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 - 9Fayetteville, NC
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Beyah's Accounting & Tax Service, an Accounting company, was launched in 1987. Based in Fayetteville, North Carolina, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Michael Hasan, CPA is an Accounting company. Established in 2003, the team specializes in Accounting. The company is based in Carlsbad, California.
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UndisclosedUndisclosed2 - 9Salisbury, NC
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McCoy & Hillard, CPAs, P.A. Is an Accounting company. Their small team is located in Salisbury, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Tax Tiger is an Accounting company. Their midsize team is in and focuses on Accounting. The agency was founded in 2002.
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UndisclosedUndisclosed2 - 9Wilmington, NC
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JL Hunt, PA is a small Wilmington, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Fichera & Company, CPAs is an Accounting company founded in 1997. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dayton, OH
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Faulkner & Company is an Accounting company. Their midsize team is in Dayton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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ENCORE TAX & ACCOUNTING is a small Accounting company located in Carlsbad, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dayton, OH
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Hammerman Graf Hughes & Company is a Dayton, Ohio-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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Gudorf Tax Group is an Accounting company. They were launched in 1981 and offer Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Accounting company JL Wennes CPAs is located in Carlsbad, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Founded in 2017, MTEA Tax & Accounting is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Miramar, FL
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Small Accounting company Pamela P. Harris, CPA, P.A., is headquartered in Miramar, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Miramar, FL
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Accounting company Gutierrez, Morales-Perez & Associates, P.A. Is located in Miramar, Florida. Established in 2014, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dunn, NC
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Strickland & Warren, PA, an Accounting company, is located in Dunn, North Carolina. Established in 1984, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Highlands, NC
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Stephen L. Lucas, CPA, PA is an Accounting company. They are located in Highlands, North Carolina and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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A.L. Schmidt is an Accounting company. Launched in 2015, the team provides Accounting. The agency is located in Dayton, Ohio.
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UndisclosedUndisclosed2 - 9Dayton, OH
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Bardon & Brackman is a small Accounting company headquartered in Dayton, Ohio. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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Skelley & Company is an Accounting company. Based in Dayton, Ohio, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hillsborough, NC
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Time Value Accounting is a small Hillsborough, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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Lloyd, Darner, Guenther, & Ellis is an Accounting company. The team specializes in Accounting and Business Consulting and is in Dayton, Ohio.
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UndisclosedUndisclosed10 - 49Dayton, OH
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Essex and Associates is an Accounting company. The Dayton, Ohio-based firm was founded in 2003. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Headquartered in Carlsbad, California, FARKAS TAX ADVISORS, INC. Is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daly City, CA
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Headquartered in Daly City, California, A Plus Accounting and Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Founded in 2003, CapForge, Inc is an Accounting company. The agency focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed250 - 999Kettering, OH
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Padgett Business Services is a midsize Accounting company. They offer Accounting and were founded in 1966.
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UndisclosedUndisclosed2 - 9Daly City, CA
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Mah & Company is an Accounting company. They are located in Daly City, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Centerville, OH
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Sugarcreek Consulting is an Accounting company. They offer Accounting and Business Consulting and are headquartered in Centerville, Ohio.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Beck & Company CPAs Inc., a small Accounting company, is located in Carlsbad, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centerville, OH
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Small Accounting company Gates Kitze & Company, is headquartered in Centerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Based in Carlsbad, California, BILL SLATTERY & ASSOC., INC. Is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Daly City, CA
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PT Systems is an Accounting company. The Daly City, California-based team focuses on Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Based in Spokane, Washington, Michael D. Caprye, CPA is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Anson Avery CPA is an Accounting company. The team offers Accounting and Business Consulting, and the agency is headquartered in Spokane, Washington.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Moland Associates, P.S. Is an Accounting company. The Spokane, Washington-based company was established in 1994. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Accounting company Clear Choice Tax Services was launched in 2012. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Launched in 2012, Nix Accounting Services, a small Accounting company, is located in Spokane, Washington. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Anderson Lampe, P.S. Is a small Spokane, Washington-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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TAX IT EZ is an Accounting company. They were launched in 2011, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Spokane Valley, WA
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Small Accounting company Matheney and Matheney CPAs , is based in Spokane Valley, Washington. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerWest Park, FL
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CAS Assurance, LLC is an Accounting company. The West Park, Florida-based agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Miramar, FL
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Accubis, Inc. Is a Miramar, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Farmington, MI
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Comprehensive Accounting Services is an Accounting company. They are headquartered in Farmington, Michigan and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Established in 2012, Doyle & Associates, PLLC is a small Farmington Hills, Michigan-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Landini, Reed & Dawson, P.C. Is an Accounting company. Their small team is headquartered in Farmington Hills, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Village Tax & Accounting is a Carlsbad, California-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9South Bunbury, Australia
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Fleay Gardiner & Associates is an Accounting company. Their small team is headquartered in South Bunbury, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Nedlands, Australia
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Stirling Partners, a small Accounting company, is located in Nedlands, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Carlsbad, CA
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Newman & Associates CPA, PC is an Accounting company. Headquartered in Carlsbad, California, their small team provides Accounting. The agency was launched in 2008.
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UndisclosedUndisclosed2 - 9Canton, OH
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Harris Miller & Finkelstein CPAs is an Accounting company. They specialize in Accounting and are based in Canton, Ohio.
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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.