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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UndisclosedUndisclosedFreelancerWaterford Township, MI
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Brian Borawski CPA, PC is a small Accounting company located in Waterford Township, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albany, GA
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Small Staffing company Synergy Management Consultants, is based in Albany, Georgia. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Accounting company Maritime Tax & Accounting, Inc is based in Waterford Township, Michigan and Saint Clair, Michigan. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Albany, GA
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Located in Albany, Georgia, Integra Business Alternatives is a Staffing company. The team offers Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Rybak & Associates PLLC, a small Accounting company, is headquartered in Waterford Township, Michigan. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Brian R. Weiland & Associates, P.C. Is an Accounting company. Their small team is based in Waterford Township, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waterford, WI
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Founded in 1997, KJ Tax & Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Established in 1970, Sloniker & Woodgate is a small Waterford Township, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Cole Smart CPA is an Accounting company. The team is located in Waterford Township, Michigan, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Waterloo, IA
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Accounting company Carney, Alexander, Marold & Co., L.L.P. Is based in Waterloo, Iowa. Launched in 1953, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterloo, IA
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Integrated Accounting Solutions is an Accounting company. In Waterloo, Iowa, the agency was launched in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Waterloo, IA
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The Accounting Group, LLC is an Accounting company. They are in Waterloo, Iowa and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waterloo, IA
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Accounting company Kremer Kehe Inc. Financial Services is located in Waterloo, Iowa. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Tax Accounting Services, L.L.C. Is an Accounting company. They provide Accounting and Business Consulting and are located in Lakewood, Colorado.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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In Huntington Beach, California, Orange County Tax Help is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Smith And Associates, P.C. Is an Accounting company. They focus on Accounting and Business Consulting and are located in Lakewood, Colorado.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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S.C. Robert, CPA P.C. Is a Lakewood, Colorado-based Accounting company. Established in 2008, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Waukegan, IL
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Dieck Arenas & Associates PC is an Accounting company. Launched in 1973, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Nashville, TN
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Headquartered in Nashville, Tennessee, Ankura is an Accounting company. The team specializes in Accounting and Blockchain.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Tanisha Mills CPA, is an Accounting company. They specialize in Accounting and were launched in 2018.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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CPA Solutions is an Accounting company. Launched in 2010, the agency is in Lakewood, Colorado and Glenwood Springs, Colorado. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Taylor's Accounting & Income Tax, an Accounting company, was established in 1973. Headquartered in Lakewood, Colorado and Fort Collins, Colorado, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Albany, GA
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Southern Point Staffing is a small Accounting company. Launched in 2013, the team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Albany, GA
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The Staffing People is an Albany, Georgia-based Accounting company. Founded in 1999, the team focuses on Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Marrs, Sevier & Company LLC is an Accounting company. They were launched in 1995, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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C.A.T.S. Tax Service, Inc. Is a small Accounting company launched in 2007. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Accounting and Tax Solutions, Inc is a small Lakewood, Colorado-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Seal Beach, CA
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Headquartered in Seal Beach, California, Lenning & Co., Inc. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Britain, CT
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Mugford & DiBella, LLC, a small Accounting company, is in New Britain, Connecticut. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Acworth, GA
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Pantana Accounting & Tax is a small Acworth, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Beasley LLC is a small Accounting company in Woodstock, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Affordable Tax and Accounting Solutions is a small Accounting company based in Kennesaw, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cumming, GA
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Affordable Accounting & Tax Services, Inc, an Accounting company, was established in 2003. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Accounting company Legacy Accounting & Tax Services, LLC was established in 2005. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Seigneur Gustafson, an Accounting company, was launched in 2003. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Small Accounting company Accountable Consulting, is based in Kennesaw, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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AJW & Associates is an Accounting company launched in 2005. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Launched in 2004, Mazer & Associates, LLC is an Accounting company. The team specializes in Accounting and is located in Boca Raton, Florida.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
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Martin & Associates is a small Accounting company headquartered in Huntington Beach, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Founded in 1989, Automated Accounting Services Inc is a small Lakewood, Colorado-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Affleck & Co., P.C. Is an Accounting company based in Lakewood, Colorado. They provide Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Stiltner & Associates, LLC is an Accounting company. The team offers Accounting and is based in Lakewood, Colorado.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Founded in 2011, Gary M. Kaplan, C.P.A., P.A. Is a small Boca Raton, Florida-based Accounting company. Their services include Accounting.
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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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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.