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 - 49Ilkeston, Nottingham-Derby Metropolitan Area, England
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Based in Ilkeston, Nottingham-Derby Metropolitan Area, England, D & D Accountancy Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249London, Canada
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In London, Canada, Ford Keast LLP is an Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Agatha Cluff Inc., an Accounting company, focuses on Accounting and Business Consulting. The agency is based in Surrey, Canada.
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UndisclosedUndisclosed2 - 9Tustin, CA
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JOHN M. D'AGOSTINO, CPA a professional corporation, an Accounting company, was founded in 2008. The team focuses on Accounting and Business Consulting and is based in Tustin, California.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Based in دبي, United Arab Emirates, Prime Services Dubai is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Rasmussen & Eich is a small Tustin, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Accounting company Above and Beyond Accounting focuses on Accounting and Business Consulting. They are in Salt Lake City, Utah.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Sage Forensic Accounting Inc is an Accounting company. Based in Salt Lake City, Utah, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Sheffield, England
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Roslyns is an Accounting company. They focus on Accounting and Business Consulting and were established in 1992. The company is based in Sheffield, England.
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UndisclosedUndisclosed2 - 9Beverly, MA
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Bridgeton Properties, LLC. Is an Accounting company. Their team is located in Beverly, Massachusetts and offers Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Launched in 2019, BRAVO & BRAVO is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Accounting and Tax Services is an Accounting company. Founded in 1982, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Colin Cooper CPA is an Accounting company headquartered in Tustin, California. Founded in 1979, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Raguse Accountancy is an Accounting company. The team is located in Tustin, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Murray, UT
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Seda Accounting is a small Accounting company located in Murray, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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J Aguilar, Inc, an Accounting company, was launched in 2006. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Warren R. Helms, CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is in Medford, Oregon.
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UndisclosedUndisclosed2 - 9Medford, OR
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Launched in 2000, Isler Medford is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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William Rodgers Company is a small Accounting company. They provide Accounting and Business Consulting and were launched in 1990.
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UndisclosedUndisclosed10 - 49Boscobel, WI
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Accounting Associates, Inc. Is an Accounting company. They offer Accounting and were founded in 1995. The agency is based in Boscobel, Wisconsin.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Mark Tehrani, CPA is an Accounting company founded in 2007. The team specializes in Accounting and is located in Tustin, California.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Based in Ciudad de México, Mexico, Grupo Administrategia is an Accounting company. Their services include Accounting and Digital Strategy.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Launched in 2009, Debrah Burleigh and Associates Ltd. Is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Long Eaton, England
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Phipp & Co Accountants is an Accounting company. They are in Long Eaton, England. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Keyworth, England
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Bright Accounts & Tax is an Accounting company founded in 2000. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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PEOPLES CHOICE TAX & ACCOUNTING, an Accounting company, is located in Tustin, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Calyx CPA formerly Rogue Tax Professionals is an Accounting company. They specialize in Accounting and Business Consulting and are based in Medford, Oregon.
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UndisclosedUndisclosed2 - 9Swan River, Canada
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In Swan River, Canada, Pacak Kowal Hardie & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Affinity Accountants Inc. Is an Accounting company. The team is based in Surrey, Canada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Burch's Bookkeeping & Tax Services is an Accounting company. The Medford, Oregon-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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ONBusiness Chartered Professional Accountants is an Accounting company. Founded in 2004, the firm is in Winnipeg, Canada. Their team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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Alliance Accounting Group is a small Brandon, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Parker Clark Chartered Professional Accountants Inc. Is an Accounting company. They are based in Winnipeg, Canada and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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All-Year Business Center is an Accounting company. Their small team is based in Winnipeg, Canada. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Long Eaton, England
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GP&S Accountants is an Accounting company. The Long Eaton, England-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Wieler CPA is an Accounting company. Their small team is located in Winnipeg, Canada. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Langley City, Canada
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Kuyer & Associates is an Accounting company. The Langley City, Canada-based company was launched in 1993. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Accounting company Jonasson & Co Tax was established in 2001. Based in Medford, Oregon, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Olafson & Jones CPA is an Accounting company. Their small team is headquartered in Winnipeg, Canada. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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OBS Financial & Tax Services is an Accounting company. They are in Winnipeg, Canada and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hucknall, England
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Straw & Bramley is an Accounting company. In Hucknall, England, the firm was launched in 1993. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dauphin, Canada
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Accounting company Sigvaldason McMaster & Company is headquartered in Dauphin, Canada. Founded in 2009, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Founded in 2017, S2 Chartered Professional Accountant Ltd. Is an Accounting company. Located in Winnipeg, Canada, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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Sensus Partnership Of Chartered Accountants, a small Accounting company, is based in Brandon, Canada. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Medford, OR
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Listo Tax Solution is a small Accounting company. They specialize in Accounting and Business Consulting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Based in Winnipeg, Canada, Craig & Ross CPA is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stapleford, England
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Cramar Ltd., an Accounting company, is in Stapleford, England. Launched in 2001, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Heartland CPAs is a small Winnipeg, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Booke & Partners is a small Winnipeg, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Steingarten Schechter & Co, a small Accounting company, is located in Winnipeg, Canada. The team provides Accounting and Business Consulting.
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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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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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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.