Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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 - 9Selma, CA
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Accounting company Jim G. Sabbatini, CPA is located in Selma, California. They offer Accounting and Business Consulting and were launched in 1984.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Karl J Strube Accounting and Tax Services is an Accounting company. They offer Accounting and are headquartered in Fresno, California.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Launched in 2001, Michelle J. Matlin, CPA, a small Accounting company, is located in Walnut Creek, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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The Walker Group is a small Accounting company based in Fresno, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Debbie Brower CPA PLLC is an Accounting company. Their small team is headquartered in Greensboro, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Flex Tax and Consulting Group (FTCG) is a small Accounting company. They focus on Accounting and Business Consulting and were established in 2011.
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UndisclosedUndisclosed2 - 9Fresno, CA
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SBA Accounting & Tax Solutions is an Accounting company. They are headquartered in Fresno, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tarboro, NC
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John A Pollard CPA PLLC is a Tarboro, North Carolina-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Delman & Company, an Accounting company, was established in 1977. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Hawkes & Hastings Accountancy Corporation is an Accounting company. They are in Walnut Creek, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Accounting company Lozano, Lozano & Company was founded in 1989. Headquartered in Fresno, California, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Established in 2005, Cropper Accountancy Corporation is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Burlington, NC
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Small Accounting company Thomas Chandler Thomas & Hinshaw LLP, is in Burlington, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Oakland, CA
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Launched in 1975, Grant & Smith, LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, NC
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Located in Wilmington, North Carolina, Woodruff & Associates CPA, PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Ball and Associates is an Accounting company. The small Fresno, California-based team specializes in Accounting. The agency was established in 1990.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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Comyns Smith McCleary & Deaver LLP is an Accounting company. Their team is located in Walnut Creek, California. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Fabbian Accountancy, an Accounting company, was launched in 2010. Based in Clovis, California, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Murrieta, CA
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Located in Murrieta, California, Nigro & Nigro, PC is an Accounting company. They offer Accounting and were established in 1999.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Christopher Akhidenor and Associates is an Accounting company. They are located in Oakland, California and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moorooka, Australia
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Adina Gold Bookkeeping is an Accounting company. They are in Moorooka, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Small Accounting company WONG & ASSOCIATES, CPA, is located in Oakland, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chapel Hill, Australia
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UFirst Bookkeepers, an Accounting company, is in Chapel Hill, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Carina Heights, Australia
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5ivestar Business Services & Consultancy is an Accounting company. Their small team is in Carina Heights, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Established in 2015, Capital Tax and Accounting is an Accounting company. Located in Walnut Creek, California, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Oakland, CA
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John W. Brooker & Co. CPAs is an Accounting company. They are in Oakland, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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RYE FINANCIAL is an Accounting company. The Oakland, California-based company was launched in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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SHOEBOX FINANCIAL SOLUTIONS is an Oakland, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Clyburn Accounting Services, LLC, an Accounting company, was launched in 2017. The team offers Accounting and is based in Greenville, South Carolina.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Iryna Accountancy Corporation is a small Accounting company located in Oakland, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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SR Accounting, LLC is a Raleigh, North Carolina-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Renita M. Owens, CPA, LLC is an Accounting company. The Greenville, South Carolina-based team provides Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Crosby & Kaneda, CPAs LLP is an Accounting company. Headquartered in Oakland, California, their small team provides Accounting. The agency was established in 1970.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Nason Accounting, LLC is an Accounting company. The company is located in Greenville, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Haile Girma & Co. Is an Accounting company based in Oakland, California. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Provo, UT
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Founded in 1997, Employer Solutions Group is an Accounting company. In Provo, Utah, the team provides Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Badawi & Associates is a small Oakland, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Oakland, CA
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Mowat Mackie & Anderson LLP, an Accounting company, offers Accounting and Business Consulting. The firm is located in Oakland, California.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Berkins & Takami is a small Oakland, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Greenville, SC
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The Hultquist Firm is an Accounting company. They offer Accounting and were launched in 2003.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Established in 2004, Stanley C. Pollock, CPA is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Arroyo Grande, CA
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Rohr & Associates is an Accounting company launched in 1998. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Luis Obispo, CA
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Located in San Luis Obispo, California, Better Business Financial Services is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manteca, CA
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Accounting company Gould Tax & Business Services, Inc. Is based in Manteca, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pismo Beach, CA
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Ekmanian Tax and Accounting is a small Accounting company founded in 2010. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Salinas, CA
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Yolanda's Tax Service is an Accounting company. They are based in Salinas, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fillmore, CA
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Located in Fillmore, California, FZ Tax Services is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Asheville, NC
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Goldsmith Molis & Gray, PLLC is an Accounting company. Their small team is in Asheville, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glendora, CA
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Calvary Tax Service is an Accounting company. Founded in 1976, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orangevale, CA
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Carey Financial & Tax Service, a small Accounting company, is in Orangevale, California. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$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 / hr250 - 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+< $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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.