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 - 9Oxnard, CA
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Launched in 2012, Debbie's Tax Service is a small Accounting company headquartered in Oxnard, California. Their team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Warwick, RI
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Founded in 1982, Cayer Caccia, LLP is an Accounting company. Based in Warwick, Rhode Island, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Diversified Management Services, Inc is a small Milwaukee, Wisconsin-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Accounting company Attema Public Accounting is in Ventura, California. They offer Accounting and Business Consulting and were launched in 2017.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Klasfeld & Company, P.L. Is a small Accounting company headquartered in Plantation, Florida. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Pascarella & Gill, PC is an Accounting company. Their small team is in Warwick, Rhode Island. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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BLYE & LUNDBERG ACCOUNTANCY CORPORATION, an Accounting company, was launched in 1967. The team focuses on Accounting and is located in Ventura, California.
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UndisclosedUndisclosed10 - 49Warwick, RI
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Small Accounting company Ronald J Amirault, CPA, Ltd., is in Warwick, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plymouth, MA
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Cozby & Company, LLC is an Accounting company. Established in 2012, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Teresa D. Gruber, CPA is an Accounting company. The team is located in Ventura, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Fradin & Company, Ltd. Is a small Accounting company headquartered in Warwick, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Accounting company Van Houten Tax & Business Solutions, Inc. Offers Accounting and Business Consulting. They were launched in 2015.
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UndisclosedUndisclosed2 - 9Plymouth, MA
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Karen A Boutilier CPA is an Accounting company. Their small team is located in Plymouth, Massachusetts. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plymouth, MA
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Launched in 2012, Bruno P.C. Is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Dittmar McNeil & Varone CPAs, Inc. Is an Accounting company. Their small team of employees is based in Warwick, Rhode Island. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plymouth, MA
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Peter J. McMahon, P.C. Is an Accounting company. Their small team is in Plymouth, Massachusetts. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Faribault, MN
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Judd, Ostermann & Demro, Ltd. Is an Accounting company. The Faribault, Minnesota-based company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Small Accounting company Willie Cooper Jr. CPA, is in Fayetteville, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Warwick, RI
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Founded in 1974, Carl Weinberg & Co. Is an Accounting company. The team provides Accounting and Business Consulting and is located in Warwick, Rhode Island.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Based in Warwick, Rhode Island, Nakowicz Financial Services, Inc. Is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Ace Management Group, Inc. Is an Accounting company. Established in 1996, their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Oxnard, CA
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Pacific View Tax & Financial LLC is an Accounting company. Their small team is located in Oxnard, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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McDhima Accounting & Tax Services, Inc. Is an Accounting company. The small Fayetteville, North Carolina-based team specializes in Accounting and Business Consulting. The firm was launched in 2005.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Utley & Knowles, CPAs, PA is an Accounting company. Launched in 1989, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Accounting company Haigh, Byrd & Lambert, LLP was founded in 1951. The team offers Accounting and is in Fayetteville, North Carolina.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Founded in 1972, Continental Tax and Accounting Services is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Comstock & Villegas, CPAs, PA, an Accounting company, was founded in 1972. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Surfers Paradise, Australia
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Australian Taxation Accountants is an Accounting company. They are headquartered in Surfers Paradise, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Pacific Holding Corporation is a Business Consulting company launched in 2013. The small team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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Founded in 1979, Alex A. Accetta, CPA & Associates, Inc. Is a small Fountain Valley, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Subiaco, Australia
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Founded in 2007, Indian Ocean Group is a small Subiaco, Australia-based Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lansing, MI
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Located in Lansing, Michigan, Maner Costerisan is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Located in Warwick, Rhode Island, DiGennaro & Palumbo, LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Inglewood, Australia
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Raymond Ho & Associates is an Accounting company located in Inglewood, Australia. They offer Accounting.
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UndisclosedUndisclosed2 - 9Aurora, CO
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Denver Pro Tax & Accounting is a small Accounting company based in Aurora, Colorado. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Cornerstone CPA Group is a small Denver, Colorado-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Small Accounting company Lynn T. Hopkins, MBA CPA, is in Denver, Colorado. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Aurora, CO
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Eagle tax & accounting llc is a small Accounting company headquartered in Aurora, Colorado. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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L Anderson & Associates CPA, a small Accounting company, is in Denver, Colorado. The team offers Accounting.
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UndisclosedUndisclosedFreelancerCentennial, CO
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JERRY HARRIS, CPA is a small Accounting company based in Centennial, Colorado. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greenwood Village, CO
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Gregory J. Stanley & Company, CPA is a small Greenwood Village, Colorado-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Joondalup, Australia
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Barker Smith, an Accounting company, specialize in Accounting. They were founded in 1977.
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UndisclosedUndisclosed10 - 49Warwick, RI
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Small Accounting company Ward, Fisher & Company LLP, is headquartered in Warwick, Rhode Island. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Noble Park, Australia
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DP Singh & Associates is an Accounting company. Their small team is headquartered in Noble Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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GCS Malta is a small Accounting company headquartered in Birkirkara, Malta. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Victoria Park, Australia
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Chapell & Associates , an Accounting company, focuses on Accounting. The firm is based in Victoria Park, Australia.
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UndisclosedUndisclosed10,000+Ħ'Attard, Malta
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Headquartered in Ħ'Attard, Malta, Mazars Malta is a large Accounting company. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9In-Naxxar, Malta
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Add-Malta is a small Accounting company located in In-Naxxar, Malta. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Il-Belt Valletta, Malta
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Accounting company Chetcuti Cauchi Advocates - Malta Law Firm is located in Il-Belt Valletta, Malta. They focus on Accounting.
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UndisclosedUndisclosed10 - 49San Ġiljan, Malta
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My Malta Accountant is an Accounting company. They are based in San Ġiljan, Malta 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.