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 - 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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UndisclosedUndisclosed10 - 49Los Angeles, CA
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RA Western is an Accounting company. They provide Accounting and Business Consulting and are in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Der Sarkissian and Associates is an Accounting company. Launched in 1985, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Manchester, NH
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InSync Staffing, an Accounting and HR Consulting company, was launched in 2011. The midsize team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
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Patelis Tax is an Accounting company. The agency is located in Downey, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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HR Consulting company AdvanStaff HR is based in Las Vegas, Nevada. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orem, UT
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Your Personal Accountant, Inc. Is a small Accounting company located in Orem, Utah. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Weiss Bookkeeping is an Accounting company. They are located in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Guido Income Tax Services is a small Accounting company located in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newport, RI
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Havener Capital Partners is an Accounting and Business Consulting company launched in 2010. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 1975, DeMers & Associates is an Accounting and Business Consulting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
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Flat Rate Bookkeeping & Taxes is an Accounting company. Located in Culver City, California, their small team specializes in Accounting and Business Consulting. The firm was launched in 2005.
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UndisclosedUndisclosed2 - 9
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Located in Los Angeles , California, Pamela Smith QuickBooks ProAdvisor is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monterey Park, CA
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Small Accounting and Business Consulting company Philip K Yeung, CPA, is in Monterey Park, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Booksmart Avenue is an Accounting and Business Consulting company based in Montrose, California. Founded in 2012, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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LLG Accounting is an Accounting company. Established in 1999, the firm is in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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John Wurts Financial Services is a small Accounting and Business Consulting company in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Las Vegas, NV
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Founded in 2015, Back Office Remedies is a HR Consulting company. The team specializes in HR Consulting and Accounting and is headquartered in Las Vegas, Nevada.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Small Accounting and Business Consulting company American Freedom Insurance Sales & Services, is headquartered in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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AmCheck Las Vegas is an Accounting and HR Consulting company. They were founded in 1997, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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TPC Payroll/HR Consultants is an Accounting and HR Consulting company. Established in 2000, the company focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Clark & Associates of Nevada, Inc. Is an Accounting and HR Consulting company. They are based in Reno, Nevada, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9El Segundo, CA
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Small Accounting and Business Consulting company TaxCap Business Service, is based in El Segundo, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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United Human Resources is a HR Consulting company established in 2014. The team focuses on HR Consulting and Accounting and is in Minneapolis, Minnesota.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Tax Relief Clinic, Inc. Is an Accounting and Business Consulting company. Their small team is based in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Saint Paul, MN
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Staffing company Twin City Staffing is based in West Saint Paul, Minnesota. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Located in Beverly Hills, California, QBOOKS90210, INC. Is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Edina, MN
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Konik PrimeStaff is a small Edina, Minnesota-based Recruiting company. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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Sun-Kap Enterprises is an Accounting and Business Consulting company. They are located in South Pasadena, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Roseville, MN
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Dahl Consulting, a Recruiting company, provides Recruiting and HR Consulting. The company is based in Roseville, Minnesota.
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UndisclosedUndisclosed2 - 9Maple Grove, MN
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Peak Staffing is a Staffing company. Headquartered in Maple Grove, Minnesota, the company was established in 1991. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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In Glendale, California, Mazmanian Financial Services, Inc 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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Hadas Stein, CPA is an Accounting company. Their team is based in Los Angeles, California and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montebello, CA
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Small Accounting company Estrada Income Tax Service, is in Montebello, California. The team provides Accounting and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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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.