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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UndisclosedUndisclosed10 - 49Schaumburg, IL
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Tegratecs Development Corp is a small Accounting and Business Consulting company based in Schaumburg, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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Founded in 1979, Hal Brand CPA is an Accounting company. Headquartered in Lake Forest, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Jorge Ramirez CPA, P.A., a small Accounting company, is located in Fort Lauderdale, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Milbery & Kesselman, CPAs, LLC, an Accounting company, is based in Fort Lauderdale, Florida. They provide Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Dudley Group is an Accounting company launched in 2001. The team focuses on Accounting and is headquartered in Fayetteville, North Carolina.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Universal Accounting and Financial Services Inc. Is a small Accounting company. Founded in 1990, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Oakland Park, FL
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Accounting company Sawyer & Latimer, P.A. Was founded in 1980. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Alison Green Accounting and Taxation, LLC is an Accounting company. In Fayetteville, North Carolina, the firm was founded in 2017. Their services include Accounting.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Rosa M. Cohen, CPA, an Accounting company, was established in 2016. The team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Fort Lauderdale, FL
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Kaufman Rossin is an Accounting company launched in 1962. Based in Fort Lauderdale, Florida, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Hampton, VA
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Small Accounting company Quality Tax Service, Inc., is located in Hampton, Virginia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Alfred Jones, CPA is an Accounting company based in Fayetteville, North Carolina. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Costa Mesa, CA
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BELDEN, HIRAMOTO, LIU & CO., LLP is a Costa Mesa, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Gruber and Associates, PA is an Accounting company. Their small team is in Fort Lauderdale, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hoover, AL
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AdvaPay Systems is an Accounting and HR Consulting company. Headquartered in Hoover, Alabama, the agency was launched in 2014. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Small Accounting company SMS Tax and Accounting Services, LLC, is located in Fort Lauderdale, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Accounting & Business Consultants, LLC is an Accounting company. Their small team is based in Fort Lauderdale, Florida. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Launched in 1984, SMA Services, Inc., a small Accounting and Business Consulting company, is in Birmingham, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
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Templeton & Company is an Accounting company launched in 1990. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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CROSSCOR Valuations & Forensics Inc. Is an Accounting company. Their team is located in Huntington Beach, California and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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BGM CPAs is an Accounting company. They are headquartered in Fort Lauderdale, Florida and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hampton, VA
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JumpStart Tax Services is a small Hampton, Virginia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Accounting company Marc Egort, CPA, P.A. Specializes in Accounting. They are located in Fort Lauderdale, Florida.
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UndisclosedUndisclosed2 - 9Tamarac, FL
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Dave V. John, LLC is an Accounting company founded in 2001. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hampton, VA
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Solution Solvers, LLC is an Accounting company. Headquartered in Hampton, Virginia, the firm was established in 2014. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pompano Beach, FL
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Accounting company Ahearn, Jasco + Company, P.A is located in Pompano Beach, Florida. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Martinelli & Co. Is a small Accounting company in Pompano Beach, Florida. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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Founded in 2017, Aguila Accounting, Inc., a small Accounting company, is based in Lakewood, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Small Accounting company Moore Strategic Partners LLC, is located in Pompano Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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AccountSense, an Accounting and Finance & Accounting Outsourcing (FAO) company, is in Lakewood, California. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Davenport, IA
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MSP Tax and Accounting is an Accounting company headquartered in Davenport, Iowa. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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PHAIR FORBES, LLP is an Accounting company. Their team is in Irvine, California. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Payne Barrett CPAs focuses on Accounting. They were established in 2019.
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UndisclosedUndisclosedFreelancerLakewood, CA
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Headquartered in Lakewood, California, Armando Almazan Tax Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Shelby, NC
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Business Consulting Group inc. Is an Accounting company. The company is in Shelby, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Heimler & Associates, CPA is an Accounting company. The team focuses on Accounting, and the firm is based in Irvine, California.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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P & P Advanced Tax Service, a small Accounting company, is in Lakewood, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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Dutil's Income Tax Services, an Accounting company, was established in 1972. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Flower Mound, TX
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Chen, Xu & Company, PLLC, a small Accounting company, is located in Flower Mound, Texas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pompano Beach, FL
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Hinkle, Richter & Rhine, LLP, an Accounting company, was launched in 1979. Headquartered in Pompano Beach, Florida, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Portsmouth, VA
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In Portsmouth, Virginia, Britton's Tax Service is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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Pollaro & Associates is an Accounting company. The agency is located in Lakewood, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Portsmouth, VA
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Small Accounting company Eric M. Atkins, CPA, is based in Portsmouth, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Flower Mound, TX
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Williams & Kunkel, CPAs, LLP is an Accounting company. The Flower Mound, Texas-based agency was founded in 2005. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flower Mound, TX
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Dollar Logsdon CPA is an Accounting company launched in 2008. Based in Flower Mound, Texas, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Nappanee, IN
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Founded in 1984, Loucks & Weaver CPA is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CA
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Top Tax Pros Inc is an Accounting company. The team offers Accounting and is based in Lakewood, California.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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SGI Forensic is an Accounting company. They were founded in 2011 and provide Accounting.
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UndisclosedUndisclosedFreelancerFlower Mound, TX
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Accounting company R. Jeffrey Whittaker CPA is in Flower Mound, Texas. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elkhart, IN
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Weaver Defreese CPA PC is a small Accounting company established in 1979. Their team provides 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.