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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LA Tax Associates is an Accounting company. They are in Los Angeles, California and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Lawrence Johnson & Associates is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Hollywood, CA
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Ben Artikov is a small Accounting company based in West Hollywood, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moreno Valley, CA
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Community 1st Tax Solutions is an Accounting company. Their small team is based in Moreno Valley, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Fast Solutions Services, 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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L. A. Tax & Accounting, a small Accounting company, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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PROFESSIONAL SERVICES is a small Los Angeles, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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RTJ CPA, P.C. Is an Accounting and Business Consulting company. They are headquartered in Los Angeles, California and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
PayrollCentric is a small Los Angeles, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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SVF Accounting is a small Glendale, California-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Pacific Accounting Group is a small Pasadena, California-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Media Services is an Accounting and Business Consulting company. Their midsize team is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249
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Founded in 2010, AFX Group is a midsize Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Rumbold Financial & Tax Advisory is an Accounting company. Based in Tustin, California, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Laramie, WY
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Wyoming SDBC Network Market Research Center is a Market Research company. Their small team is in Laramie, Wyoming. Their team offers Market Research and Advertising.
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UndisclosedUndisclosed2 - 9Westbrook, ME
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Headquartered in Westbrook, Maine, The Swanson Group LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, FLORES INCOME TAX is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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Executive Tax Service is a small Accounting and Business Consulting company headquartered in Metairie, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beaumont, CA
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Based in Beaumont, California, De Guzman Tax & Financial Services is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Lewis Tax Service is a small Los Angeles, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Los Angeles, CA
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Accounting and Business Consulting company Express Income Tax Services is located in East Los Angeles, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting and Business Consulting company Income Tax 4 Less, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, RGN Accountancy Group, Inc. Is an Accounting and Business Consulting company. Launched in 2017, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
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Small Accounting and Business Consulting company Jeff Huang CPA & Company, is located in Alhambra, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterey Park, CA
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Exact Tax Inc., a small Accounting company, is based in Monterey Park, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Malakian Financial Services is an Accounting company based in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Naperville, IL
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On-Site Temps, Inc. Is a Naperville, Illinois-based Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Employ Source Temp Solutions is an Accounting company in Naperville, Illinois. They offer Accounting and Recruiting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Portland, ME
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HR Consulting company Springborn Staffing / LDT Human Capital Solutions was launched in 1987. The team provides HR Consulting and Accounting and is based in Portland, Maine.
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UndisclosedUndisclosed2 - 9West Hollywood, CA
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Founded in 1998, M&A Accounting Solutions, Inc. Is an Accounting and Business Consulting company. In West Hollywood, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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IRBusiness, Inc. 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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C&I Tax Consultants, 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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TABSCO is a small Accounting 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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Tax Focus Accounting is a small Accounting company in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Tonden & 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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Larry "The Tax Man" 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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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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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.