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 - 9Hazlet, NJ
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Bernicker, Eiger & Lang, CPA, a small Accounting company, is in Hazlet, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moorestown, NJ
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Apex Tax Advisors, LLC is a small Accounting company in Moorestown, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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Anna Chin CPA Inc. Is a Fountain Valley, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wanamassa, NJ
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Ambrose Accounting & Tax Service LLC is a small Wanamassa, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Exceptional Financial Services is an Accounting company. Their small team of employees is based in Huntington Beach, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Established in 2003, Jill H. Boag, CPA is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Harrisburg, PA
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Zelenkofske Axelrod LLC is an Accounting company. They are headquartered in Harrisburg, Pennsylvania and have midsize team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Dunmore, PA
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Small Accounting company McGrail Merkel Quinn & Associates, is located in Dunmore, Pennsylvania. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Barter Business Exchange, Inc. Is an Accounting company. Established in 1994, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Augusta, GA
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Accounting company T. Wayne Owens & Associates, PC was founded in 2010. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Huntington Beach, CA
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Darrel Whitehead CPAs, an Accounting company, is based in Huntington Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Youngstown, OH
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Accounting company HD Davis CPAs, LLC is located in Youngstown, Ohio. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Accounting company Kim R. Coyle CPA & Associates focuses on Accounting. They were established in 1999.
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UndisclosedUndisclosed10 - 49Augusta, GA
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Fuller, Frost, & Associates is an Accounting company. They were established in 1981, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Youngstown, OH
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Small Accounting company Business Valuation Specialists, LLC, is in Youngstown, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Harrisburg, PA
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Boles Metzger Brosius & Walborn PC is an Accounting company. Their small team is based in Harrisburg, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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Schreckengaust Associates CPAs is an Accounting company. Founded in 1989, the agency is headquartered in Harrisburg, Pennsylvania. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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Accounting company Huber & Associates, CPAs is based in Harrisburg, Pennsylvania. They provide Accounting.
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UndisclosedUndisclosed2 - 9Harrisburg, PA
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Small Accounting company Flowers and Flowers CPAs, is in Harrisburg, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Accounting company Swart & Feliciani is in Huntington Beach, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Founded in 2009, Yeager & Altieri, Ltd. Is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Harrisburg, PA
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West Shore YMCA is a midsize Accounting company based in Harrisburg, Pennsylvania. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Teraoka and Company is an Accounting company. The small Huntington Beach, California-based team provides Accounting and Business Consulting. The agency was founded in 1982.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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A&S Accounting Solutions, Inc. Is an Accounting company. In Huntington Beach, California, the agency was founded in 2005. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lakewood, CA
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Berro Property Management is a Commercial Property Management company. Their team is based in Lakewood, California. The agency provides Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Accounting company Greenfield & Associates, LLP was launched in 2018. Headquartered in Huntington Beach, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Martynec & Associates, Inc.. Is a small Accounting company founded in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochelle Park, NJ
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Small Accounting company Dean Symeonides CPA & Services / Spartan Va, is in Rochelle Park, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bloomfield, NJ
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Headquartered in Bloomfield, New Jersey, Lawrence Pappas CPA is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Huntington Beach, CA
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Fine Form Accounting, Inc., an Accounting company, is based in Huntington Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerTamarac, FL
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Richard Pollock CPA PA is an Accounting company. The Tamarac, Florida-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Fresh Start Tax, LLC is an Accounting company. Established in 2009, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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MyTaxGuru is a small Fort Lauderdale, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Pacific Rim Tax and Accounting is a small Accounting company established in 2013. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Basking Ridge, NJ
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Pieper Payroll is an Accounting company. The team specializes in Accounting, and the company is in Basking Ridge, New Jersey.
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UndisclosedUndisclosed2 - 9Wilton Manors, FL
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In Wilton Manors, Florida, Sterling Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Sarbey, Kelly and Kaufman, LLC is an Accounting company. They specialize in Accounting and were established in 1981.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Janette L Davis, CPA, LLC is an Accounting company. The company is located in Pembroke Pines, Florida. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
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PNF Certified Public Accountants & Healthcare Advis is a small East Brunswick, New Jersey-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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Carol A. Lee, CPA is an Accounting company. Their team is headquartered in Fountain Valley, California and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marlboro, NJ
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Straight Talk CPAs is an Accounting company. Headquartered in Marlboro, New Jersey, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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McCord Accounting Group is a small Accounting and Business Consulting company located in Pembroke Pines, Florida. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dania Beach, FL
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Affordable Accounting & Tax Services is a small Dania Beach, Florida-based Accounting company. The team specializes in Accounting.
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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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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.