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 - 9Lancaster, CA
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Located in Lancaster, California, Cobb, Doerfler & Associates, CPA is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Des Plaines, IL
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Income Tax y Más is an Accounting company. Their small team is located in Des Plaines, Illinois. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Hutchison & Hutchison Accountancy, an Accounting company, is in Lancaster, California. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1994.
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UndisclosedUndisclosed2 - 9Wheeling, IL
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Small Accounting company Tip Tax Solutions, is headquartered in Wheeling, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Small Accounting company Jennings & Associates, LLC, is located in Duluth, Georgia and Social Circle, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Founded in 1982, Fourr, Alden & Associates, a small Accounting company, is in Lancaster, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9West Hartford, CT
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Small Accounting company Russell & Company CPAs PC, is headquartered in West Hartford, Connecticut. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Launched in 2009, SMS Bookkeeping and Financial Services is a small Lancaster, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hillside, IL
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Small Accounting company File 4 Me Tax Svc, is headquartered in Hillside, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Princeton Financial Group, LLC is an Accounting company. They are headquartered in Princeton, New Jersey and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Small Accounting company Shook & Company, is in Lancaster, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lombard, IL
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Small Accounting company LUDWIG & ASSOCIATES, LTD, is headquartered in Lombard, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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C & A Financial is a small Accounting company located in Palatine, Illinois. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Advanced Accounting is a small Schaumburg, Illinois-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Ana Velez Tax Services, a small Accounting company, is based in Palatine, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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Bacon & Gendreau Tax Preparation is an Accounting company. They were launched in 1996, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Sicklerville, NJ
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Established in 2004, HofflerSmith Financial Services is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Select Bookkeeping & Income Tax Inc. Is a small Lancaster, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Prospect, IL
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Taxpol Mt Prospect Corp is a small Accounting company. They provide Accounting and were launched in 2000.
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
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Hunter Hollis LLC is a midsize Fort Lauderdale, Florida-based Accounting and Recruiting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Palmdale, CA
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Tax Service Specialists is an Accounting company. Headquartered in Palmdale, California, the agency was founded in 1970. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
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Ram Associates, Certified Public Accountants, an Accounting company, is in Trenton, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elk Grove Village, IL
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Thulin and Associates, Inc. Is an Accounting company. Their small team is headquartered in Elk Grove Village, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mahwah, NJ
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Zelitsky & company, LLC is a small Accounting company based in Mahwah, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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Berin & Company LLC, a small Accounting company, is headquartered in West Hartford, Connecticut. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Franklin Township, NJ
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Headquartered in Franklin Township, New Jersey, RRBB is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
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Founded in 1997, AlphaStaff, a midsize Accounting and HR Outsourcing company, is located in Fort Lauderdale, Florida. Their team provides Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Wealth Cornerstones is an Accounting company. Their small team is based in Palatine, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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KHOB TAX SERVICES INC is an Accounting company. Their small team is headquartered in Fremont, California and specializes in Accounting. The company was established in 2009.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Based in Cleveland, Ohio, True North Tax Services, LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Barrington, IL
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Barrington Area Chamber of Commerce is a small Accounting and Business Consulting company based in Barrington, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Accounting company Small Business Services was founded in 1990. The team offers Accounting and Business Consulting and is headquartered in Atlanta, Georgia.
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UndisclosedUndisclosed2 - 9Marlboro, NJ
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Established in 2003, Vision Financial Group CPAS is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49West Hartford, CT
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Launched in 1978, Cowen Tax Advisory Group is an Accounting company. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Figueroa & Co is a small Pasadena, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South River, NJ
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Meky Accounting Firm, a small Accounting company, is in South River, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Mark Bryant, CPA, PC is a small Atlanta, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Covina, CA
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CS Services is a small West Covina, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Milpitas, CA
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Andrew Lee, CPA, a small Accounting company, is based in Milpitas, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lincolnshire, IL
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CTM CPAs & Business Advisors is an Accounting company. They are located in Lincolnshire, Illinois and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rolling Meadows, IL
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Baloun & Company Certified Public Accountants is a small Rolling Meadows, Illinois-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Reconciled Solutions is an Elmhurst, Illinois-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Covina, CA
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Roy McGarrell CPA is an Accounting company. Based in West Covina, California, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Trusted CFO Solutions is an Accounting company. Headquartered in Atlanta, Georgia, the firm was established in 2011. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Epic Taxes, Inc. Is an Accounting company. Founded in 2016, the team provides Accounting. The firm is headquartered in Lancaster, California.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Accounting company Antelope Tax Services is based in Lancaster, California. They offer Accounting and were launched in 2018.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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David M. Hutchison CPA is an Accounting company. Their team is headquartered in Lancaster, California. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Gina Brunet, an Accounting company, is headquartered in Lancaster, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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In Pasadena, California, Mark Schaefer Associates LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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TAPP & TAPP AN ACCOUNTANCY CORP is an Accounting company established in 1971. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.