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 - 9Rzeszów, Poland
Services provided
Kancelaria Podatkowo-Prawna Refis is an Accounting company. The company is headquartered in Rzeszów, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Island Park, NY
Services provided
GJ Professional Services, Inc., an Accounting company, focuses on Accounting. The company is based in Island Park, New York.
Read more -
UndisclosedUndisclosed2 - 9Przemyśl, Poland
Services provided
Biuro Rachunkowe TAX is an Accounting company. Their small team is located in Przemyśl, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Island Park, NY
Services provided
Vrona & Van Schuyler CPAs, PLLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2001.
Read more -
UndisclosedUndisclosed2 - 9Malverne, NY
Services provided
Launched in 2013, MRB Accounting is an Accounting company. The team specializes in Accounting and is located in Malverne, New York.
Read more -
UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
Halbreich Associates is an Accounting company launched in 1974. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Szówsko, Poland
Services provided
Kochamypodatki.pl Biuro Rachunkowe is a small Szówsko, Poland-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Staten Island, NY
Services provided
Desantis, Kiefer, Shall & Sarcone LLP is an Accounting company based in Staten Island, New York. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cedarhurst, NY
Services provided
Accounting company MM Accounting and CFO Solutions was launched in 2018. The small team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Ciudad de Buenos Aires, Argentina
Services provided
Arizmendi is a HR Consulting company. In Ciudad de Buenos Aires, Argentina, the team specializes in HR Consulting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Montgomery, AL
Services provided
WEALTH MANAGEMENT PARTNERS LLC is an Accounting company. In Montgomery, Alabama, their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Lowell, AR
Services provided
Central Research, Inc. Is an Accounting company. Their midsize team of employees is located in Lowell, Arkansas. Their team specializes in Accounting and Call Center Services.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2001, JONES & COMPANY PC is an Accounting company. The agency provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
COLORADO ACCOUNTING & FINANCIAL SERVICES LLC is a small Accounting company headquartered in Denver, Colorado. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Littleton, CO
Services provided
Paridae Enterprises, LLC is a Business Consulting company. The small Littleton, Colorado-based team offers Business Consulting and Accounting. The company was launched in 2007.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Small Accounting company Hamilton Enterprises, LLC, is headquartered in Washington, District of Columbia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
Hanks, Hanks, & Associates Inc. Is an Accounting company. Their small team is based in Washington, District of Columbia and offers Accounting and Staffing. The agency was launched in 2002.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
LJ Consultants, LLC. Is a Washington, District of Columbia-based Accounting company. They focus on Accounting and Business Consulting and were founded in 2007.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Samson T.A. & Associates is an Accounting company. In Washington, District of Columbia, the firm specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
LORENZO OLDAIN THOMPSON, CPA, PA is an Accounting company. Their team is located in Orlando, Florida and specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
Certeza CPA is an Accounting company. They are based in Upper Marlboro, Maryland and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
Handy Business, an Accounting and Business Consulting company, was founded in 2004. The agency focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Detroit, MI
Services provided
Located in Detroit, Michigan, Haynes, Maufus and Davis, PLLC is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pembroke Pines, FL
Services provided
Chinye & Company, CPA, PA, an Accounting company, is based in Pembroke Pines, Florida. They offer Accounting and Business Consulting and were founded in 1996.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
ERIC ORUBELE, CPA PC is an Accounting company. The Alpharetta, Georgia-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
RiverStone Associates, LLC. Is an Accounting company founded in 2007. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
Henderson Group Unlimited, Inc is an Accounting company. They are based in Atlanta, Georgia, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
MTG Consultants, Inc. Is a small Atlanta, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Mableton, GA
Services provided
Located in Mableton, Georgia, Parker Meridian is an Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ellenwood, GA
Services provided
Harris Group Services, Inc. Is an Accounting company. They were founded in 1998, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Honolulu, HI
Services provided
HBC Management Services, Inc. Is a midsize Accounting company based in Honolulu, Hawaii. The team offers Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Ringold Financial Management Services Inc. Is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is in Chicago, Illinois.
Read more -
UndisclosedUndisclosed2 - 9Chicago Heights, IL
Services provided
Small Accounting company GW & Associates, is in Chicago Heights, Illinois. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Joliet, IL
Services provided
MEADE ACCOUNTING & WEALTH MANAGEMENT is an Accounting company. They specialize in Accounting and Business Consulting and are headquartered in Joliet, Illinois.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Business Consulting company Engaging Solutions, LLC was launched in 2005. The team offers Business Consulting and Accounting and is in Indianapolis, Indiana.
Read more -
UndisclosedUndisclosed2 - 9Carson City, NV
Services provided
Small Accounting company Spartacus Consulting, Inc., is in Carson City, Nevada. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cortlandt, NY
Services provided
Small Accounting and Business Consulting company PARAGON MANAGEMENT GROUP INC, is in Cortlandt, New York. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
ACCOUNTING RESOURCES INC is an Accounting company. They were established in 1990, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlisle, PA
Services provided
MARKANT CORP is a small Accounting company located in Carlisle, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9King of Prussia, PA
Services provided
SYNERGY ENTER PRIZE - LLC is an Accounting company. They are in King of Prussia, Pennsylvania and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
Small Accounting company RUFFIN CONSULTING, PC, is in Nashville, Tennessee. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
AJANTA CONSULTING LLC, a small Accounting and other IT consulting and SI company, is in Austin, Texas. The team offers Accounting and other IT consulting and SI.
Read more -
UndisclosedUndisclosed2 - 9Corpus Christi, TX
Services provided
ERNEST R. GARZA AND COMPANY, PC, a small Accounting and Business Consulting company, is based in Corpus Christi, Texas. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
ACE CONSULTING SERVICES LLC is a small Accounting company in Alexandria, Virginia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
Headquartered in Arlington, Virginia, DAWN RANGHEL & ASSOCIATES, PC is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
MIRACLE SYSTEMS LLC is an Accounting and Business Consulting company in Arlington, Virginia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Centreville, VA
Services provided
ANEUKOR LLC is an Accounting and other IT consulting and SI company. They are headquartered in Centreville, Virginia and have small team. Their team provides Accounting and other IT consulting and
Read more -
UndisclosedUndisclosed2 - 9Dumfries, VA
Services provided
Accounting and IT strategy consulting company SUCCEED TO LEAD LLC was established in 2007. The small team focuses on Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Fairfax, VA
Services provided
Small data analytics company SHIVAN TECHNOLOGIES INC, is headquartered in Fairfax, Virginia. The team offers BI & big data consulting & SI and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Falls Church, VA
Services provided
TUBA GROUP INC is a Business Consulting and Accounting company. Launched in 2002, the company is based in Falls Church, Virginia. Their team specializes in Business Consulting and 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 - 999New York, NY
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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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 - 49San Diego, CA
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 - 49London, England
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
32.7/40.017.6/20 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
32.7/40.017/20 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 -
$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 -
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+< $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 - 249Dallas, TX
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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.