John Bohl & Associates, LLC is an Accounting company. Their small team is based in Southfield, Michigan. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
Bottom Line Accounting Services, LLC is a small Accounting company based in Southfield, Michigan. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
WAXENBERG WAYNTRAUB, PLLC is a small Accounting company in Southfield, Michigan. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Nelson, Canada
Services provided
Wharfhouse Business Services Ltd. Is a small Accounting company based in Nelson, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
Based in München, Germany, SN ● Consult is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
Bentley Siu Redmond, Chartered Professional Accountants is an Accounting company. The small Victoria, Canada-based team specializes in Accounting and Business Consulting. The firm was founded in
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
Solita is an Accounting company. They are based in München, Germany and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Merritt, Canada
Services provided
Established in 2013, Carrie Ware & Company Inc. Is a small Merritt, Canada-based Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Enderby, Canada
Services provided
Rossworn Henderson LLP is an Accounting company. Their small team is headquartered in Enderby, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kamloops, Canada
Services provided
Sellars & Company is an Accounting company. Their small team is headquartered in Kamloops, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Gary R. Engler, CPA is a small Accounting company founded in 2001. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Dean A. Avedon, CPA is an Accounting company established in 1984. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sidney, Canada
Services provided
Hughesman Morris, CPA's is a small Sidney, Canada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
M. R. Grant, CPA is an Accounting company. Founded in 1987, the agency is located in Los Angeles, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Sheila I. Morris, CPA is an Accounting company. Their small team of employees is based in Los Angeles, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Vancouver, Canada
Services provided
RKCPA (Chartered Professional Accountant), a small Accounting company, is located in West Vancouver, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mono, Canada
Services provided
Whalen Professional Corporation is an Accounting company established in 2010. The team specializes in Accounting and is based in Mono, Canada.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Susan Razzeto CPA is an Accounting company. Founded in 1989, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
In Los Angeles, California, Justin Oh, CPA & Associates is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
PSL Chartered Professional Accountants is an Accounting company. Their team is headquartered in Abbotsford, Canada and specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
SmartPayroll Solutions is an Accounting company. They were launched in 2014, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
Dharna CPA, a small Accounting company, is in Mississauga, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
Located in Mississauga, Canada, Parveen Bansal CPA is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
HGA Chartered Professional Accountants, an Accounting company, was launched in 2009. The team focuses on Accounting and is in.
Read more -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
Gallo and Company, CPAs is an Edmonton, Canada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Costa Mesa, CA
Services provided
Goodrich, Thomas, Cannon & Reeds, LLP is an Accounting company located in Costa Mesa, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wendell, NC
Services provided
East Wake Accounting Services is a small Wendell, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Juan Capistrano, CA
Services provided
Robert Z Chacon, CPA Inc. Is an Accounting company. The San Juan Capistrano, California-based team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
HBH Consulting GmbH is an Accounting company. They are based in München, Germany and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dana Point, CA
Services provided
Chris W Johnston CPA MBA, an Accounting company, was founded in 2005. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
BRB Accounting, a small Accounting company, is based in München, Germany. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Accounting company Raj Hans Inc. Specializes in Accounting and Business Consulting. They were established in 2012.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
LBB Steuerberatungs is an Accounting company. Their small team is based in München, Germany. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chilliwack, Canada
Services provided
Launched in 2016, Eugeniu Braila CPA, a small Accounting company, is located in Chilliwack, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Langley City, Canada
Services provided
Accounting company de Verteuil & Company Inc. Is in Langley City, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
Song & Ho Group LLP is an Accounting company. Their small team is in Vancouver, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Langley City, Canada
Services provided
Gilmour Group CPA's is an Accounting company. Founded in 1994, the firm is headquartered in Langley City, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Seal Beach, CA
Services provided
Seal Beach CPA, CFP is an Accounting company. Their team is in Seal Beach, California. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Henderson, NC
Services provided
Accounting company Hoyle, CPA, PLLC was launched in 2010. The company specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Langley City, Canada
Services provided
Accounting company Facet Advisors Inc. Is headquartered in Langley City, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Launched in 1986, Osterberg & Associates, Inc. Is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Established in 2017, Oak City Accounting, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
Teed & Company is a Surrey, Canada-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Neuried, Germany
Services provided
Herzog is a small Neuried, Germany-based Accounting company. Their services include Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Eric Nyvall Inc., Chartered Professional Accountant is a small Accounting company established in 2007. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Unterhaching, Germany
Services provided
Mühlbauer is a small Unterhaching, Germany-based Accounting company. The team specializes in Accounting and Business Consulting.
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 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 -
$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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.6/40.016.6/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 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 -
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.