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 - 9Pasadena, CA
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If Simple, a small Accounting company, is based in Pasadena, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Caldwell Tax Pros is an Accounting company. They are in Chattanooga, Tennessee and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Fraidenburg and Associates, Inc. Is an Accounting company. They are located in West Jordan, Utah and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chattanooga, TN
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Small Accounting company Henderson + Gouger PLLC, is headquartered in Chattanooga, Tennessee. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Located in West Jordan, Utah, Proactive Accounting and Advisory Services, PC is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Located in Chattanooga, Tennessee, Carpenter Accounting is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Wealth Creation Accountants is a small West Jordan, Utah-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Koplan & Associates is an Accounting company. They provide Accounting and Business Consulting and were launched in 1982.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Headquartered in West Jordan, Utah, K.A.N. Accounting & Tax, Inc. Is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Hixson CPA is an Accounting company. They are located in Chattanooga, Tennessee and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Small Accounting company Dahle’s Financial Services, Inc., is based in West Jordan, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Rooks CPA is an Accounting company. They are located in Chattanooga, Tennessee and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
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Kenneth R Butler & Son, P.C. Is an Accounting company. The team is based in West Jordan, Utah, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Sanders Associates is an Accounting company. The Chattanooga, Tennessee-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Neal, Scouten & McConnell, P.C. Is an Accounting company. Their small team is headquartered in Chattanooga, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Headquartered in Chattanooga, Tennessee, Horton Bookkeeping & Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Dowis & Boyd CPAS, an Accounting company, was launched in 2010. Based in Chattanooga, Tennessee, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Headquartered in Pasadena, California, Costanzo & Pepper is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Bueno’s Professional Services is an Accounting company. They are headquartered in Pasadena, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Based in Pasadena, California, Michael Di Pietro C.P.A. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Arlington Heights, IL
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Small Accounting company Kwiat Financial Services, is located in Arlington Heights, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Schaumburg, IL
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Lamb, Little & Co., a midsize Accounting and Business Consulting company, is in Schaumburg, Illinois. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rolling Meadows, IL
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The Horner Group, LTD, an Accounting company, offers Accounting. The company is located in Rolling Meadows, Illinois.
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UndisclosedUndisclosed2 - 9New York, NY
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Headquartered in New York, New York, Brandt Accounting Inc is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Benford Brown & Associates, LLC is an Accounting company established in 1996. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Aurora, IL
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Klein Hall, an Accounting company, was founded in 2002. Based in Aurora, Illinois, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ashwaubenon, WI
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Absolute Tax & Accounting is an Accounting company. The Ashwaubenon, Wisconsin-based firm offers Accounting.
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UndisclosedUndisclosed2 - 9Wisconsin Rapids, WI
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Accounting Plus LLC, a small Accounting company, is based in Wisconsin Rapids, Wisconsin. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Newport News, VA
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Based in Newport News, Virginia, Malvin, Riggins & Company, P.C. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Small Accounting company W/F and Associates, is headquartered in Schaumburg, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Guidant Wealth Advisors is an Accounting company. Their small team is based in Palatine, Illinois. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Point Square Consulting is an Accounting company. The agency is headquartered in Atlanta, Georgia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bloomingdale, IL
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Located in Bloomingdale, Illinois, Michael Coglianese CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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AEI Accounting & Tax Service, Inc. Is a small Accounting company in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deerfield, IL
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Scott, Horewitch, Pidgeon & Abrams, LLC is a small Deerfield, Illinois-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fair Lawn, NJ
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The Canna CPAs, an Accounting company, is headquartered in Fair Lawn, New Jersey. They specialize in Accounting and Business Consulting and were founded in 1997.
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UndisclosedUndisclosed10 - 49Lawrenceville, GA
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Townsend Income Tax and Accounting Services is a small Accounting company located in Lawrenceville, Georgia and Smyrna, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Jenkins Bowler LLP is a small Accounting company launched in 1960. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newton, MA
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Based in Newton, Massachusetts, David J. Prothero, CPA, P.C. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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BANCOR FINANCIAL SERVICES, an Accounting company, is in Pasadena, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9University Place, WA
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Tax Center & Accounting, LLC, an Accounting company, is based in University Place, Washington. Founded in 1987, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Itasca, IL
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MCBEATH, FATES & IVERS, P.C., a small Accounting company, is based in Itasca, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Executive Financial Partners, LLC is a small Atlanta, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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CWSEAPA is an Accounting company. Headquartered in Orlando, Florida, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Rolling Meadows, IL
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Mazzoni and Associates is a small Rolling Meadows, Illinois-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Located in Pasadena, California, JOHN M. HORNICK, CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hampton, GA
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JK Edwards & Company, a small Accounting company, is located in Hampton, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newton, MA
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Founded in 1986, Weiner and Rice PC is an Accounting company. The team offers Accounting and Business Consulting and is based in Newton, Massachusetts.
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UndisclosedUndisclosed2 - 9Hanover Park, IL
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Small Accounting company BJS & Associates, Ltd., is based in Hanover Park, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49East Dundee, IL
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Motl Accounting is a small Accounting company located in East Dundee, Illinois. 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.