Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
Patrick & Patrick, LLP is an Accounting company based in Omaha, Nebraska. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Perfectly Kept Books, LLC, a small Accounting company, is based in Dallas, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hampton, VA
Services provided
Conglomerate Empowerment, LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Kensington, MD
Services provided
Five Star Accounting and Business Services, LLC is an Accounting company. Their small team is in North Kensington, Maryland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
Glorify Accounting & Tax Consult LLC is a Naperville, Illinois-based Accounting company. Established in 2017, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Clifton, VA
Services provided
The Ijaz Group, an Accounting company, was founded in 2008. The agency provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
Cybersecurity and Accounting company FedSync Bei LLC is based in Alexandria, Virginia. Their services include Cybersecurity and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Goodyear, AZ
Services provided
Located in Goodyear, Arizona, Hansell Group is an Accounting company. They provide Accounting and Financial Consulting and were launched in 2013.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
Hamilton Financial, LLC, an Accounting company, was launched in 2006. The small team offers Accounting and Corporate Law.
Read more -
UndisclosedUndisclosedFreelancerHouston, TX
Services provided
Lacey Newday Consulting, LLC, a Business Consulting and Accounting company, specialize in Business Consulting and Accounting. They were launched in 2006.
Read more -
UndisclosedUndisclosedFreelancerChelmsford, MA
Services provided
Rhema Financial Services, an Accounting company, was established in 2019. They focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
Small IT strategy consulting company Focalpoint Consulting Group, LLC, is located in Washington, District of Columbia. Their services include IT strategy consulting and BI & big data consulting &
Read more -
UndisclosedUndisclosed10 - 49Ashburn, VA
Services provided
Ravibcpa & Company, LLC Infintech is an IT strategy consulting company. The Ashburn, Virginia-based company specializes in IT strategy consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Riston Financial Service Group is an Accounting and Financial Advising & Planning company headquartered in Cincinnati, Ohio. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Santa Clarita, CA
Services provided
RM Taxes & Business Solutions is an Accounting company established in 2012. The firm specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Antonio, TX
Services provided
Small Accounting company VTBerry, is based in San Antonio, Texas. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
Located in Baton Rouge, Louisiana, J. Beck Accounting and Consulting is an Accounting company. They offer Accounting.
Read more -
UndisclosedUndisclosed50 - 249Washington, DC
Services provided
Bert Smith & Co is an Accounting company. The Washington, District of Columbia-based firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fredericksburg, VA
Services provided
Shalom Consulting Group LLC is an Accounting company. Their small team is located in Fredericksburg, Virginia and offers Accounting. The firm was launched in 2010.
Read more -
UndisclosedUndisclosed2 - 9Bethesda, MD
Services provided
Bats Advisory Group, Inc., an Accounting company, was launched in 2011. The team focuses on Accounting and is in Bethesda, Maryland.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
Kelfas Services is a Financial Advising & Planning company in Silver Spring, Maryland. They specialize in Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Jacksonville, FL
Services provided
Founded in 2007, PowerHouse Anchor Management Consulting is a small Jacksonville, Florida-based Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Accounting company Stellar Ledgers LLC is based in Houston, Texas. Their services include Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Pooler, GA
Services provided
ICount4You Accounting & Tax Services, LLC is a Pooler, Georgia-based Accounting company. Established in 2011, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ashburn, VA
Services provided
Small Accounting company Wright Accounting Solutions LLC, is in Ashburn, Virginia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Columbia, MD
Services provided
Accounting company Intelligent Fiscal Optimal Solutions is based in Columbia, Maryland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Leesburg, VA
Services provided
Feagin Global Enterprise, LLC, an Accounting company, is located in Leesburg, Virginia. They specialize in Accounting and Staffing.
Read more -
UndisclosedUndisclosedFreelancerMiami, FL
Services provided
The Craft Accountant is an Accounting company. They are in Miami, Florida and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
In Fayetteville, Georgia, The Twelve Firm is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Papaikou, HI
Services provided
Accounting company Taylor Elite Enterprises LLC was established in 2018. The team specializes in Accounting and is based in Papaikou, Hawaii.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Joyce Kirangi, CPA, LLC, an Accounting company, was established in 2019. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Davie, FL
Services provided
Established in 2018, The RMJ Group LLC is an Accounting company. The firm provides Accounting and Financial Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Waldorf, MD
Services provided
Tax Hub Solutions is a small Business Consulting and Accounting company. They specialize in Business Consulting and Accounting and were founded in 2017.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Located in Raleigh, North Carolina, Genius Talent Group, LLC is a Staffing company. The team focuses on Staffing and Recruiting.
Read more -
UndisclosedUndisclosed250 - 999Fairfax, VA
Services provided
Founded in 1967, The Columbia Group, Inc is an IT managed services company. The team provides IT managed services and Custom Software Development.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
ALPS Services, Inc. Is an Accounting company. They are in Cincinnati, Ohio, and their services include Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Small Business Consulting company Niche Assurance LLC, is based in Houston, Texas. Their services include Business Consulting and Cybersecurity.
Read more -
UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
JJA Management is an Accounting company. The Tallahassee, Florida-based team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Vienna, VA
Services provided
Frontier, Inc. Is an Accounting company. The Vienna, Virginia-based company was launched in 2011. Their team focuses on Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Blue Springs, MO
Services provided
Loyd Legacy Development Services LLC is a Blue Springs, Missouri-based Accounting company. They focus on Accounting and Branding.
Read more -
UndisclosedUndisclosed10 - 49Waco, TX
Services provided
Small Accounting company BERRYBEST BUSINESS SOLUTIONS LLC, is located in Waco, Texas. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dacula, GA
Services provided
CCNET is a small Dacula, Georgia-based Accounting company. The team specializes in Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed10 - 49Honolulu, HI
Services provided
Small Staffing company Kukulu, LLC, is based in Honolulu, Hawaii. Their services include Staffing and Recruiting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
Red Creek Solutions LLC is an IT strategy consulting company in Tulsa, Oklahoma. They focus on IT strategy consulting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49Arlington, VA
Services provided
KITC, LLC, 8(a) Certified is an IT strategy consulting company. In Arlington, Virginia, their team offers IT strategy consulting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
Accounting company Tina T. Chiang Accountancy Corporation is headquartered in City of Industry, California. Launched in 1997, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49North Palm Beach, FL
Services provided
In North Palm Beach, Florida, SSERS FINANCIAL SERVICES GROUP LLC is a small Business Consulting company. The team specializes in Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Kinder, LA
Services provided
JXS Just Xcellent Service Tax Professionals is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is in Kinder, Louisiana and Beaumont, Texas.
Read more -
UndisclosedUndisclosed10 - 49Huntsville, AL
Services provided
MSB Analytics, Inc. Is an IT managed services company. The Huntsville, Alabama-based team provides IT managed services and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
Enterprise ENP Technology, LLC is a Business Consulting company launched in 2014. Their team specializes in Business Consulting and E-Commerce Development.
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
-
$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.