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 - 9Los Angeles, CA
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Balanced ATM, LLC, an Accounting and Business Consulting company, is headquartered in Los Angeles, California. They offer Accounting and Business Consulting and were established in 2016.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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WORLD ACCOUNTING GROUP INC. Is an Accounting company. The 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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Small Accounting company Adams & Associates, is located in Los Angeles, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hermosa Beach, CA
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Founded in 1991, Sousa & Weber is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 1983, Payroll Management Solutions is a small Los Angeles, California-based Accounting and Business Consulting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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John W. Weldon CPA, a small Accounting and Business Consulting company, is located in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 2018, Punch Financial, a small Business Consulting company, is in Los Angeles, California. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Los Angeles Quickbooks Help, an Accounting company, was launched in 1997. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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El Cid Bookkeeping Inc. Accountancy and Taxation Services is an Accounting and Business Consulting company. Located in Burbank, California, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Accotaxs is an Accounting company. Their small team is located in Laval, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Laval, Canada
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Bfr inc. Is an Accounting company. They are located in Laval, Canada and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Longueuil, Canada
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Hebert, Turgeon, CPA is a small Accounting company launched in 1983. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sainte-Julie, Canada
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Launched in 1996, BJC is an Accounting company. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Campeau Vinet Gauthier is an Accounting company. They specialize in Accounting and were launched in 2001. The company is located in Laval, Canada.
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UndisclosedUndisclosed2 - 9Dollard-des-Ormeaux, Canada
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Based in Dollard-des-Ormeaux, Canada, Cabinet Comptable GCF inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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Annie Racicot, CPA is an Accounting company. They are headquartered in Montreal, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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Villeneuve Venne is an Accounting company established in 1972. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Saint-Jean-sur-Richelieu, Canada
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Based in Saint-Jean-sur-Richelieu, Canada, Bianca Perreault, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wadsworth, OH
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Small Accounting company Structure Personnel, is in Wadsworth, Ohio. The team focuses on Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Châteauguay, Canada
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Chiasson Gauvreau Inc. Is a small Accounting and Business Consulting company headquartered in Châteauguay, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Headquartered in Laval, Canada, ASW is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Saint-Constant, Canada
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KGT Consultant is an Accounting company. They focus on Accounting and Business Consulting and were established in 2006. The firm is in Saint-Constant, Canada.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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PL Chartered Professional Accountant Inc. Is a small Montréal, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Philadelphia, PA
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Launched in 2004, Green Key Resources, a midsize Recruiting company, is based in Philadelphia, Pennsylvania. Their services include Recruiting and HR Consulting.
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UndisclosedUndisclosed2 - 9Westmount, Canada
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Khalid Belkhou, a small Business Consulting company, is in Westmount, Canada. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Small Accounting company Stamos CPA Inc., is headquartered in Montréal, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Longueuil, Canada
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Gilbert Patenaude, CPA Inc. Is an Accounting company. Located in Longueuil, Canada, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Longueuil, Canada
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Groupe Giroux Menard inc., a Business Consulting company, was launched in 1996. The company offers Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Deschenes & Deschenes Inc. Is an Accounting company. They are located in Laval, Canada and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Parenteau Desmarias CPA is an Accounting company. They are in Laval, Canada and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Headquartered in Los Angeles, California, AccountingX is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kahului, HI
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Employer's Options is a small Kahului, Hawaii-based Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Taurus Tek is an Accounting company launched in 1986. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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EB Conseil Fiscal Inc. Is a small Montréal, Canada-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saint-Constant, Canada
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Lefaivre Labreche Gagne is an Accounting company. Established in 1969, the team specializes in Accounting and Business Consulting. The firm is headquartered in Saint-Constant, Canada.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Based in Montréal, Canada, Tax Montreal Tax is a small Accounting company. Their services include Accounting.
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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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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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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
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.