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 - 9Long Beach, CA
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Tax Prose is a small Accounting company in Long Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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J & K Financial Services is a small Fullerton, California-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Redondo Beach, CA
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Concerned Business Services is an Accounting and Business Consulting company. They are in Redondo Beach, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Monte, CA
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Laura’s Income Tax Service is a small Accounting and Business Consulting company headquartered in El Monte, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, MN
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Alex Tax and Business Services, Inc., a small Accounting company, is headquartered in Alexandria, Minnesota. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Minneapolis, MN
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Froehling Anderson is a Business Consulting company launched in 1946. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Edina, MN
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Launched in 1963, Abdo, Eick & Meyers, LLP is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anoka, MN
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Accounting company Moser & Associates was launched in 2005. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Culver City, CA
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LPW CPAs is a small Accounting and Business Consulting company in Culver City, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
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Based in Downey, California, Downey Tax Company is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Millcreek, UT
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Bottom Line Bookeeping & Tax is an Accounting company established in 2006. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Rochester, MN
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Smith Schafer and Associates is an Accounting company. Founded in 1971, the firm is located in Rochester, Minnesota. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sandy, UT
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Founded in 1976, Klingler & Associates is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Jordan, UT
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Clark Rasmussen Taylor, CPA's is an Accounting company founded in 2015. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cottonwood Heights, UT
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Hafer Accounting and Tax Services, Inc. Is an Accounting company. Their small team is located in Cottonwood Heights, Utah. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Accounting company Best Business Services offers Accounting and IT managed services. They were established in 2012.
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UndisclosedUndisclosed10 - 49North Salt Lake, UT
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Accounting company Bement & Company offers Accounting and Business Consulting. They are in North Salt Lake, Utah.
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UndisclosedUndisclosed2 - 9Taylorsville, UT
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Butler Tax & Accounting is an Accounting company. Their small team is located in Taylorsville, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
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Redgate is a Commercial Financing company. They were launched in 2010 and provide Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Nadel CPAs APC is a small Accounting and Business Consulting company. Founded in 1997, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerFaribault, MN
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Sandy Flom, CPA, CFP is an Accounting company. Founded in 2008, the company is in Faribault, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Otsego, MN
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Business Cents, an Accounting company, is in Otsego, Minnesota. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2010.
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UndisclosedUndisclosed2 - 9Bloomington, MN
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Based in Bloomington, Minnesota, Foreman & Airhart, LTD. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arden Hills, MN
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Small Accounting company Pitzl & Pitzl, is based in Arden Hills, Minnesota. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Joyce Rebhun is an Accounting and Business Consulting company. Their small team is based in Beverly Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Taxcorp And Associates is an Accounting and Business Consulting company. They are in Burbank, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Nobility Consulting is an Accounting and Business Consulting company. They are in Pasadena, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halifax, Canada
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QB Training Experts is a small Halifax, Canada-based Accounting company. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Providence, RI
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Westcott Properties, a Commercial Brokerage Services company, provide Commercial Brokerage Services and Accounting. They were established in 1987.
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UndisclosedUndisclosed2 - 9Providence, RI
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Rodman Real Estate, a Commercial Brokerage Services company, was founded in 1960. They provides Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Slocum Realty is a Commercial Brokerage Services and Insurance Services & Brokers company. They offer Commercial Brokerage Services and Insurance Services & Brokers and were launched in 1949.
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UndisclosedUndisclosed50 - 249South Burlington, VT
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Gallagher, Flynn & Company, LLP is an Accounting company. The South Burlington, Vermont-based firm was launched in 1970. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Colchester, VT
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Accounting and HR Consulting company PayData Workforce Solutions is in Colchester, Vermont. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Corporate Photography company The Synergy Companies was established in 1989. The firm provides Corporate Photography and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Located in Los Angeles, California, Commercial Brokers International is a small Accounting company. The team offers Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Boston, MA
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Accounting and Translation company INSTAnT Agency is headquartered in Boston, Massachusetts. They focus on Accounting and Translation.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Charles Dunn Company is a Commercial Financing company. Founded in 1921, the firm is headquartered in Los Angeles, California. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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LA Realty Partners is a Commercial Brokerage Services company. Their team is located in Los Angeles, California and specializes in Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Commercial Real Estate Investments is a Commercial Brokerage Services company based in Los Angeles, California. The team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Westchester, IL
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Tandem HR is a Westchester, Illinois-based Corporate Training & Coaching company. They specialize in Corporate Training & Coaching and HR Consulting and were launched in 1997.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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MW Real Estate Group is a Commercial Brokerage Services company established in 2010. The small team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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California Commercial Real Estate Services is a small Newport Beach, California-based Accounting company. The team specializes in Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Providence, RI
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Women's Development Corporation is a Providence, Rhode Island-based Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Accounting and were founded in 1979.
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UndisclosedUndisclosed10 - 49Nashville, TN
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LOGICFORCE, a small Accounting company, is located in Nashville, Tennessee. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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MEI Real Estate Services, an Accounting company, was established in 1987. The team offers Accounting and Commercial Brokerage Services and is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Boston, MA
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The Stevens Group is a small Accounting company launched in 1980. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosedFreelancerGlendora, CA
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James F. Hundshamer, CPA is a small Accounting company founded in 2011. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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East West Commercial Real Estate is a Commercial Brokerage Services company. Headquartered in Los Angeles, California, their team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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Commercial Brokerage Services company Scott Properties Group was established in 2011. The team focuses on Commercial Brokerage Services and Accounting and is based in Santa Monica, California.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Commercial Property Management is a Commercial Property Management company launched in 2009. In Los Angeles, California, the team provides Commercial Property Management and Accounting.
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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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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.