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 - 9San Luis Obispo, CA
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Cameron & Moresco CPAs, LLP , an Accounting company, was founded in 2016. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Central Bookkeeping & Tax Service Inc., an Accounting company, is located in San Luis Obispo, California. Founded in 1965, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atascadero, CA
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HHMC Tax, Inc. Is a small Accounting company launched in 2005. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Subiaco, Australia
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MGI Parkinson, a small Accounting company, is headquartered in Subiaco, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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E. Paul Brodsky, CPA An Accountancy Corporation is a Burbank, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Henry & Associates is a small South Perth, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Goehner Accountancy is a small Accounting company. They provide Accounting and were established in 1965.
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UndisclosedUndisclosed2 - 9Pasadena, TX
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Mosher Seifert & Company is a small Pasadena, Texas-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company Leonard & Sefilyan, LLP focuses on Accounting. They were established in 2015.
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UndisclosedUndisclosed2 - 9Mount Hawthorn, Australia
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Keays & Associates is a small Accounting company launched in 2015. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Margaryan & Associates is an Accounting company. Launched in 2010, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pasadena, TX
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In Pasadena, Texas, Baity & Assoc. Tax and Financial Services, Inc. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Piermonts is an Accounting company located in Subiaco, Australia. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, TX
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Sandra Tapia, CPA, PC is a small Accounting company based in Pasadena, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Passaic, NJ
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Founded in 1996, Barry Stein Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bloomfield Township, MI
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Accounting company Cendrowski Corporate Advisors is based in Bloomfield Township, Michigan and Chicago, Illinois. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Passaic, NJ
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Teletax Express Inc. Is an Accounting company. The team offers Accounting, and the agency is based in Passaic, New Jersey.
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UndisclosedUndisclosed2 - 9Flint, MI
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Small Accounting company LC Solutions Michigan, is in Flint, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakeside, VA
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Mission Accounting & Consulting PC, a small Accounting company, is based in Lakeside, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Mike Canfield, CPA, P.C. Is an Accounting company founded in 1993. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Kalispell, MT
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Swiftcurrent Consulting & Accounting P.C. Is a small Accounting company established in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Meridian, ID
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Hurst and Company PLLC is an Accounting company headquartered in Meridian, Idaho. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Boise, ID
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Robert R. Naugler, CPA, PA is an Accounting company. Established in 1980, their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Nampa, ID
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Accounting company Idaho Tax Group, LLC is headquartered in Nampa, Idaho. They offer Accounting and were established in 2010.
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UndisclosedUndisclosed2 - 9Lewistown, MT
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Bantz & Company is an Accounting company. They are in Lewistown, Montana and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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H.N.R. Clark is an Accounting company. In Burbank, California, their small team offers Accounting. The agency was launched in 2016.
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UndisclosedUndisclosed2 - 9Paterson, NJ
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Espinal Business Services LLC is an Accounting company. Established in 2001, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Nampa, ID
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Dille & Associates, an Accounting company, was founded in 1993. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Missoula, MT
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Headquartered in Missoula, Montana, HD Tax Preparation & Small Business Services, LLP is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Meridian, ID
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Accounting company LeBeau & Associates is located in Meridian, Idaho. Established in 1980, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Great Falls, MT
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GR TAX SERVICES is an Accounting company located in Great Falls, Montana. They specialize in Accounting and Business Consulting and were established in 2005.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Gallatin Valley Tax Service is an Accounting company. Their small team is located in Bozeman, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Twin Falls, ID
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Mahlke Hunsaker & Company is an Accounting company. The agency is based in Twin Falls, Idaho. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairfield, MT
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Founded in 2000, Gary Kasper & Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Great Falls, MT
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Small Accounting company Arlyn W. Johnson Certified Public Accountant, is located in Great Falls, Montana. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Moore & Paquette Tax Group is an Accounting company founded in 1986. The team offers Accounting and Business Consulting and is based in Burbank, California.
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UndisclosedUndisclosed2 - 9Boise, ID
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Small Accounting company Coles Reinstein, is in Boise, Idaho. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miles City, MT
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Emmons & Company, PC is an Accounting company. Their small team is located in Miles City, Montana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Billings, MT
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Woods Accounting, a small Accounting company, is based in Billings, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Twin Falls, ID
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Howe & Heward PLLC is a Twin Falls, Idaho-based Accounting company. They offer Accounting and Business Consulting and were established in 2011.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Established in 2008, CS & Company, a small Accounting company, is located in Bozeman, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Arlington, NJ
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Mills & DeFilippis, CPAs, LLP, an Accounting company, was launched in 1978. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Coeur d'Alene, ID
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Hoover CPA is an Accounting company. Headquartered in Coeur d'Alene, Idaho, their small team specializes in Accounting. The agency was launched in 2011.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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Raven Paul & Co. Is an Accounting company. Founded in 1980, the agency is located in San Dimas, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Eagle, ID
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Olsen Wheeler CPAs is a small Accounting company. They provide Accounting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Vista, CA
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Plaza Tax Service, a small Accounting company, is located in Vista, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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JRE Financial Services, Inc. Is an Accounting company. Based in Burbank, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Burley, ID
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Arritt, Robins, Waters CPAs PLLC is a small Burley, Idaho-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Paterson, NJ
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Eagle Financial Solutions, a small Accounting company, is in Paterson, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pawtucket, RI
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Abraham and Company is an Accounting company. They are located in Pawtucket, Rhode Island and have small team. Their services include Accounting.
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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.