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 - 49Lewisville, TX
Services provided
Global Wealth Advisors, a Business Valuation Services company, is based in Lewisville, Texas. Established in 2008, the team focuses on Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Accounting Alliance for Small business, P.A. Is an Accounting company. Launched in 2003, their team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49East Lansing, MI
Services provided
Launched in 1996, Anderson Economic Group, LLC. Is a small East Lansing, Michigan-based Market Research company. Their team provides Market Research and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Peachtree City, GA
Services provided
Strategic Tax Advisory is a small Accounting company launched in 2019. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Chantilly, VA
Services provided
Stitely & Karstetter, CPAs is an Accounting company founded in 1989. The team specializes in Accounting and Financial Advising & Planning and is in Chantilly, Virginia.
Read more -
UndisclosedUndisclosed10 - 49Timonium, MD
Services provided
Established in 2018, Vallit Advisors, LLC. Is a Commercial Financing company. The agency provides Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9St. George, UT
Services provided
Staheli & Jacobsen, CPAs, an Accounting company, was launched in 2009. They provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Miller Place, NY
Services provided
Howard S. Cohen CPA PC is a Miller Place, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Concord, MA
Services provided
DiDonato & Company CPAs is an Accounting company. The team is in Concord, Massachusetts, and their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Metairie, LA
Services provided
Kushner LaGraize, LLC is a Business Consulting company. They are based in Metairie, Louisiana. Their team provides Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
TREP Advisors is a Commercial Financing company. They are in Melbourne, Florida and have small team. They provide Commercial Financing and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Saint Paul, MN
Services provided
Accounting company Ramsay and Associates, Ltd. Is in Saint Paul, Minnesota. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
CRR, LLP, an Accounting company, is headquartered in Wakefield, Massachusetts. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Frankfort, IL
Services provided
Hawtree & Associates is an Accounting company. In Frankfort, Illinois, their small team provides Accounting and Business Valuation Services. The agency was founded in 2005.
Read more -
UndisclosedUndisclosed2 - 9Irving, TX
Services provided
Tax Time and Financial Services is an Accounting company. Their small team is based in Irving, Texas. Their team provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
Financial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
Read more -
UndisclosedUndisclosed250 - 999Edina, MN
Services provided
Abdo is an Accounting company. Headquartered in Edina, Minnesota and Mankato, Minnesota, the team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Fort Wright, KY
Services provided
Rudler, PSC is an Accounting company. They specialize in Accounting and Business Valuation Services and were founded in 1969. The company is located in Fort Wright, Kentucky and Fort Thomas,
Read more -
UndisclosedUndisclosed2 - 9Oakville, Canada
Services provided
Business Valuation Services company G.R. Moss Appraisals Inc. Was established in 2000. The small team offers Business Valuation Services and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Accounting company Rosehood Global Financial Inc. Is located in Toronto, Canada. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Edmonton, Canada
Services provided
Mowbrey Gil LLP is an Accounting company. Located in Edmonton, Canada, their midsize team specializes in Accounting and Business Valuation Services. The company was established in 1971.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Capital Accounting and Tax Professional Corporation is a small Accounting company based in Toronto, Canada. The team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Andres Ramirez P. C., a small Accounting company, is headquartered in Toronto, Canada. The team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
HighWide Financial, an Accounting company, was founded in 2008. Based in Toronto, Canada, the team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Hamilton, Canada
Services provided
Vine Group, an Accounting company, is based in Hamilton, Canada. The team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Milton, Canada
Services provided
Headquartered in Milton, Canada and Oakville, Canada, Brillion Group is an Accounting company. They provide Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Services provided
SW LLP is a small Vaughan, Canada-based Accounting company. The team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
Yong Qiang Chartered Professional Accountant is a small Accounting company launched in 2011. Their team provides Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Lethbridge, Canada
Services provided
Accounting company MVO Chartered Professional Accountants is located in Lethbridge, Canada. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Bellingham, WA
Services provided
Midsize Accounting company VSH CPAs, is in Bellingham, Washington. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
Ccolesnotes.com, an Accounting company, is headquartered in Victoria, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999San Ramon, CA
Services provided
In San Ramon, California and Austin, Texas, Armanino LLP is an Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Richmond Hill, Canada
Services provided
IMPACT CPAs LLP is a small Business Consulting company. Launched in 2010, the team provides Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9East Stroudsburg, PA
Services provided
Based in East Stroudsburg, Pennsylvania, Weseloh Carney & Company LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
RK International Inc is a Calgary, Canada-based Accounting company. They focus on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Kentville, Canada
Services provided
MBF Chartered Professional Accountants is an Accounting company. The team specializes in Accounting and Commercial Financing and is based in Kentville, Canada.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
Located in Bellevue, Washington, Fulcrum Wealth Advisors is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9East Gwillimbury, Canada
Services provided
Bates Chartered Professional Accountants is a small Accounting company located in East Gwillimbury, Canada. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Woburn, MA
Services provided
LGA, LLP is a Business Valuation Services company. The Woburn, Massachusetts-based agency provides Business Valuation Services and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Jump Accounting, an Accounting company, is based in London, England. Established in 2021, the team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Marshfield, MA
Services provided
Nielsen, McDonough & Company, LLC is a Marshfield, Massachusetts-based Accounting company. Established in 2015, the team focuses on Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Edinburgh, Scotland
Services provided
Alexander Sloan, Accountants and Business Advisers, an Accounting company, was launched in 1986. The firm provides Accounting and Business Valuation Services, and is small.
Read more -
UndisclosedUndisclosed10 - 49Edinburgh, Scotland
Services provided
Established in 1979, Jeffrey Crawford & Co is an Accounting company. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Montrogue Limited is an Accounting company. They focus on Accounting and Business Valuation Services and were launched in 1946.
Read more -
UndisclosedUndisclosed2 - 9Portadown, Northern Ireland
Services provided
Barry Thompson & Co is an Accounting company founded in 1986. The company specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Established in 2014, Parkers Accountants, Tax & VAT Consultants is a small Accounting company based in Manchester, England. Their team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Royton, England
Services provided
Davenport Hodgkiss Chartered Certified Accountants is a small Accounting company located in Royton, England. The team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Nelson, England
Services provided
Countplus Accounting is an Accounting company. They are located in Nelson, England and Warrington, England and have small team. Their team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Warrener Stewart Ltd is an Accounting company. Established in 1981, the team offers Accounting and Business Valuation Services. The company is based in London, England.
Read more -
UndisclosedUndisclosed2 - 9Wilmslow, England
Services provided
Rock Advisory Tax and Accounting is an Accounting company in Wilmslow, England. They specialize in Accounting and Business Valuation Services and were established in 2016.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.