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.
-
UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
Business Consulting and Accounting company Castro & Company LLC provides Business Consulting and Accounting. They are in Alexandria, Virginia.
Read more -
UndisclosedUndisclosed10 - 49Temecula, CA
Services provided
The Lopez Group, LLP is an Accounting company. Headquartered in Temecula, California, their small team specializes in Accounting and Financial Advising & Planning. The agency was founded in 1976.
Read more -
UndisclosedUndisclosed2 - 9Morrisville, NC
Services provided
Established in 2015, L and L Global International, L.L.C is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
Headquartered in Silver Spring, Maryland, Wanda L Spence Enterprises is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
ANS Bookkeeping, LLC. Is a small Accounting and Financial Advising & Planning company in Whitsett, North Carolina. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Alexandria, VA
Services provided
IT strategy consulting company Eskridge Research Corporation (ERC) is based in Alexandria, Virginia. They specialize in IT strategy consulting and IT managed services and were founded in 2001.
Read more -
UndisclosedUndisclosed2 - 9Lansdowne, VA
Services provided
BAS Certified Public Accountant Firm is a Lansdowne, Virginia-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Niche Assurance LLC is a Cybersecurity company. They are in Houston, Texas and have small team of experts. Their services include Cybersecurity and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Essex, MD
Services provided
Amfen Accounting Services LLC is an Accounting company. Headquartered in Essex, Maryland, the agency was established in 2021. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vienna, VA
Services provided
Emerging Consulting Group is an Accounting company. They focus on Accounting and Business Consulting and were established in 2015.
Read more -
UndisclosedUndisclosed2 - 9St. Petersburg, FL
Services provided
Hurst Consulting Group, Inc is an Accounting company launched in 2017. The agency provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Summit Consulting LLC is a Financial Advising & Planning company. Their midsize team is headquartered in Washington. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Saginaw, TX
Services provided
Small Accounting company Eighty-Sixth, LLC, is based in Saginaw, Texas. The team provides Accounting and Direct Marketing.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Based in Chicago, Illinois, Muhammad CPA & Associates, LLC is an Accounting company. They specialize in Accounting and were launched in 2019.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
Global Accounting LLC is a small Washington, District of Columbia-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
DURAMTECH LLC is an IT managed services company. Their small team is based in Arlington, Virginia and provides IT managed services and Accounting. The firm was established in 2009.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Launched in 2014, Infinium Insights, Inc. Is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Upper Marlboro, MD
Services provided
Ventureforce Global, Inc., a Business Consulting company, is located in Upper Marlboro, Maryland. Launched in 1999, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
TPGI CPA LLC is an Arlington, Virginia-based Accounting company. They focus on Accounting and Business Consulting and were launched in 2019.
Read more -
UndisclosedUndisclosed2 - 9Bingham Farms, MI
Services provided
Martin, Arrington, Desai & Meyers, P.C. Is an Accounting company. Their team is based in Bingham Farms, Michigan and Troy, Michigan. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Fishers, IN
Services provided
Accounting company Intrinz Inc. Was launched in 2011. The small team specializes in Accounting and IT staff augmentation.
Read more -
UndisclosedUndisclosed2 - 9Oregon City, OR
Services provided
Founded in 2006, The Merit Group LLC is an IT managed services company. The team provides IT managed services and Accounting.
Read more -
UndisclosedUndisclosedFreelancerCameron, NC
Services provided
Choose Love Solutions, LLC, a Business Consulting and Accounting company, was founded in 2015. The agency focuses on Business Consulting and Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Rockville, MD
Services provided
Financial Advising & Planning company Integrated Financial Engineering Inc. Was founded in 2002. The company offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Guaynabo, Puerto Rico
Services provided
PR-I2 LLC is a small Accounting company established in 2013. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
Gonzalez & Hawkins, LLC is an Accounting company launched in 2008. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
LEON SNEAD & COMPANY PC is an Accounting company. They are in Rockville, Maryland, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Established in 2001, The Ancon Group LLC is an Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Detroit, MI
Services provided
M.S. Phelps, CPA, PLLC is a Detroit, Michigan-based Accounting company. Founded in 2014, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
BRIDGING THE GAP LLC is an Accounting company. Launched in 2012, the company is located in Washington, District of Columbia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cypress, TX
Services provided
HECTOR A WILLARS CPA PLLC is an Accounting company. In Cypress, Texas, their small team specializes in Accounting and Business Consulting. The company was launched in 2008.
Read more -
UndisclosedUndisclosed10 - 49McLean, VA
Services provided
Venture Advisory, LLC is an Accounting company. Their small team is based in McLean, Virginia. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49San Juan, Puerto Rico
Services provided
De Angel & Compañía, CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and are based in San Juan, Puerto Rico.
Read more -
UndisclosedUndisclosed2 - 9Bushkill, PA
Services provided
Accounting company Zemis Management Group LLC was launched in 2019. The team offers Accounting and Litigation Support Services and is based in Bushkill, Pennsylvania.
Read more -
UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
ETC Consulting, Inc. Is an Accounting company. They are based in Aliso Viejo, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
Lambert Financial, LLC, an Accounting company, focuses on Accounting. The firm is based in Birmingham, Alabama.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Richardson & Associates is an Accounting company based in Cincinnati, Ohio. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Holly Springs, MS
Services provided
BEVERLY DAVIS ACCOUNTING TAX FIRM LLC, a small Accounting company, is based in Holly Springs, Mississippi. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lithia, FL
Services provided
Tebaja Consulting LLC is a Lithia, Florida-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
JDR Consulting LLC is an ERP consulting and SI company. Established in 2004, the team focuses on ERP consulting and SI and IT managed services. The company is headquartered in Dallas, Texas.
Read more -
UndisclosedUndisclosed10 - 49San Antonio, TX
Services provided
Accounting company Navales Enterprises, Inc. Was launched in 1990. The team provides Accounting and is located in San Antonio, Texas.
Read more -
UndisclosedUndisclosed2 - 9Scarsdale, NY
Services provided
Abigail's Temp Inc. Is an Accounting and Staffing company. They are located in Scarsdale, New York and have small team of experts. Their services include Accounting and Staffing.
Read more -
UndisclosedUndisclosed10 - 49Bayamón, Puerto Rico
Services provided
Accounting company Calderon Blanco & Co.CPA CSP was established in 1996. In Bayamón, Puerto Rico, the team offers Accounting.
Read more -
UndisclosedUndisclosedFreelancerWilmington, NC
Services provided
Financial Forensic is an Accounting company. Headquartered in Wilmington, North Carolina, the team provides Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Antonio, TX
Services provided
Robert W. Douglas CPA, LLC RWD CPA, LLC is a small Accounting company based in San Antonio, Texas. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Simpsonville, SC
Services provided
Headquartered in Simpsonville, South Carolina, Embark Business Solutions, LLC is a small web design company. Their services include Web Design and Logo.
Read more -
UndisclosedUndisclosed2 - 9Dacula, GA
Services provided
Jackson Consulting is an Accounting company. Headquartered in Dacula, Georgia, their small team specializes in Accounting. The agency was launched in 2017.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Small Accounting company Patterson Tax Firm LLC, is in Houston, Texas. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49McLean, VA
Services provided
Established in 2009, Heartland Energy Partners LLC is a small Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Greenbelt, MD
Services provided
Brown & Company CPAs and Management Consultants, PLLC is an Accounting company. They specialize in Accounting and are in Greenbelt, Maryland.
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 -
$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.