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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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Jorge Perazzo CPA Accountancy Corporation is an Accounting and Business Consulting company founded in 2016. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Alvarez & Marsal is a large Accounting and Business Consulting company headquartered in New York, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, Chapman Business Services is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Business Consulting company IntellEcomm Management Consultants Inc was established in 2000. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Ajax, Canada
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Launched in 2011, Cuidich Inc. Is a small Ajax, Canada-based Business Consulting company. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
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TJ's Financial & Income Taxes is an Accounting company located in Alhambra, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Inchworm Consulting, a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Conception Bay South, Canada
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Narrows Consulting Inc. Is an Accounting company launched in 2014. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Wood/Freeman Business Management is a Los Angeles, California-based Accounting company. They specialize in Accounting and Business Consulting and were established in 1925.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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ONE SOURCE SERVICES is an Accounting company. They are headquartered in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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SISco Business Services is an Accounting company in Long Beach, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Headquartered in Dartmouth, Canada, Hodgson & Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Worldwide Management Solutions is an Accounting company. The Dubai, United Arab Emirates-based firm was established in 2015. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Dimas, CA
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HRL TAX SOLUTIONS, an Accounting company, provide Accounting and Business Consulting. They were launched in 2011.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Ajih & Sons Business Services, an Accounting and Litigation Support Services company, focuses on Accounting and Litigation Support Services. The company is based in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Golbahar Consulting Group is an Accounting and Business Consulting company. The team is in Beverly Hills, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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My Business Consultants, a Business Consulting company, was launched in 2007. The agency specializes in Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9El Segundo, CA
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Founded in 2008, LFC Accounting is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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RIR Software Solution is a small Accounting company headquartered in Dhaka, Bangladesh. The team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Port Moody, Canada
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Kuber Business Consultants Ltd. Is an Accounting company. They are in Port Moody, Canada and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bridgewater, Canada
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Headquartered in Bridgewater, Canada, Swain Chartered Professional Accountants is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Howatt Group Chartered Accountants is a small Accounting company headquartered in Halifax, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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Bage CPA, an Accounting company, is based in Halifax, Canada. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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SUTHERLAND WATT CPAS INC. , an Accounting company, is based in Halifax, Canada. Established in 2003, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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CBMASI, a small Accounting company, is headquartered in Dartmouth, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Accounting House Inc., a small Accounting company, is located in Dartmouth, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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Roderick & Company - Chartered Professional Accountants, a small Accounting company, is headquartered in Dartmouth, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Advise LLP is a Business Consulting company. Their small team is headquartered in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Windsor, Canada
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Based in Windsor, Canada, LMD Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Mississauga, Canada
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Robert Half Canada is an Accounting company. Established in 1948, the company is based in Mississauga, Canada. Their team provides Accounting and IT staff augmentation.
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UndisclosedUndisclosed2 - 9Truro, Canada
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Atkinson's Accounting Ltd is a small Accounting company in Truro, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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HCVT is a Business Consulting company based in Los Angeles, California. They provide Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Oxford, Canada
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Based in Oxford, Canada, Connies Financial Services Ltd is a small Accounting company. The team provides Accounting.
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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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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.