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 - 9Huntington Beach, CA
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Sam Dillencourt, CPA is a small Huntington Beach, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Elmhurst, IL
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Catalano & Associates is a Commercial Brokerage Services company. The Elmhurst, Illinois-based agency was established in 1999. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Bartolme and Associates, Inc is an Accounting company. The team provides Accounting and Business Consulting and is in Huntington Beach, California.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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Wielkotz & Company, LLC is an Accounting company. They are based in Jersey City, New Jersey and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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McGinty, Knudtson & Associates, LLP is a small Accounting company located in Huntington Beach, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Founded in 2016, The Castorena Group is a small Accounting and Business Consulting company in Huntington Beach, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burr Ridge, IL
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Sales Activity Management, a small Accounting company, is in Burr Ridge, Illinois. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Freehold, NJ
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Davis & Davis Tax Consulting is a small Accounting company headquartered in Freehold, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Shrewsbury, NJ
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Steven T. Spinello, CPA, a small Accounting company, is located in Shrewsbury, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Folsom, CA
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Headquartered in Folsom, California, KJS, LLP is an Accounting company. Established in 2016, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Olson & Cahill Tax Services, Inc. Is an Accounting company. They focus on Accounting and are based in Huntington Beach, California.
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UndisclosedUndisclosed2 - 9Folsom, CA
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Hedrick Stodghill, LLP, a small Accounting company, is located in Folsom, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Folsom, CA
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Headquartered in Folsom, California, Daniels & Company, Inc. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Boroff & Nyberg LLP is an Accounting company. The Huntington Beach, California-based team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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J.B. Kennedy & Associates, LLC, a small Accounting company, is located in Statesboro, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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Small Accounting company AccuTaxUSA, is based in Statesboro, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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C. Doug Collins,III, CPA, PC is an Accounting company based in Statesboro, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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Bobby L Mikell PC CPA is an Accounting company. Their small team of employees is in Statesboro, Georgia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Exceedant Accounting & Bookkeeping, an Accounting company, is based in Fayetteville, Georgia. Launched in 2014, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White, GA
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K. Mark Simons PC is an Accounting company. The White, Georgia-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Terri L. Brown, CPA is an Accounting company in Acworth, Georgia. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Acworth, GA
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All Accounting & Financial is an Accounting company. They are located in Acworth, Georgia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Advanced Business Consultants is an Accounting company. The firm is based in Nashville, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Peasley, Aldinger & O'Bymachow, an Accounting company, is located in Huntington Beach, California. Established in 1984, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Daniel J. Domancich, CPA is an Accounting company. They are headquartered in Huntington Beach, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Youngstown, OH
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Accounting company DJL ACCOUNTING AND CONSULTING GROUP INC was established in 2000. Located in Youngstown, Ohio, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Augusta, GA
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Established in 2015, Mayo & Associates is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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Breon & Associates PC is an Accounting company established in 2018. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Youngstown, OH
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Small Accounting company Central Optical Of Youngstown, is based in Youngstown, Ohio. Their services include Accounting.
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UndisclosedUndisclosedFreelancerHarrisburg, PA
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In Harrisburg, Pennsylvania, David Shatto CPA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Augusta, GA
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The Baird Audit Group is an Accounting company. They specialize in Accounting and are based in Augusta, Georgia.
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UndisclosedUndisclosedFreelancerHarrisburg, PA
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Jukus Campaign Finance, an Accounting company, was launched in 2016. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Based in Huntington Beach, California, The Ryan Group is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toms River, NJ
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Accounting company MonettiStandard PC offers Accounting. They are headquartered in Toms River, New Jersey.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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RTFS LLC is a small Harrisburg, Pennsylvania-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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DUWALDT & WOOD, an Accounting company, was established in 2005. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Harrisburg, PA
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Martin M. Sacks & Associates is a small Accounting company established in 1957. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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JDK Solutions is an Accounting company. The team offers Accounting, and the company is in Harrisburg, Pennsylvania.
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UndisclosedUndisclosedFreelancerBoardman, OH
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In Boardman, Ohio, Metz Consulting, LLC. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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SMC Company, LLC, an Accounting company, was launched in 2019. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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VILLAGE TAX & FINANCIAL SERVICES is an Accounting company. They are based in Huntington Beach, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lakewood, CO
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Firor & Company CPAs, an Accounting company, is located in Lakewood, Colorado. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Accounting company A BottomLine Co. Is headquartered in Huntington Beach, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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In Lakewood, Colorado, The Allen Group, PC is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Founded in 1990, Joe Gaglio CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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A. Abbott Accounting, CPA, LLC is an Accounting company. They were established in 1998, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Huff and Marshall, CPAs is an Accounting company. They specialize in Accounting and are located in Huntington Beach, California.
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UndisclosedUndisclosed2 - 9Menomonee Falls, WI
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Accounting company Strosahl & Co. Was founded in 1998. The company offers Accounting, and is small.
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UndisclosedUndisclosed50 - 249Albany, GA
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Draffin & Tucker is an Albany, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albany, GA
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Accounting company The Tax Shop of Albany was launched in 1946. The team focuses on 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.