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 - 9San Jose, CA
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Launched in 2010, Smart Tax Inc. Is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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ROBERT TRACY CPA & ASSOCIATES is an Accounting company. The Campbell, California-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Green Ledger CPA, an Accounting company, is headquartered in San Jose, California. Founded in 2017, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Diversified Consulting & Support Services, Inc (Not Collections) is a small Roseville, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Better Bookkeepers is an Accounting company. They offer Accounting and are headquartered in San Jose, California.
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UndisclosedUndisclosed2 - 9Round Rock, TX
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Diane Fulmer, CPA is a Round Rock, Texas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunnyvale, CA
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Sanjay Taxpro Inc is an Accounting company. The company is in Sunnyvale, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Stonebridge Tax Solutions is an Accounting company. Launched in 2015, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Hillsborough, NJ
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NJ Bookkeeping Services LLC is an Accounting company. They are based in Hillsborough, New Jersey. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Snow Bittleston Hartman Fong and Associates, Inc is a small San Jose, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Livingston, NJ
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Based in Livingston, New Jersey, Sobel & Co., LLC is an Accounting company. They specialize in Accounting and were founded in 1956.
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UndisclosedUndisclosed10 - 49Clifton, NJ
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Hunter Group CPA LLC is an Accounting company. Located in Clifton, New Jersey, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Toms River, NJ
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Cg Tax, Audit & Advisory is an Accounting company. Their team is in Toms River, New Jersey and provides Accounting.
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UndisclosedUndisclosed10 - 49Burlington, VT
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Established in 2016, Herrick Global is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Totowa, NJ
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Launched in 1982, Bruno DiBello & Co., LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pompton Lakes, NJ
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Accounting company Ferraioli, Wielkotz, Cerullo & Cuva, P.A. Was established in 1961. The team focuses on Accounting and is located in Pompton Lakes, New Jersey.
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UndisclosedUndisclosed10 - 49Fair Lawn, NJ
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In Fair Lawn, New Jersey, LB Goodman & Co CPAs is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alexandra Headland, Australia
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Reef Accountants is an Accounting company. The small Alexandra Headland, Australia-based team provides Accounting. The firm was launched in 2011.
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UndisclosedUndisclosed2 - 9North Bergen, NJ
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Gonzalez Accounting, CPA, PC, an Accounting company, was founded in 1985. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Located in Maroochydore, Australia, Professional Accounting Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Colchester, VT
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A. M. Peisch & Company is a Colchester, Vermont-based Accounting company. Launched in 1920, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Franklin Township, NJ
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Wizard Accounting Services LLC is an Accounting company. Established in 2010, their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Tyler, TX
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Gollob Morgan Peddy & Co. Is an Accounting company. The Tyler, Texas-based company was established in 1982. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lyndhurst, NJ
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Vista Services Group LLC is an Accounting company. The Lyndhurst, New Jersey-based team provides Accounting.
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UndisclosedUndisclosed10 - 49Livingston, NJ
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Kamens & Associates, LLC is an Accounting company. Based in Livingston, New Jersey, their small team focuses on Accounting. The firm was launched in 2011.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Chris Surman Business Accounting & Taxation is an Accounting company. They are headquartered in Maroochydore, Australia and have small team. Their services include Accounting and Business
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UndisclosedUndisclosed2 - 9Montville, NJ
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Small Accounting company Hoogstra Greulich, P.C., is located in Montville, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montclair, NJ
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FIRM1040® LLC, an Accounting company, is headquartered in Montclair, New Jersey. They provide Accounting.
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UndisclosedUndisclosed2 - 9Hackensack, NJ
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Accounting company HDM Tax Group was established in 1997. Located in Hackensack, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Wildwood, NJ
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PG&S Accountants and Advisors, a small Accounting company, is headquartered in Wildwood, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hamilton Township, NJ
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Launched in 2016, United Tax Solutions LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
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Versutus Accounting & Consulting, an Accounting company, was launched in 2017. In East Brunswick, New Jersey, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Point Pleasant Beach, NJ
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Small Accounting company Hulit CPA, LLC, is in Point Pleasant Beach, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Blackwood, NJ
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Established in 2012, Feussi & Moza LLP is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elmwood Park, NJ
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Zarrow, Mach, Kaplan & Klein, CPA, a small Accounting company, is headquartered in Elmwood Park, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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Small Accounting company MPR Tax & Accounting, is based in Jersey City, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greeley, CO
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Alpha Omega Accounting, LLC is a small Accounting company located in Greeley, Colorado. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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NZ Tax Solutions LLC is an Accounting company founded in 2019. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Headquartered in Westminster, Colorado, Pharos Payroll LLC is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Somerville, NJ
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Wagner & Associates, LLC, an Accounting company, was launched in 1972. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Glen Rock, NJ
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Accounting company Graceffo Hough & Weintraub LLP is in Glen Rock, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Parker, CO
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Mile High Bookkeeping Services, LLC is an Accounting company. Their small team is in Parker, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tinton Falls, NJ
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Mezzasalma Advisors, a small Accounting company, is based in Tinton Falls, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, NJ
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Small Accounting company Stephen P Gunby & Associates, CPAs, is based in Fairfield, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springfield, NJ
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Zebulon Tax Advisory LLC is a Springfield, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Golden, CO
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Golden Bookkeeping Services, LLC is an Accounting company. The Golden, Colorado-based firm was founded in 2005. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Accounting Pros USA is an Accounting company. Their small team is based in Colorado Springs, Colorado and offers Accounting and Business Consulting. The firm was established in 1997.
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UndisclosedUndisclosed2 - 9Englewood, CO
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Based in Englewood, Colorado, Colorado Business CPA, LLC is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Royal Bookkeeping & Accounting is an Accounting company. They are located in Denver, Colorado and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dutton Park, Australia
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Kallinicos + Co is an Accounting company. Their small team is located in Dutton Park, Australia. Their team provides 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 -
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 -
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
37.4/40.017.8/20 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 -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.7/40.018.6/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / 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+$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 -
$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.