Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9Chula Vista, CA
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Small Accounting company Rufino Reyes Magpayo, CPA, is headquartered in Chula Vista, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Small Accounting company MONTANO | Tax & CPA, is in Chula Vista, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Bullen, Ruch & Neller LLC is a small Accounting company headquartered in Chula Vista, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Smith Dickson, an Accountancy Corporation is an Accounting company. The small Irvine, California-based team provides Accounting and Business Consulting. The firm was launched in 1982.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Founded in 1995, JRG TAX SERVICE is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Professional Tax Group is a small Chula Vista, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bonita, CA
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Located in Bonita, California, Araceli C. Rivera, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Aguilera & Associates Bookkeeping & Tax Services is a small Accounting company headquartered in Chula Vista, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Established in 2004, Hernandez Tax Services is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Accounting company RobinStar Tax Consultants, Inc. Was launched in 1991. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Amelia Palomo & Associates Inc. Is an Accounting company. They offer Accounting and were founded in 1991.
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UndisclosedUndisclosed2 - 9Bonita, CA
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Launched in 1978, Koala Financial and Bonita Tax Service is a small Bonita, California-based Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chula Vista, CA
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Walter Lacayo Business Services, a small Accounting company, is located in Chula Vista, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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D'Ruiz Services is a small Accounting company in Chula Vista, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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A&R Immigration and Tax Services is an Accounting company. They are headquartered in Chula Vista, California and have small team. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Federal Way, WA
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Martinson, Cobean & Associates, P.S. Is an Accounting company. Headquartered in Federal Way, Washington, the firm was established in 1954. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
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Prizer & Flores CPA's is an Accounting company. Their small team is in Costa Mesa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Federal Way, WA
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Battershell & Nichols, PS, CPAs is an Accounting company. They are in Federal Way, Washington and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plymouth, MA
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T.G. Mayer & Co., P.C. Is an Accounting company founded in 2003. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Swatar, Malta
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VacancyCentre, an Accounting company, was established in 1999. They specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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In Pomona, California, Claremont Tax & Accounting is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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In Pomona, California, HTH & Associates is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Turner Accountancy is an Accounting company. They are headquartered in Chula Vista, California and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Veth Tax Services, Inc, a small Accounting company, is located in Chula Vista, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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IGA Tax & Accounting is a Chula Vista, California-based Accounting company. They specialize in Accounting and were founded in 2005.
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UndisclosedUndisclosed10 - 49Birkirkara, Malta
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GRS Global Recruitment Solutions is an Accounting company. Headquartered in Birkirkara, Malta, their small team specializes in Accounting and IT strategy consulting. The firm was established in
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UndisclosedUndisclosed2 - 9Imperial Beach, CA
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South Bay Tax Services, a small Accounting company, is located in Imperial Beach, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Il-Mosta, Malta
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Quad Consultancy is an Il-Mosta, Malta-based Accounting company. They specialize in Accounting and Branding.
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UndisclosedUndisclosed10 - 49Ħal Tarxien, Malta
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Headquartered in Ħal Tarxien, Malta, Erremme Business Advisors is a small Accounting company. Their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Fimbres Consulting Group Inc, an Accounting company, is based in Chula Vista, California. They provide Accounting and Business Consulting and were established in 1993.
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UndisclosedUndisclosed2 - 9Imperial Beach, CA
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Nakawatase & Kaminsky, CPAs is an Accounting company. They are in Imperial Beach, California. Their team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Pomona, CA
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Francisco Espinosa & Company is an Accounting company. Their small team is in Pomona, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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All Year Tax & Accounting Service is an Accounting company. Their small team is headquartered in Pomona, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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CBC Inc. Is an Accounting company. Their small team is located in Chula Vista, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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Michael J. Altenhofen, CPA is an Accounting company. Their small team is located in Pomona, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hammond, IN
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MAT Accountants & Advisors - Hammond is an Accounting company. They are in Hammond, Indiana and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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I P Consulting, a small Accounting company, is in Pomona, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Moore & Company is an Accounting company. They were launched in 1975, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Hampton, VA
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Accounting company Merlin Cavallin CPA PC - Hampton is headquartered in Hampton, Virginia. Launched in 2012, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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Lisa's Accounting & Payroll Services is an Accounting company. Based in South Bend, Indiana, the company was established in 1989. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hampton, VA
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Launched in 1994, Larry Mercado, CPA Accounting & Tax Services is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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In South Bend, Indiana, Sunrise Bookkeeping is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Accounting company Ruderman and Company, PA is located in Pompano Beach, Florida. They offer Accounting.
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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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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.4/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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
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.