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 - 9Toronto, Canada
Services provided
Kertzman Valuations Inc. Is a Business Valuation Services company headquartered in Toronto, Canada. They offer Business Valuation Services and Business Consulting and were established in 2017.
Read more -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
MNZ Professional Corporation, an Accounting company, was established in 2014. Located in Edmonton, Canada, the team provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Jefferson, NJ
Services provided
The Red Maple Group is an Accounting company. Their team is based in Jefferson, New Jersey and provides Accounting and Intellectual Property Law.
Read more -
UndisclosedUndisclosedFreelancerVaughan, Canada
Services provided
Business Valuation Services company Stewart Business Valuations Inc. Was established in 2007. The team provides Business Valuation Services and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
Headquartered in Montréal, Canada, Narose is a small Accounting company. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Fairlawn, OH
Services provided
Small IT managed services company W3 Global Accounting, is based in Fairlawn, Ohio and Worthington, Ohio. Their services include IT managed services and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
FC CONSULTING LLC is an Accounting and Business Valuation Services company. The Miami, Florida-based company was established in 2017. Their services include Accounting and Business Valuation
Read more -
UndisclosedUndisclosed2 - 9Cambridge, Canada
Services provided
Digital Cloud Accounting & Tax, a small Accounting company, is based in Cambridge, Canada. The team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Founded in 2008, K Liu Accounting Services Inc. Is a small Accounting company. Their team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Kenway Mack Slusarchuk Stewart LLP, a small Accounting company, is headquartered in Calgary, Canada. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Farmington, CT
Services provided
Friedman Kannenberg & Company is an Accounting company. They are based in Farmington, Connecticut, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
FTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Saskatoon, Canada
Services provided
Suncorp Valuations is a Saskatoon, Canada-based Business Valuation Services company. The team provides Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Salt Creek Partners is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Bedford, NH
Services provided
BaldwinClarke, a Financial Advising & Planning company, was founded in 1971. The agency focuses on Financial Advising & Planning and Insurance Services & Brokers, and is small.
Read more -
UndisclosedUndisclosed50 - 249Greensboro, NC
Services provided
DMJPS, a midsize Accounting company, is headquartered in Greensboro, North Carolina and Asheville, North Carolina. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Boston, MA
Services provided
Newbury Piret is a small Boston, Massachusetts-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Pendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ponte Vedra Beach, FL
Services provided
Financial Advising & Planning and Business Valuation Services company GP Valuation & Advisory Services offers Financial Advising & Planning and Business Valuation Services. They were launched in
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Kenilworth Global Fin Advisors, an Accounting company, was established in 2014. The team focuses on Accounting and Insurance Services & Brokers and is located in Chicago, Illinois and Kampala,
Read more -
UndisclosedUndisclosed2 - 9Rancho Santa Fe, CA
Services provided
The Crestwell Group is a Financial Advising & Planning and Business Valuation Services company. Their team specializes in Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Richmond Hill, Canada
Services provided
Segal & Associates Professional Corporation is a Richmond Hill, Canada-based Accounting company. The team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
Small Financial Advising & Planning company Cornbelt Financial, LLC, is located in Denver, Colorado and Ankeny, Iowa. The team offers Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Hamilton, Canada
Services provided
Vision Accounting and Tax Services is an Accounting company established in 2016. The agency offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Startup Accounting Solutions is a small Accounting company. Launched in 2018, the team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Overland Park, KS
Services provided
Mize CPAs Inc. Is an Accounting and Business Valuation Services company launched in 1986. The agency focuses on Accounting and Business Valuation Services, and is midsize.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Located in Richardson, Texas, Bland Garvey, CPAs & Wealth Advisors is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
Founded in 2002, Reilly, Fisher & Solomon, PA is an Accounting and Business Valuation Services company. The firm offers Accounting and Business Valuation Services, and is small.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
Walnut Hill Advisors is an Accounting company. Their small team is based in Omaha, Nebraska and Bellevue, Nebraska. Their team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Montréal, Canada
Services provided
Richter LLP is a Business Consulting company launched in 1926. The team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Millennium Capital Management is a Business Consulting company. The team specializes in Business Consulting and Financial Advising & Planning and is located in Boston, Massachusetts.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Daniel Elkaim Conseil is an Accounting and Business Valuation Services company launched in 2016. In Montreal, Canada, the team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Louisville, CO
Services provided
Front Range Corporate Finance, LLC is a small Fractional CFO Services company located in Louisville, Colorado. Their services include Fractional CFO Services and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Oakville, Canada
Services provided
Stillwater Capital is a Business Consulting company. Their small team of employees is located in Oakville, Canada. Their team specializes in Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed1,000 - 9,999Montréal, Canada
Services provided
Raymond Chabot Grant Thornton, a Business Consulting company, was launched in 1948. The large team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Royal Eagle Capital Partners is a small Houston, Texas-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Jericho, NY
Services provided
J.S. Held LLC is a Business Consulting company. They specialize in Business Consulting and Accounting and were launched in 1974.
Read more -
UndisclosedUndisclosed2 - 9Memphis, TN
Services provided
Bob Browder, MBA, CPA is an Accounting company. The Memphis, Tennessee-based company provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Longwave Financial, LLC is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
ONE10 is a Business Consulting company. The team is based in Tampa, Florida, and their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Valuation Resource Group LLC is a Business Valuation Services company. Launched in 2000, their team offers Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Vista Valuations, LLC is an Accounting and Business Valuation Services company established in 2006. The agency specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
Affiliated Property Group is a small Ottawa, Canada-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Valuation & Litigation Services, LLC is a small Orlando, Florida-based Accounting and Business Valuation Services company. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
B. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Established in 2007, Convergent Capital Appraisers is a Business Valuation Services company. The company focuses on Business Valuation Services and Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Launched in 2007, CTL Business Group is a Business Valuation Services company. The team provides Business Valuation Services and Commercial Financing and is in Calgary, Canada and Irvine,
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Kahn Halpern Marshall is an Accounting company based in Calgary, Canada. They offer Accounting and Business Valuation Services and were launched in 1997.
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.