Top Financial Services Firms
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$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.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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SIGnature Recruiting is an IT staff augmentation company. The firm is based in Vancouver, Canada. Their team specializes in IT staff augmentation and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Hargrave Terry is a small Accounting and Business Consulting company headquartered in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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The Rosson CPA is an Accounting company. Their small team is located in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Abeye Hailu, CPA, MBA is a Los Angeles, California-based Accounting company. Established in 1988, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Cohen Pagano Accountancy, is based in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Established in 1954, Mayer Hoffman McCann P.C., a midsize Accounting and Business Consulting company, is in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Cory Franklin & Associates, Inc. Is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Abedian + Totlian, An Accountancy Corporation is a small Accounting company launched in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Duane A. Johnson & Associates is a small Accounting company headquartered in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
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Flat Rate Bookkeeping and Taxes is a small Accounting company in Culver City, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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LA Bookkeeping & Business Management Services, an Accounting company, was established in 2012. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterey Park, CA
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Accounting company Advance Tax and Bookkeeping Service is located in Monterey Park, California. Established in 1985, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Strategic Growth Accounting Services Inc., a small Accounting company, is located in Halifax, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Canada
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MGM & Associates Chartered Professional Accountants is a small Accounting company headquartered in Sydney, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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A. Stengel, Abselet & Company is an Accounting company. They are headquartered in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Truro, Canada
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Thompson's Accounting Services , an Accounting company, was launched in 1980. The team provides Accounting and is in Truro, Canada.
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UndisclosedUndisclosed2 - 9Inglewood, CA
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Located in Inglewood, California, Professional Management Financial Consultants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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In Halifax, Canada, Cambridge Financial Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amherst, Canada
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Jorgensen & Bickerton Inc. Is a small Accounting company. Launched in 1979, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Established in 2001, Jeff Purcell Chartered Professional Accountant is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Human Elements, an Accounting and HR Consulting company, was founded in 2009. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Bruce & Monahan Chartered Accountants is an Accounting company. Their small team is in Halifax, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Shellnutt Professional Accountants is an Accounting company. They specialize in Accounting and were founded in 1973.
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UndisclosedUndisclosed10 - 49Halifax, Canada
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Levy Casey Carter MacLean Chartered Professional Accountants is an Accounting company. They are based in Halifax, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Upper Tantallon, Canada
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Launched in 1998, Bluenose Accounting Chartered Professional Accountants is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9New Minas, Canada
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Headquartered in New Minas, Canada, Kelly Coombs CPA Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Flaim Wolsey Hall, Chartered Professional Accountants is a small Accounting company located in Halifax, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bridgewater, Canada
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Belliveau Veinotte Inc. Is an Accounting company. They focus on Accounting and were launched in 1998. The firm is headquartered in Bridgewater, Canada.
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UndisclosedUndisclosed2 - 9Middle Sackville, Canada
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T Grandy CPA Inc. Is a small Accounting company located in Middle Sackville, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Founded in 1997, Marketstaff Inc. Is a Business Consulting company. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Greenberg & Jackson , a small Accounting and Business Consulting company, is in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Selwyn Gerber CPA is an Accounting company. Their small team is based in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, Hebeler Accountancy Corporation is a small Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Summit CPA, Inc., a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accuretta CPA's is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Founded in 1981, Kaufman & Kabani, APC is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Reginald Singh CPA, MBA, a small Accounting company, is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Launched in 1987, MGO (Macias Gini & O'Connell LLP) is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Wallace & Associates APC, CPA is a small Accounting and Business Consulting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Kashani & Company CPA is a small Accounting company headquartered in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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CKP, LLP is an Accounting company. They provide Accounting and Business Consulting and were established in 2005.
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UndisclosedUndisclosed2 - 9Yarmouth, Canada
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Wheelans White Chartered Accountants Inc. Is a small Yarmouth, Canada-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kingston, Canada
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Michael Bishop Accounting Limited , a small Accounting company, is based in Kingston, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kentville, Canada
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Kent & Duffett Chartered Professional Accountants is an Accounting company. They offer Accounting and are in Kentville, Canada.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Accounting Plus Consulting Inc., an Accounting company, was founded in 2016. They offers Accounting.
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UndisclosedUndisclosed10 - 49Halifax, Canada
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Small Accounting company Lyle Tilley Davidson, is in Halifax, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Launched in 2018, Wanderwell is a small Philadelphia, Pennsylvania-based Accounting and Business Consulting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerPhiladelphia, PA
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AJ Moore Consulting Corp is an Accounting company. The small Philadelphia, Pennsylvania-based team provides Accounting and Business Consulting. The firm was founded in 2009.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Michael H. Lester, JD CPA is a small Accounting and Business Consulting company in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Located in Los Angeles, California, EisnerAmper is a Business Consulting company. They focus on Business Consulting and Accounting and were founded in 1963.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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$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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $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 -
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+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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+$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 -
$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.