Top Financial Services Firms
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$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.
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$1,000+< $25 / hr250 - 999Ho Chi Minh City, Vietnam
Services provided
Founded in 1994, PwC Vietnam is an Accounting company. Their team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Launched in 2003, Wiebe Hinton Hambalek, LLP is an Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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Accounting company W CPA Group was founded in 1990. The company focuses on Accounting, and is small.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Manjula P. Modi, CPA is an Accounting company. Their small team is based in Fort Worth, Texas. Their services include Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Hecht & Associates, P.C. Is an Accounting company. The Fort Worth, Texas-based company was established in 1984. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr1,000 - 9,999Baltimore, MD
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SND Staffing Services is a Business Consulting company. Established in 2004, the agency provides Business Consulting and Accounting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Timothy A. Phillips, CPA, PC is a small Fort Worth, Texas-based Accounting company. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Butterworth & Macias, P.C. Is a small Accounting company based in El Paso, Texas. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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In Fort Worth, Texas, ANDREA M. WARD CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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National Tax Centers is an Accounting company. They were established in 1984, and their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr250 - 999Frisco, TX
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Dynamic Global Staffing is a midsize IT managed services company launched in 2007. Their team offers IT managed services and Accounting.
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$1,000+$25 - $49 / hr10 - 49Fort Worth, TX
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Hatter & Associates, LLP is an Accounting company. They are located in Fort Worth, Texas and have small team. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr1,000 - 9,999Ho Chi Minh City, Vietnam
Services provided
KPMG Vietnam is a Business Consulting company. They focus on Business Consulting and Accounting and are headquartered in Ho Chi Minh City, Vietnam and Hanoi, Vietnam.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Douglas R. McDougal, CPA, PC is a small Accounting company located in Fort Worth, Texas. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Marty McCutchen, CPA P.C, a small Accounting company, is located in Fort Worth, Texas. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Findlay CPA is an Accounting company launched in 2013. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Gibson Ruddock Patterson LLC is a small Accounting company in El Paso, Texas. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Jones & Company is a small Accounting company headquartered in El Paso, Texas. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Nussbaum, Torres & Company, P.C. Is a small El Paso, Texas-based Accounting company. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Pate & Appleby, LLP , a small Accounting company, is located in El Paso, Texas. The team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
Services provided
Watts CPA, PC is an Accounting company. Their small team is based in El Paso, Texas. Their team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Orlando, FL
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Vestal & Wiler is an Accounting company headquartered in Orlando, Florida. They focus on Accounting and Business Consulting and were launched in 1993.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
Services provided
Headquartered in Orlando, Florida, Newman, Seland & Oppenheimer, LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Located in Grand Rapids, Michigan and Grand Haven, Michigan, Strategic Accounting and Tax Solutions is a small Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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McDirmit Davis and Company LLC is a -based Accounting company. The team focuses on Accounting.
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$1,000+$25 - $49 / hrFreelancerOrlando, FL
Services provided
Peter Freuler & Associates CPA, an Accounting company, was launched in 1984. The company specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Phoenix, AZ
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Tull, Forsberg & Olson P.L.L.C. Is an Accounting company. They are in Phoenix, Arizona and have small team. Their team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
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Located in Phoenix, Arizona, Hacker Accounting is a small Accounting company. The team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Vander Ploeg, Bergakker & Associates is an Accounting company established in 1980. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
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Barry & Moore, PC is an Accounting company. The Phoenix, Arizona-based company was established in 1975. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Grand Rapids, MI
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Beene Garter LLP is a midsize Accounting company founded in 1949. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
Services provided
Established in 1976, JBrooks Wealth Advisors, PC is an Accounting company. The team specializes in Accounting and is located in Phoenix, Arizona.
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
Services provided
Small Accounting company H&S Accounting CPA Firm, is based in Phoenix, Arizona. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
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Biltmore Tax & Accounting Solutions, a small Accounting company, is headquartered in Phoenix, Arizona. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Phoenix, AZ
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Expert Tax & Accounting is an Accounting company. They are headquartered in Phoenix, Arizona and have small team. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Phoenix, AZ
Services provided
Established in 2002, Lowy's Tax Planning & Accounting, PLLC is a small Phoenix, Arizona-based Accounting company. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Prangley Marks LLP, an Accounting company, is based in Grand Rapids, Michigan. Founded in 1953, the team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hrFreelancerPhoenix, AZ
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Richard Avellone LLC, a small Accounting company, is in Phoenix, Arizona. The team provides Accounting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Culver CPA Group is a small Accounting company established in 1977. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Schrotenboer Tax & Accounting is an Accounting company. Their small team is based in Grand Rapids, Michigan. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Accounting company Monroe, Sweeris & Tromp PLLC is based in Grand Rapids, Michigan. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Snyder & Associates , a small Accounting company, is in Grand Rapids, Michigan. The team focuses on Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Brickley DeLong, an Accounting company, was launched in 1975. The team offers Accounting and Business Consulting and is in Grand Rapids, Michigan.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Headquartered in Grand Rapids, Michigan, Helmholdt+Company is an Accounting company. Founded in 1982, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Kentwood, MI
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DK Weiss & Associates is an Accounting company founded in 2000. Their team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Des Moines, IA
Services provided
Small Accounting company Accounting and Tax Time Services LLC, is located in Des Moines, Iowa. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr250 - 999Pittsburgh, PA
Services provided
Accounting company Schneider Downs is headquartered in Pittsburgh, Pennsylvania. They provide Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Des Moines, IA
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Hamilton Juffer + Associates, an Accounting company, was launched in 2006. The firm offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Pittsburgh, PA
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Accounting company Louis Plung & Company specializes in Accounting and Business Consulting. They were founded in 1921.
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$1,000+$25 - $49 / hr50 - 249Pittsburgh, PA
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Grossman Yanak & Ford LLP is an Accounting company. Launched in 1990, the agency is located in Pittsburgh, Pennsylvania. Their team provides Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$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 -
$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 -
$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
34.1/40.016.8/20 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 -
$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 -
$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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, 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
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.