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 - 9Lehi, UT
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Larry Cox & Associates is a small Lehi, Utah-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centerville, UT
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Hori CPA is a small Centerville, Utah-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Layton, UT
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Carver Florek & James, CPAs is a small Layton, Utah-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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In Provo, Utah, Health & Company CPA, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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The Accounting Guys is an Accounting company. They are in Provo, Utah and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woods Cross, UT
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Affordable Tax & Accounting is an Accounting company. They are headquartered in Woods Cross, Utah and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Orem, UT
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Mainstreet Tax & Accounting Services, an Accounting company, was founded in 1960. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Holladay, UT
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Sorensen, Vance & Company, a small Accounting and Business Consulting company, is in Holladay, Utah. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Glendale, CA
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Hutchinson and Bloodgood is an Accounting and Business Consulting company. Founded in 1922, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Wall & Associates is an Accounting and Business Consulting company. Their small team is located in Los Angeles, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Koss Consulting, 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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Taylor Glenda & Associates is a small Los Angeles, California-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9View Park-Windsor Hills, CA
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Located in View Park-Windsor Hills, California, Chuck's Financial is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Bernard Kotkin & Co. 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 - 9Los Angeles, CA
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Located in Los Angeles, California, Smartway Tax Services is an Accounting and Business Consulting company. Established in 2009, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Salazar Services is an Accounting company. The Los Angeles, California-based company was launched in 2009. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Fairchild Tax Service is a Los Angeles, California-based Accounting and Business Consulting company. Founded in 1950, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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Lunsford Peck, LLC is a small Provo, Utah-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Provo, UT
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Gilbert & Stewart, CPAs is an Accounting and Business Consulting company. Based in Provo, Utah, the company was launched in 1973. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orem, UT
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Hoffman & Company is an Accounting company. Based in Orem, Utah, the firm was launched in 1982. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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Small Accounting company Growify Accounting, is located in Provo, Utah. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Rosenfeld & Bueno, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Cloud, MN
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Filsan Consultant is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2016. The company is based in St. Cloud, Minnesota.
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UndisclosedUndisclosed2 - 9London, England
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Penningtons Manches LLP is a small Commercial Property Management company located in London, England. The team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed50 - 249Lake in the Hills, IL
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Headquartered in Lake in the Hills, Illinois, Flexible Staffing Services, Inc. Is a Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Boston, MA
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WilliamsMarston LLC is an Accounting company. Founded in 2014, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Kays Tax & Accounting Services is an Accounting company. The firm 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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Tax Pro Plus is a small Los Angeles, California-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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The Fair Share Income Tax is an Accounting and Business Consulting company. Their small team is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Harris Tax and Financial Solutions is an Accounting company located in Los Angeles, California. Established in 2010, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Now Income Tax is an Accounting and Business Consulting company. They are located in Los Angeles, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Turcios Income Tax Service, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Digital Marketing Reputation Agency is a PPC company and Accounting company. They are in Toronto, Canada and have midsize team. They specialize in Pay Per Click and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Rockville, MD
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In Rockville, Maryland, Maslow Media Group, Inc. Is a video production agency. They focus on Video Production and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Williams Tax & Financial Group is an Accounting company. The Los Angeles, California-based agency was founded in 1958. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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DATATAX is a small Accounting company located in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Richard Kissen & Associates is an Accounting company. They are in Los Angeles, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, Ronald B. Wisansky, EA, CFP is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Gateway Tax Service, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
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The Tax Center, a small Accounting and Business Consulting company, is located in Culver City, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Star Business Consulting is an Accounting company. The company is located in Columbus, Ohio. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Based in Los Angeles, California, SB MGMT is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Mendoza Income Tax Service, 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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LATINO BUSINESS SERVICE is an Accounting company. They are located in Los Angeles, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Carol Thomas Tax Preparation is a small Accounting and Business Consulting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
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David L Murphy Tax Preparation is an Accounting and Business Consulting company. They were established in 1986 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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L&J TAX ADVISORS CORP is an Accounting company. They are in Los Angeles, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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BLANCO TAX SERVICE COMPANY 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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Miracle Mile Tax Service is an Accounting and Business Consulting company. They are in Los Angeles, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marietta, GA
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AI development company Sequium Asset Solutions, LLC was launched in 2016. The small team focuses on Artificial Intelligence and Accounting.
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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.