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 - 9Los Angeles, CA
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Honest Accounting Group, LLC, a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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In Long Beach, California, Pacific Tax Professionals is an Accounting company. They offer Accounting and Business Consulting and were founded in 2012.
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UndisclosedUndisclosed50 - 249Austin, TX
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Bridgepoint Consulting is an Austin, Texas-based Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerHouston, TX
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Small Business Innovation Consulting is a Business Consulting company launched in 2014. The team offers Business Consulting and Accounting and is headquartered in Houston, Texas.
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UndisclosedUndisclosed250 - 999Kellyton, AL
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Charter Hr is an Accounting company. They are located in Kellyton, Alabama and have midsize team. Their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Huntsville, AL
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Based in Huntsville, Alabama, PZI Consulting is an Accounting and HR Consulting company. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Small Staffing company Alabama Temporary & Technical, is in Huntsville, Alabama. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Accounting Services Michel Arsenault is a Business Consulting company. They were established in 1965 and focus on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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In Montreal, Canada, S & N Group Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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SCBT Accounting is an Accounting company. The team is headquartered in Montréal, Canada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brossard, Canada
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Established in 1988, Solution 2000 Select, a small Accounting and Business Consulting company, is in Brossard, Canada. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Gaetan Des Groseillers, a small Accounting and Business Consulting company, is in Laval, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Crescenta-Montrose, CA
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Eckenrod Tax & Accounting Services is a small Accounting and Business Consulting company headquartered in La Crescenta-Montrose, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Theodore, AL
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Sirius Technical Services, a midsize Staffing company, is in Theodore, Alabama. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Mobile, AL
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Complete Employment Services Inc is a Staffing company. They are headquartered in Mobile, Alabama and have small team. They offer Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249Houston, TX
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Midsize Business Consulting company DRDA, PLLC, is in Houston, Texas. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Headquartered in Glendale, California, J.R. Bookkeeping & Accounting Services is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Accounting company Brilliant Tax & Accounting Services, Inc. Was launched in 2005. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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VERVE Professional Services is a Business Consulting company. They focus on Business Consulting and Accounting and are headquartered in Stamford, Connecticut.
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UndisclosedUndisclosed2 - 9Essex, CT
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Established in 1987, CMS is a small Essex, Connecticut-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Themaar Consultancy Group is an Accounting company. Their small team is headquartered in Dubai, United Arab Emirates. Their services include Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Manama, Bahrain
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Fundala Management & Advisory, a Business Consulting company, was launched in 2014. The company offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Hallerbos Accounting is a Dubai, United Arab Emirates-based Accounting company. They provide Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Based in Laval, Canada, Michel D. Richard is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint-Lambert, Canada
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A & R Lefrancois inc. Is a small Accounting company located in Saint-Lambert, Canada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pointe-Claire, Canada
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Canuel Lemay CPA inc., a small Accounting company, is located in Pointe-Claire, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Delson, Canada
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Billard Lazure CPA is an Accounting company. The small Delson, Canada-based team offers Accounting and Business Consulting. The agency was founded in 2014.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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PB Tax & Accounting Services is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mascouche, Canada
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Melissa Drouin, CPA, CGA is a small Mascouche, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint-Jean-sur-Richelieu, Canada
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Hamel, Frappier, Dupuis, Tetrault, SENC is a small Saint-Jean-sur-Richelieu, Canada-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Small Accounting company Beaudet Fontaine, CPA, is in Québec, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saguenay, Canada
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Small Accounting company Accounting Services BDGL, is in Saguenay, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thetford Mines, Canada
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Gregoire Fontaine Inc. Is an Accounting company launched in 1975. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Maria, Canada
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Accounting company Leblanc Bourque Arsenault inc. Provides Accounting and Business Consulting. They were founded in 1984.
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UndisclosedUndisclosed2 - 9Trois-Rivières, Canada
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In Trois-Rivières, Canada, Tremblay Lemblanc CPA is an Accounting company. Established in 2014, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Trois-Rivières, Canada
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Small Accounting company LGMC, is in Trois-Rivières, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Trois-Rivières, Canada
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Morin Cadieux SENC is an Accounting company. Headquartered in Trois-Rivières, Canada, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Rockford, IL
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Launched in 1972, The Morrissey Family Businesses, a midsize Accounting company, is headquartered in Rockford, Illinois. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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TaxLoop is an Accounting and Business Consulting company. Their small team is headquartered in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rockford, IL
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Staff Management, Inc. Is a HR Consulting company headquartered in Rockford, Illinois. Launched in 1983, the team offers HR Consulting and PEO/Employee Leasing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Advance Accounting & Tax Services is an Accounting company. They are based in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, SC
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Signum HR is an Accounting company. They offer Accounting and HR Consulting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Toledo, OH
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HR Systems is a HR Consulting company. The Toledo, Ohio-based firm was founded in 1995. Their team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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William D Truax, EA is an Accounting company. They are headquartered in Glendale, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Small Accounting company ARLEN GHARAPETIAN CPA, is located in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Columbia, SC
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Established in 1991, Bauknight Pietras & Stormer, P.A. Is an Accounting company. Based in Columbia, South Carolina, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Accounting company Son and Associates offers Accounting and Business Consulting. They are in Torrance, California.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Meilinger Consulting, P.C. Is an Accounting company. They are based in Greenville, South Carolina and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chapin, SC
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ELAC - Erin Long Accounting and Consulting is a small Accounting and Business Consulting company established in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Accounts Portal, a small Accounting company, is in Los Angeles, California. 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 - 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.