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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Falk Tax Service is a Huntington Beach, California-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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P.T. Anderson, Inc. Is an Accounting company. They are based in Boca Raton, Florida and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Acworth, GA
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In Acworth, Georgia, Accounting Masters LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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American Smart Tax is an Accounting company. Located in Garden Grove, California, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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AWS BOOKKEEPING & ACCOUNTING INC. Is an Accounting company. Their team is in Boca Raton, Florida and focuses on Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Yates & Company, CPAs is an Accounting company. Their small team is headquartered in Woodstock, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Accounting company Exactax Business Solutions specializes in Accounting and Business Consulting. They are located in Huntington Beach, California.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
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VCWCPA Tax and Accounting is a small Accounting company located in New Rochelle, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Smith, Linden & Basso, LLP is an Accounting company. Their team is headquartered in Newport Beach, California and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, GA
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Geer and Associates is an Accounting company. Their small team is headquartered in Albany, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Zweig & Associates, CPAs, LLP is an Accounting company. The company is located in Newport Beach, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Albany, GA
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J G Johnson Company, CPA, PC, a small Accounting company, is based in Albany, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukegan, IL
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Aapril Tax Service, Inc. Is an Accounting company. They provide Accounting and Business Consulting and were launched in 1993. The agency is in Waukegan, Illinois.
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UndisclosedUndisclosed2 - 9
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Montagna & Associates, Incorporated, an Accounting company, is located in. Launched in 1987, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Oshkosh, WI
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Small Accounting company Nigl Accounting LLP, is in Oshkosh, Wisconsin. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Paddock Scheck Morse, Inc is an Accounting company. The team is in Newport Beach, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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EID and Company, Tax and Accounting Firm, a small Accounting company, is located in Lake Forest, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Established in 2017, Heit CPA & Associates is a small Newport Beach, California-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barrington, IL
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Dmar consulting llc, a small Accounting company, is in Barrington, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
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Clear Choice Tax is an Accounting company. Established in 2009, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Tax Resolution Group is an Accounting company. Their small team is located in Huntington Beach, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Donalsonville, GA
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Burke, Worsham and Harrell, LLC is an Accounting company. Their team is headquartered in Donalsonville, Georgia and Bainbridge, Georgia. The company specializes in Accounting and Business
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UndisclosedUndisclosed2 - 9Westminster, CA
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J G Davidson and Company is an Accounting company established in 2009. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Simons Island, GA
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M. Jeffrey Martin, CPA, LLC, a small Accounting company, is based in St. Simons Island, Georgia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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Jeffrey Kolsin CPA, Inc. Is an Accounting company. The company is headquartered in Fountain Valley, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Keen & Company, Inc., an Accounting company, is located in Alpharetta, Georgia. Founded in 1989, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Garden Grove, CA
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JNK Accountancy Group is an Accounting company. They were established in 2016 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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Dime is an Accounting company founded in 2008. Located in Alpharetta, Georgia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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EVOL Business Solutions, LLC is an Accounting company. They are located in Alpharetta, Georgia and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fremont, CA
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Raymond Young CPA, an Accty Corp is an Accounting company. The Fremont, California-based company was founded in 2006. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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S.J. Gorowitz Accounting & Tax Services is an Accounting company. They are based in Alpharetta, Georgia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Imtiaz Ahmad CPA, Inc. Is a small Accounting company. Established in 2018, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Located in Fremont, California, Optimize Accounting Solutions is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Vernon, WI
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Quandt Berndt & Company, LLC is an Accounting company. The team provides Accounting and Business Consulting, and the agency is headquartered in Vernon, Wisconsin.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Accounting Systems, Inc. Is a small Accounting company headquartered in Waukesha, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Midwest Accounting, a small Accounting company, is in Waukesha, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Waukesha, WI
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Established in 1969, Andaloro, Smith & Krueger, LLP is a small Accounting company in Waukesha, Wisconsin. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Paul J. Schilling C.P.A., S.C., a small Accounting company, is based in Waukesha, Wisconsin. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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Founded in 2004, Credo CFOs & CPAs is an Accounting company. Headquartered in Alpharetta, Georgia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Groth & Associates, a small Accounting company, is in Waukesha, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Mays & Associates is a small Accounting company headquartered in Alpharetta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Small Accounting company Business Accounting & Tax Professionals,LLC, is in Waukesha, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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RJ Walters and Associates LLC is an Accounting company. The Alpharetta, Georgia-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Ashley Fredricks CPA, LLC is an Accounting company. The Waukesha, Wisconsin-based agency was established in 2018. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Affinity Accounting Services, an Accounting company, was launched in 2015. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Betters & Associates, sc, a small Accounting company, is located in Waukesha, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Waukesha, WI
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Accounting company EWH Small Business Accounting S.C provides Accounting and Business Consulting. They were launched in 1979.
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UndisclosedUndisclosed50 - 249Lakewood, CO
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Founded in 1985, Summit Wealth Group, a midsize Accounting company, is located in Lakewood, Colorado and Colorado Springs, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Camden, NJ
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Brown & Connery, LLP is an Accounting company. Established in 1928, the firm specializes in Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Accounting company Canavan, Syddall & Associates was launched in 2013. The firm focuses on Accounting, and is small.
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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.