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 - 9London, England
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SKN Chartered Accountants, Tax Investigations, Accounting Services is a small London, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Schoolgate Accounting Services Ltd is a small Accounting company. Founded in 2014, the team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Britannia Accountancy Services Ltd, an Accounting company, is headquartered in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Rizzo & Company, P.C is a small Palatine, Illinois-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Allan J. Brachman CPA LTD is an Accounting company. They are located in Palatine, Illinois and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Park Ridge, IL
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STE Tax & Accounting is an Accounting company. Their small team is based in Park Ridge, Illinois. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Ops Accounting, an Accounting company, was established in 1996. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Small Accounting company DeFrain & Millon CPA's, is based in Overland Park, Kansas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Athens, GA
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Broyles & Associates PSC is an Accounting company. Established in 1982, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Premier A & T Solutions is an Accounting company. They are headquartered in Schaumburg, Illinois and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Athens, GA
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Masters Services is an Accounting company. Launched in 2007, the firm is headquartered in Athens, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Des Plaines, IL
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Small Accounting company Best Financial Group Ltd, is headquartered in Des Plaines, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Watkinsville, GA
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Ronda Holloway, CPA, P.C. Is an Accounting company. Their small team is headquartered in Watkinsville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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A3M Partners is an Accounting and Business Consulting company. Their small team is based in Chicago, Illinois. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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TPP is an Overland Park, Kansas-based Accounting company. Founded in 1981, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Lyon, France
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Small Accounting company Roche & Cie, is based in Lyon, France. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Watkinsville, GA
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W Douglas Gladney LLC is an Accounting company. The firm is in Watkinsville, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Barrington, IL
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Nieminski Robbins & Associates CPAs is a small Accounting company located in South Barrington, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Kalender & Rodenbeck CPA is a small Accounting company located in Overland Park, Kansas. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Eatonton, GA
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Robert A Reynolds CPA, an Accounting company, is based in Eatonton, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo Grove, IL
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Michael Friedland LTD. Is an Accounting and Business Consulting company. They are in Buffalo Grove, Illinois and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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United Tax Partners is an Accounting company. The company is in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Financial Optics is an Accounting company. They are based in Overland Park, Kansas and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Streamwood, IL
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RAMOS TAX is an Accounting company. They are headquartered in Streamwood, Illinois and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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CMT Corporate Consulting Inc., a small Accounting company, is in Overland Park, Kansas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dunwoody, GA
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Accounting company Business Accounting Services focuses on Accounting and Business Consulting. They were launched in 1980.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Located in Overland Park, Kansas, Mark E. Gerhardt is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Evesham, NJ
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Founded in 2011, Greentree Accounting & Tax Services is a small Evesham, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clark, NJ
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Accounting company The Koenig Group, LLC was founded in 1949. The team specializes in Accounting and is located in Clark, New Jersey.
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UndisclosedUndisclosed2 - 9Clark, NJ
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Angelo & Associates CPAs is an Accounting company. They offer Accounting and were launched in 1984.
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UndisclosedUndisclosed2 - 9West Covina, CA
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Fathy & Associates CPA is a small West Covina, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Covina, CA
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In West Covina, California, Tobi Li Marshall CPA, APC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Accounting Partners, Inc., an Accounting company, is based in Duluth, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Memphis Consulting Group, is a small Accounting company based in Memphis, Tennessee. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Covina, CA
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Lam, Robinson & Co. Is a small Accounting company headquartered in Covina, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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CMA is a small Overland Park, Kansas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Located in Overland Park, Kansas, Tax Advantage Advisors is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Childers Tax Service LLC is an Accounting company in Overland Park, Kansas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Encompass Accounting Solutions is a small Accounting company based in Overland Park, Kansas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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KMB-CPAs, LLC is an Accounting company founded in 2011. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, FL
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Founded in 1994, William A. Jackson & Company is a small Melbourne, Florida-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Small Accounting company Doug Taylor CPA LLC, is headquartered in Overland Park, Kansas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, FL
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Accounting company CPA Business Advisors offers Accounting. They are located in Melbourne, Florida.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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Accounting company Barlow C.P.A. & Co. P.C. Is based in West Hartford, Connecticut. They offer Accounting and were launched in 2008.
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UndisclosedUndisclosed10 - 49Melbourne, FL
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Books N Billing is a small Accounting company launched in 2012. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Based in Melbourne, Florida, BookSmarts is an Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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KENNETH WONG CPA, INC., a small Accounting company, is based in Fremont, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Based in Chattanooga, Tennessee, Honey CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newark, CA
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Launched in 2016, C.L. Tax & Accounting Service Inc is a small Newark, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Frost Company is an Accounting company founded in 1987. Their services include 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.