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 - 9St. George, UT
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Kinexus is an Accounting and Business Consulting company. Founded in 1999, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orem, UT
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The Jones CPA Group is an Accounting company. Headquartered in Orem, Utah, the company was founded in 2014. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bountiful, UT
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The Mumford Group is an Accounting company headquartered in Bountiful, Utah. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cedar City, UT
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KOHLER & EYRE is an Accounting and Business Consulting company. Their small team is in Cedar City, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Payson, UT
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Adam Up Accounting is an Accounting company. Based in Payson, Utah, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Draper, UT
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South Valley Tax Team is an Accounting company. They are in Draper, Utah and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Knighton, Erb & Company, LLC is a small Accounting and Business Consulting company. Founded in 2012, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Tax Payers Services is an Accounting and Business Consulting company. They are based in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Sheridan CPA, an Accounting and Business Consulting company, is based in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Forensics Accounting Corp is a small Los Angeles, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woods Cross, UT
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Small Accounting and Business Consulting company Shaw & Co., is in Woods Cross, Utah. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10,000+London, England
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Willis Towers Watson is a large Business Consulting company headquartered in London, England and Cheyenne, Wyoming. The team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Pina Business Services is an Accounting and Business Consulting company. Their small team is headquartered in Cheyenne, Wyoming. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Casper, WY
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CPA Consulting Group LLP is a small Accounting company. They focus on Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9Kanab, UT
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Precise Tax & Accounting is an Accounting and Business Consulting company. Their small team is in Kanab, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ogden, UT
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Launched in 1974, Child Richards CPAs & Advisors is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Millcreek, UT
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Haslam & Company, L.C is an Accounting and Business Consulting company. Their small team is based in Millcreek, Utah. Their services include Accounting and Business Consulting.
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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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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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.