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.
-
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Paceline Equity Partners is a small Dallas, Texas-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
Transition Capital Partners is a small Commercial Financing company. Founded in 1993, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Blue Sage Capital, a Commercial Financing company, was founded in 2003. The team focuses on Commercial Financing and Funding & Investment and is located in Austin, Texas.
Read more -
UndisclosedUndisclosed50 - 249Bee Cave, TX
Services provided
Peak Rock Capital is a Financial Advising & Planning company. Their team is based in Bee Cave, Texas and focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Financial Advising & Planning company The Burns Firm Capital was established in 2018. The team specializes in Financial Advising & Planning and Commercial Financing and is located in Dallas, Texas.
Read more -
UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
KeyCity Capital is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is located in Southlake, Texas.
Read more -
UndisclosedUndisclosed250 - 999Pune, India
Services provided
Midsize IT strategy consulting company Aryan Imaging and Business Consultants Pvt. Ltd., is based in Pune, India. Their services include IT strategy consulting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Launched in 2015, WardWilliams Creative is a small London, England-based Accounting company. Their team provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Norwich, England
Services provided
Aston Shaw Accountants is an Accounting company. Headquartered in Norwich, England and Histon, England, the agency offers Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Reading, England
Services provided
Specialist Accounting Solutions Ltd is an Accounting company. Founded in 2015, the team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9London, England
Services provided
Vero Consulting Ltd is a small Accounting company. They focus on Accounting and Business Valuation Services and were founded in 2016.
Read more -
UndisclosedUndisclosed10 - 49Blackburn , England
Services provided
Pierce Business Advisory & Accountancy Group is an Accounting company. The Blackburn , England-based team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249London, England
Services provided
Launched in 1967, Rayner Essex LLP is an Accounting company. The team focuses on Accounting and Business Consulting and is headquartered in London, England and St Albans, Herts, England.
Read more -
UndisclosedUndisclosed50 - 249Norwich, Norfolk, England
Services provided
M+A Partners is an Accounting company. In Norwich, Norfolk, England and Attleborough, Norfolk, England, the firm offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Derby, England
Services provided
Mabe Allen LLP is an Accounting company. Located in Derby, England and Ilkeston, Derbyshire, England, the firm focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Fulbrook, England
Services provided
Business Consulting company The Academy Partnership Limited is based in Fulbrook, England. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Leicester, England
Services provided
The Rowleys Partnership Ltd is a midsize Accounting company launched in 1924. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Established in 2006, Greenback Alan LLP is an Accounting company. Their team provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed250 - 999London, England
Services provided
Kreston Reeves LLP is an Accounting company. Located in London, England and Sandwich, Kent, England, the firm was founded in 1821. Their team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed1,000 - 9,999London, England
Services provided
Evelyn Partners is a London, England-based Accounting company. Founded in 1836, the team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Lancashire, England
Services provided
Sterling Finance UK Limited is a Lancashire, England-based Accounting company. Established in 2003, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cambridge, England
Services provided
Accounting company Taylor Keeble LLP was founded in 2016. The company offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Clearview Investments, Ltd. Is a Financial Advising & Planning company in Dallas, Texas. Founded in 1985, the team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
SHIR Capital is a Commercial Financing company. Their team is located in Austin, Texas. The firm specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Orox Capital Management, LLC is a Commercial Financing company. They are headquartered in Dallas, Texas, and their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
Main Street Capital Corporation is a Financial Advising & Planning company established in 2007. Located in Houston, Texas, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Yellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Lewisville, TX
Services provided
Launched in 1948, Bright Equities is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is based in Lewisville, Texas.
Read more -
UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Old Three Hundred Capital is a Financial Advising & Planning company. They were launched in 2014 and provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Financial Advising & Planning company Hawthorne Capital is based in Houston, Texas. Established in 2018, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Spring, TX
Services provided
Green River Equity Group is a Financial Advising & Planning company. The agency is headquartered in Spring, Texas. Their team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Ramex Inc. Is a Commercial Financing company. Established in 1987, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Founded in 2015, Lantern Capital Partners is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosedFreelancerEast Victoria Park, Australia
Services provided
Launched in 2018, Atlas Administration Services is an Accounting company. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Topel Forman LLC is a Chicago, Illinois-based Accounting company. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed1,000 - 9,999Itasca, IL
Services provided
Corient is a Financial Advising & Planning company. Launched in 1986, the agency is located in Itasca, Illinois. Their services include Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
In Alexandria, Virginia and Glen Allen, Virginia, KWC CPAs is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Columbia, MD
Services provided
Dembo Jones, PC, a midsize Accounting company, is headquartered in Columbia, Maryland and North Bethesda, Maryland. The team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
Located in Houston, Texas, PKF Texas is an Accounting company. Founded in 1992, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Accounting AccuMen is an Accounting company founded in 2005. The small team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Tax Hack Accounting Group is a Los Angeles, California-based Accounting company. They specialize in Accounting and were established in 2016.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Cruncher Accounting, PC is an Accounting company. Established in 2021, the agency is in Glendale, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
D TAX Accounting is an Accounting company established in 2014. The agency focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting company Total Accounting and Bookkeeping, Inc. Was founded in 2012. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Small Accounting company Accounting Management Inc., is headquartered in New York, New York. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Markham, Canada
Services provided
Unloop Accounting is an Accounting company. The New York, New York-based agency was launched in 2021. Their services include Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Calgary, Canada
Services provided
Founded in 1926, Graham Construction is a Commercial Development company. The agency specializes in Commercial Development and Commercial Property Management, and is large.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Financial Litigation Consultants, LLC, an Accounting and Business Valuation Services company, is in Clayton, Missouri. They offer Accounting and Business Valuation Services and were launched in
Read more -
UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
HW&Co. | CPAs & Advisors is an Accounting and Business Valuation Services company. The Cleveland, Ohio-based company specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Murphy & Murphy, CPA, LLC is a La Plata, Maryland-based Accounting and Business Valuation Services company. Their services include Accounting and Business Valuation Services.
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
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 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 -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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
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.