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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Located in Los Angeles, California, H&J Woodard Tax Services is an Accounting and Business Consulting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellflower, CA
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Founded in 2014, One Place Financial is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Nash Business Services is an Accounting and Business Consulting company. They were founded in 1988 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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HR Source Staffing, a HR Consulting company, offers HR Consulting and Recruiting. The firm is located in Naperville, Illinois.
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UndisclosedUndisclosed10 - 49Marina del Rey, CA
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Noir Financial is an Accounting company headquartered in Marina del Rey, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Accounting and Business Consulting company Entertainment Media Specialists INC. Is based in Los Angeles, California. They offer Accounting and Business Consulting and were founded in 2006.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Oklem CPA Group 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 - 9Naperville, IL
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HR Consulting company Midwest Time Recorder is located in Naperville, Illinois. They provide HR Consulting and Accounting and were launched in 1965.
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UndisclosedUndisclosed250 - 999Billings, MT
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Midsize Accounting company Avitus Group, is headquartered in Billings, Montana. The team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Evergreen Consulting | HR Services is an Accounting company founded in 2018. The team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Associated Employers, a HR Consulting company, is in Billings, Montana. They focus on HR Consulting and Accounting and were founded in 1916.
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UndisclosedUndisclosed2 - 9Missoula, MT
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MissoulaWorks is an Accounting company based in Missoula, Montana. They specialize in Accounting and Staffing and were launched in 2017.
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UndisclosedUndisclosed2 - 9Culver City, CA
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Based in Culver City, California, SGBS Consulting is a small Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montebello, CA
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Reliable Tax Services, a small Accounting company, is in Montebello, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Abedi & Associates is an Accounting company. The Glendale, California-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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A Rahman Services is a small Glendale, 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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In Los Angeles, California, Integrity Payroll Accounting is an Accounting and Business Consulting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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3IS Inc is an Accounting company. Based in Los Angeles, California, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SK Medical Business Consultants, 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 - 9
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Niche Business Management is a small Los Angeles, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Hollywood Income Tax, a small Accounting and Business Consulting company, 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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Benchmark Tax Solutions is an Accounting and Business Consulting company. Their small team is in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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Founded in 1977, Henson & Company CPA’s, a small Accounting and Business Consulting company, is in South Pasadena, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Christina's Tax Services is a small Accounting and Business Consulting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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J & O Tax Bookkeeping is a small Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Hodges & Hammons CPA, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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StopIRSDebt is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting, and the firm is located in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Del Pacifico Accounting Services is an Accounting and Business Consulting company. Their small team is in Los Angeles, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Rivera & Jamjian is an Accounting and Business Consulting company. Launched in 2005, the company is headquartered in Los Angeles, California. Their services include Accounting and Business
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UndisclosedUndisclosed10 - 49Manchester, NH
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Trivantus, Inc. Is an Accounting company launched in 2003. The firm offers Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9South Gate, CA
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Small Accounting and Business Consulting company Quint Tax Services, is located in South Gate, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montebello, CA
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In Montebello, California, Slam Taxes and Financial Services is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Windsor, Canada
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Accu-Staff, an Accounting company, is in Windsor, Canada. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Springfield, IL
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Located in Springfield, Illinois, Quorum Consulting Group is an Accounting company. Launched in 1994, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Park, CA
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PAO Group is an Accounting and Business Consulting company. They are located in Huntington Park, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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In Los Angeles, California, Jun Chang CPA & Associates, AC is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Aaron Albucher Bookkeeping is a small Accounting and Business Consulting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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CCAL Accountancy is an Accounting company located in Garden Grove, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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RCP Tax Services is an Accounting and Business Consulting company. Their small team is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Established in 2012, ADVISORY, CPA is a small Accounting and Business Consulting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Quick Tax Service is an Accounting and Business Consulting company. They are located in Hawthorne, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Wellesley, MA
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Insource Services, Inc is an IT managed services company. The company is headquartered in Wellesley, Massachusetts. Their services include IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Burlington, MA
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Navigate PEO, an Accounting company, is based in Burlington, Massachusetts. They provide Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Massi Hadaegh,CPA, a small Accounting company, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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HMA, CPA & Associates is an Accounting company. They are located in Glendale, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manhattan Beach, CA
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RD Blair & Associates is a small Accounting company located in Manhattan Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Andy Yu, CPA & Associates, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
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Edgar n. Palacios, pa & co. Is an Accounting and Business Consulting company. Based in Downey, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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KIM & CO. Is a small Accounting company headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 2001, EZX co. Is a small Accounting and Business Consulting company headquartered in Los Angeles, California. Their team focuses on 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.