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 - 9Pawtucket, RI
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Small Accounting company Duquette, Hurley & Associates, Inc., is in Pawtucket, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vista, CA
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Advantage Taxes & Postal is an Accounting company. They provide Accounting and were established in 2014. The firm is headquartered in Vista, California.
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UndisclosedUndisclosed2 - 9Twin Falls, ID
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Accounting company Coleman Lopes & Company PLLC is headquartered in Twin Falls, Idaho. Launched in 2017, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burbank, CA
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Sloan Professional Services, LLC is an Accounting company. Their small team of employees is in Burbank, California. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Meridian, ID
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Stewart & Associates, P.A. Is an Accounting company. They are located in Meridian, Idaho and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pearland, TX
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Carbone & Allison, LLP - CPAs, a small Accounting company, is based in Pearland, Texas. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Boise, ID
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QBSolutions, Inc. Is an Accounting company founded in 2009. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Geers Sullivan is an Accounting company. They are located in Perth, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pearland, TX
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Small Accounting company Abbey Tax Group, is in Pearland, Texas. The team offers Accounting.
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UndisclosedUndisclosed2 - 9West Ipswich, Australia
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Owen Harris & Associates is a small Accounting company in West Ipswich, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pocatello, ID
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Tax & Accounting Professionals, LLC, an Accounting company, is headquartered in Pocatello, Idaho. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Waco, TX
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Traplena, Sullivan & Reinke, PC is an Accounting company. The small Waco, Texas-based team provides Accounting. The firm was founded in 1980.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Susan James & Associates, Inc. Is an Accounting company. They are headquartered in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Perth, Australia
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Gordon D J & Associates is a small West Perth, Australia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lewiston, ID
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Founded in 1961, Jurgens & Co., P.A. Is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Established in 2016, Server & Associates, LLP is an Accounting company. The company offers Accounting.
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UndisclosedUndisclosed50 - 249De Leon, TX
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Founded in 1923, PATTILLO, BROWN & HILL, L.L.P. Is an Accounting company. The agency offers Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed10 - 49Ammon, ID
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Taylor Robison & Company PLLC, an Accounting company, was founded in 2000. In Ammon, Idaho, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Osborne Park, Australia
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Armada Accountants & Advisors, a small Accounting company, is based in Osborne Park, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Located in Burbank, California, Neumeister & Associates, Inc. Is an Accounting company. They offer Accounting and Business Consulting and were launched in 2017.
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UndisclosedUndisclosed50 - 249Waco, TX
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Founded in 1913, Jaynes, Reitmeier, Boyd, and Therrell P.C. Is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Nampa, ID
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Accounting company Kleinsmith & Company, P.C. Is in Nampa, Idaho. They provide Accounting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Vorbeck, Carlin & Shats, LLP, an Accounting company, was established in 1955. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Waco, TX
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Whitaker Spinks & Koslovsky LLP is an Accounting company. Based in Waco, Texas, the company was launched in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Tesoro & Associates, CPA′s, an Accounting company, was launched in 2005. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Blyth Partners is an Accounting and Business Consulting company. They are based in Subiaco, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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John P. Sands, CPA AAC is an Accounting company. Launched in 1997, the agency is headquartered in Burbank, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waco, TX
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Located in Waco, Texas, Paul J. Christensen & Associates, LLC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Caven & Associates, Inc. Is a Burbank, California-based Accounting company. They offer Accounting and were founded in 1977.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Harden East Conti is a small Accounting company based in West Perth, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pearland, TX
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Small Accounting company Donham & Williams PC, is headquartered in Pearland, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Camden, NJ
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Market Street Group is a small Accounting company based in Camden, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Leederville, Australia
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Located in Leederville, Australia, Paioff Partners is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burbank, CA
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Accounting company Benadon Shapiro Villalobos, CPA's is located in Burbank, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pearland, TX
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Ann E. Williams, CPA, an Accounting company, specialize in Accounting. They were founded in 2009.
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UndisclosedUndisclosed2 - 9Burbank, CA
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A J HOLT, INC., an Accounting company, is in Burbank, California. They provide Accounting.
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UndisclosedUndisclosed2 - 9Pearland, TX
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Based in Pearland, Texas, Randell M. Naquin, CPA, PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Joel S. Smith & Associates, MST, CPA, CMA is an Accounting company. Their team is headquartered in Walnut Creek, California. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Pearland, TX
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Fox Tax Solutions, LLC is a small Accounting company located in Pearland, Texas. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Morton Alan Haas & Co., an Accounting company, focus on Accounting and Business Consulting. They were established in 1949.
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UndisclosedUndisclosed2 - 9Moscow, ID
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Lucas Company is an Accounting company. Founded in 1979, the firm is headquartered in Moscow, Idaho. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Based in Walnut Creek, California, Lippman & Associates CPA's is an Accounting company. Founded in 1974, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Headquartered in Pembroke Pines, Florida, Bravo Accounting Services, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Coeur d'Alene, ID
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Kaiser Accounting & Consulting is an Accounting company in Coeur d'Alene, Idaho. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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BHLF LLP is an Accounting company. Their small team is based in Walnut Creek, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Twin Falls, ID
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Stevens Pierce & Associates, CPA’s is an Accounting company. Their team is in Twin Falls, Idaho and provides Accounting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Koobr is an Accounting company. They are based in Pembroke Pines, Florida and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Elsberg & Garrett, LLP is an Accounting company. Headquartered in Walnut Creek, California, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Based in Pembroke Pines, Florida, Acosta Tax & Advisory, PA is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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TYS, LLP is a small Walnut Creek, California-based Accounting company. The team specializes in 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.