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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UndisclosedUndisclosed2 - 9Fort Lee, NJ
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Small Accounting company Sapient CPA LLC, is located in Fort Lee, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249West Bridgford, England
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Low Cost Accounts is an Accounting company founded in 2012. The agency offers Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Newark, NJ
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KeyPoint Consulting LLC is a small Accounting company based in Newark, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Montclair, NJ
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Zip Bookkeeping is an Accounting company. They are headquartered in Montclair, New Jersey and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Nottingham , England
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Page Kirk is an Accounting company in Nottingham , England. They offer Accounting.
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UndisclosedUndisclosed50 - 249Nottingham , England
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Accounting company Botham Accounting is in Nottingham , England. Launched in 2008, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Halifax, Canada
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CPA Nova Scotia, an Accounting company, is based in Halifax, Canada. Launched in 2015, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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In Halifax, Canada, Fraser Crewe is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Pells Chartered Accountants, an Accounting company, was founded in 1983. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Accounting company Smith Cooper was launched in 1985. The agency provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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CPA Forensics Plus, Inc. Is an Accounting company established in 2012. The team offers Accounting and Business Consulting and is based in San Bernardino, California.
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UndisclosedUndisclosed2 - 9Concord, CA
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Accounting company LNB Accounting is located in Concord, California. They provide Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Rialto, CA
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Hooks Financial Services is an Accounting company. They are located in Rialto, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Shubenacadie, Canada
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Jodrey & Company Ltd is an Accounting company. Their small team is located in Shubenacadie, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Adam Abraham Chartered Certified Accountants is an Accounting company. They provide Accounting and Business Consulting and are based in Nottingham, England.
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UndisclosedUndisclosed10 - 49Bedford, Canada
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RGH Chartered Professional Accountants is a small Accounting company in Bedford, Canada. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Nottingham , England
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Midsize Accounting company Jacksons Chartered Certified Accountants, is in Nottingham , England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Canada
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HK CPA is an Accounting company. Located in Sydney, Canada, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Langley City, Canada
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Clarity Bookkeeping Inc. Is an Accounting company launched in 2012. The company offers Accounting, and is small.
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UndisclosedUndisclosed50 - 249Nottingham , England
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Founded in 2011, RWB Chartered Accountants is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Henrikson & Associates Inc. Chartered Professional Accountant is an Accounting company. The Dartmouth, Canada-based team provides Accounting.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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Anison Business Services is an Accounting company. They are based in San Bernardino, California and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Langley City, Canada
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Established in 2011, Watts Advisors Ltd. Is an Accounting company. The team provides Accounting and is headquartered in Langley City, Canada.
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UndisclosedUndisclosed2 - 9Bedford, Canada
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Bruce Ford Certified General Accountant is a small Accounting company headquartered in Bedford, Canada. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Nottingham , England
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Akhter's Accountants and Business Advisors is an Accounting company. Their small team of employees is in Nottingham , England. Their team focuses on Accounting.
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UndisclosedUndisclosedFreelancerHalifax, Canada
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Located in Halifax, Canada, Hugh Smilestone Chartered Professional Accountant is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Clayton & Brewill is an Accounting company. Located in Nottingham, England, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Zara Kanji & Associates, CPA is an Accounting company. The team is headquartered in Vancouver, Canada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Smith & Touesnard Inc. Is an Accounting company. They are in Halifax, Canada and have small team. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Nottingham, England
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AHA Global, an Accounting company, was established in 2012. They specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Los Angeles, CA
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Nolla Professional Services is an Accounting company. In East Los Angeles, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Girlings & Co. Is an Accounting company. Their team is in Nottingham, England. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Launched in 1995, Trident Accountancy is a small Nottingham, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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CHARLIE KIM CPA is a small Accounting company located in Irvine, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Founded in 2016, RollForward Accounting & Cloud Solutions, a small Accounting company, is headquartered in Richmond, Virginia. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
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Dong Russell & Company Inc., an Accounting company, is headquartered in Vancouver, Canada. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Nottingham , England
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Launched in 1983, Evans & Co., a small Accounting company, is headquartered in Nottingham , England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Bessolo & Haworth, LLP is an Accounting company. The Los Angeles, California-based firm was launched in 2007. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Norfolk, VA
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Wall, Einhorn & Chernitzer, P.C. Is an Accounting and Commercial Development company established in 1989. The midsize team provides Accounting and Commercial Development.
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UndisclosedUndisclosed10 - 49Nottingham, England
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RM Accountancy is an Accounting company established in 2009. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Brian Tipper Inc. Is an Accounting company. Located in Vancouver, Canada, the firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Glen Allen, VA
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PIASCIK is an Accounting company based in Glen Allen, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nottingham , England
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Launched in 2018, Imperial Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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New Age Accounting Services Inc. Is a small Accounting company established in 1993. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Richmond, VA
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SBK Financial, Inc. Is an Accounting company. They are headquartered in Richmond, Virginia and have small team. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Newtons Accountants is an Accounting company. Established in 1991, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Tax Solutions Alliance, a small Accounting company, is based in Richmond, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Iliffe Poulter is an Accounting company. Based in Nottingham, England, their small team specializes in Accounting and Business Consulting. The agency was launched in 1979.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Accounting Outside the Box LLC, an Accounting company, was launched in 2006. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Nottingham , England
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Keystone Chartered Accountants is an Accounting company. Their team is in Nottingham , England. The company specializes in Accounting and HR Consulting.
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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.
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.
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- In-depth client interviews and ratings
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- Market presence
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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.
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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 -
$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.